Casella Waste Systems, Inc. Class A (CWST)

Over the past six months, Casella Waste Systems' stock price has fluctuated, decreasing by 12.8% since January 1, 2026. The stock reached a 52-week low of $74.05 on March 25, 2026. Casella reported strong Q1 2026 results, beating EPS estimates and raising FY2026 revenue guidance due to strong pricing and acquisitions. The company completed the acquisition of Mountain State Waste on January 1, 2026. Analysts have a "Moderate Buy" rating with a $111.00 price objective. Investor concerns exist regarding compressed margin guidance for FY2026 due to a landfill closure.

Casella Waste Systems experiences demand seasonality, anticipating a seasonal upswing in volumes during the spring.

Casella Waste Systems, Inc. is a vertically integrated solid waste, recycling, and resource management services company operating in the Industrials sector. It provides services to various customers, including solid waste collection and disposal, recycling, and energy generation. Casella focuses on resource renewal and sustainability, viewing waste as a resource.

Casella Waste Systems primarily operates in the eastern United States, providing integrated solid waste services across seven northeastern states. It has expanded through acquisitions into the Mid-Atlantic region and West Virginia, Ohio, Pennsylvania, and Kentucky. The company manages operations through Eastern, Western, Mid-Atlantic, and Resource Solutions segments.

Casella Waste Systems has maintained a positive brand reputation, being named to Forbes' "America's Best Midsize Employers" list for 2025 and Time's "America's Best Mid-Size Companies 2024" list. These accolades highlight the company's commitment to its workforce, safety, training, customer service, and sustainability.

The ownership structure of Casella Waste Systems, Inc. is primarily composed of institutional investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Conestoga Capital Advisors, LLC, Invesco Ltd., Wasatch Advisors Inc (or LP), Capital Research Global Investors, State Street Corp (or Global Advisors, Inc.), Capital International Investors, Westfield Capital Management Co Lp, and Geode Capital Management, Llc.