2 of Wall Street's Favorite Stocks with Promising Prospects and 1 That Underwhelm
This article analyzes three stocks that have captured Wall Street's attention, providing an independent assessment of their prospects. It identifies Taboola (TBLA) as a stock to sell due to declining margins and EPS, while recommending Limbach (LMB) and Nasdaq (NDAQ) as stocks to watch due to their strong financial performance and growth indicators. The author emphasizes looking beyond analyst headlines to focus on fundamental analysis.
4 Construction Stocks Poised to Deliver an Earnings Beat This Season
Despite a muted fourth quarter for the U.S. construction sector, driven by concentrated growth in infrastructure, data centers, and utility projects, four companies are projected to exceed earnings expectations. These include Orion Group Holdings, AAON, Limbach Holdings, and Sterling Infrastructure, all identified using the Zacks methodology due to strong Zacks Ranks and positive Earnings ESPs. The sector's challenges, including residential market softness, high borrowing costs, and labor shortages, are balanced by tailwinds from AI-related data center development, federal infrastructure spending, and industrial reshoring.
Responsive Playbooks and the LMB Inflection
This article analyzes Limbach Holdings Inc. (NYSE: LMB), highlighting strong near and mid-term sentiment but a weak long-term outlook. It identifies an exceptional short setup with a 30.0% downside target and provides three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles. The analysis also includes multi-timeframe signal data, showing strong support and resistance levels for various time horizons.
Limbach to Announce Fourth Quarter and Full Year 2025 Results
Limbach Holdings, Inc. (Nasdaq: LMB) announced it will release its fourth quarter and full year 2025 financial results on Monday, March 2, 2026, after the stock market closes. The company will also host a conference call on Tuesday, March 3, 2026, at 9:00 a.m. ET to discuss the results. The call will be webcast live on Limbach's investor relations website.
Cadre, Watsco, Limbach, Hexcel, and CACI Shares Skyrocket, What You Need To Know
Several stocks, including Cadre, Watsco, Limbach, Hexcel, and CACI, saw significant jumps after a broader market rebound. This rally was fueled by a recovery in technology stocks, a bounce in Bitcoin, improved U.S. consumer sentiment, and continued investor confidence in AI-related infrastructure spending. The Dow Jones Industrial Average also crossed the 50,000 threshold for the first time.
Limbach Holdings announces share repurchase program
Limbach Holdings Inc. (NASDAQ: LMB) has announced a new share repurchase program, authorizing the company to buy back up to $20 million of its common stock. The program has no fixed expiration date and will be executed through open market or privately negotiated transactions, depending on market conditions and other factors.
Cadre, Watsco, Limbach, Hexcel, and CACI Shares Skyrocket, What You Need To Know
Several stocks, including Cadre, Watsco, Limbach, Hexcel, and CACI, experienced significant gains during a market rebound driven by a recovery in technology stocks and Bitcoin. This surge was also fueled by improved U.S. consumer sentiment and the recognition that AI-related capital expenditure benefits chipmakers. The Dow Jones Industrial Average crossed 50,000 for the first time, leading to buying opportunities in high-quality stocks.
Limbach Holdings, Inc. (NASDAQ:LMB) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Limbach Holdings, Inc. (NASDAQ:LMB) has received a consensus "Moderate Buy" rating from analysts, with an average one-year price target of $120.00. The company recently reported quarterly earnings that missed consensus estimates but saw a significant year-over-year revenue increase. Insider selling and institutional investment adjustments were also noted, alongside the authorization of a $50 million share repurchase program.
Understanding the Setup: (LMB) and Scalable Risk
This article analyzes Limbach Holdings Inc. (LMB), highlighting strong near- and mid-term sentiment despite a weak long-term outlook. It identifies resistance testing and outlines an exceptional short setup with a 103.0:1 risk-reward ratio. The piece also provides three distinct AI-generated trading strategies for various risk profiles, including long, breakout, and short positions.
