Progress Rail Services drops US antitrust claims against Westinghouse
Progress Rail Services has agreed to dismiss its US antitrust claims against Westinghouse Air Brake Technologies concerning its acquisition of General Electric Transportation. This development was announced via a court filing.
Sbrocco, Westinghouse Air Brake EVP, sells $246k in WAB stock By Investing.com
Gregory Sbrocco, Executive Vice President of Operations at Westinghouse Air Brake Technologies (NASDAQ: WAB), sold 952 shares of company stock for $246,025 on February 19, 2026. This transaction leaves him with 21,159 direct shares, as WAB stock trades near its 52-week high after significant gains. The sale follows a strong Q4 2025 financial performance, with the company exceeding earnings and revenue forecasts, leading Stephens to raise its price target to $290.
Sbrocco, Westinghouse Air Brake EVP, sells $246k in WAB stock
Gregory Sbrocco, EVP of Operations at Westinghouse Air Brake Technologies CORP (NASDAQ:WAB), sold 952 shares of WAB stock for over $246,000. This transaction occurred on February 19, 2026, with the stock trading near its 52-week high after significant gains. Despite the sale, Sbrocco still directly owns 21,159 shares, and the company recently reported strong Q4 2025 financial results, leading to a raised price target from Stephens.
Are financial experts on Wall Street optimistic about the shares of Westinghouse Air Brake?
Wabtec (Westinghouse Air Brake Technologies Corporation) has demonstrated strong market performance, with its stock price significantly outpacing the S&P 500. The company recently reported strong Q4 2025 results and completed the acquisition of Dellner Couplers. Analysts on Wall Street hold a "Moderate Buy" consensus for Wabtec, with an increasing number of "Strong Buy" ratings and positive price target revisions, indicating optimism for future growth.
Union Pacific stock hits 52-week high at $265.39
Union Pacific Corporation's stock has reached a 52-week high of $265.39, driven by significant momentum and investor confidence, with impressive gains over the past six months and year-to-date. The company maintains a healthy dividend yield and a "GOOD" financial health rating. This milestone follows recent news of slightly missed Q4 2025 earnings but also a major $1.2 billion locomotive modernization agreement with Wabtec.
Are financial experts on Wall Street optimistic about the shares of Westinghouse Air Brake?
Financial experts on Wall Street are largely optimistic about Westinghouse Air Brake Technologies Corporation (Wabtec) shares. The company has shown strong market performance, with its stock surging by 37.7% in the past year, outperforming the S&P 500. Analysts have a "Moderate Buy" consensus, with a majority recommending "Strong Buy," and expect diluted EPS to rise by 15.6% for fiscal year 2026.
Does Caterpillar Stock Have More Upside?
Caterpillar (CAT) stock is seeing strong momentum, driven by new high-margin revenue from AI data center buildouts, significantly boosting its Power & Energy segment. The company boasts a record $51.2 billion order backlog and solid fundamentals, including good cash flow, strong margins, and a low-debt structure. However, this growth is offset by margin compression due to tariffs and manufacturing costs, creating a neutral sentiment among investors regarding its immediate profitability despite robust demand.
Is CSX’s US$670 Million Locomotive Upgrade Program Altering The Investment Case For CSX (CSX)?
CSX Corporation has announced a US$670 million locomotive upgrade program with Wabtec, aiming to enhance efficiency, reliability, and technology across its rail operations. This investment, comprising new locomotives, modernizing older units, and integrating fuel-saving digital systems, directly supports the investment thesis that rail remains a critical North American freight backbone and that CSX can improve efficiency despite recent financial pressures. While it targets fuel savings and reliability, the program does not remove risks related to revenue softness and commodity-linked demand volatility.
Westinghouse Air Brake Technologies stock hits all-time high at 262.55 USD
Westinghouse Air Brake Technologies (Wabtec) stock has reached an all-time high of $262.55 USD, reflecting a 34.75% increase over the past year. This surge is attributed to strong investor confidence, sustained dividend payments for 32 years, and robust financial results, including an earnings beat and exceeding revenue expectations in Q4 2025. Stephens raised its price target for Wabtec from $230 to $290, maintaining an Overweight rating due to the positive outlook.
