Stifel raises Lindsay Corporation stock target to $134

Published 04/04/2025, 11:10
Stifel raises Lindsay Corporation stock target to $134

On Friday, Stifel analysts adjusted their outlook on Lindsay Corporation (NYSE:LNN), increasing the price target from $130.00 to $134.00, while retaining a Hold rating on the shares. The adjustment follows Lindsay Corporation’s robust earnings performance, largely driven by the completion of a significant $20 million Road Zipper System project and ongoing benefits from a major irrigation project in the Middle East and North Africa (MENA) region. According to InvestingPro data, Lindsay maintains strong financial health with an Overall Score of "GOOD" and holds more cash than debt on its balance sheet, demonstrating solid financial management.

The company’s North American irrigation business has experienced softer conditions, but Lindsay anticipates a stable outlook for the remainder of the year. In addressing the challenges posed by the current tariff environment, Lindsay Corporation plans to implement price increases and capitalize on its global presence and supply chain efficiencies. The company’s financial stability is evident in its impressive current ratio of 3.87, with liquid assets well exceeding short-term obligations. InvestingPro analysis reveals that Lindsay has maintained dividend payments for 30 consecutive years, with 22 years of consecutive increases, highlighting its commitment to shareholder returns.

Stifel’s updated price target reflects the company’s recent success and its strategies for navigating the market’s evolving conditions. The firm’s analyst noted the strong quarter for Lindsay, highlighting the company’s ability to deliver on large-scale projects and its proactive measures to manage external economic factors. With annual revenue of $612 million and EBITDA of $97.3 million in the last twelve months, Lindsay demonstrates solid operational performance. For deeper insights into Lindsay’s financial metrics and growth potential, investors can access comprehensive analysis through InvestingPro’s detailed research reports.

Lindsay Corporation’s performance in the MENA region has been a particular highlight, with its large irrigation project contributing to the company’s earnings beat. This success has helped to offset the softer performance in North America, demonstrating the company’s diverse operational strengths.

As the year progresses, Lindsay Corporation expects to continue adapting to the dynamic tariff landscape. The company’s strategic pricing adjustments and supply chain optimization are anticipated to play a key role in maintaining its market position and financial health. Stifel’s maintained Hold rating indicates a cautious optimism about Lindsay’s potential to manage these industry challenges while capitalizing on its recent project successes.

In other recent news, Lindsay Corporation reported record-breaking results for Q2 2025, with net earnings and earnings per share (EPS) reaching all-time highs. The company posted an EPS of $2.44, significantly surpassing the forecast of $1.79, and achieved revenue of $187.1 million, exceeding expectations by $12.6 million. This marks a 23% increase in revenue year-over-year, driven by substantial growth in both the irrigation and infrastructure segments. The infrastructure segment, in particular, saw revenues more than double, contributing to the company’s strong financial performance.

Despite these impressive results, Lindsay’s stock experienced a slight decline in pre-market trading. The company attributes part of its success to its global presence, which has helped mitigate tariff uncertainties. Analysts from firms like William Blair noted the company’s robust international revenue, particularly in regions such as Brazil and the MENA area.

Additionally, the company addressed potential risks related to tariffs and rising steel costs, with strategic measures in place to manage these challenges. Lindsay remains optimistic about continued demand for its irrigation equipment and infrastructure projects, maintaining a strong sales pipeline for its Road Zipper product line.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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