JPMorgan initiates coverage on Limbach stock with Neutral rating By Investing.com
JPMorgan has initiated coverage on Limbach Holdings (NASDAQ:LMB) with a Neutral rating and set a price target of $100.00 for December 2026, despite a stronger "Strong Buy" analyst consensus. The rating reflects the company's current valuation, balanced risk-reward, and market positioning, even with its role as a leading building systems solutions provider and recent revenue growth. Limbach also reported mixed Q3 2025 results, a new share repurchase program, and executive appointments to strengthen its strategic direction.
Thrivent Financial for Lutherans Grows Position in Limbach Holdings, Inc. $LMB
Thrivent Financial for Lutherans significantly increased its stake in Limbach Holdings, Inc. (NASDAQ:LMB) by 353.8%, now owning 6.32% of the company, valued at $71.4 million. Limbach also announced a $50 million stock buyback program, suggesting management believes the stock is undervalued. Despite missing EPS estimates slightly, Limbach's Q3 revenue rose 37.8% year-over-year to $184.6 million, and analysts currently rate the stock as a "Moderate Buy" with a $130 price target.
Great Lakes Advisors LLC Trims Stake in Limbach Holdings, Inc. $LMB
Great Lakes Advisors LLC significantly reduced its holdings in Limbach Holdings, Inc. (NASDAQ:LMB) by 49.9% during the third quarter, selling 37,265 shares and ending with 37,421 shares valued at approximately $3.63 million. This comes as Limbach's board authorized a $50 million stock buyback program, suggesting management views the stock as undervalued. Analysts currently have a "Moderate Buy" rating for Limbach with a consensus target price of $130.00.
Limbach Holdings Inc (LMB) Shares Down 3.93% on Jan 28
Limbach Holdings Inc (LMB) saw its shares drop by 3.93% on January 28, reaching an intraday low of $79.99 before closing at $80.71. Despite the drop, analysts have an average price target of $122.50 for LMB, suggesting a 51.79% upside, and a consensus recommendation of "Outperform." However, GuruFocus estimates a GF Value of $71.68, indicating a potential downside of 11.18%.
Did Limbach’s New Customer and Sales EVPs Just Reframe LMB’s Owner-Direct Investment Narrative?
Limbach Holdings (LMB) recently appointed Nick Angerosa and Jay Sharp to executive VP roles focusing on national customer solutions and sales, respectively. These appointments aim to strengthen owner-direct relationships and achieve more predictable revenue streams, influencing Limbach's long-term investment narrative. While the move is expected to gradually improve revenue predictability, the company's shares are still perceived to be trading significantly above fair value by some analysts.
Did Limbach’s New Customer and Sales EVPs Just Reframe LMB’s Owner-Direct Investment Narrative?
Limbach Holdings (LMB) has appointed Nick Angerosa and Jay Sharp as EVPs of National Customer Solutions and Sales, respectively, formalizing their expanded roles. This move aims to strengthen owner-direct relationships and achieve more predictable revenue, potentially impacting Limbach’s investment narrative. While the changes are seen as a gradual shift towards more stable revenue streams, investors are watching for execution on existing projects and sustained earnings growth, especially given past share price performance and valuation concerns.
1 Main Capital on Its Core Holding: Limbach Holdings (LMB)
1 Main Capital, an investment firm, highlighted Limbach Holdings, Inc. (LMB) as a core holding in its fourth-quarter 2025 investor letter. The firm considers LMB its most lucrative investment since inception and significantly increased its position in Q4 2025 after a share decline. Limbach Holdings specializes in building systems solutions for mission-critical infrastructure across various sectors.
LMB Stock: Stifel Maintains 'Buy' Rating, Lowers Price Target
Stifel analyst Brian Brophy has maintained a 'Buy' rating on Limbach Holdings (LMB) but reduced the price target from $111.00 to $104.00, a 6.31% adjustment. This continued 'Buy' recommendation indicates Stifel's ongoing confidence in the company's prospects despite the lowered target. Limbach Holdings is a commercial specialty contractor, and according to four analysts, the average target price is $122.50, implying a 50.47% upside from its current price of $81.41.