Westinghouse Air Brake Technologies stock hits all-time high at 262.55 USD
Westinghouse Air Brake Technologies Corp (Wabtec) has reached an all-time high stock price of $262.55, marking a 34.75% increase over the past year. This surge is attributed to strong investor confidence and solid financial results in Q4 2025, with earnings and revenue surpassing analyst expectations. Stephens has raised its price target for Wabtec to $290, maintaining an Overweight rating.
Westinghouse Air Brake Technologies stock hits all-time high at 262.55 USD
Westinghouse Air Brake Technologies (Wabtec) stock has reached an all-time high of $262.55, reflecting a 34.75% increase over the past year and strong investor confidence. The company reported robust Q4 2025 financial results, with EPS and revenue surpassing analyst expectations, leading Stephens to raise its price target to $290 while maintaining an Overweight rating. Wabtec also boasts an impressive record of 32 consecutive years of dividend payments.
Westinghouse Air Brake Technologies stock hits all-time high at 262.55 USD By Investing.com
Westinghouse Air Brake Technologies (Wabtec) stock has reached an all-time high of $262.55, marking a 34.75% increase over the past year due to strong investor confidence and performance. The company has maintained dividend payments for 32 consecutive years and recently reported robust financial results for Q4 2025, exceeding analyst expectations for both EPS and revenue. This strong performance led Stephens to raise its price target for Wabtec from $230 to $290, maintaining an Overweight rating.
Wabtec's Q4 Earnings Call: Our Top 5 Analyst Questions
Wabtec (WAB) reported strong Q4 CY2025 results, with revenue surpassing analyst estimates due to solid execution and robust demand in freight and transit. The company highlighted increased multiyear backlog and operational efficiencies. This article focuses on the key analyst questions from the earnings call, covering topics like pipeline sustainability, cash conversion, backlog additions, EVO modernization timing, and SG&A drivers.
Should You Pay Attention To Caterpillar Stock’s Momentum?
Caterpillar (CAT) stock is experiencing strong momentum due to its involvement in building AI data centers, leading to significant new orders and accelerating segment growth. While the company boasts solid fundamentals, including strong margins and a large order backlog, the investment debate centers on whether this growth can offset margin compression from tariffs and manufacturing costs. The prevailing sentiment is neutral, acknowledging both the strong tailwinds and the profit-eroding challenges.
Rail News - CSX upgrades locomotive tech to cut fuel use, emissions. For Railroad Career Professionals
CSX has enhanced its locomotive fleet with an upgraded Automatic Engine Start-Stop (AESS) system, aimed at cutting fuel consumption, emissions, and operational costs. Developed in collaboration with Wabtec Corp., the technology automatically shuts down engines when not in use and restarts them as needed. These improvements, building on the 2024 AESS Assist system, also extend locomotive battery life and allow longer shutdown times without idling.
A Look At Wabtec (WAB) Valuation After New Locomotive Deals And Higher Buyback Authorization
Wabtec (WAB) is gaining attention after securing new multi-million dollar locomotive deals with Union Pacific and CSX, updating its 2026 sales guidance, and increasing its share repurchase authorization. Despite a strong stock performance over the last year, trading near its analyst target, Simply Wall St's narrative suggests WAB is slightly overvalued at $249.42 compared to its current price of $256.06. The article advises investors to review comprehensive data and consider potential risks like softer North American railcar demand before making investment decisions.
Aristotle Small Cap Equity Fund Sold Westinghouse Air Brake Technologies Corporation (WAB) as It Grew Beyond Small-Cap Space
The Aristotle Small Cap Equity Fund sold its position in Westinghouse Air Brake Technologies Corporation (WAB) because the company's valuation grew beyond the fund's small-cap investment universe. Despite WAB's strong performance, with a 36.06% increase over the past year, the fund redeployed capital into new positions with perceived higher upside potential. WAB, a rail technology and equipment company, reported increased sales of $2.97 billion for Q4 2025, but the fund emphasizes potential opportunities in AI stocks over WAB.
