RBC cuts Stella-Jones target to CAD 76.00. Five analysts rate Stella-Jones stock Buy

Published on 10/02/2026 at 21:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

RBC set a CAD 76.00 target from CAD 79.00 on September 30, 2026. Stella-Jones stock stood at EUR 40.90 on October 2, 2026, unchanged versus EUR 40.90.

SJ, CA85853F1053, Illustration mit AI erstellt.

RBC Capital lowered its Stella-Jones target from CAD 79.00 to CAD 76.00 on September 30, 2026, while keeping a Sector Perform rating, as Markets Insider reported. Five of eight analysts rated Stella-Jones stock Buy and three rated it Hold on September 12, 2026, according to MarketBeat. At Lang & Schwarz, the stock was trading at EUR 40.90 after-hours on October 2, 2026 at 9:10 p.m. CEST, unchanged from the prior close of EUR 40.90 on October 1, 2026.

RBC trims the target

The CAD 3.00 reduction places RBC's new target below the CAD 89.62 consensus target cited by MarketBeat on October 1, 2026. The change followed RBC's updated third-quarter estimates and channel checks, while the report described an improving mid-quarter volume backdrop.

Margins carry the risk

Stella-Jones reported second-quarter 2026 sales of CAD 1.042 billion, up from CAD 1.034 billion in the year-earlier quarter, according to ScanX News. The comparison is modest on revenue but less favorable on profitability: adjusted EBITDA fell 12.00 percent year over year to CAD 167.0 million, from CAD 189.0 million, and the adjusted EBITDA margin declined to 16.00 percent from 18.30 percent.

Utility products provided the main offset, with sales rising 7.00 percent to CAD 510.0 million in the second quarter, while residential lumber sales fell 5.00 percent to CAD 234.0 million. Operating cash flow reached CAD 192.0 million, and management reaffirmed a three-year average adjusted EBITDA margin target of 17.50 percent to 18.50 percent, according to ScanX News.

Stock remains near its yearly low

The finance quote showed a 52-week range of CAD 64.64 to CAD 101.31 and market capitalization of CAD 3.6 billion as of October 2, 2026. MarketBeat reported a new 52-week low during the prior session, when the stock traded as low as CAD 66.43, highlighting why the target reset and margin recovery now matter more than the small revenue increase.

After-hours price stays unchanged

Stella-Jones was trading at EUR 40.90 at Lang & Schwarz on October 2, 2026 at 9:10 p.m. CEST, unchanged at 0.00 percent versus the EUR 40.90 prior close on October 1, 2026. The company is listed on the Toronto Stock Exchange as TSX: SJ, according to its investor-relations page.