$GFL

JPMorgan analysts predict GFL Environmental will reject private equity buyout offers and recommend shorting its shares while buying Casella Waste Systems. GFL's board is reviewing offers after its share price dropped. GFL shares rose 18% since July, closing at $45.56. Casella shares jumped 11% after activist pressure. JPMorgan's target price for Casella is $99, with potential for $120 in a takeover.

One of two bidding groups for GFL Environmental has advanced in the company's sale process, according to traders citing a CTFN report. Both consortia remain in the process, and some shareholders are reportedly considering their options.

GFL Environmental may reach a sale agreement with private equity firms as early as next week, though terms are still under negotiation. The deal involves GFL Environmental and a consortium of private equity firms.

CIBC's chief market technician Sid Mokhtari released his top 10 stock picks for October, including Gibson Energy (GEI-T), Suncor (SU-T), Nutrien (NTR-T), Constellation Software (CSU-T), Shopify (SHOP-T), Finning International (FTT-T), Bank of Nova Scotia (BNS-T), and Northland Power (NPI-T). His portfolio has outperformed the S&P/TSX Composite Index over the past four years, with a 9.29% YTD return. The TSX declined 2.85% in September, with tech as the only positive sector.

GFL Environmental's stock rose 5% after reports that private equity firms, including Blackstone, Brookfield, KKR, and Energy Capital, are considering a joint bid for the company.

GFL Environmental (NYSE: GFL) shares rose 8% after reports of a potential bidding war between two private equity consortiums. The company, valued at $28 billion, is open to a deal above its current market price. CEO Patrick Dovigi may roll his stake into any transaction. Bloomberg News reports a decision could come within weeks, though regulatory scrutiny may extend the timeline.

GFL Environmental (NYSE:GFL) completed its C$6.4B acquisition of SECURE Waste Infrastructure, issuing 75.1M shares and securing a US$1B term loan. The deal adds 80+ locations and 2,000 employees, but introduces dilution and debt. GFL estimates a 5% interest rate post-swaps and targets mid-3x net leverage by year-end. SECURE's assets add cyclicality and environmental risks. GFL plans to update 2026 guidance with Q3 results.

GFL Environmental completed its acquisition of SECURE Waste Infrastructure, adding over 2,000 employees. The deal was financed through a credit facility, new shares, and a $1 billion term loan. GFL expects the acquisition to boost its scale and accelerate financial targets. SECURE shares will be delisted, and GFL shares issued to SECURE shareholders will begin trading on September 2.

GFL Environmental Inc. (NYSE: GFL) announced the completion of its acquisition of Secure Waste Infrastructure on September 1, 2026, following regulatory approval. The stock rose 4% to $42.76. GFL's P/S ratio is 3.1, above its historical median, indicating market expectations of growth. The company has a GF Score™ of 63, reflecting mixed fundamentals. Institutional interest is notable but mixed, with some gurus trimming positions while others add.

GFL Environmental Inc (NYSE: GFL) shares rose 3.1% on August 28, 2026, amid progress in its sales process and completion of a C$6.4 billion acquisition. The company's P/S ratio is 3.02, above its historical median, reflecting growth expectations despite unprofitability. GFL has a GF Score™ of 63, with strengths in valuation and growth but weaknesses in financial strength and momentum. Institutional sentiment is cautious, with 7 gurus trimming positions and 2 adding.