$JHX

Analysts' average price target for James Hardie Industries (JHX) decreased from $33.7 to $33.51, with a range of $27.88 to $40. This implies a 31% upside from the Oct. 6 closing price. The consensus rating remains 'Buy' among 25 analysts, with 21 Buys, 4 Holds, and 0 Sells.

B. Riley upgraded Skyworks (SWKS) to Buy with a $107 price target, citing faster Qorvo deal closure. Evercore ISI upgraded Procter & Gamble (PG) to Outperform with a $166 target. Deutsche Bank upgraded Penn Entertainment (PENN) to Buy with a $25 target. StoneX upgraded Texas Roadhouse (TXRH) to Buy with a $200 target. Citi upgraded JetBlue (JBLU) to Neutral with a $4.50 target. Berenberg downgraded Nike (NKE) to Sell with a $27.50 target, citing its smaller sportswear position.

James Hardie Industries plc (JHX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Press Release October 1, 2026 Exhibit 99.1 James Hardie Announces Appointment of New Non-Executive Director James Hardie Industries plc (NYSE / ASX: JHX) ("James Hardie" or the "Company") , a leading provider of exterior home and outdoor living solutions, is pleased to announce t

James Hardie Industries (NYSE/ASX:JHX) appointed Jennifer Kong-Picarello, CFO of Terex (NYSE:TEX), as an independent non-executive director. Kong-Picarello has over 25 years of finance experience in manufacturing and industrial sectors. She will join the Audit Committee in November 2026. James Hardie provides exterior home and outdoor living solutions.

Ciena (CIEN) and James Hardie (JHX) are trending on Wall Street. CIEN, up 58% YTD, posted a record quarter and has a $522.63 avg. price target. JHX, up 30.22% YTD, beat Q1 earnings and has a $34.11 avg. price target. Analysts see upside for both.

James Hardie (NYSE:JHX) shares fell 8.9% to $25.82 on Friday, despite raising FY2027 free cash flow guidance to $600M. Volume was 8.6x average. Management cites debt reduction and cost savings, but housing demand concerns persist. Analysts' targets range up to $31. Next earnings report will test guidance.

James Hardie (JHX) reported Q1 FY2027 results with net sales up 64% YoY to $1.475B, adjusted EBITDA up 79% to $422.1M, and raised full-year guidance. The company cited strong execution, cost synergies from the AZEK acquisition, and share gains in its core business. CEO Aaron Erter noted the beat was not due to housing market improvement. Free cash flow doubled to $254.2M, used to pay down debt. Shares trade at a forward P/E of 21.79.

James Hardie raised its fiscal 2027 free-cash-flow target to US$600M but kept sales and adjusted EBITDA forecasts unchanged. Shares fell 5.1% to A$37.37. The company expects to reach AZEK cost-synergy targets earlier. Investors await evidence of organic growth and demand validation.

James Hardie Industries plc shares fell 5.08% to $37.36 on the ASX as rising bond yields impacted high-multiple, rate-sensitive stocks. The company, which trades at a P/E ratio over 100, is sensitive to interest rates due to its focus on housing and construction. Recent earnings beat expectations, but analysts remain divided on its valuation. The company is selling its European Fermacell business to focus on higher-growth markets. FY2026 revenue was $4.84B, up 25%, but earnings fell 75% due to a

James Hardie Industries (JHX) presented its growth strategy at an investor day, targeting 4-7% growth above market. The company expects $500M in revenue synergies and raised its fiscal 2027 free cash flow guidance. It also accelerated its $125M cost synergy target by one year. Shares were down 1% in pre-market trading.