$WCN

Waste Connections (WCN) shares fell 10.7% over the past year, underperforming the industry but outperforming the S&P 500. The company's 2026 revenue is expected to reach $10 billion, with 6% growth, and earnings per share are projected at $5.62, up 9.1%. WCN reported strong Q2 2026 results, with revenue up 6.4% and adjusted EBITDA up 6.8%. The company is focused on sustainability, reducing emissions and improving safety. WCN raised its 2026 outlook, citing acquisitions and strong cash flow.

Analysts made several rating changes: BTIG upgraded Etsy to Buy with a $90 target, JPMorgan upgraded Tyson Foods to Overweight with a $63 target, Mizuho initiated Boyd Group as Outperform with a $120 target, TD Cowen upgraded Targa Resources to Buy with a $350 target, Barclays initiated Tower Semiconductor as Overweight, Stifel upgraded Yeti to Buy with a $50 target, Citi upgraded Stubhub to Buy, KeyBanc initiated NeuroPace as Overweight, UBS upgraded Waste Connections to Buy, Bank of America in

Waste Connections (WCN) stock rose 1.8% in pre-market trading after UBS upgraded its rating to Buy from Neutral, raising its price target to $200 from $176. UBS cited a valuation argument, projecting 17% annual free cash flow growth from 2026-2029. The stock has traded near its 52-week low of $146.89. The broader market also saw gains, but WCN's move was company-specific.

Analysts updated ratings and price targets for Canadian companies. Aya Gold & Silver (AYA:CA) saw a target raise to $56.00. Banyan Gold (BYN:CA) initiated with a $3.00 target. D2L (DTOL:CA) was downgraded to Neutral. Empire Company (EMP.A:CA) had mixed target adjustments. Groupe Dynamite (GRGD:CA) received varied target changes. Transat A.T. (TRZ:CA) saw multiple target cuts.

Waste Connections (WCN) estimates AI initiatives could expand margins by 100 basis points by 2030, according to CIBC analysts. The company expects AI-driven route optimization and customer service automation to improve efficiency and reduce costs. The impact on stock price is estimated to be a 4-5% increase, though the company's AI investment is relatively small.

Waste Connections (NYSE:WCN) reported Q2 2026 results exceeding expectations, with adjusted EBITDA margin expansion and raised full-year guidance for revenue and cash flow. Management emphasized pricing, acquisitions, and shareholder returns. Analysts forecast 5.9% yearly revenue growth and $1.6B earnings by 2029, with a 25% difference from the current share price.

Casella Waste Systems reported fastest revenue growth and highest guidance raise, with stock up 3.4% to $93.53. Perma-Fix saw revenue decline 11.7% to $12.89M, missing estimates, stock down 3.8% to $18.70. Republic Services reported $4.43B revenue, up 4.6%, stock up 7.4% to $225.05. Waste Connections reported $2.56B revenue, up 6.4%, stock down 1.8% to $164.87.

Enbridge (TSX: ENB) has faced pressure due to a natural gas leak and legal challenges, causing a 13% decline from its 52-week high. The Motley Fool's Rajiv Nanjapla prefers Dollarama (TSX: DOL) and Waste Connections (TSX: WCN) for long-term growth. Dollarama, a discount retailer, has expanded its store network and delivered a 460% return over the past decade. Waste Connections, a waste management company, reported strong Q2 results and raised its 2026 guidance.

Analysts from Oppenheimer and Truist Financial maintained Buy ratings on Comfort Systems (FIX) and Waste Connections (WCN), with price targets of $2400 and $201.64 respectively. Agco (AGCO) also received a Buy rating from Truist, with a consensus target of $124.45. All three stocks have Strong Buy or Moderate Buy consensus ratings.

Northwest Container Services, owned by Waste Connections (WCN), will close facilities in Portland and Seattle by Sept. 15. The move follows a 6% rise in operating costs, partly due to higher fuel and maintenance expenses. Waste Connections reported $4.9B in revenue and $515M in net income over the past six months.