Casella Waste Systems, Inc.

NasdaqGS:CWST Voorraadrapport

Marktkapitalisatie: US$5.7b

Casella Waste Systems Toekomstige groei

Future criteriumcontroles 3/6

Casella Waste Systems zal naar verwachting groeien in winst en omzet met respectievelijk 88.2% en 7.9% per jaar. De winst per aandeel zal naar verwachting groeien met 85.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.5% zijn.

Belangrijke informatie

88.2%

Groei van de winst

85.66%

Groei van de winst per aandeel

Commercial Services winstgroei13.8%
Inkomstengroei7.9%
Toekomstig rendement op eigen vermogen7.51%
Dekking van analisten

Good

Laatst bijgewerkt11 Aug 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • Sep 01

Casella Waste Systems Shouldn't Be Thrown Out Yet

Summary Casella Waste Systems remains a soft "Buy" as management raises 2024 revenue and EBITDA guidance, reflecting robust growth and operational stability. Acquisition-driven expansion, particularly the $100 million Star Waste deal and $400.8 million in total M&A spend, has fueled top-line gains across all regional segments. Despite a modest net profit decline, CWST delivered broad-based improvements in adjusted net income, cash flow, and EBITDA, demonstrating sector resilience. Valuation sits mid-range relative to peers, but CWST's lower risk profile and recession-resistant business model support continued bullish positioning. Read the full article on Seeking Alpha
Analyse-artikel • Jun 19

Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell Call

Casella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...
Narratiefupdate • Jun 15

CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.
Narratiefupdate • Jun 01

CWST: Pricing Power And RNG Projects Will Shape Future Upside Potential

Narrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.
Narratiefupdate • May 15

CWST: Landfill Positioning And 2026 Guidance Will Drive Future Upside

Analysts have trimmed their fair value estimate for Casella Waste Systems slightly to $112.0 from $112.8, reflecting updated assumptions around growth, margins and forward P/E after a mix of target cuts and one upgrade across recent research reports. Analyst Commentary Recent research shows a mix of target cuts and one upgrade, with analysts recalibrating their views around Casella Waste Systems' valuation, execution and growth profile rather than making wholesale changes to their broader stance on the stock.
Narratiefupdate • Apr 24

CWST: Landfill Execution And 2026 Guidance Will Support Upside Potential

The updated analyst price target for Casella Waste Systems edges down by about $1 to $112.80, as analysts align their models with recent Street target revisions while still highlighting the company’s landfill positioning and operational improvements as key drivers in their underlying assumptions. Analyst Commentary Recent Street research around Casella Waste Systems points to a mixed but generally constructive view, with most analysts lowering their price targets while still seeing room for execution on landfill assets and operations to support the investment case.
Narratiefupdate • Apr 10

CWST: Landfill Footprint And Operational Improvements Will Underpin 2026 Upside Potential

Casella Waste Systems' refreshed analyst price target holds steady at $113.50, as analysts fine tune assumptions on discount rates and margins while pointing to updated peer price targets between about $101 and $130 and to ongoing potential for operational improvement. Analyst Commentary Recent Street research on Casella Waste Systems shows a mix of optimism about the company’s long term execution and some caution reflected in lower price targets, even as ratings generally remain supportive.
Narratiefupdate • Mar 27

CWST: Mid Atlantic Integration And Landfill Footprint Are Set To Unlock 2026 Tailwind

Casella Waste Systems' updated analyst price target has shifted toward a tighter range around $101 to $130, as analysts factor in slightly higher discount rates, a higher projected profit margin, and a lower future P/E multiple following recent research updates across major firms. Analyst Commentary Recent research updates cluster Casella Waste Systems' fair value views between roughly $101 and $130, with price target revisions reflecting mixed opinions on execution, integration progress, and margin potential.
Narratiefupdate • Mar 11

CWST: Mid Atlantic Integration Progress May Turn 2026 Setup Into Tailwind

Analysts have trimmed their average price targets on Casella Waste Systems by single digits to a range of about $101 to $130, reflecting updated models after recent results. The revised targets still point to ongoing operational improvements, integration progress, and potential margin opportunities.
Narratiefupdate • Feb 23

