Trex price target raised to $65 from $60 at DA Davidson on resilient sales

Published 05/08/2025, 17:56
Trex price target raised to $65 from $60 at DA Davidson on resilient sales

Investing.com - DA Davidson has raised its price target on Trex (NYSE:TREX) to $65.00 from $60.00 while maintaining a Neutral rating on the stock following the company’s second-quarter earnings. The composite decking manufacturer, currently trading at $65.94 with a market capitalization of $6.9 billion, has shown resilient performance despite trading at premium valuation multiples according to InvestingPro data.

The firm cited increased confidence in Trex’s ability to achieve its full-year sales growth targets, which will be supported by midyear price increases. DA Davidson also noted expanding gross margins, currently at 40.6%, and the approaching period of stronger cash generation as factors in the price target adjustment. InvestingPro subscribers can access 8 additional key tips and comprehensive analysis about Trex’s financial health and valuation metrics.

The research firm observed that Trex’s sell-through remains resilient despite the current lackluster housing and repair and remodel (R&R) market conditions. While DA Davidson expressed little confidence about a broad near-term acceleration in the sector, it viewed Trex’s execution positively.

Specifically, the firm highlighted Trex’s initiatives in the railing segment as encouraging. The momentum the company is generating with new products was also mentioned as a positive factor influencing the revised outlook.

The price target increase represents an 8.3% boost from DA Davidson’s previous $60.00 target for the composite decking manufacturer.

In other recent news, Trex Company reported its second-quarter 2025 earnings, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.73, slightly higher than the forecasted $0.71. Trex’s revenue also exceeded projections, coming in at $388 million compared to the anticipated $377.57 million. Despite challenging weather conditions and a softening repair and remodel market, the company managed to outperform consensus expectations across revenue, EBITDA, and EPS metrics. Benchmark has reiterated its Buy rating on Trex stock, maintaining a price target of $80. These developments provide investors with insights into Trex’s recent financial performance and analyst perspectives.

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