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Seaport upgrades H.B. Fuller to Buy on execution, margin expansion

Seaport Research upgraded H.B. Fuller (FUL) to Buy from Neutral with an $80 price target The firm believes the company is set to report solid year-over-year EBITDA growth in fiscal 2025 despite a sluggish growth environment. Seaport cites increased confidence in H.B. Fuller’s margin expansion, driven by lower costs and mix improvement, for the upgrade. The company is executing well on pricing, procurement, portfolio repositioning, and its manufacturing optimization initiatives, contends the firm.

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