CWST: Mid Atlantic Integration Progress And Index Adds May Support 2026 Margins

Analysts have modestly trimmed their average price target on Casella Waste Systems to about $115 per share, citing updated models that reflect slightly lower growth assumptions, improved margin expectations, and ongoing operational progress. Analyst Commentary Recent research updates on Casella Waste Systems present a mixed picture, with most firms adjusting price targets while refining their views on execution, integration progress, and long term growth potential.
Narratiefupdate • Feb 08

CWST: Mid Atlantic Integration Progress And Index Additions May Support 2026 Margins

Analysts have nudged their price expectations for Casella Waste Systems higher, with the updated average target moving from about $114.70 to roughly $115.33. They cite improving integration in the Mid-Atlantic region, as well as potential synergies, pricing power, and margin expansion as key supports for the new view.
Narratiefupdate • Jan 24

CWST: Mid Atlantic Integration Tailwinds And Index Additions Will Shape 2026 Margins

Our analyst price target for Casella Waste Systems has been raised to $120, up from $114.70. Analysts point to easing Mid-Atlantic integration headwinds and potential synergies in fleet, labor, and systems that could support pricing power and margin improvement into 2026.
Narratiefupdate • Jan 10

CWST: Mid Atlantic Integration Tailwinds Will Support Margin Expansion Through 2026

Our analyst fair value estimate for Casella Waste Systems has moved from US$112.70 to US$114.70, reflecting analysts’ higher Street targets and their view that easing Mid-Atlantic integration headwinds and potential synergies, along with pricing power and margin expansion into 2026, support a modestly stronger outlook. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$95 to US$120 range, suggesting they see the current share price as not fully reflecting their updated outlook.
Narratiefupdate • Dec 14

CWST: Easing Integration Progress Will Drive Free Cash Flow Compounding Through 2026

Analysts have nudged their price target on Casella Waste Systems slightly higher to approximately $113 per share from about $112.78, citing easing integration headwinds, a constructive 2026 growth outlook, and confidence in the company’s long runway for inorganic expansion and free cash flow compounding. Analyst Commentary Recent Street research on Casella Waste Systems reflects a more balanced, but still constructive, view as analysts reassess both the company’s growth runway and its execution risks.
Narratiefupdate • Nov 28

CWST: Easing Integration Headwinds Will Support Free Cash Flow Leadership Through 2026

Casella Waste Systems' analyst price target rose from $88 to $95 per share as analysts point to easing integration headwinds and a more constructive multi-year outlook, despite ongoing execution risks. Analyst Commentary Recent Street research highlights a shift in sentiment toward Casella Waste Systems, with analysts weighing both the opportunities and challenges facing the company.
Narratiefupdate • Nov 14

CWST: Free Cash Flow Compounding Will Drive Shares Higher Through 2026

Analysts have modestly lowered their price target for Casella Waste Systems from $115 to approximately $112.78 per share. They cite slightly slower revenue growth projections, improved profit margin estimates, and a more constructive outlook for 2026 as reasons for the adjustment.
Analyse-artikel • Nov 05

Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a good week for Casella Waste Systems, Inc. ( NASDAQ:CWST ) shareholders, because the company has just...
Narratiefupdate • Oct 31

CWST: Inorganic Expansion Will Drive Long-Term Compounding Despite Short-Term Challenges

Analysts have modestly lowered their fair value estimate for Casella Waste Systems from $116.68 to $115.00 per share. This adjustment reflects mixed sector sentiment and tempered expectations for the company's growth trajectory, even as industry optimism continues.
Analyse-artikel • Oct 20

What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?

