Lindsay stock price target maintained at $136 by Stifel on MENA projects

Published 27/06/2025, 13:04
Lindsay stock price target maintained at $136 by Stifel on MENA projects

Investing.com - Stifel maintained its Hold rating and $136.00 price target on Lindsay Corporation (NYSE:LNN) on Friday. According to InvestingPro data, the company currently trades at $143.23, with a P/E ratio of 19.74 and maintains a GOOD financial health score.

The agricultural equipment manufacturer reported better-than-expected top and bottom-line results in its latest quarter, according to Stifel. The firm noted that Lindsay’s performance was bolstered by its execution on a large Middle East and North Africa (MENA) irrigation project in its international segment.

Lindsay also announced a new $20 million project that is expected to begin shipping in the fourth quarter of fiscal year 2025, providing additional visibility for future revenue streams.

The demand outlook for Lindsay’s domestic irrigation business remains soft in the near term, Stifel reported. However, the firm characterized this demand as "relatively stable" when excluding potential supply shocks.

Stifel’s maintained price target of $136.00 reflects its assessment of Lindsay’s current business mix between stronger international project work and the softer domestic irrigation market conditions.

In other recent news, Lindsay Corporation reported strong financial results for the third quarter of fiscal year 2025, significantly exceeding analyst expectations. The company achieved an earnings per share of $1.78, surpassing the forecasted $1.41, and reported revenue of $169.5 million, higher than the anticipated $157.87 million. Revenue increased by 22% year-over-year, driven by a robust 25% growth in the irrigation segment. Additionally, Lindsay Corporation announced a new $20 million project in the MENA region, emphasizing its ongoing international expansion efforts. The company also raised its quarterly dividend by 3% to $0.37 per share, payable in August 2025. Furthermore, Lindsay’s strategic initiatives in modernization and market expansion have positioned it well for future growth. Analyst firms such as Oppenheimer and Northcoast Research have shown interest in the company’s international business and pricing strategies. Lindsay Corporation remains optimistic about its international markets, particularly in Brazil and the MENA region, as it continues to focus on precision irrigation technology and international growth.

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