Limbach (NASDAQ:LMB) Price Target Cut to $104.00 by Analysts at Stifel Nicolaus
Stifel Nicolaus has lowered its price target for Limbach (NASDAQ:LMB) from $111.00 to $104.00, while maintaining a "buy" rating, indicating a potential upside of 27.75%. This adjustment comes despite Limbach reporting a 37.8% year-over-year revenue increase, though it missed EPS estimates by $0.04 for the quarter. The company's board also authorized a $50 million share buyback program.
The Technical Signals Behind (LMB) That Institutions Follow
This article provides a technical analysis of Limbach Holdings Inc. (NYSE: LMB), highlighting mixed sentiment and a mid-channel oscillation pattern. It presents institutional trading strategies generated by AI models, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and support/resistance levels for various time horizons.
Limbach Holdings Inc (LMB) Shares Gap Down to $83.475 on Jan 23
Limbach Holdings Inc (LMB) saw its shares gap down by 3.84% to $83.475 on January 23rd, trading below its previous close of $86.81. While analysts forecast an average target price of $124.25, indicating an "Outperform" status, GuruFocus estimates a one-year GF Value of $71.68, suggesting a potential downside of 14.13%.
Is Limbach Holdings (LMB) Quietly Repositioning Its Service-Led Strategy With These New Leadership Moves?
Limbach Holdings recently made key leadership appointments, including Nick Angerosa, Jay Sharp, and Terry Dugan, to strengthen its building-systems expertise and focus on owner-direct, mission-critical services. These moves are expected to reinforce the company's strategy of profitable growth and customer mix improvement, particularly in recurring service growth. While the appointments support Limbach's investment narrative, investors watch how quickly the expanded sales organization ramps up, as slower adoption could impact margins.
Are Investors Undervaluing Limbach Holdings, Inc. (NASDAQ:LMB) By 36%?
A Discounted Cash Flow (DCF) model suggests that Limbach Holdings, Inc. (NASDAQ:LMB) is undervalued by 36%, with a calculated fair value of US$133 compared to its current share price of US$84.49. The analysis projects future cash flows over a 10-year period and a terminal value, then discounts them back to the present. While the valuation is an estimate and not precise, it indicates the company could be a good investment opportunity based on its intrinsic value.
Limbach Holdings Inc (LMB) Shares Down 3.27% on Jan 16
Limbach Holdings Inc (LMB) shares fell 3.27% in midday trading on January 16, reaching an intraday low of $82.09 before slightly recovering to $83.84. This places the stock significantly below its 52-week high but still above its 52-week low. Wall Street analysts forecast an average target price of $124.25 for LMB, suggesting a potential upside of 48.20%, while GuruFocus estimates a potential downside of 14.5% based on its GF Value of $71.68.
Limbach appoints new executives to drive national customer strategy
Limbach Holdings, Inc. (NASDAQ:LMB) has appointed Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, effective January 13, 2026. These strategic hires aim to bolster the company's national customer relationships and scale its sales organization, supporting its long-term growth strategy in mission-critical infrastructure for building owners. The appointments come despite a recent stock decline, but the company reported growth in revenue and also announced a share repurchase program and a new board member.
Limbach appoints new executives to drive national customer strategy
Limbach Holdings, Inc. (NASDAQ:LMB) has appointed Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, effective January 13, 2026. These strategic hires aim to enhance Limbach's national customer relationships, scale its sales organization, and support its long-term growth by focusing on critical mechanical, electrical, and plumbing infrastructure for building owners. The company also recently announced a share repurchase program and a new board member, Terry Dugan, despite missing EPS expectations in Q3 2025.
