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Casella Waste Systems (DE:WA3)
NASDAQ:WA3

Casella Waste (WA3) Price & Analysis

1 Followers

WA3 Stock Chart & Stats

€69.14
€2.85(2.82%)
At close: 4:00 PM EST
€69.14
€2.85(2.82%)

Bulls Say, Bears Say

Bulls Say
Cash Generation StrengthConsistent and improving operating cash flow and rising free cash flow provide durable internal funding for fleet refresh, tuck‑in M&A and permitting capex. Strong cash conversion reduces reliance on external financing and supports sustained investment in routes and facilities.
Acquisition‑fuelled Revenue GrowthActive M&A is materially expanding scale and revenue, diversifying regional footprint and increasing route density. When integrated effectively, acquisitions boost recurring collection and disposal margins and create cross‑sell and cost synergies that can sustainably lift adjusted EBITDA and FCF.
Asset Ownership And Permitting ProgressOwning disposal capacity and advancing rail/permit projects increases internalized tonnage and long‑term margin capture. Expanded permitted capacity and improved transfer connectivity reduce third‑party costs, support pricing power, and underpin durable local competitive advantage.
Bears Say
Compressed GAAP ProfitabilitySharp compression in reported profitability and returns signals enduring pressure from depreciation, interest, integration costs or other items that can erode GAAP earnings. Sustained low net income limits retained earnings growth and constrains ROE recovery absent structural margin improvements.
Recycling Commodity HeadwindsMaterial declines in commodity values reduce resource‑solutions revenue and can persist through cycles. Even with passthrough contracts, prolonged commodity weakness pressures processing economics, reduces diversification benefits and makes recycling returns more volatile over the medium term.
Higher Leverage After AcquisitionsPro forma leverage increase from recent tuck‑ins reduces balance sheet flexibility and raises interest expense sensitivity. Higher leverage limits optionality for larger investments, increases refinancing risk if markets tighten, and demands stronger cash generation from integrations to restore cushion.

Casella Waste News

WA3 FAQ

What was Casella Waste Systems’s price range in the past 12 months?
Casella Waste Systems lowest stock price was €64.90 and its highest was €96.50 in the past 12 months.
    What is Casella Waste Systems’s market cap?
    Casella Waste Systems’s market cap is €5.49B.
      When is Casella Waste Systems’s upcoming earnings report date?
      Casella Waste Systems’s upcoming earnings report date is Jul 23, 2026 which is in 13 days.
        How were Casella Waste Systems’s earnings last quarter?
        Casella Waste Systems released its earnings results on Apr 30, 2026. The company reported €0.175 earnings per share for the quarter, beating the consensus estimate of €0.152 by €0.023.
          Is Casella Waste Systems overvalued?
          According to Wall Street analysts Casella Waste Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Casella Waste Systems pay dividends?
            Casella Waste Systems does not currently pay dividends.
            What is Casella Waste Systems’s EPS estimate?
            Casella Waste Systems’s EPS estimate is 0.31.
              How many shares outstanding does Casella Waste Systems have?
              Casella Waste Systems has 62,621,742 shares outstanding.
                What happened to Casella Waste Systems’s price movement after its last earnings report?
                Casella Waste Systems reported an EPS of €0.175 in its last earnings report, beating expectations of €0.152. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Casella Waste Systems?
                  Currently, no hedge funds are holding shares in DE:WA3
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Casella Waste Systems

                    Casella Waste Systems, Inc., along with its subsidiaries, operates as a vertically integrated solid waste management firm across the northeastern United States. The company specializes in comprehensive waste and resource management solutions, encompassing solid waste collection, transfer, disposal, recycling, and organic waste services. These offerings cater to a diverse clientele, including residential, commercial, municipal, institutional, and industrial customers. Its operations specifically address non-hazardous solid waste, from initial collection through its extensive network of transfer stations to final disposal facilities. Casella also markets a variety of processed recyclables, such as metals (including aluminum), plastics, and paper products like corrugated cardboard, sourced from both its own processing centers and third-party acquisitions. Furthermore, the company engages in commodity brokerage. As of January 31, 2022, its significant infrastructure included 50 solid waste collection operations, 65 transfer stations, 23 recycling facilities, 8 Subtitle D landfills, 3 landfill gas-to-energy facilities, and 1 landfill dedicated to construction and demolition materials. Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.

                    Casella Waste (WA3) Earnings & Revenues

                    WA3 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a generally positive operational and financial performance: strong revenue and adjusted EBITDA growth, margin expansion in the base business, effective fuel recovery and cost programs, active M&A adding scale, safety and technology investments, and constructive permitting and rail-transfer progress. Headwinds included transient volume softness (weather-driven), meaningful pressure in recycled commodity pricing (though largely contract-mitigated), initial margin dilution from acquisitions and some near-term uncertainty around RNG monetization and base-business guidance updates. Overall, the company positioned itself as executing well operationally while remaining cautious about some cyclical and integration-related risks.View all DE:WA3 earnings summaries

                    WA3 Revenue Breakdown

                    40.46%40.46%29.61%23.15%6.77%
                    40.46% Western
                    29.61% Eastern
                    23.15% Resource Solutions
                    6.77% Mid-Atlantic
                    tipranks

                    WA3 Stock 12 Month Forecast

                    Average Price Target

                    €103.31
                    ▲(49.42% Upside)
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