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LMB: Share Repurchases Will Support Earnings Guidance And Future Momentum

Recurring Service Revenue Will Drive Digital Building Solutions

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LMB
AnalystConsensusTarget
Not Invested
Published 18 Sep 2024

Update shared on 16 Dec 2025

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1Y
-10.2%
7D
10.0%

Analysts have modestly increased their price target on Limbach Holdings to remain aligned with an unchanged fair value estimate of $126.25 per share, citing slightly lower discount rate assumptions and a stable long term growth and profitability outlook.

What's in the News

  • Limbach Holdings, Inc. announced a share repurchase program authorizing the buyback of up to $50 million of its common stock, to be funded through existing cash, operating cash flow, credit facility borrowings, or other available means. The program is set to expire on December 15, 2027 (company announcement).
  • The Board of Directors authorized the new share repurchase plan on December 15, 2025, signaling continued confidence in the company’s long term strategy and capital allocation framework (company announcement).
  • Limbach Holdings reaffirmed its 2025 revenue guidance in the range of $650 million to $680 million, maintaining its previous outlook and underscoring management’s expectations for stable top line performance (company guidance).

Valuation Changes

  • Fair Value Estimate is unchanged at $126.25 per share, indicating no revision to the intrinsic value assessment.
  • The discount rate has fallen slightly from 8.70 percent to approximately 8.66 percent, reflecting a marginally lower perceived risk or cost of capital.
  • Revenue growth is effectively unchanged at about 12.2 percent, suggesting a stable outlook for top line expansion.
  • Net profit margin is essentially unchanged at around 6.67 percent, indicating a consistent profitability expectation.
  • The future P/E has edged down slightly from about 34.23x to 34.20x, implying a modestly lower multiple applied to expected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.