Eagle Materials stock price target unchanged at $246 by Stifel

Investing.com - Stifel has maintained its Hold rating on Eagle Materials (NYSE:EXP) with a price target of $246.00, according to a research note released Monday. The target represents a modest 7% upside from current levels, though InvestingPro analysis suggests the stock is trading above its Fair Value.

The firm cited Eagle Materials’ position as a low-cost producer in the construction materials sector as a key strength. Stifel also highlighted the company’s Heartland cement footprint, which it believes provides protection from import competition.

Stifel analyst Brian Brophy noted structural tailwinds for Eagle Materials, particularly from shrinking synthetic gypsum supply, which could benefit the company’s wallboard business segment.

Despite these positive factors, Stifel acknowledged that Eagle Materials’ construction end markets will likely continue to face cyclicality and seasonality, common challenges in the building materials industry.

The research firm concluded that Eagle Materials’ business attributes should position the company for long-term success in its competitive industry, though these strengths are already reflected in the current Hold rating and price target.

In other recent news, Eagle Materials Inc. announced record revenue for the first quarter of 2025, totaling 634.7 million dollars, which represents a 4% increase compared to the previous year. Despite this growth in revenue, the company reported a 5% decrease in diluted net earnings per share, which now stands at 3.76 dollars. These developments come amidst various market analyses and investor considerations. Analysts from several firms have been closely monitoring Eagle Materials’ performance, though specific upgrades or downgrades were not detailed in the recent reports. The revenue growth highlights the company’s strong market position, while the decline in earnings per share indicates potential areas for financial scrutiny. Investors may find these financial results significant as they assess the company’s future performance. These recent developments are crucial for stakeholders and market watchers who are evaluating Eagle Materials’ business trajectory.

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