07:42 AM EDT, 08/18/2026 (MT Newswires) -- Berenberg lowered its price target for Amrize (AMRZ.SW) to $64 from $70, taking into account the Switzerland-listed building materials company's second-quarter results and updated 2026 outlook. Amrize raised its full-year revenue guidance by 2% at the midpoint while cutting its EBITDA expectations by 4% at the midpoint, according to a note published Tuesday. "In our view, the divergence in revenue and EBITDA guidance is explained, on the one hand, by a robust demand environment, offset, on the other hand, by energy cost inflation that is not fully covered by price increases," analysts said, reducing their EPS forecasts for 2026 through 2028 by an average of 6%. EBIT projections over the three-year period were also trimmed, while sales estimates were nudged higher. "We maintain our positive view on Amrize despite the slightly disappointing Q2 results, which stemmed mainly, in our view, from margin weakness in its roofing operations. We continue to think that Amrize has attractive mid-term growth prospects given its positioning in cement and aggregates, with the scope to supplement organic growth with bolt-on acquisitions. Moreover, we think that the valuation is attractive when benchmarked to its US peer group," the research firm added. The buy recommendation on the stock was retained.

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