UBS Cuts Casella Waste Systems (CWST) Price Target to $95
Key Points
- UBS downgraded its view on Casella Waste Systems, Inc. to Neutral on October 21, 2026, lowering its price target from $122.00 to $95.00.
- UBS's $95 price target implies 0.22% downside from Casella Waste Systems, Inc.'s ($CWST) current $95.21 share price.
- The stock recently traded near $95.21, remaining above its 50-day moving average of $88.37 ahead of upcoming earnings slated for November 9, 2026.
- Wall Street maintains an overall buy consensus on the waste management firm, with a mean price target of $106.50 across 10 analyst opinions.
Since the rating, $CWST is up 5.4% to date (from the $90.22 close on Oct 21, 2026).
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UBS lowered its rating on Casella Waste Systems, Inc. (NasdaqGS: CWST) to Neutral on October 21, 2026, while adjusting its target for the stock from $122.00 to $95.00. The note from the firm comes as Wall Street keeps a close watch on valuation trends across the waste management sector. Casella closed at $90.22 on the day of the rating change.
CWST
Casella Waste Systems, Inc.
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UBS's Call on Casella Waste Systems, Inc.
On October 21, 2026, UBS shifted its stance on the company by issuing a Neutral rating and significantly reducing its price target from $122.00 down to $95.00. Other firms have also adjusted their views recently, including JP Morgan, which maintained a Neutral rating while moving its target from $105.00 to $99.00 on the same date.
Other Institutional Activity in Casella Waste Systems, Inc.
Large institutional investors have adjusted their holdings in Casella recently. Wasatch Advisors LP reduced its holdings by 475,329 shares, ending with 3,056,089 shares worth about $290,985,502. Conestoga Capital Advisors, LLC trimmed its stake by 468,353 shares, leaving it with 2,336,156 shares valued at roughly $222,437,084. Meanwhile, Capital International Investors grew its holdings by 101,548 shares, ending with 2,054,399 shares worth about $195,609,593.
Casella Waste Systems, Inc. Stock Up 5.5%
The company's shares recently traded around $95.21 as of October 22, 2026, sitting about 5.5% above the $90.22 close recorded on the rating date. The stock trades above its 50-day moving average of $88.37 and ahead of its 200-day moving average of $90.33. Shares have traded in a 52-week range between $74.05 and $107.96.
$CWST price target
Casella Waste Systems, Inc. daily closes and this analyst's $95 target. Not advice.
Recent Earnings
Casella reported trailing-twelve-month revenue of $1,955,481,984 along with basic trailing earnings of $0.09 per share. The company posted a year-over-year revenue growth rate of 16.9%. Investors can look toward the next earnings release scheduled for November 9, 2026, for further details on operational progress.
Insider Buying and Selling at Casella Waste Systems, Inc.
Company insiders have completed several transactions over recent months. Director Michael K Burke sold 2,305 shares on May 26, 2026, at an average price of $87.56 for a total value of $201,826. Douglas R Casella sold 16,500 shares on August 14, 2026, valued at $1,502,391. Later, Michael K Burke sold 1,100 shares on August 26, 2026, at $92.99 per share, totaling $102,289, and another 1,100 shares on September 3, 2026, at $95.26 per share for $104,786.
Analysts Set New Price Targets
Wall Street analysts maintain 10 total opinions on the stock, resulting in a buy recommendation key and a mean target price of $106.50. Target estimates span from a low of $91.00 up to a high of $130.00.
About Casella Waste Systems, Inc.
Casella Waste Systems operates as a vertically integrated solid waste services provider based in Rutland, Vermont. The firm delivers resource management solutions, including solid waste collection, transfer, disposal, and recycling services to residential, commercial, and municipal customers across the United States. Analysts monitor these operations closely to gauge how regional hauling volumes and tipping fees impact profitability.
Bottom Line
UBS's decision to lower its target to $95.00 highlights a more cautious stance on valuation following recent market moves. Market participants will watch the company's upcoming earnings report on November 9, 2026, for updated guidance on margins and integration costs.
Related Filing Alerts
Source: UBS's rating change on $CWST (Oct 21, 2026). Written by software, not financial advice. How we make alerts