Analyst Stance And Valuation PressureLowered price targets and EPS revisions reflect a more cautious analyst stance, contributing to a valuation discount amid subdued earnings momentum.
Recycling Segment And Cost PressureWeakness in the Recycling segment, driven by a metals‑heavy revenue mix, is compressing margins while higher operating expenses offset modest gross margin improvements.
Rollout And Competition RiskRollout risks in new DRS markets combined with intensified competition constrain near‑term visibility and could disrupt planned deployments and revenue growth.