$LMB

Analysts downgraded five companies: Teradyne (TER) to Neutral with a $420 target, Ternium (TX) to Hold with a $55 target, Health Catalyst (HCAT) to Hold with a $1.8 target, DoubleVerify (DV) to Neutral with a $13.6 target, and Limbach (LMB) to Underweight with a $50 target. Stocks closed at $383.15, $54.21, $1.63, $13.31, and $42.75 respectively.

Analysts upgraded Equifax (EFX) to Buy with a $235 target, Parsons (PSN) to Outperform with a $57 target, Taylor Devices (TAYD) to Buy with a $70 target, Ternium (TX) to Overweight with a $65 target, and O-I Glass (OI) to Buy with a $9 target. Teradyne (TER) was downgraded to Neutral, Ternium (TX) to Hold, Limbach (LMB) to Underweight, DoubleVerify (DV) to Neutral, and Weibo (WB) to Neutral. Nvidia (NVDA) was initiated with an Outperform rating and $340 target, Micron (MU) with Outperform and $1

Wall Street analyst research calls include upgrades for Equifax (EFX), O-I Glass (OI), Portland General Electric (POR), Taylor Devices (TAYD), and Ternium (TX), with downgrades for Bowman Consulting (BWMN), Limbach Holdings (LMB), Teradyne (TER), Frontline (FRO), and Weibo (WB). Initiations include Broadcom (AVGO), Hubbell (HUBB), Marvell Technology (MRVL), NVIDIA (NVDA), and SpaceX (SPCX). Markets saw mixed performance with tech and small-cap indices declining, while oil and crypto prices rose.

JPMorgan downgraded Limbach Holdings (LMB) to Underweight, lowering its price target to $50 from $60. The stock is near its 52-week low at $42.75. Five analysts revised earnings downward. The company reported Q2 2026 earnings and revenue below expectations, with near-term margin pressures cited. Stifel lowered its price target to $86 but maintained a Buy rating.

Limbach Holdings (NASDAQ: LMB) shares fell after the company cut full-year Adjusted EBITDA guidance to $78-$84 million from $90-$94 million and reported Q2 adjusted EPS of $0.64 versus about $0.93 consensus. Q2 revenue was about $173.5 million versus $177.3 million consensus. Levi & Korsinsky says it is investigating potential securities law violations.

Limbach Holdings said it acquired CYMCOR for about $30 million to expand in data center infrastructure services. The deal, funded via cash and borrowings under its revolving credit facility, is expected to add about $12 million of professional services revenue and $4 million of adjusted EBITDA in 2027. CYMCOR manages projects with over $8 billion in budgets.

Limbach Holdings (NASDAQ: LMB) shares fell after the company cut full-year Adjusted EBITDA guidance to $78-$84 million from $90-$94 million and reported Q2 adjusted EPS of $0.64 vs about $0.93 consensus. Q2 revenue was about $173.5 million vs $177.3 million consensus. Levi & Korsinsky says it is investigating potential securities law violations.

Limbach (LMB) reported Q2 revenue of $173.5M, below analysts’ $177.3M estimate, and adjusted EPS of $0.64 versus $0.93 expected. Adjusted EBITDA was $13.94M versus $19.6M expected, with operating margin at 4.3%. CEO Michael McCann cited project timing and softer healthcare and institutional demand. Full-year revenue guidance was raised to $775M midpoint, but EBITDA guidance was below estimates.

The article lists several tech M&A deals. INTLOOP said it will acquire Underworks, a digital marketing consulting and IT implementation provider, to expand end-to-end consulting and enterprise systems delivery. PointsKash said it bought more than 2,100 crypto kiosks from Bitcoin Depot to grow its KashPoint platform. Limbach Holdings is also acquiring Cymcor.

Limbach Holdings (NASDAQ: LMB) reported Q2 revenue up 35.3% to $45 million, with organic GCR revenue up 12% and acquisition-related revenue up 23.3%. Gross margin fell to 21.5% from 28%, and net income dropped 38.8% to $4.7 million. Operating cash flow rose to $18.7 million. The company raised 2026 revenue guidance to $760M-$790M and lowered adjusted EBITDA to $78M-$84M.