Limbach appoints new executives to drive national customer strategy By Investing.com
Limbach Holdings, Inc. announced the appointment of Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, effective January 13, 2026, to bolster its national customer strategy and sales organization. These strategic hires aim to expand Limbach's reach in key vertical markets and improve consistency across its operations, aligning with the company's long-term growth plans despite a recent stock decline. The building systems solutions firm, which reported strong revenue growth but missed EPS expectations, also recently authorized a $50 million share repurchase program and appointed a new director to its Board.
Limbach Strengthens National Growth Strategy with Executive Leadership Appointments
Limbach Holdings, Inc. announced the appointment of Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, effective January 13, 2026. These appointments aim to strengthen the company's national growth strategy, focusing on owner-direct relationships and scaling its sales organization. The new roles are designed to accelerate Limbach's transition towards proactive, consultative partnerships and expand its geographic footprint and vertical markets, including data centers and industrial manufacturing.
Why a building systems firm is sharing 'new ideas' with investors
Limbach Holdings, Inc. (Nasdaq: LMB), a building systems solutions firm, announced that its President and CEO, Michael McCann, and EVP and CFO, Jayme Brooks, will participate in the CJS Securities 26th Annual New Ideas for the New Year Conference on January 14th, 2026. They will host virtual one-on-one and small group meetings with investors, and a webcast presentation will be available. Limbach specializes in mechanical, electrical, and plumbing infrastructure for various markets across the eastern United States.
Precision Trading with Limbach Holdings Inc. (LMB) Risk Zones
This article analyzes Limbach Holdings Inc. (LMB) dynamics, highlighting a near-term weak sentiment potentially indicating a return to long-term weakness. It discusses a mid-channel oscillation pattern and presents three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis also includes multi-timeframe signal insights and offers access to real-time signals and personalized alerts for subscribers.
Limbach to Participate in CJS Annual New Ideas for the New Year Conference
Limbach Holdings, Inc. announced that its President and CEO, Michael McCann, and EVP and CFO, Jayme Brooks, will participate in the CJS Securities 26th Annual New Ideas for the New Year Conference on January 14, 2026. They will host virtual one-on-one and small group meetings with investors, and a presentation will be webcast. Limbach is a building systems solutions firm specializing in HVAC, electrical, and plumbing infrastructure for mission-critical facilities.
Limbach to Participate in CJS Annual New Ideas for the New Year Conference
Limbach Holdings, Inc. announced that its President and CEO, Michael McCann, and EVP and CFO, Jayme Brooks, will attend the CJS Securities 26th Annual New Ideas for the New Year Conference on January 14, 2026. They will conduct virtual one-on-one and small group meetings with investors, and a presentation will be webcast at 11:00 a.m. ET, with a replay available online. Limbach is a building systems solutions firm specializing in mechanical, electrical, and plumbing infrastructure across various markets.
Limbach to Participate in CJS Annual New Ideas for the New Year Conference
Limbach Holdings, Inc. announced that its President and CEO, Michael McCann, and EVP and CFO, Jayme Brooks, will participate in the CJS Securities 26th Annual New Ideas for the New Year Conference on January 14, 2026. Management will host virtual one-on-one and small group meetings with investors, and a webcast presentation will be available for viewing. Limbach is a building systems solutions firm providing mechanical, electrical, and plumbing infrastructure services.
Construction and Maintenance Services Stocks Q3 Recap: Benchmarking Limbach (NASDAQ:LMB)
This article provides a Q3 recap for construction and maintenance services stocks, focusing on Limbach (NASDAQ:LMB) and comparing its performance with peers like Primoris (NYSE:PRIM), WillScot Mobile Mini (NASDAQ:WSC), Matrix Service (NASDAQ:MTRX), and Granite Construction (NYSE:GVA). It highlights Limbach's mixed quarter with strong revenue growth but a stock decline, Primoris's strong beat, and the weaker performances of WillScot Mobile Mini and Matrix Service, alongside Granite Construction's satisfactory quarter despite missing revenue estimates. The article emphasizes the sector's strong Q3 results overall, with revenues beating consensus estimates.
