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Orion Group Holdings, Inc. Stock Price

NYSE:ORN Community·US$563.1m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

ORN Share Price Performance

US$13.91
5.39 (63.26%)
US$17.50
Fair Value
US$13.91
5.39 (63.26%)
20.5% undervalued intrinsic discount
US$17.50
Fair Value
Price US$13.91
AnalystConsensusTarget US$17.50
AnalystLowTarget US$11.50

ORN Community Narratives

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Fair Value US$17.5 20.5% undervalued intrinsic discount

ORN: New Contract Wins And Margin Expansion Will Drive Future Upside

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·
Fair Value US$11.5 21.0% overvalued intrinsic discount

Pacific Defense Infrastructure Delays Will Temper Data Center Tailwinds Over The Next Decade

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Trending Discussion

Updated Narratives

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ORN: New Contract Awards And 2026 Guidance Will Drive Further Upside

Fair Value: US$17.5 20.5% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Pacific Defense Infrastructure Delays Will Temper Data Center Tailwinds Over The Next Decade

Fair Value: US$11.5 21.0% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with proven track record.

3 Risks
4 Rewards

Orion Group Holdings, Inc. Key Details

US$879.9m

Revenue

US$771.4m

Cost of Revenue

US$108.5m

Gross Profit

US$99.9m

Other Expenses

US$8.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.21
12.33%
0.98%
50.3%
View Full Analysis

About ORN

Founded
1994
Employees
2076
CEO
Travis Boone
WebsiteView website
www.oriongroupholdingsinc.com

Orion Group Holdings, Inc. operates as a specialty construction company for the infrastructure, industrial, and building sectors in the United States, Canada, and the Caribbean Basin. It operates through two segments, Marine and Concrete. The company engages in the building, rehabilitation, and maintenance of a range of marine transportation facilities, including terminals, cruise ship berths, private terminals, U.S. Navy facilities, marinas, and other port facilities; installation of foundations, mooring structures, and related components; provision of ongoing inspection, maintenance, and emergency repair services, as well as logistics services for directional drilling; installation and removal of underwater pipelines and transmission infrastructure, such as industrial intakes and outfalls, river crossing, and tie-ins; construction, repair, and maintenance of overwater bridges, causeways, and fendering systems; and construction of various environmental protection structures, including levees, erosion control systems, concrete mats, wetlands restoration features, and geotube installations for island and shoreline creation. It also provides maintenance and capital dredging services for ports, waterways, and channels. In addition, the company offers specialty services, such as design, salvage, demolition, surveying, towing, commercial diving, underwater inspection, excavation, and repair services. Further, it provides concrete construction services, including concrete placement and finishing, site preparation, layout, forming, and rebar placement services for data centers; industrial, warehouse, and distribution facilities; commercial, multi-family, institutional, and mixed-use structures; and retail, hospital, and recreational facilities. The company was formerly known as Orion Marine Group, Inc. and changed its name to Orion Group Holdings, Inc. in May 2016. Orion Group Holdings, Inc. was founded in 1994 and is headquartered in Houston, Texas.

Recent ORN News & Updates

Narrative Update Jun 02

ORN: New Contract Awards And 2026 Guidance Will Drive Further Upside

Analysts now cite updated fair value and P/E assumptions in their models for Orion Group Holdings, with the average price target moving from $16.75 to $17.50. What's in the News Orion Group Holdings reaffirmed full year 2026 guidance, with revenue projected in a range of US$900 million to US$950 million and net income expected between US$11,500,000 and US$15,300,000 (Corporate Guidance).
Seeking Alpha May 17

Orion's Rally May Only Be In The Early Innings

Summary Orion Group has delivered a 53% YTD gain, driven by marine segment strength and robust adjusted EBITDA upside potential. ORN’s guidance looks beatable, with Q1 revenue up 14.6% and expectations for mid-teens full-year growth, supporting further upside to consensus estimates. The company’s clean balance sheet (1.5x net leverage) and accretive M&A strategy position it for continued organic and inorganic growth. Despite all-time highs, ORN trades at 13.4x EV/EBITDA, with a $23.20 price target implying 48% upside as margin expansion and revenue growth outpace peers. Read the full article on Seeking Alpha

Recent updates

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