Valmont Industries, Inc. (VMI)

In the past six months, Valmont Industries' stock has experienced positive momentum, reaching several all-time highs. Analysts have maintained a positive outlook, with Stifel reiterating a "Buy" rating and a price target of $491.00 on January 22, 2026. The company's Q3 2025 earnings significantly impacted the stock, with Valmont reporting an EPS of $4.98, surpassing analysts' expectations by 7.56%. VMI's shares have gained 25.1% in the past year, outperforming the industry's rise of 15.5%.

Demand for Valmont Industries' products and services exhibits some seasonality, particularly within its Agriculture segment, which is susceptible to agricultural conditions and macroeconomic factors. The Infrastructure segment demonstrates more consistent demand, driven by ongoing needs for utility infrastructure, grid modernization, and telecommunications expansion. The strong and growing demand in the Infrastructure segment provides a degree of resilience and growth opportunities for the company.

Valmont Industries, Inc. is a global leader in manufacturing engineered products and providing services for infrastructure and agriculture markets, operating within the Industrials sector. The company's business is segmented into Infrastructure, which includes the production of steel, pre-stressed concrete, and composite poles and structures, and Agriculture, which focuses on mechanized irrigation systems and advanced technology solutions.

Valmont Industries has a significant global presence, operating manufacturing facilities in approximately 22 countries across six continents and serving customers in over 100 countries. Over 70% of its revenue is generated from the United States and Canada, with the remaining diversified across Europe, the Middle East, Africa (EMEA), Latin America, and Asia-Pacific regions. Key international markets include Australia and Brazil.

Valmont Industries has maintained a positive brand reputation over the past year, driven by strategic realignments and consistent financial performance. The company's strategic restructuring under CEO Avner M. Applbaum, exiting low-margin segments to focus on higher-growth markets, has been viewed positively. Consistent outperformance in earnings and revenue expectations reinforces its strong reputation for execution and value delivery. Valmont's strategic investments in AI and e-commerce platforms highlight its commitment to innovation.

Valmont Industries, Inc. has a substantial institutional ownership base, with 991 institutional owners and shareholders holding a total of 22,138,091 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Neuberger Berman Group LLC, State Street Corp, Franklin Resources Inc., Invesco Ltd., Dimensional Fund Advisors LP, EARNEST Partners, LLC, King Luther Capital Management Corp., Geode Capital Management, LLC, and T. Rowe Price Group, Inc.