Casella Waste Systems, Inc. ( NASDAQ:CWST ), might not be a large cap stock, but it saw significant share price...
Narratiefupdate • Oct 16

Northeast And Mid-Atlantic Trends Will Reshape Waste Management

Analysts have slightly lowered their price target for Casella Waste Systems from $118.51 to $116.68 as the company's updated profit forecasts, margin estimates, and sector evaluations point to a modestly more cautious outlook. Analyst Commentary Recent analyst coverage reflects a mix of optimism and caution regarding Casella Waste Systems, centered on the company's growth trajectory, sector dynamics, and execution risks.
Narratiefupdate • Sep 19

Northeast And Mid-Atlantic Trends Will Reshape Waste Management

Casella Waste Systems’ consensus price target has been revised downward as analysts highlight operational challenges tied to its geographic expansion and sector-specific headwinds, resulting in a new fair value of $118.51. Analyst Commentary Bearish analysts point to “growing pains” related to Casella Waste's geographic expansion, which may be underestimated by consensus.
Seeking Alpha • Dec 18

Casella Waste Systems: Not Trash, But Not Treasure Either

Summary Casella Waste Systems shows growth potential through acquisitions and operational improvements but faces valuation concerns, trading above historical and peer multiples. Q3'24 results missed expectations, with revenue growth driven by acquisitions and organic expansion, but lower landfill volumes and insurance events impacted margins. The company maintains a bullish outlook on acquisitions and operational productivity, expecting EBITDA margin expansion into 2025 despite ongoing volume challenges. High leverage and integration risks, along with persistent volume declines in landfill materials, are potential risks to Casella's investment thesis. Above all, Casella's valuation at 18x forward EV/EBITDA doesn't offer compelling value. Read the full article on Seeking Alpha
Seeking Alpha • Nov 24

Casella Waste Systems: Is It Time To Take Out The Trash?

Summary Casella Waste Systems has seen strong growth through strategic acquisitions and organic expansion, but its high valuation multiples raise concerns. Despite increasing revenues and dealmaking activities, falling free cash flows and adjusted earnings per share make me cautious about the stock. The company's recession-resilient business model and integrated waste solutions are appealing, yet traditional financial metrics suggest caution. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NasdaqGS:CWST - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20282,420572834904
12/31/20272,2524123544510
12/31/20262,101320838610
6/30/20261,9556105351N/A
3/31/20261,8777102342N/A
12/31/20251,837884330N/A
9/30/20251,7951578343N/A
6/30/20251,7221191341N/A
3/31/20251,6331395324N/A
12/31/20241,5571478281N/A
9/30/20241,489756247N/A
6/30/20241,4301950230N/A
3/31/20241,3431857225N/A
12/31/20231,2652578233N/A
9/30/20231,1773689223N/A
6/30/20231,1204082208N/A
3/31/20231,1145273209N/A
12/31/20221,0855386217N/A
9/30/20221,0555472201N/A
6/30/20221,0014774196N/A
3/31/20229344166175N/A
12/31/20218894159183N/A
9/30/20218489550162N/A
6/30/20218089444156N/A
3/31/20217819442157N/A
12/31/20207759132140N/A
9/30/20207683753157N/A
6/30/20207643533141N/A
3/31/202076334N/A127N/A
12/31/201974332N/A117N/A
9/30/20197249N/A102N/A
6/30/201969919N/A111N/A
3/31/20196779N/A113N/A
12/31/20186616N/A121N/A
9/30/201863740N/A118N/A
6/30/201862530N/A116N/A
3/31/2018613-25N/A110N/A
12/31/2017599-22N/A108N/A
9/30/2017592-54N/A103N/A
6/30/2017583-58N/A85N/A
3/31/20175731N/A89N/A
12/31/2016565-7N/A80N/A
9/30/2016561-2N/A86N/A
6/30/2016556-7N/A82N/A
3/31/2016555-11N/A78N/A
12/31/2015547-13N/A71N/A
9/30/20155674N/A61N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei CWST ( 88.2% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van CWST ( 88.2% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.2% per jaar).

Hoge groeiwinsten: De winst van CWST zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van CWST ( 7.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.4% per jaar).

Hoge groei-inkomsten: De omzet van CWST ( 7.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CWST zal naar verwachting over 3 jaar laag zijn ( 7.5 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/17 06:52
Aandelenkoers aan het einde van de dag2026/09/17 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Casella Waste Systems, Inc. wordt gevolgd door 21 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
William GrippinBarclays
"William GrippinBarclays
Samuel EnglandBerenberg