Data center growth plans put 13- and 36-year Limbach leaders in charge
Limbach Holdings, Inc. (LMB) has appointed Nick Angerosa as EVP, National Customer Solutions, and Jay Sharp as EVP, Sales, to strengthen its national growth strategy and expand its data center, industrial, and manufacturing verticals. These appointments are aimed at reinforcing Limbach's position as a key partner for building owners with mission-critical systems and driving profitable growth. Both leaders bring extensive experience to their roles, with Angerosa having 13 years and Sharp 36 years with the company.
Limbach Holdings, Inc. (NASDAQ:LMB) Given Average Recommendation of "Moderate Buy" by Analysts
Limbach Holdings, Inc. (NASDAQ:LMB) has received an average "Moderate Buy" rating from analysts, with a consensus 12-month price target of $133.50. The company recently authorized a $50.0 million share repurchase program. For the last quarter, Limbach reported an EPS of $1.05 and revenue of $184.6 million, with analysts forecasting approximately $2.54 EPS for the current fiscal year.
Zacks Research Upgrades Limbach (NASDAQ:LMB) to Hold
Zacks Research upgraded Limbach (NASDAQ:LMB) from a "strong sell" to a "hold" rating, contributing to an overall analyst consensus of "Moderate Buy" with a $133.50 average price target. This upgrade follows a recent earnings report where Limbach missed EPS estimates but achieved revenue largely in line with expectations, alongside the authorization of a $50 million share buyback. Insider transactions show a recent sale by an insider, though institutional investors hold a significant portion of the company's stock.
Limbach appoints former Trane executive Terry Dugan to board By Investing.com
Limbach Holdings, Inc. (NASDAQ:LMB) has appointed Terry Dugan, a former Trane Technologies plc executive with over 40 years of HVAC industry experience, to its Board of Directors, effective January 1, 2026. This appointment comes as Limbach aims to strengthen its leadership following a significant stock price decline. Dugan will also serve on the Board's Compensation Committee, bringing expertise in growth strategy and operational execution to the building systems solutions firm.
Is Limbach Holdings, Inc.'s (NASDAQ:LMB) Latest Stock Performance A Reflection Of Its Financial Health?
Limbach Holdings (NASDAQ:LMB) has seen a 14% stock increase over the last month, prompting an examination of its financial health. The company's impressive Return on Equity (ROE) of 20% and significant net income growth of 45% over the past five years suggest strong financial performance. This growth is further supported by the company's strategy of reinvesting all profits, as it currently pays no regular dividends.
Limbach Holdings Appoints Terry Dugan To Board
Limbach Holdings, a building systems solutions firm, announced the appointment of Terry Dugan to its Board of Directors, effective January 1, 2026. Dugan brings over forty years of experience in the HVAC and building systems solutions industry, including senior leadership roles at Trane Technologies. His appointment increases the board's size from six to seven members and is expected to support Limbach's strategic priorities and enhance shareholder returns.
Limbach appoints former Trane executive Terry Dugan to board
Limbach Holdings, Inc. (NASDAQ:LMB) has appointed Terry Dugan, a former Trane Technologies executive with over 40 years of experience in the HVAC and building systems solutions industry, to its Board of Directors, effective January 1, 2026. This appointment aims to strengthen the company's leadership amidst a recent stock price decline. Dugan will also serve on the Board’s Compensation Committee.
Limbach Announces Appointment of New Independent Director
Limbach Holdings, Inc. has announced the appointment of Terry Dugan to its Board of Directors, effective January 1, 2026. Mr. Dugan brings over forty years of experience from leadership roles at Trane Technologies, where he specialized in HVAC and building systems solutions, M&A, and strategic initiatives. His expertise is expected to support Limbach's focus on profitable growth and shareholder value.
