JPMorgan Begins Coverage of Valmont with an Overweight Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2025
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JPMorgan's Coverage Initiation: JPMorgan has started coverage of Valmont with an Overweight rating and a price target of $480, indicating a potential upside of 31%.
Valmont's Market Position: The firm believes Valmont is "uniquely positioned" in the infrastructure and agriculture sectors, benefiting from significant trends like electrification and sustainable agriculture.
Earnings Projections: Analysts expect Valmont's infrastructure-driven growth to lead to earnings in 2026 that exceed current consensus estimates.
Structural Megatrends: Valmont is seen as benefiting from "structural megatrends" such as grid hardening and renewable energy integration, which are expected to support its growth.
Analyst Views on VMI
Wall Street analysts forecast VMI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VMI is 456.67 USD with a low forecast of 415.00 USD and a high forecast of 480.00 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
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 428.140
Low
415.00
Averages
456.67
High
480.00
Current: 428.140
Low
415.00
Averages
456.67
High
480.00
About VMI
Valmont Industries, Inc. is a manufacturer of products and services for the infrastructure and agricultural markets. The Company operates through two segments: Infrastructure and Agriculture. The Infrastructure segment consists of the manufacture and distribution of products and solutions to serve the infrastructure markets of utility, solar, lighting, transportation, and telecommunications, along with coatings services to protect metal products. Its Infrastructure segment is comprised of five primary product lines: Utility; Lighting and Transportation (L&T); Coatings; Telecommunications, and Solar. The Agriculture segment consists of the manufacture of center pivot components and linear irrigation equipment for agricultural markets, including parts and tubular products, and advanced technology solutions for precision agriculture. The Company manufactures and distributes center pivot and lateral move irrigation equipment, along with service parts under its Valley brand.
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.
