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On Wednesday, Stifel analysts adjusted their outlook on Lindsay Corporation (NYSE:LNN), reducing the price target from $134.00 to $128.00, while sustaining a Hold rating on the stock. According to InvestingPro data, the company maintains a GOOD financial health score of 2.82, with strong fundamentals including more cash than debt on its balance sheet. The revision reflects concerns over potential trade policy shifts leading to an industrial recession in the latter half of 2025 and into the first half of 2026.
The analysts at Stifel, including Nathan Jones, anticipate increased risks for Lindsay Corporation stemming from potential U.S. export barriers on agricultural commodities. These barriers could result in an oversupply and subsequent drop in commodity prices. Despite market uncertainties, Lindsay has demonstrated remarkable financial stability, maintaining dividend payments for 30 consecutive years and raising them for 22 straight years. The firm’s analysis suggests that the first Trump Administration’s precedent of providing transfer payments to support farmers could be repeated to mitigate the impact on the agricultural sector.
Stifel’s report also highlighted the possibility of international growth opportunities for Lindsay Corporation. The analysts mentioned that countries like Brazil and Argentina might invest to compensate for any gaps created by changes in U.S. trade policy, presenting alternative sources for the global market.
Lindsay Corporation, known for its irrigation and infrastructure equipment, could face a challenging environment due to these potential policy changes. Nevertheless, the Stifel analysts have kept their Hold rating, indicating that they do not currently recommend either buying or selling the stock.
The new price target of $128.00 set by Stifel represents a modest decrease from the previous target but still provides a reference point for investors monitoring Lindsay Corporation’s stock performance in the context of evolving trade policies and their implications for the agricultural sector. Trading at a P/E ratio of 18.2x, the stock currently shows signs of being slightly undervalued according to InvestingPro Fair Value analysis. For deeper insights into Lindsay’s valuation and 8 additional key ProTips, explore the comprehensive Pro Research Report available on InvestingPro.
In other recent news, Lindsay Corporation reported its highest quarterly net earnings and earnings per share (EPS) in company history for Q2 2025. The company achieved an EPS of $2.44, exceeding the forecast of $1.79, and revenue of $187.1 million, surpassing expectations of $174.5 million. This strong performance was largely driven by the completion of a $20 million Road Zipper System project and continued success with a major irrigation project in the Middle East and North Africa (MENA) region. Despite a weaker performance in North American irrigation sales, Lindsay Corporation maintains a stable outlook for the remainder of the year.
Stifel analysts responded to these results by raising Lindsay Corporation’s stock price target from $130 to $134, while retaining a Hold rating. The company’s strategic completion of the Road Zipper System project and its ability to manage external economic factors were highlighted as key strengths. Looking forward, Lindsay Corporation plans to address challenges posed by the current tariff environment through price increases and supply chain optimizations.
The company’s management remains optimistic about leveraging its global footprint to navigate these challenges. Lindsay’s proactive measures, such as strategic pricing adjustments, are intended to mitigate potential adverse effects from tariff changes. As the company continues to execute on its business strategies, it remains under the Hold rating by Stifel analysts, indicating a cautious yet acknowledging stance on the stock’s future performance.
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