Barclays cuts target for Amrize stock from USD 55.00 to USD 40.00

Published on 10/23/2026 at 10:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 results are due October 28, 2026 after EPS of USD 0.88 missed USD 0.92. Amrize stock costs EUR 35.69 on October 23, 2026.

Targets and operating figures

Barclays lowered its Amrize target from USD 55.00 to USD 40.00 on October 19, 2026.
Amrize reported adjusted EBITDA of USD 986 million for the second quarter of 2026, up 5.8 percent year over year.
Amrize stock trades at EUR 35.69 at 10:44 a.m. CEST at Lang & Schwarz on October 23, 2026.

Amrize, CH1430134226, Illustration mit AI erstellt.

Amrize (CH1430134226) was trading at EUR 35.69 at Lang & Schwarz on October 23, 2026 at 10:44 a.m. CEST. Markets Insider reported on October 19, 2026 that Barclays analyst Adam Seiden cut the target from USD 55.00 to USD 40.00 while keeping an Equal Weight rating.

Barclays highlights margin risks

The Barclays action came as part of a third-quarter earnings preview. The note cited higher interest rates and margin pressures as risks, while pointing to reset valuations in construction materials.

The target reduction adds to a cautious analyst picture. MarketBeat reported on October 13, 2026 that JPMorgan lowered its target from USD 52.00 to USD 48.00 and retained a Neutral rating.

What did the second quarter show?

Yahoo Finance carried the second-quarter 2026 earnings call transcript, which said adjusted EBITDA rose 5.8 percent year over year to USD 986 million. Revenue increased 8.6 percent, while higher freight, diesel and raw-material costs pressured profitability.

The company raised its full-year 2026 revenue guidance to USD 12.5 billion to USD 12.7 billion and set adjusted EBITDA guidance at USD 3.1 billion to USD 3.2 billion. The transcript also cited USD 29 million of ASPIRE savings in the second quarter and a full-year savings target of USD 80 million.

Three dated signals for Amrize

On August 6, 2026, Amrize reported second-quarter adjusted EBITDA of USD 986 million; on October 13, 2026, JPMorgan cut its target to USD 48.00 from USD 52.00; on October 19, 2026, Barclays cut its target to USD 40.00 from USD 55.00.

Results dates are scheduled

Amrize said on October 14, 2026 that it will publish third-quarter 2026 results after the U.S. market closes on October 28, 2026, followed by a webcast on October 29, 2026.

Stock price and investor context

The company operates in building materials and building envelope products across North America. Its investor-relations page identifies NYSE and SIX listings, while the finance profile classifies Amrize in Basic Materials and Construction Materials.

Amrize was trading at EUR 35.69 at Lang & Schwarz on October 23, 2026 at 10:44 a.m. CEST. The finance quote showed a U.S. market capitalization of USD 21.6 billion as of October 22, 2026, with a USD 35.78 to USD 65.94 52-week range.

The further course of trading is shown by the continuously updated real-time quote of Amrize stock.