Valmont Industries

VMI · NYSE

$450.68−$1.57 (−0.35%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $452.25

VMI analyst rating

BuyConsensus of 3 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy2
Hold1
Underperform0
Sell0

12-month price target · 6 analysts

Average $643.33 (+42.7% upside)

Low: $606.00
Now: $450.68
High: $711.90

Upgrades and downgrades

The latest rating actions, newest first

VMI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Jul 22, 2026	Maintains	Overweight	$600.00 → $620.00	27%
Stifel	Jul 20, 2026	Maintains	Buy	$645.00 → $678.00	61%
Stifel	Jun 17, 2026	Maintains	Buy	$541.00 → $645.00	61%
JP Morgan	Jun 17, 2026	Maintains	Overweight	$520.00 → $600.00	27%
JP Morgan	Apr 22, 2026	Maintains	Overweight	$510.00 → $520.00	27%
Stifel	Apr 22, 2026	Maintains	Buy	$497.00 → $541.00	61%
DA Davidson	Feb 18, 2026	Maintains	Neutral	$415.00 → $450.00	72%
JP Morgan	Feb 18, 2026	Maintains	Overweight	$480.00 → $510.00	27%
Stifel	Feb 18, 2026	Maintains	Buy	$492.00 → $501.00	61%
Stifel	Jan 23, 2026	Maintains	Buy	$491.00 → $492.00	61%

The case for and against

Updated Aug 11, 2026

Bull case

Valmont Industries is well positioned for long-term growth due to its strong presence in the infrastructure and agriculture markets, as well as its positive secular demand trends in these industries. While short-term challenges such as global economic downturn and pricing pressures may impact its profitability, the company's track record of successful acquisitions and focus on safety culture make it a strong investment choice for the long-term. Financially, Valmont has continued to beat earnings estimates and has provided positive guidance for mid single digit revenue growth in the coming year, demonstrating its ability to thrive even in a challenging market environment.

Bear case

Valmont Industries is currently experiencing strong growth in its infrastructure segment due to market demand and investments in capacity and operational improvement. However, the company's reliance on the United States for its revenue and the disciplined pricing in the industry may limit future growth potential. The recent sale to a minority shareholder and the company's decision to increase guidance for 2026 may indicate short-term optimism, but there are lingering concerns about the company's ability to achieve its long-term financial goals.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.