Limbach authorizes $50M share repurchase program
Limbach Holdings, Inc. (NASDAQ: LMB) has announced that its Board of Directors has authorized a new share repurchase program, allowing the company to buy back up to $50 million of its outstanding common stock. This program replaces the previous $25 million authorization from July 2023, which was fully utilized. The repurchases will be made using available cash and cash equivalents, and will occur periodically based on market conditions.
Technical Reactions to LMB Trends in Macro Strategies
This article analyzes Limbach Holdings Inc. (NYSE: LMB) focusing on conflicting sentiments across different time horizons. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for various risk profiles, along with a multi-timeframe signal analysis to guide potential trades and manage risk. The analysis highlights a 137.6:1 risk-reward setup, targeting a 39.0% gain.
Discipline and Rules-Based Execution in LMB Response
This article analyzes Limbach Holdings Inc. (NYSE: LMB) using AI models to suggest trading strategies. It highlights a strong near and mid-term sentiment, an exceptional risk-reward setup targeting a 37.9% gain, and provides specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies. The analysis is based on multi-timeframe signals and institutional-grade insights for optimizing trades.
Is Now The Time To Put Limbach Holdings (NASDAQ:LMB) On Your Watchlist?
Limbach Holdings (NASDAQ:LMB) has shown impressive earnings per share growth over the last year, with an increase of 34% to US$3.15, and revenue growth of 17% to US$604m. Insiders own a significant portion of the business, valued at US$58m, and an independent director recently purchased US$148k worth of shares, signaling confidence in the company's future. The company's CEO compensation is also below the median for similarly sized companies, suggesting a focus on shareholder interests.
Do You Have Faith in the Long-Term Outlook of Limbach Holdings (LMB)?
Wasatch Micro-Cap Fund highlighted Limbach Holdings, Inc. (LMB) in its Q3 2025 investor letter, despite the stock dipping due to what the fund viewed as poorly communicated guidance. The fund maintains a positive long-term view on LMB due to its shift towards more profitable owner-direct relationships and added to its position. As of the end of Q3, 23 hedge funds held LMB, an increase from the previous quarter.
Limbach Holdings (NASDAQ: LMB) approves new $50.0M share repurchase plan
Limbach Holdings, Inc. has announced a new share repurchase program, authorized by its board of directors, to buy back up to $50.0 million of its common stock through December 15, 2027. The company retains flexibility in the execution of the program, which may include open market and privately negotiated transactions, and can be suspended or terminated at any time without prior notice. This program allows Limbach to manage its equity capital allocation.
Insider Sell: Jay Sharp Sells 2,000 Shares of Limbach Holdings I
Jay Sharp, Regional President of Limbach Holdings Inc, sold 2,000 shares of the company on December 15, 2025, reducing his holdings to 64,979 shares. This transaction follows other insider sells, with the stock currently trading at $77.98, indicating it is significantly overvalued based on its GF Value of $62.14. The company's P/E ratio of 26.75 is also higher than the industry median.
Limbach (NASDAQ:LMB) Insider Jay Sharp Sells 2,000 Shares
Limbach (NASDAQ:LMB) Director Jay Sharp sold 2,000 shares of the company's stock on December 15th at an average price of $77.98, totaling $155,960, and reducing his stake by 2.99%. The company's board has also authorized a $50 million stock repurchase program, indicating a potential belief that the stock is undervalued. Limbach recently reported a slight earnings miss but experienced a 37.8% year-over-year revenue increase, with analysts holding a consensus "Hold" rating and a target price of $133.50.
LMB: Stifel Lowers Price Target, Maintains Buy Rating on Limbach Holdings | LMB Stock News
Stifel has reiterated its Buy rating on Limbach Holdings (LMB) but reduced its price target from $119.00 to $111.00, a 6.72% decrease. This adjustment reflects continued confidence in the stock despite the lower price target. Limbach Holdings operates as a commercial specialty contractor, with its Owner Direct Relationships (ODR) segment contributing the majority of its revenue.
