EMCOR Group Inc's stock price fell by 5.01%, hitting a 5-day low. This decline comes as the Nasdaq-100 is down 1.61% and the S&P 500 is down 0.95%, indicating a challenging market environment.
The drop in EMCOR's stock is attributed to broad market weakness, as the overall construction sector faces pressures despite ongoing federal infrastructure spending. While companies like EMCOR are positioned to benefit from increasing backlogs, the current market sentiment reflects a cautious outlook, leading to a decline in stock prices across the sector.
Investors are closely monitoring the construction sector's performance, particularly in light of the Infrastructure Investment and Jobs Act, which is expected to provide significant funding. However, the immediate market conditions suggest that sector rotation is influencing stock movements, with investors reassessing their positions.
Wall Street analysts forecast EME stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EME is 713.00 USD with a low forecast of 713.00 USD and a high forecast of 713.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast EME stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EME is 713.00 USD with a low forecast of 713.00 USD and a high forecast of 713.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 727.350
Low
713.00
Averages
713.00
High
713.00
Current: 727.350
Low
713.00
Averages
713.00
High
713.00
Stifel
Brian Brophy
Buy
maintain
$713 -> $754
2026-01-26
New
Reason
Stifel
Brian Brophy
Price Target
$713 -> $754
AI Analysis
2026-01-26
New
maintain
Buy
Reason
Stifel analyst Brian Brophy raised the firm's price target on Emcor to $754 from $713 and keeps a Buy rating on the shares. The firm sees opportunity for its electrical and mechanical contractor coverage to outperform consensus expectations in Q4, noting that its survey work found that overall activity improved sequentially and was ahead of expectations, the analyst tells investors.
Baird
Justin Hauke
maintain
$703 -> $713
2025-10-31
Reason
Baird
Justin Hauke
Price Target
$703 -> $713
2025-10-31
maintain
Reason
Baird analyst Justin Hauke raised the firm's price target on Emcor to $713 from $703 and keeps an Outperform rating on the shares. The firm updated its model following results which led to a selloff that is too myopic.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for EME
Unlock Now
DA Davidson
Buy
maintain
$725 -> $800
2025-10-31
Reason
DA Davidson
Price Target
$725 -> $800
2025-10-31
maintain
Buy
Reason
DA Davidson raised the firm's price target on Emcor to $800 from $725 and keeps a Buy rating on the shares. The company's Q3 results didn't meet the elevated expectations apparent in the shares in advance of results, with a combo of selective project noise in Electrical and mix in Mechanical lending some short-term disparities, but RPOs continued to grow and the fundamental backdrop hasn't changed, the analyst tells investors in a research note.
Stifel
Buy
maintain
$718 -> $713
2025-10-31
Reason
Stifel
Price Target
$718 -> $713
2025-10-31
maintain
Buy
Reason
Stifel lowered the firm's price target on Emcor to $713 from $718 and keeps a Buy rating on the shares. The firm notes Q3 results were slightly above expectations and 2025 guidance was raised. But U.S. Electrical operating margins fell 280 bps year-over-year to 11.3%. This was driven by amortization from Miller, a $13M reversal of previously recorded earnings due to challenges on two projects, and recording these challenged projects at a lower level of profitability until completion. Excluding these headwinds, U.S. Electrical margins were 14%-plus, which creates potential for improved performance in subsequent quarters, Stifel adds.
About EME
EMCOR Group, Inc. is a specialty contractor in the United States and a provider of electrical and mechanical construction and facilities services, building services, and industrial services. The Company’s services are provided to a range of commercial, technology, manufacturing, industrial, healthcare, utility, and institutional customers through approximately 100 operating subsidiaries. Such operating subsidiaries are organized into the various reportable segments, including the United States electrical construction and facilities services, United States mechanical construction and facilities services, United States building services, and United States industrial services. Its electrical and mechanical construction services primarily involve the design, integration, installation, start-up, operation and maintenance, and provision of services relating to roadway and transit lighting and signaling and fiber optic lines, and fire protection and suppression systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
