Barclays kept USD 104.00 target for Casella Waste Systems stock

Casella Waste Systems stock was at EUR 74.15 at Lang & Schwarz on October 8, 2026 at 12:14 p.m. CEST, down 0.86 percent versus the prior close of EUR 74.79. Barclays analyst William Grippin had kept a Buy rating and a USD 104.00 target on October 2, 2026, according to Moomoo.

Barclays keeps USD 104.00 target

The unchanged target gives Casella a concrete benchmark while the euro quotation remains below the company's USD 104.00 analyst reference. Barclays' note also retained the Buy rating, but the article does not establish a new target increase or a fresh estimate.

Casella's second-quarter 2026 revenue reached USD 543.75 million, up 16.90 percent from the year-earlier quarter, while reported net income was USD 3.77 million, down 28.00 percent year over year, according to Simply Wall St. The combination matters because revenue expansion has not translated into comparable net-income growth.

Landfill capacity remains central

Casella had set December 31, 2026 as the final day for municipal solid waste acceptance at its North Country Environmental Services landfill in Bethlehem, New Hampshire. The October 1 filing said the earlier closure would increase fourth-quarter 2026 landfill amortization expense but was not expected to materially affect fourth-quarter or full-year 2026 results, according to Casella Waste Systems.

The operational issue is capacity rather than an immediate earnings reset. A separate report said the landfill serves about 200 New Hampshire communities, while Casella is pursuing disposal and transfer options and expanding capacity at selected facilities, including a New York site.

Stock sits below its yearly high

At the primary Nasdaq listing, CWST had a USD 83.72 quote on October 7, 2026 at 4:00 p.m. ET, with a USD 74.05 to USD 107.96 52-week range. The euro reference price was 31.32 percent below that USD 107.96 high, using the Nasdaq figures only as separate market context.

For investors, the key contrast is clear: second-quarter revenue grew 16.90 percent, while net income fell 28.00 percent and the business is adjusting to an earlier landfill closure. The USD 104.00 Barclays target therefore sits alongside both operating growth and capacity execution risk.

Casella stock stays below its high

Casella Waste Systems stock was trading at EUR 74.15 at Lang & Schwarz on October 8, 2026 at 12:14 p.m. CEST, minus 0.86 percent versus the Lang & Schwarz prior close of EUR 74.79 on October 7, 2026. The further course of trading is shown by the continuously updated real-time quote of Casella Waste Systems stock.

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