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Investing.com - TD Cowen has reiterated its Buy rating and $64.00 price target on GFL Environmental (NYSE:GFL), citing underappreciated growth potential and margin improvement opportunities. The stock, currently trading at $47.55, has demonstrated strong momentum with an 18.8% return over the past year. According to InvestingPro analysis, the company maintains a FAIR overall financial health score.
The firm highlighted GFL’s recently accelerated merger and acquisition activity, which it believes will drive upside to consensus 2026 revenue estimates beyond current market expectations.
TD Cowen identified approximately C$400 million in potential EBITDA improvements through self-help measures, representing what it calls the "largest opportunity" for GFL to raise profit margins from current levels.
The research note pointed out that GFL’s sale of its Environmental Services business effectively addressed net leverage concerns while enabling the company to reduce shareholder overhang through share repurchases and increase M&A activity simultaneously.
These factors combined should force a re-rating of what TD Cowen describes as GFL’s "unwarranted discount valuation" compared to industry peers.
In other recent news, GFL Environmental reported strong second-quarter results for 2025, significantly exceeding expectations. The company achieved earnings per share of $0.26, surpassing the forecast of $0.12, and its revenue reached $1.68 billion, well above the expected $1.22 billion. Following these results, BMO Capital increased its price target for GFL Environmental to $53.00, highlighting the company’s solid performance and its decision to raise the 2025 EBITDA outlook amid uncertain economic conditions. Truist Securities also raised its price target for the company to $60.00, maintaining a Buy rating, and noted GFL’s favorable near-term position compared to its industry peers. These developments reflect positive sentiment from analysts regarding GFL Environmental’s performance and future prospects.
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