ETF Performance Overview: The First Trust RBA American Industrial Renaissance ETF (AIRR) has an implied analyst target price of $109.43, indicating an 11.91% upside from its current trading price of $97.78.
Notable Holdings: Key underlying holdings with significant upside potential include Ameresco Inc (AMRC), Construction Partners Inc (ROAD), and Advanced Drainage Systems Inc (WMS), with expected price increases of 18.74%, 13.01%, and 12.95% respectively.
Analyst Target Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they do not align with market realities.
Investor Research Importance: Investors are encouraged to conduct further research to assess the validity of analyst targets in light of recent developments in the companies and their industries.
Wall Street analysts forecast WMS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WMS is 178.67 USD with a low forecast of 168.00 USD and a high forecast of 197.00 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.
7 Analyst Rating
Wall Street analysts forecast WMS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WMS is 178.67 USD with a low forecast of 168.00 USD and a high forecast of 197.00 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.
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 157.150
Low
168.00
Averages
178.67
High
197.00
Current: 157.150
Low
168.00
Averages
178.67
High
197.00
KeyBanc
Overweight
maintain
$159 -> $170
2025-11-07
Reason
KeyBanc
Price Target
$159 -> $170
AI Analysis
2025-11-07
maintain
Overweight
Reason
KeyBanc raised the firm's price target on Advanced Drainage to $170 from $159 and keeps an Overweight rating on the shares following quarterly results. Into the print, the firm thinks there was some consternation around a choppy end market backdrop and potential price/cost noise. KeyBanc believes the print alleviated much of those worries and, all in, it remains confident in its long-term thesis.
Deutsche Bank
Buy
maintain
$155 -> $169
2025-11-07
Reason
Deutsche Bank
Price Target
$155 -> $169
2025-11-07
maintain
Buy
Reason
Deutsche Bank raised the firm's price target on Advanced Drainage to $169 from $155 and keeps a Buy rating on the shares.
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Baird
Michael Halloran
maintain
$166 -> $182
2025-11-07
Reason
Baird
Michael Halloran
Price Target
$166 -> $182
2025-11-07
maintain
Reason
Baird analyst Michael Halloran raised the firm's price target on Advanced Drainage to $182 from $166 and keeps an Outperform rating on the shares. The firm updated its model following strong results shwoing a continued path to outperformance.
Oppenheimer
Outperform
maintain
$168 -> $175
2025-11-07
Reason
Oppenheimer
Price Target
$168 -> $175
2025-11-07
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Advanced Drainage to $175 from $168 and keeps an Outperform rating on the shares. The firm notes shares rose 8.8% after reporting Q2 adjusted EBITDA of $288M and lifting FY26 guidance ranges. Given first half of the year results, current backlog and demand visibility, and operating trends, Advanced Drainage raised its FY26 revenue outlook. Oppenheimer is encouraged by the team's Q2 performance and remains bullish on the company's structural advantages, adaptive business model, commitment to higher-margin product mix, and capital deployment runway.
About WMS
Advanced Drainage Systems, Inc. is a manufacturer of stormwater and onsite wastewater solutions. The Company and its subsidiary, Infiltrator Water Technologies, LLC, provide stormwater drainage and onsite wastewater products used in a wide variety of markets and applications, including commercial, residential, infrastructure and agriculture, while delivering customer service. Its pipe segment manufactures and markets thermoplastic corrugated pipe throughout the United States. Its infiltrator segment is a provider of plastic leachfield chambers and systems, septic tanks and accessories, primarily for use in residential applications. Its international segment manufactures and markets products in regions outside the United States, with a strategy focused on its owned facilities in Canada and those markets serviced through its joint ventures in Mexico and South America. Its other segments manufacture a range of allied products and other that are complementary to their pipe products.
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.
