Analyst Upgrades and Insider Buying Might Change the Case for Investing in Louisiana-Pacific (LPX)

• In November 2025, Louisiana-Pacific received renewed Buy ratings from D.A. Davidson and Bank of America Securities, while recent insider buying activity highlighted positive corporate sentiment.
• This combination of analyst optimism and insider confidence has drawn investor attention to the company’s outlook in the building solutions sector.
• We’ll now explore how recent insider buying activity could influence Louisiana-Pacific’s overall investment narrative.

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Louisiana-Pacific Investment Narrative Recap

As an investor in Louisiana-Pacific, you generally need to believe that demand for engineered wood products will strengthen, especially in repair, remodeling, and sustainable new construction, despite persistent industry headwinds. The recent wave of analyst buy ratings and insider purchases reflects optimism, but these positive signals do not materially alter the company's biggest short-term catalyst, increasing adoption of LP’s SmartSide Siding products, or the ongoing risk of depressed OSB prices, which continue to weigh on earnings.

One relevant development is the CEO succession, with current President Jason Ringblom set to take the helm in February 2026. This leadership transition comes at a time when unlocking the full potential of new siding products is crucial, especially as volume and margin growth remain closely tied to demand for higher-value offerings amid pricing and margin pressures.

By contrast, potential weakness in U.S. housing starts, a factor investors should be aware of may...

Read the full narrative on Louisiana-Pacific (it's free!)

Louisiana-Pacific is projected to reach $3.3 billion in revenue and $435.7 million in earnings by 2028. This outlook reflects a 4.6% annual revenue growth rate and a $137.7 million increase in earnings from the current $298.0 million.

Uncover how Louisiana-Pacific's forecasts yield a $105.88 fair value, a 36% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four fair value estimates for Louisiana-Pacific, ranging widely from US$25.88 to US$105.88 per share. While analyst enthusiasm highlights product innovation as a growth driver, you should consider that market views remain divided, see how your own perspective compares.

Explore 4 other fair value estimates on Louisiana-Pacific - why the stock might be worth less than half the current price!

Build Your Own Louisiana-Pacific 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 Louisiana-Pacific research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Louisiana-Pacific research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Louisiana-Pacific's 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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