Aristotle Small Cap Equity Fund Sold Westinghouse Air Brake Technologies Corporation (WAB) as It Grew Beyond Small-Cap Space
Aristotle Small Cap Equity Fund sold its position in Westinghouse Air Brake Technologies Corporation (WAB) because the company grew beyond the fund's small-cap investment universe, becoming a large-cap entity. The fund's Q4 2025 investor letter noted that WAB, a leading rail technology company, provided a positive return but the capital was redeployed to new positions offering future upside potential. The article also mentions that while WAB has investment potential, certain AI stocks might offer greater upside and less downside risk according to their analysis.
Wabtec (NYSE:WAB) Declares Dividend Increase - $0.31 Per Share
Wabtec (NYSE: WAB) has announced a quarterly dividend increase to $0.31 per share, representing a 24% hike from its previous dividend. This translates to an annualized payout of $1.24 and approximately a 0.5% yield. The dividend appears sustainable given the company's recent earnings beat, robust revenue growth, and a low payout ratio of about 12.7%.
Wabtec Earnings Call Highlights Growth, Cash and Backlog
Wabtec's Q4 earnings call showcased strong revenue and adjusted EPS growth, record cash generation, and an expanding backlog for 2025. Despite headwinds from tariffs and weaker railcar demand, the company demonstrated confidence through increased dividends, share repurchases, and positive 2026 guidance, emphasizing successful integrations and cost savings. Acquisitions, particularly in digital, and a focus on sustainable rail solutions also contributed to positive financial performance.
Wabtec $WAB Shares Acquired by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Wabtec (NYSE:WAB) by 9.1% during Q3, now owning 47,924 shares valued at $9.61 million. This increase follows Wabtec's strong Q4 earnings, which beat estimates, and the company's decision to raise its FY 2026 guidance, authorize a $1.20 billion share repurchase, and increase its quarterly dividend. Institutional investors collectively own about 91.7% of Wabtec, while some insiders have recently reduced their holdings.
Westinghouse Air Brake Technologies (WAB) Margin Improvement Reinforces Bullish Services And Digital Narratives
Westinghouse Air Brake Technologies (WAB) recently reported strong Q3 FY 2025 results with revenue of US$2.9b and EPS of US$1.81, driven by margin improvements to 10.9% on a TTM basis. This performance supports the bullish narrative of increasing profit from higher-margin services and digital offerings, despite concerns about declining freight backlog and softer North American demand. However, the company's valuation metrics, including a 37x P/E ratio and a DCF value of US$181.33, suggest it is trading at a premium compared to peers and its intrinsic value, given forecasts for 7.2% annual earnings growth which trails broader US market expectations.
Ex-Dividend Reminder: KLAC, Jabil and Wabtec
KLA Corp (KLAC), Jabil Inc (JBL), and Wabtec Corp (WAB) will all trade ex-dividend on February 17, 2026, for their upcoming quarterly dividends. KLA Corp will pay $1.90, Jabil Inc will pay $0.08, and Wabtec Corp will pay $0.31. Investors should expect their stock prices to open slightly lower on the ex-dividend date, reflecting the dividend payout.
Wabtec (NYSE:WAB) Price Target Raised to $270.00 at Wells Fargo & Company
Wells Fargo & Company analysts have raised their price target for Wabtec (NYSE:WAB) to $270.00 from $224.00, maintaining an "equal weight" rating and implying a 6.16% upside. This follows Wabtec's strong Q4 earnings, which beat estimates, and the company's providing positive FY 2026 guidance and announcing a $1.2 billion share buyback program. Collectively, analysts have a "Moderate Buy" consensus rating with an average target price of $263.90 for the transportation company.
Wabtec expects 2026 sales up 10.5% and launches EVO modernization amid record $27B backlog
Wabtec projects a 10.5% increase in sales by 2026, reaching $11.5 billion, driven by its record $27 billion backlog. The company also announced the launch of its EVO modernization program for freight locomotives, aiming to enhance fuel saving, reliability, and tractive effort. This strategic move aligns with Wabtec's commitment to innovation and growth in the rail industry.
