Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Casella (CWST - Free Report) , which belongs to the Zacks Waste Removal Services industry, could be a great candidate to consider.
When looking at the last two reports, this provider of garbage-disposal and recycling services has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 68.18%, on average, in the last two quarters.
For the last reported quarter, Casella came out with earnings of $0.2 per share versus the Zacks Consensus Estimate of $0.1 per share, representing a surprise of 100.00%. For the previous quarter, the company was expected to post earnings of $0.22 per share and it actually produced earnings of $0.3 per share, delivering a surprise of 36.36%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Casella lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Casella has an Earnings ESP of +34.54% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #1 (Strong Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 6, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
July 13, 2026 16:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., July 13, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended June 30, 2026, after the market closes on Thursday, August 6, 2026.
The company will host a conference call to discuss these results on Friday, August 7, 2026, at 10:00 a.m. Eastern Time. Individuals interested in participating in the call should register by clicking here to obtain dial in and passcode details.
The call will also be webcast; to listen, participants should visit the company’s website at http://ir.casella.com and follow the appropriate link to the webcast. A replay of the call will be available on the company’s website and accessible using the same link.
For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer, at (802) 772-2293 or visit the company’s website at http://www.casella.com.
Damian A. Ribar Named Executive Vice President and Chief Operating Officer; Shelley E. Sayward Promoted to Executive Vice President and General Counsel Damian A. Ribar Named Executive Vice President and Chief Operating Officer; Shelley E. Sayward Promoted to Executive Vice President and General Counsel
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Executives from Casella Waste Systems (NASDAQ: CWST) outlined near-term leadership priorities, cost initiatives, acquisition plans, and landfill capacity developments during a Q&A session at a J.P. Morgan conference. CEO priorities center on safety, culture, and organizational alignment Chief Executive Officer Ned Coletta, who said he has been with the company for 21 years and previously served
March 25, 2026 16:05 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., March 25, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, announced today that the company’s management will be participating at the following investor conference:
Gabelli Funds 12th Annual Waste and Sustainability Symposium
Thursday, April 9, 2026 A copy of the presentation material will be available before the Company presents and may be accessed in the “Events & Presentations” section of the company’s investor website at http://ir.casella.com. Where applicable, a live webcast link will be posted on the company’s investor website.
For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer at (802) 772-2293, or visit the company’s website at http://www.casella.com.
Shares of Casella Waste Systems, Inc. (NASDAQ: CWST - Get Free Report) reached a new 52-week low on Thursday. The company traded as low as $74.05 and last traded at $76.43, with a volume of 813726 shares. The stock had previously closed at $76.06. Analyst Upgrades and Downgrades Several equities analysts recently issued reports on
April 01, 2026 16:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., April 01, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company (the “Company”), today announced that it has completed the acquisition of Star Waste Systems, LLC (“Star Waste”), a privately held waste collection company with operations in eastern Massachusetts, including the greater Boston area, and southern New Hampshire.
The transaction closed on April 1, 2026, and is expected to generate approximately $100 million of annualized revenue. The acquisition was funded through cash on hand and available capacity under the Company’s revolving credit facility.
Star Waste provides residential, commercial, and roll-off collection services to approximately 80,000 locations across its operating footprint. The acquired business includes three solid waste collection locations and a construction and demolition (C&D) processing and transfer station.
“We are excited to welcome the Star Waste team to Casella,” said Edmond R. “Ned” Coletta, President and Chief Executive Officer. “This acquisition strategically augments our asset positioning and enhances our collection density in the highly attractive Boston market. We look forward to working with Star Waste’s employees to further build on their strong reputation for exceptional customer service.”
“With the acquisition of Star Waste, we have acquired four businesses year-to-date, with total annualized revenues of approximately $150 million. This is a strong start to 2026, and positions us well for continued growth and strategic execution.”
About Casella Waste Systems, Inc.
Casella Waste Systems, Inc., headquartered in Rutland, Vermont, provides resource management expertise and services to residential, commercial, municipal, institutional and industrial customers, primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services in the eastern United States. For further information, investors may visit the Company’s website at https://www.casella.com.
Safe Harbor Statement
Certain matters discussed in this press release, including but not limited to, the statements regarding our intentions, beliefs or current expectations concerning, among other things, projections as to the anticipated benefits of this acquisition; and the anticipated impact of this acquisition on the Company’s business and future financial and operating results are "forward-looking statements". These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which the Company operates and management’s beliefs and assumptions. The Company cannot guarantee that it will achieve the financial results, plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements, and all phases of the Company’s operations, involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in its forward-looking statements.
