Industry Overview: The Lightweight Aggregates Companies Quadrant provides an in-depth analysis of the global lightweight aggregates market, evaluating over 100 companies and identifying the top 11 leaders driving innovation and sustainability.
Market Applications: Lightweight aggregates are increasingly used in horticulture and construction for their water retention, soil aeration, and insulation properties, supporting sustainable urban landscaping practices amid rising urbanization and climate change awareness.
Key Players: Major companies in the sector include Arcosa, Boral Industries, and Cemex, each focusing on different aspects such as production capabilities, sustainability initiatives, and global market reach to enhance their competitive edge.
Trends and Challenges: The industry faces challenges like resource exploitation and emissions from production while also benefiting from opportunities linked to infrastructure development and the growing demand for sustainable materials.
ACA
$109.78+Infinity%1D
Analyst Views on ACA
Wall Street analysts forecast ACA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACA is 110.00 USD with a low forecast of 110.00 USD and a high forecast of 110.00 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.
2 Analyst Rating
Wall Street analysts forecast ACA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACA is 110.00 USD with a low forecast of 110.00 USD and a high forecast of 110.00 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.
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 110.840
Low
110.00
Averages
110.00
High
110.00
Current: 110.840
Low
110.00
Averages
110.00
High
110.00
Barclays
Adam Seiden
maintain
$106 -> $115
2025-11-03
Reason
Barclays
Adam Seiden
Price Target
$106 -> $115
2025-11-03
maintain
Reason
Barclays analyst Adam Seiden raised the firm's price target on Arcosa to $115 from $106 and keeps an Overweight rating on the shares following the Q3 report. The firm says the company saw more barge and wind orders in the quarter.
Oppenheimer
Ian Zaffino
Buy
Maintains
$105 → $110
2025-01-14
Reason
Oppenheimer
Ian Zaffino
Price Target
$105 → $110
2025-01-14
Maintains
Buy
Reason
Oppenheimer raised the firm's price target on Arcosa to $110 from $105 and keeps an Outperform rating on the shares. The firm notes management was upbeat on fundamentals and highlighted its desire for additional portfolio rationalization. Barge orders continue to ramp, as steel prices have moderated, and an aging fleet drives a replacement cycle. Oppenheimer now estimates 2025 Barge EBITDA of $55M, vs. $35M just two years ago and mid-cycle of $75M.
About ACA
Arcosa, Inc. is a provider of infrastructure-related products and solutions. Its segments include Construction Products, Engineered Structures, and Transportation Products. Its Construction Products segment produces and sells natural and recycled aggregates, specialty materials, asphalt mix, and construction site support equipment, including trench shields and shoring products. It produces and distributes natural aggregates serving both public infrastructure and private construction markets. Its Engineered Structures segment primarily manufactures and sells steel and concrete structures for infrastructure businesses, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures. Its Transportation Products segment manufactures and sells inland barges, fiberglass barge covers, winches, and marine hardware. It manufactures a variety of hopper barges and deck barges, among others.
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.