Is The Strong Multi Year Rally In Westinghouse Air Brake Technologies (WAB) Still Justified
This article analyzes Westinghouse Air Brake Technologies (WAB) to determine if its current stock price of US$253.79 is justified, given its significant multi-year rally. Through Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratio comparison, the stock appears overvalued by 38.7% according to the DCF model, with a P/E of 36.89x compared to an industry average of 29.89x and a proprietary Fair Ratio of 29.72x. The article encourages investors to use "Narratives" for personalized valuations, considering various factors like contract wins or market risks.
Wabtec to Upgrade CSX Locomotive Fleet in $670 Million Deal
CSX has signed a $670 million deal with Wabtec Corporation to enhance its locomotive fleet. The agreement includes 100 new Evolution Series locomotives, 50 modernized locomotives, and advanced digital solutions. This upgrade aims to improve fuel efficiency, reliability, and standardize the fleet while extending the service life of older models.
Rhumbline Advisers Has $66.34 Million Stake in Wabtec $WAB
Rhumbline Advisers increased its stake in Wabtec (NYSE:WAB) by 3.6% in the third quarter, bringing its total holding to 330,938 shares valued at $66.34 million. This move is part of a broader trend of institutional investors adjusting their positions in the company, with many showing increased confidence. Wabtec has also reported strong Q4 results, a record backlog, authorized a $1.2 billion share buyback, and analysts have raised price targets, contributing to a "Moderate Buy" consensus rating for the stock.
Caprock Group LLC Makes New Investment in Wabtec $WAB
Caprock Group LLC has acquired a new position in Wabtec (NYSE:WAB) during the third quarter, purchasing 13,494 shares valued at approximately $2.61 million. This investment comes amidst positive sentiment for Wabtec, driven by strong Q4 2025 results, record backlog, a $1.2 billion share buyback authorization, and analyst upgrades. The company also increased its quarterly dividend and demonstrated solid financial performance with an EPS beat and increased revenue.
Assessing Union Pacific (UNP) Valuation After Record US$1.2b Locomotive Modernization Deal
Union Pacific (UNP) recently signed a record US$1.2 billion locomotive modernization deal, bringing fresh attention to its valuation. While the stock's fair value of $264.42 suggests it's slightly undervalued at its current price of $262.81, its P/E ratio of 21.8x appears cautious compared to peers. Investors should consider potential risks like regulatory outcomes and freight demand, and further assess the company's long-term prospects.
Insider Sell: Rafael Santana Sells Shares of Westinghouse Air Br
Rafael Santana, President and CEO of Westinghouse Air Brake Technologies Corp's subsidiary, sold 3,596 shares on February 11, 2026, reducing his total holdings to 116,951 shares. This transaction follows a pattern of 38 insider sells and no buys over the past year. The stock is currently trading at $249.47, indicating it is significantly overvalued according to its GF Value of $182.30.
Citigroup Raises Price Target for Westinghouse Air Brake (WAB) t
Citigroup has raised its price target for Westinghouse Air Brake (WAB) to $283 from $258, maintaining a "Buy" rating. This adjustment reflects a general optimism among multiple firms regarding WAB's growth potential, with other analysts also increasing their price targets. Despite the positive outlook from analysts, GuruFocus estimates a potential downside based on its GF Value calculation.
Wells Fargo Adjusts Price Target on Westinghouse Air Brake Technologies to $270 From $224, Maintains Equalweight Rating
Wells Fargo has increased its price target for Westinghouse Air Brake Technologies (WAB) to $270 from $224, while maintaining an "Equalweight" rating on the stock. This adjustment reflects an updated outlook for the company, following similar price target revisions from other firms after recent financial disclosures.
Wabtec Analysts Boost Their Forecasts After Better-Than-Expected Q4 Results
Wabtec Corporation reported better-than-expected earnings and sales for the fourth quarter, surpassing analyst estimates. Following these strong results, several analysts, including Steve Barger of Keybanc and Brady Lierz of Stephens & Co., raised their price targets for the company's stock. Wabtec also provided an optimistic outlook for its fiscal year 2026 adjusted EPS and sales.
