Greenbrier Companies Inc's stock fell by 10.91% after crossing below the 5-day SMA, reflecting investor reactions to the broader market context.
The decline comes despite the company reporting a Q1 earnings per share of $1.14, surpassing market expectations of $0.87, and quarterly sales of $706.1 million, significantly exceeding the anticipated $626.297 million. This strong performance indicates robust product demand, yet the stock still experienced a drop, suggesting sector rotation amid broader market strength, with the Nasdaq-100 up 0.95% and the S&P 500 up 0.65%.
This price movement may reflect investor caution despite positive earnings, highlighting the potential for a shift in focus within the market, particularly as Greenbrier continues to solidify its position in the freight transportation sector.
Wall Street analysts forecast GBX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GBX is 46.33 USD with a low forecast of 38.00 USD and a high forecast of 52.00 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.
3 Analyst Rating
Wall Street analysts forecast GBX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GBX is 46.33 USD with a low forecast of 38.00 USD and a high forecast of 52.00 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.
1 Buy
0 Hold
2 Sell
Moderate Sell
Current: 49.380
Low
38.00
Averages
46.33
High
52.00
Current: 49.380
Low
38.00
Averages
46.33
High
52.00
Susquehanna
Positive
maintain
$52 -> $60
2026-01-26
New
Reason
Susquehanna
Price Target
$52 -> $60
AI Analysis
2026-01-26
New
maintain
Positive
Reason
Susquehanna raised the firm's price target on Greenbrier to $60 from $52 and keeps a Positive rating on the shares. The firm adjusted rail equipment targets as part of a 2026 outlook. The North America railcar backdrop is "soft but stable," with locomotive better than feared and momentum in international, the analyst tells investors in a research note. Susquehanna also sees some lingering tariff uncertainty.
BofA
Underperform
maintain
$41 -> $49
2026-01-09
Reason
BofA
Price Target
$41 -> $49
2026-01-09
maintain
Underperform
Reason
BofA raised the firm's price target on Greenbrier to $49 from $41 and keeps an Underperform rating on the shares after the company reported fiscal Q1 EPS of $1.14, above the firm's 84c forecast. However, results include $17M, or 30c per share in gains on asset disposition and a 15c per share below-the-line gain in minority interest/equity earnings, so core results missed the firm's target by 31c per share, the analyst noted. Following the report, the firm increased its FY26 EPS view by 4% to $4.40, but lowers its FY27 estimate 6% to $4.40.
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Goldman Sachs
Sell
initiated
$38
2025-11-21
Reason
Goldman Sachs
Price Target
$38
2025-11-21
initiated
Sell
Reason
Goldman Sachs initiated coverage of Greenbrier with a Sell rating and price target of $38, which represents 10% downside. The firm believes the company's manufacturing sales headwinds from negative near-term industry cyclicality and the potential medium-term overhang related to Class 1 rail consolidation will overshadow its recent fundamental business improvements. Greenbrier's headwinds in the near term will offset the stock's valuation, the analyst tells investors in a research note.
Susquehanna
Positive
downgrade
$57 -> $52
2025-10-29
Reason
Susquehanna
Price Target
$57 -> $52
2025-10-29
downgrade
Positive
Reason
Susquehanna lowered the firm's price target on Greenbrier to $52 from $57 and keeps a Positive rating on the shares. The firm updated its model following Q4 results and now expect its earnings to fall significantly in F2026 with the new railcar market in the doldrums.
About GBX
The Greenbrier Companies, Inc. is an international supplier of equipment and services to global freight transportation markets. The Company designs, builds and markets freight railcars in North America, Europe and Brazil. It is a provider of freight railcar wheel services, parts, maintenance and retrofitting services in North America through its maintenance services business unit. It owns a lease fleet of approximately 15,500 railcars that originate primarily from its manufacturing operations. The Company offers railcar management, regulatory compliance services and leasing services to railroads and other railcar owners in North America. Its products include freight railcars, tank cars, intermodal railcars, automotive and sustainable conversions. Its North American management services business offers a range of software and services that include railcar maintenance management, railcar accounting services, total fleet management, fleet logistics, administration and railcar re-marketing.
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.
