Barclays cuts target for Amrize stock from USD 55.00 to USD 40.00

Published on 10/26/2026 at 09:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Barclays cut its target to USD 40.00 from USD 55.00 on October 19, 2026. Amrize stock costs EUR 35.41 on October 26, 2026.

Earnings date and margin pressure

Barclays reduced its Amrize target to USD 40.00 from USD 55.00 on October 19, 2026.
Amrize reported USD 3.494 billion in second-quarter revenue and USD 986.00 million in adjusted EBITDA on August 6, 2026.
Amrize stock trades at EUR 35.41 at 9:18 a.m. CET at Lang & Schwarz on October 26, 2026.

Amrize, CH1430134226, Illustration mit AI erstellt.

Amrize (ISIN CH1430134226) trades at EUR 35.41 at Lang & Schwarz on October 26, 2026 at 9:18 a.m. CET during the Xetra trading phase. Markets Insider reported that Barclays cut its Amrize target from USD 55.00 to USD 40.00 on October 19, 2026, while keeping an Equal Weight rating.

Target cuts raise the margin test

The Barclays action followed an earlier reset from JPMorgan. According to Markets Insider, JPMorgan cut its target from USD 52.00 to USD 48.00 on October 13, 2026 and retained a Neutral rating. The analyst cited diesel costs, weak pricing realization and margin pressure.

Benzinga reported that Amrize generated USD 3.494 billion in second-quarter 2026 revenue, compared with USD 3.365 billion of consensus, while adjusted earnings per share were USD 0.88 versus USD 0.94 expected. The revenue beat and earnings shortfall leave the margin outcome as the central issue.

What will the results test?

Amrize cut its adjusted EBITDA outlook to USD 3.1 billion-USD 3.2 billion from USD 3.25 billion-USD 3.34 billion, according to the financial update carried by Benzinga. At the same time, the company raised its fiscal 2026 revenue outlook to USD 12.5 billion-USD 12.7 billion from USD 12.29 billion-USD 12.52 billion. That split puts pricing and cost control ahead of volume growth in the next report.

Three recent milestones

On August 6, 2026, Amrize reported second-quarter revenue of USD 3.494 billion and adjusted EBITDA of USD 986.00 million through its financial update. On October 13, 2026, JPMorgan lowered its target from USD 52.00 to USD 48.00. On October 19, 2026, Barclays reduced its target from USD 55.00 to USD 40.00. The sequence shows how the market has repriced the margin risk ahead of the third-quarter figures.

Two dates for the report

EQS News said on October 14, 2026 that Amrize will release third-quarter 2026 results after the U.S. market closes on October 28, 2026. The webcast is scheduled for October 29, 2026 at 7:30 a.m. Central Time.

Stock trades before the next release

The immediate investor question is whether stronger revenue can offset the lower profit outlook. Amrize reported USD 986.00 million of adjusted EBITDA in the second quarter, up from USD 932.00 million a year earlier, but the full-year range was reduced to USD 3.1 billion-USD 3.2 billion.

Amrize was trading at EUR 35.41 at Lang & Schwarz on October 26, 2026 at 9:18 a.m. CET. The further course of trading is shown by the continuously updated real-time quote of Amrize stock.