BofA cuts Amrize stock target to USD 40.00 from USD 50.00

Published on 10/08/2026 at 11:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Amrize stock was EUR 32.10 on October 8, 2026. BofA cut its target from USD 50.00 to USD 40.00 on October 2, 2026.

Amrize, CH1430134226, Illustration mit AI erstellt.

Amrize stock (ISIN CH1430134226) was at EUR 32.10 at Lang & Schwarz on October 8, 2026 at 11:35 a.m. CEST. According to Investing.com on October 2, 2026, BofA Securities downgraded Amrize from Neutral to Underperform and cut its price target from USD 50.00 to USD 40.00.

Target cut highlights growth concerns

The BofA action placed the emphasis on slower growth assumptions rather than on a new company announcement. The report said BofA reduced its 2027-2028 adjusted earnings before interest, taxes, depreciation and amortization estimates by 3.00 percent and cited risks from cement prices, Canadian demand and roofing conditions.

The target cut came after Amrize had reported a strong second quarter. Yahoo Finance published the Q2 2026 earnings-call transcript, which said revenue grew 8.60 percent and adjusted EBITDA rose 5.80 percent to USD 986.00 million.

Revenue growth meets higher costs

Amrize reported USD 3.49 billion of revenue for the second quarter of 2026, while net income rose 14.40 percent, according to the transcript. The company also said oil-driven freight, diesel and raw-material inflation pressured profitability, creating a direct counterweight to volume growth.

Management raised fiscal 2026 revenue guidance to USD 12.5 billion-12.7 billion and set adjusted EBITDA guidance at USD 3.1 billion-3.2 billion. The same call said Amrize expected USD 140 million-170 million of higher costs from oil-driven inflation, while its ASPIRE program was expected to deliver USD 80 million of savings in fiscal 2026.

Stock price and next market test

The next reported quarter is scheduled for the week of October 26, 2026, through October 30, 2026, according to Amrize's investor-relations calendar. For investors, the key comparison is now between the company's 8.60 percent second-quarter revenue growth and the cost pressure embedded in its revised adjusted EBITDA outlook.

Amrize was trading at EUR 32.10 at Lang & Schwarz on October 8, 2026 at 11:35 a.m. CEST. The company is listed on the New York Stock Exchange and the SIX Swiss Exchange, according to EQS News. The continuously updated real-time quote of Amrize stock.