Stephens raises Westinghouse Air Brake stock price target to $290 on strong outlook
Stephens has increased its price target for Westinghouse Air Brake Technologies Corp (WAB) to $290 from $230, while maintaining an Overweight rating, following strong Q4 2025 adjusted earnings per share of $2.10 and robust 2026 guidance. The company's earnings beat was driven by higher-than-expected revenue, strong order momentum with a 1.6x book-to-bill ratio, and a significant 32.21% price return over the past six months. Stephens sees WAB as a compelling long-term investment, citing strong domestic and international demand, a robust free cash flow profile, and a favorable U.S. regulatory environment.
Wabtec (NYSE:WAB) Price Target Raised to $290.00 at Stephens
Stephens has raised its price target for Wabtec (NYSE:WAB) to $290.00 from $230.00, maintaining an "overweight" rating, which suggests a potential upside of 14.2% for the transportation company's stock. This adjustment follows Wabtec's strong Q4 performance, exceeding EPS and revenue expectations, and its announcement of a record backlog of approximately $27 billion. The company also approved a $1.2 billion share buyback program and completed the acquisition of Dellner Couplers, further signaling strategic capital deployment and confidence in future growth.
Rail News - Rail supplier news from Wabtec, STV and AECOM. For Railroad Career Professionals
Wabtec has acquired Dellner Couplers, a Sweden-based company specializing in safety-critical train connection systems, to strengthen its passenger-rail systems portfolio. STV Inc. is supporting the expansion of Utah Transit Authority's FrontRunner commuter-rail system by leading the double-track design for two segments. AECOM, in a joint venture with WSP, has been selected to provide design services for the Sydney Metro West Line Wide Systems package in Australia.
Westinghouse Air Brake Technologies stock hits all-time high at $254.66
Westinghouse Air Brake Technologies (Wabtec) stock reached an all-time high of $254.66, marking a 2.35% gain in the past week and a 30.21% increase over the past year. This surge reflects strong investor confidence, despite the stock trading above its fair value with a P/E ratio of 35.89. Analysts maintain an optimistic outlook with a consensus recommendation of 1.58 and a high price target of $280.
Stephens raises Westinghouse Air Brake stock price target to $290 on strong outlook
Stephens has increased its price target for Westinghouse Air Brake (NYSE: WAB) to $290 from $230, while reiterating an Overweight rating, following strong Q4 2025 earnings which surpassed expectations. The company also provided optimistic 2026 guidance, demonstrating robust order momentum and a strong free cash flow profile. This outlook positions WAB as a compelling long-term story in the rail technology sector, supported by both domestic and international demand.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q4 2025 Earnings Call Transcript
Westinghouse Air Brake Technologies Corporation (WAB) reported strong Q4 2025 earnings, exceeding expectations with sales up 15% and adjusted EPS up 25%. The company also increased its dividend by 24% and expanded its share buyback authorization, reflecting confidence in future growth and shareholder value creation. WAB remains focused on strategic acquisitions, integration initiatives, and innovation, including the new EVO modernization program, to capitalize on significant fleet renewal opportunities and maintain its strong financial position.
Stephens raises Westinghouse Air Brake stock price target to $290 on strong outlook
Stephens has increased its price target for Westinghouse Air Brake (WAB) to $290 from $230, while maintaining an Overweight rating, following strong fourth-quarter 2025 adjusted earnings and a positive 2026 outlook. The company's performance, including a high book-to-bill ratio and robust order momentum, suggests compelling long-term growth opportunities driven by domestic and international demand, strong free cash flow, and a favorable regulatory environment. WAB's stock is currently trading near its 52-week high, with a significant P/E ratio.
Wabtec Posts Strong Q4 Results and Raises Shareholder Returns
Wabtec announced strong fourth-quarter and full-year 2025 results, with Q4 sales up 14.8% to $2.97 billion and adjusted diluted EPS rising 25% to $2.10. The company achieved record full-year sales of $11.17 billion and a multi-year backlog of $27 billion, leading its board to raise the dividend and expand share buybacks. Analysts maintain a "Buy" rating with a $278.00 price target, and TipRanks’ AI Analyst, Spark, rates WAB as "Outperform" due to its financial performance and optimistic guidance.
