Texas Capital Securities initiates Orion Marine Group stock with Buy rating

Published 21/08/2025, 21:58
Texas Capital Securities initiates Orion Marine Group stock with Buy rating

Investing.com - Texas Capital Securities initiated coverage on Orion Marine Group (NYSE:ORN) with a Buy rating and a price target of $9.00 on Thursday. The marine construction specialist, currently trading at $6.59 with a market cap of $261M, appears undervalued according to InvestingPro analysis.

The research firm highlighted Orion’s strategic transformation under new leadership appointed in 2022, which has delivered impressive results, with revenue growing 15.85% over the last twelve months for the marine construction and commercial concrete services provider.

Texas Capital Securities noted that Orion is focusing on projects where it can leverage its marine expertise and specialized fleet, supporting an $18 billion pipeline of opportunities across the U.S., Canada, and the Caribbean.

The firm pointed out that Orion’s concrete segment has returned to profitability, supported by strong demand in the data center market, while the company maintains a solid balance sheet to execute on growth initiatives.

Texas Capital Securities expects Orion to benefit from its growing backlog and opportunities in dredging, port infrastructure for cruise lines, shipping, and LNG, as well as data center projects within its concrete business.

In other recent news, Orion Group Holdings Inc. announced its financial results for the second quarter of 2025, surpassing analyst expectations. The company reported an earnings per share (EPS) of $0.02, which was higher than the forecasted $0.00. Additionally, Orion Group posted revenue of $205 million, exceeding the projected $198.3 million. These developments highlight the company’s ability to outperform market projections. Analysts had anticipated lower figures, making this a significant achievement for Orion Group. The earnings beat and revenue growth are crucial data points for investors assessing the company’s financial health. This recent announcement is part of a series of developments that may influence investor sentiment. No further updates, such as mergers or analyst upgrades or downgrades, have been reported at this time.

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