Casella Waste Systems stock faces a December landfill closure
Published on 10/04/2026 at 19:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Casella Waste Systems (ISIN US1474481041) was last at USD 82.77 on Nasdaq on October 2, 2026, up 6.02 percent from the prior session. The company announced on October 1 that its North Country Environmental Services landfill will stop accepting municipal solid waste on December 31, 2026, making the closure date the immediate company event for investors.
According to the SEC filing dated October 1, 2026, Casella previously expected the New Hampshire landfill to operate through the end of 2027. The company now expects higher landfill amortization expense in the fourth quarter of 2026, while saying the change is not expected to have a material impact on fourth-quarter or full-year financial results.
Revenue growth meets margin pressure
Casella's second-quarter 2026 revenue reached USD 543.7 million, a 16.9 percent increase from the same quarter of 2025. The quarter also produced adjusted EBITDA of USD 123.2 million, up 12.5 percent, but GAAP net income declined 27.6 percent to USD 3.8 million, according to Yahoo Finance in its Q2 2026 review.
The contrast is important: operating scale expanded faster than reported profit. Acquisition activity supported revenue, while depreciation, amortization and interest costs continued to weigh on GAAP earnings.
Guidance moves in two directions
Management raised fiscal 2026 revenue guidance to USD 2.09 billion-USD 2.11 billion from USD 2.06 billion-USD 2.08 billion. At the same time, the company reduced its GAAP net income guidance to USD 0-6 million from USD 4-10 million, according to Yahoo Finance.
For investors, the central operating question is whether acquisition-led growth and higher fuel recovery fees can offset the cost burden reflected in the lower profit outlook. The landfill closure adds a specific fourth-quarter amortization item to that calculation.
Analyst target stays above the stock
Barclays maintained a Buy rating and a USD 104.00 price target on October 2, 2026, while the broader consensus remained Moderate Buy with a USD 115.33 target, Markets Insider reported. The consensus target lies 39.3 percent above the USD 82.77 price, while Barclays target lies 25.7 percent above it.
Casella Waste Systems stock stays below yearly high
Casella Waste Systems stock was last at USD 82.77 on Nasdaq on October 2, 2026, with a 52-week range of USD 74.05 to USD 107.96. Market capitalization stood at USD 5.2 billion and trading volume reached 949,378 shares on that date.
Casella Waste Systems stock facts
- Company: Casella Waste Systems, Inc.
- ISIN: US1474481041
- Ticker: CWST
- Trading venue: Nasdaq Global Select Market
- Price as of October 2, 2026: USD 82.77
- Market capitalization: USD 5.2 billion as of October 2, 2026
- 52-week range: USD 74.05-107.96
- Sector / Industry: Industrials / Waste management
AltIndex lists October 28, 2026 as Casella's next scheduled earnings date.
Upcoming dates for Casella Waste Systems stock
- October 28, 2026: Second-quarter earnings report
