Could Insider Moves and Analyst Optimism Reveal a Turning Point in Clean Harbors’ (CLH) Growth Story?

• Shares of Clean Harbors have recently attracted attention following a period of increased insider selling, despite a recent 2,000-share purchase by the Co-CEO and continued strong analyst sentiment.
• Analysts and market participants cite the company’s perceived undervaluation and promising growth outlook as key factors reigniting interest, bolstered by its unique capabilities in environmental solutions.
• To understand the potential impact of these developments, we’ll explore how renewed investor confidence, highlighted by the Co-CEO’s purchase and analyst consensus, shapes Clean Harbors’ investment narrative.

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Clean Harbors Investment Narrative Recap

To be a Clean Harbors shareholder today, you need to believe in the company's role at the forefront of hazardous waste and PFAS management, and its ability to capitalize on regulatory and industrial shifts favoring advanced environmental solutions. While the recent insider selling could raise eyebrows, the Co-CEO's share purchase and supportive analyst sentiment appear to have minimal impact on the primary short-term catalyst, Clean Harbors' market positioning in environmental compliance, though ongoing regulatory risks still loom.

Among recent announcements, the confirmation of 2025 financial guidance stands out as particularly relevant. This move signals management's confidence despite earnings pressure and increased insider selling, and closely ties to the company's expected growth in Environmental Services, reinforcing the same drivers that underpin its investment thesis.

However, investors should be aware that, in contrast to these growth drivers, evolving regulations and stricter permitting could...

Read the full narrative on Clean Harbors (it's free!)

Clean Harbors is expected to reach $7.0 billion in revenue and $605.1 million in earnings by 2028. This outlook assumes annual revenue growth of 5.8% and an earnings increase of $220.3 million from the current earnings of $384.8 million.

Uncover how Clean Harbors' forecasts yield a $263.22 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Two Simply Wall St Community members estimate Clean Harbors' fair value between US$263.22 and US$354.12 per share. While growth in PFAS destruction capabilities is a point of consensus, you may want to compare how regulatory risks could affect these optimistic outlooks.

Explore 2 other fair value estimates on Clean Harbors - why the stock might be worth as much as 43% more than the current price!

Build Your Own Clean Harbors Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Clean Harbors research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Clean Harbors research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Clean Harbors' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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