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Casella Waste Systems (CWST)
NASDAQ:CWST
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Casella Waste (CWST) Price & Analysis

375 Followers

CWST Stock Chart & Stats

$89.39
-$0.09(-0.10%)
At close: 4:00 PM EDT
$89.39
-$0.09(-0.10%)

Bulls Say, Bears Say

Bulls Say
Integrated Waste InfrastructureAn integrated regional network lets Casella capture collection, transfer and disposal economics across the waste stream. Owned infrastructure and landfill capacity can support route density, internalization, pricing power and durable customer relationships over multiple years.
Revenue And Pricing GrowthGrowth is supported by both acquisitions and underlying pricing, reducing reliance on a single expansion source. Recurring service contracts, solid waste price increases and tuck-in acquisitions provide a foundation for continued revenue expansion.
Cash Generation And LiquidityStrong operating cash generation provides funding for capital investment, debt service and acquisitions while reducing dependence on external financing. Positive free cash flow and substantial liquidity also give Casella flexibility to pursue infrastructure and tuck-in growth.
Bears Say
Sharp Profitability CompressionThe steep decline in gross and net margins shows that revenue growth is converting weakly into earnings. Higher depreciation, interest, taxes and operating costs could constrain reinvestment capacity and leave results vulnerable to further cost pressure.
Meaningful Debt LoadAlthough leverage has improved versus earlier periods, the debt burden remains material relative to current profitability. Sustained borrowing costs and acquisition spending could limit financial flexibility, particularly while GAAP earnings remain very low.
Volume And Margin HeadwindsLower collection volumes and a weaker service mix may pressure route economics even as landfill tons increase. Fuel-recovery mechanics, acquisition dilution and Resource Solutions weakness also create persistent risks to margin expansion.

Casella Waste News

CWST FAQ

What was Casella Waste Systems’s price range in the past 12 months?
Casella Waste Systems lowest stock price was $74.05 and its highest was $107.96 in the past 12 months.
    What is Casella Waste Systems’s market cap?
    Casella Waste Systems’s market cap is $5.92B.
      When is Casella Waste Systems’s upcoming earnings report date?
      Casella Waste Systems’s upcoming earnings report date is Nov 04, 2026 which is in 73 days.
        How were Casella Waste Systems’s earnings last quarter?
        Casella Waste Systems released its earnings results on Aug 06, 2026. The company reported $0.4 earnings per share for the quarter, beating the consensus estimate of $0.356 by $0.044.
          Is Casella Waste Systems overvalued?
          According to Wall Street analysts Casella Waste Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Casella Waste Systems pay dividends?
            Casella Waste Systems does not currently pay dividends.
            What is Casella Waste Systems’s EPS estimate?
            Casella Waste Systems’s EPS estimate is 0.42.
              How many shares outstanding does Casella Waste Systems have?
              Casella Waste Systems has 62,651,848 shares outstanding.
                What happened to Casella Waste Systems’s price movement after its last earnings report?
                Casella Waste Systems reported an EPS of $0.4 in its last earnings report, beating expectations of $0.356. Following the earnings report the stock price went down -1.161%.
                  Which hedge fund is a major shareholder of Casella Waste Systems?
                  Currently, no hedge funds are holding shares in CWST
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Casella Waste Systems

                    Casella Waste Systems, Inc., along with its subsidiaries, operates as a vertically integrated solid waste management firm across the northeastern United States. The company specializes in comprehensive waste and resource management solutions, encompassing solid waste collection, transfer, disposal, recycling, and organic waste services. These offerings cater to a diverse clientele, including residential, commercial, municipal, institutional, and industrial customers. Its operations specifically address non-hazardous solid waste, from initial collection through its extensive network of transfer stations to final disposal facilities. Casella also markets a variety of processed recyclables, such as metals (including aluminum), plastics, and paper products like corrugated cardboard, sourced from both its own processing centers and third-party acquisitions. Furthermore, the company engages in commodity brokerage. As of January 31, 2022, its significant infrastructure included 50 solid waste collection operations, 65 transfer stations, 23 recycling facilities, 8 Subtitle D landfills, 3 landfill gas-to-energy facilities, and 1 landfill dedicated to construction and demolition materials. Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.

                    Casella Waste (CWST) Earnings & Revenues

                    CWST Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented solid top-line growth, strong adjusted EBITDA expansion, improved safety metrics, successful Mid-Atlantic integration progress, and disciplined cash generation and liquidity — offset by margin headwinds from fuel recovery mechanics, Resource Solutions comparables, and modest acquisition dilution. Management reiterated full-year operating guidance while raising revenue due largely to elevated fuel recovery fees and a recent small tuck-in acquisition, and emphasized ongoing focus on unlocking scale, operational synergies, and continued tuck-in M&A.View all CWST earnings summaries

                    CWST Revenue Breakdown

                    40.46%40.46%29.61%23.15%6.77%
                    40.46% Western
                    29.61% Eastern
                    23.15% Resource Solutions
                    6.77% Mid-Atlantic
                    tipranks

                    CWST Stock 12 Month Forecast

                    Average Price Target

                    $116.29
                    ▲(30.09% Upside)
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