Roth/MKM initiates Lincoln Electric stock with Buy rating on automation demand

Published 05/09/2025, 08:04
Roth/MKM initiates Lincoln Electric stock with Buy rating on automation demand

Investing.com - Lincoln Electric (NASDAQ:LECO), a $13.4 billion industrial technology leader with annual revenue of $4.1 billion, received a Buy rating from Roth/MKM as the firm initiated coverage with a $279.00 price target. According to InvestingPro data, the stock has delivered an impressive 42% return over the past year.

The research firm cited Lincoln Electric’s strong positioning to service growing global demand for automation solutions across the manufacturing sector.

Roth/MKM highlighted the company’s central role in the "electrification" movement, noting that as investments in energy sources and infrastructure grow, so do projects requiring Lincoln Electric’s products.

The firm expects Lincoln Electric to benefit from increased building and maintenance activities at energy facilities that use the company’s welding and cutting products.

The $279.00 price target is based on 18 times Roth/MKM’s 2026 adjusted EBITDA estimate of $920.9 million for the company.

In other recent news, Lincoln Electric Holdings Inc. announced its financial results for the second quarter of 2025, which surpassed Wall Street expectations. The company reported an adjusted earnings per share (EPS) of $2.60, exceeding the forecast of $2.31 by 12.55%. Additionally, Lincoln Electric’s revenue reached $1.09 billion, beating the anticipated $1.04 billion. These results highlight the company’s strong performance in the recent quarter. Investors and analysts had been closely watching these figures, and the outcome was notably positive. Such financial achievements often attract attention from market analysts and investors alike. The company’s ability to exceed earnings and revenue expectations may influence future assessments and projections. These developments are part of Lincoln Electric’s ongoing financial narrative.

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