Such risks and uncertainties include or relate to, among other things, the following: Company may not fully recognize the expected strategic and financial benefits from the acquisition due to an inability to recognize operational cost savings, market factors, or competitive, economic or other factors outside its control which may impact revenue and costs.
There are a number of other important risks and uncertainties that could cause the Company's actual results to differ materially from those indicated by such forward-looking statements. These additional risks and uncertainties include, without limitation, those detailed in Item 1A, “Risk Factors” in the Company's Form 10-K for the fiscal year ended December 31, 2025, and in other filings that the Company may make with the Securities and Exchange Commission in the future.
The Company undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
Investors:
Jason Mead
Senior Vice President of Finance & Treasurer
(802) 772-2293
Media:
Jeff Weld
Vice President of Communications
(802) 772-2234
http://www.casella.com
SG Americas Securities LLC increased its holdings in Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 103.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,268 shares of the industrial products company’s stock after purchasing an additional 12,334 shares during the quarter. SG Americas Securities LLC’s holdings in Casella Waste Systems were worth $2,377,000 at the end of the most recent quarter.
A number of other large investors have also recently added to or reduced their stakes in CWST. Smartleaf Asset Management LLC grew its position in Casella Waste Systems by 180.2% in the third quarter. Smartleaf Asset Management LLC now owns 297 shares of the industrial products company’s stock worth $27,000 after buying an additional 191 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of Casella Waste Systems by 301.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 245 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 184 shares in the last quarter. First Horizon Corp acquired a new position in shares of Casella Waste Systems in the 3rd quarter worth $31,000. EverSource Wealth Advisors LLC raised its position in shares of Casella Waste Systems by 235.3% during the second quarter. EverSource Wealth Advisors LLC now owns 285 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 200 shares during the period. Finally, Optiver Holding B.V. lifted its holdings in shares of Casella Waste Systems by 280.0% during the third quarter. Optiver Holding B.V. now owns 399 shares of the industrial products company’s stock valued at $38,000 after purchasing an additional 294 shares during the last quarter. 99.51% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth A number of equities analysts recently weighed in on the company. Zacks Research upgraded Casella Waste Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Raymond James Financial reiterated a “strong-buy” rating and issued a $115.00 target price on shares of Casella Waste Systems in a report on Monday, February 23rd. Barclays boosted their price target on shares of Casella Waste Systems from $95.00 to $101.00 and gave the company an “equal weight” rating in a report on Monday, February 23rd. Weiss Ratings lowered shares of Casella Waste Systems from a “hold (c-)” rating to a “sell (d)” rating in a research note on Monday, February 23rd. Finally, Jefferies Financial Group set a $120.00 target price on shares of Casella Waste Systems and gave the company a “buy” rating in a research note on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $113.11.
Check Out Our Latest Analysis on CWST
Insider Activity at Casella Waste Systems In other news, CAO Kevin Drohan sold 675 shares of the company’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $92.61, for a total value of $62,511.75. Following the transaction, the chief accounting officer directly owned 7,462 shares of the company’s stock, valued at approximately $691,055.82. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Bradford John Helgeson sold 405 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $87.73, for a total value of $35,530.65. Following the sale, the chief financial officer owned 7,342 shares of the company’s stock, valued at approximately $644,113.66. This represents a 5.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 15,830 shares of company stock valued at $1,454,208. Insiders own 3.81% of the company’s stock.
Casella Waste Systems Price Performance Shares of CWST opened at $87.18 on Friday. The business’s 50-day moving average is $93.34 and its 200-day moving average is $94.00. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.26 and a quick ratio of 1.26. The company has a market capitalization of $5.54 billion, a price-to-earnings ratio of 726.56 and a beta of 0.84. Casella Waste Systems, Inc. has a fifty-two week low of $74.05 and a fifty-two week high of $121.24.
Casella Waste Systems (NASDAQ:CWST – Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The industrial products company reported $0.30 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.08. The firm had revenue of $469.06 million for the quarter, compared to the consensus estimate of $471.32 million. Casella Waste Systems had a net margin of 0.43% and a return on equity of 5.17%. The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.41 earnings per share. Equities research analysts expect that Casella Waste Systems, