MarketBeat reports Moderate Buy for Casella Waste Systems stock at USD 109.75

Published on 10/02/2026 at 03:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 543.75 million, up 16.90 percent year over year. The consensus target for Casella Waste Systems stock is USD 109.75.

CWST, US1474481041, Illustration mit AI erstellt.

MarketBeat reported a Moderate Buy consensus for Casella Waste Systems stock on September 16, 2026, with seven Buy ratings, one Strong Buy, two Holds and one Sell, alongside an average 12-month target of USD 109.75. The rating snapshot gives investors a clear comparison point as Casella's latest operating figures show rapid expansion but continued margin pressure.

Revenue grows in the second quarter

According to Yahoo Finance on August 7, 2026, revenue in the second quarter of 2026 reached USD 543.70 million, up 16.90 percent from the same quarter of 2025. Adjusted EBITDA rose 12.50 percent to USD 123.20 million, while the adjusted EBITDA margin was 22.70 percent, down 0.80 percentage points year over year.

The same earnings-call transcript shows that solid-waste pricing increased 5.50 percent in the second quarter of 2026, while landfill tons rose 8.40 percent. Acquisitions supplied USD 46.20 million of quarterly revenue growth, and same-store growth contributed USD 32.20 million, or 6.90 percent.

Higher sales, lower earnings outlook

Management raised full-year 2026 revenue guidance to USD 2.09 billion to USD 2.11 billion from USD 2.06 billion to USD 2.08 billion, according to Yahoo Finance. The company reaffirmed adjusted EBITDA guidance of USD 473 million to USD 483 million and adjusted free cash flow guidance of USD 200 million to USD 210 million.

The counter-factor is the GAAP earnings outlook. Casella lowered full-year 2026 GAAP net income guidance to USD 0 million to USD 6 million from USD 4 million to USD 10 million, citing higher amortization expense and income taxes. That contrast explains why stronger revenue growth has not translated into a comparable earnings expansion.

Sustainability adds operating metrics

Casella's September 23, 2026 sustainability release reported that the company and its customers recover more than 1.6 million tons of material annually, an increase of more than 500,000 tons since 2019. It also reported 24,000 volunteer hours in 2025, up 90.00 percent from the prior year, according to Casella Waste Systems.

Stock reference and valuation

The Lang & Schwarz prior close was EUR 69.44 on September 30, 2026. The finance quote showed a market capitalization of USD 4.9 billion and a 52-week range of USD 74.05 to USD 107.96 as of October 1, 2026, while Casella's primary listing is Nasdaq under ticker CWST.