Wedbush raises Willdan Group stock price target to $85 on grid modernization

Published 10/07/2025, 12:52
Wedbush raises Willdan Group stock price target to $85 on grid modernization

Investing.com - Wedbush raised its price target on Willdan Group (NASDAQ:WLDN) stock to $85.00 from $56.00 on Thursday, while maintaining an Outperform rating on the energy services company. The stock, which has delivered an impressive 134% return over the past year, is currently trading near its 52-week high of $74.09.

The research firm cited "incremental confidence" in Willdan’s growth story, noting that the company’s broader service offerings are gaining more traction in the market. According to InvestingPro data, the company has maintained strong revenue growth of 12.4% over the last twelve months, with analysts forecasting continued profitability this year.

Wedbush highlighted accelerating grid modernization efforts across state and municipal levels as a key driver for Willdan’s business, as these initiatives aim to enhance energy capacity and resilience.

The firm’s research indicates Willdan continues to see stable deal flow across all customer groups, with particular strength in its commercial segment, which is expected to comprise approximately 15% of total revenue in fiscal year 2025.

This commercial segment growth is attributed to elevated demand for solutions that help customers navigate energy constraints and optimize infrastructure for data centers and artificial intelligence electricity needs.

In other recent news, Willdan Group, Inc. reported impressive financial results for the first quarter of 2025, significantly surpassing earnings and revenue forecasts. The company achieved an adjusted earnings per share (EPS) of $0.63, well above the expected $0.44, while revenue reached $152.39 million, more than double the anticipated $73.1 million. In addition to these strong financial results, Willdan Group secured a $9.8 million contract to provide technical services for the California Public Utilities Commission’s Integrated Resource Plan. This contract extends their ongoing work in supporting California’s clean energy goals.

Moreover, Willdan Group announced the expansion of its 2008 Performance Incentive Plan, which includes an increase of 150,000 shares available for award grants. The company also held its Annual Meeting of Stockholders, where key proposals, including the election of director nominees and the approval of executive compensation, were ratified. The amendments to the incentive plan and the strong support for company governance reflect investor confidence in Willdan’s strategic direction.

Finally, the company has raised its financial targets for 2025, projecting net revenue between $325 million and $335 million, and adjusted diluted EPS of $2.75 to $2.90. The company’s strategic acquisitions and expanded services are cited as driving growth, positioning Willdan favorably in the market.

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