Westinghouse Air Brake Technologies (WAB) Margin Improvement Reinforces Bullish Services And Digital Narratives
Westinghouse Air Brake Technologies (WAB) reported Q3 FY 2025 revenue of US$2.9 billion and basic EPS of US$1.81, with trailing twelve-month net profit margins increasing to 10.9%. This margin improvement supports a bullish narrative focused on higher-margin services and digital offerings, despite concerns about declining freight backlog and softer North American demand. However, the company's P/E ratio of 37x is rich compared to its intrinsic DCF value of US$181.33 and peer averages, suggesting overvaluation in the market.
Analysts Offer Insights on Industrial Goods Companies: Boeing (BA), Westinghouse Air Brake Technologies (WAB) and Insperity (NSP)
This article highlights bullish analyst sentiments on three industrial goods companies: Boeing (BA), Westinghouse Air Brake Technologies (WAB), and Insperity (NSP). UBS maintained a Buy rating on Boeing with a $285 price target, while Bank of America Securities reiterated a Buy on Westinghouse Air Brake Technologies with a $278 target. Roth MKM also reaffirmed a Buy rating on Insperity, setting a price target of $56.
Dana Incorporated Announces Appointment of Byron Foster as Chief Executive Officer
Dana Incorporated has appointed Byron Foster as its new Chief Executive Officer, effective July 1, 2026. Foster, currently Senior Vice President and President of Light Vehicle Systems, will succeed R. Bruce McDonald, who will continue as Chairman of the Board. This planned transition highlights Foster's significant contributions to Dana's growth and transformation.
Analysts Offer Insights on Industrial Goods Companies: Boeing (BA), Westinghouse Air Brake Technologies (WAB) and Insperity (NSP)
This article highlights bullish sentiments from financial analysts on three industrial goods companies: Boeing (BA), Westinghouse Air Brake Technologies (WAB), and Insperity (NSP). Analysts from UBS, Bank of America Securities, and Roth MKM reiterated Buy ratings for these companies, providing specific price targets and discussing their current market positions. The consensus ratings suggest Strong Buy for Boeing and Westinghouse Air Brake Technologies, and Hold for Insperity.
Wabtec (NYSE:WAB) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Wabtec (NYSE:WAB) has received a "Moderate Buy" consensus recommendation from eleven research firms, with an average 12-month price target of $241.00. The company recently reported strong Q4 results, beating analyst estimates with EPS of $2.10 and revenue of $2.97 billion, and subsequently raised its FY2026 EPS guidance. In a show of confidence, Wabtec also authorized a $1.2 billion share buyback and increased its quarterly dividend to $0.31 per share.
WAB Q4 Deep Dive: Backlog Expansion and Strategic Initiatives Drive Growth Outlook
Westinghouse Air Brake Technologies (WAB) reported better-than-expected Q4 CY2025 revenue and non-GAAP profit, driven by strong demand in freight and transit segments, order conversion, and robust backlog growth. The company's multiyear backlog expanded to over $27 billion, providing revenue visibility through 2026 and beyond, with significant contributions from international infrastructure projects and modernization orders. WAB anticipates sustained demand, a healthy pipeline, and ongoing efficiency initiatives, including the new EVO modernization program and growth in international markets, to drive future performance despite tariff headwinds.
The Risk Factors to Watch Out For in Caterpillar Stock
This article highlights key risk factors for Caterpillar (CAT) stock, focusing on potential margin compression due to tariffs, deteriorating earnings quality indicated by cash flow lag, and escalating competitive pressure in the North American construction market. It references past stock performance during economic downturns and provides current financial metrics, suggesting a need for a diversified investment approach.
Westinghouse Air Brake Technologies Shares Move After Q4 Results
Westinghouse Air Brake Technologies (Wabtec) shares rose after the company announced its Q4 and full-year 2025 financial results. The company reported increased consolidated sales and adjusted earnings per share for the quarter, along with full-year revenue growth. Wabtec also provided positive financial guidance for 2026, highlighted by a growing backlog and capital return initiatives.
