BofA cuts target for Amrize stock from USD 50.00 to USD 40.00

Published on 10/07/2026 at 10:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Amrize grew second-quarter revenue 8.60 percent and adjusted EBITDA 5.80 percent. Amrize stock costs EUR 33.34 on October 7, 2026 after EUR 33.13.

Amrize, CH1430134226, Illustration mit AI erstellt.

Amrize stock (ISIN CH1430134226) was trading at EUR 33.34 at Lang & Schwarz on October 7, 2026 at 10:34 a.m. CEST, plus 0.63 percent versus the prior close of EUR 33.13. According to Investing.com on October 2, 2026, BofA Securities downgraded Amrize from Neutral to Underperform and cut its price target from USD 50.00 to USD 40.00.

Analyst caution meets operating growth

The downgrade puts valuation pressure against a business that still delivered higher operating figures in the second quarter. In the earnings call, Yahoo Finance reported that revenue grew 8.60 percent year over year, while adjusted earnings before interest, taxes, depreciation and amortization rose 5.80 percent to USD 986.00 million in the second quarter of 2026.

The same call showed adjusted EBITDA growth lagging revenue growth by 2.80 percentage points. Net income increased 14.40 percent and organic growth reached 6.70 percent in the second quarter, giving investors a measurable contrast between demand and cost pressure.

Guidance points to a stronger second half

Amrize's management raised its full-year 2026 revenue guidance to USD 12.5 billion-12.7 billion and set adjusted EBITDA guidance at USD 3.1 billion-3.2 billion. The company expects price-over-cost performance to turn positive in the fourth quarter of 2026.

That outlook depends on pricing actions catching up with freight, diesel and raw-material costs. Residential roofing volume is expected to grow at a high-single-digit rate in full-year 2026, while the ASPIRE savings program is expected to contribute USD 80.00 million during the year.

Next earnings date is approaching

Amrize lists its third-quarter 2026 earnings conference call for the week of October 26, 2026. The company reported second-quarter results for the period ended June 30, 2026, giving the next update a direct test of whether pricing and cost trends are improving.

Amrize stock stays near its lower range

As of October 6, 2026, Amrize had a market capitalization of USD 20.6 billion, while its 52-week range stood at USD 36.55 to USD 65.94. The latest primary-market context is the New York Stock Exchange listing, while the euro quote reflects Lang & Schwarz trading in Germany.

Amrize was trading at EUR 33.34 at Lang & Schwarz on October 7, 2026 at 10:34 a.m. CEST, plus 0.63 percent versus the Lang & Schwarz prior close of EUR 33.13. The further course of trading is shown by the continuously updated real-time quote of Amrize stock.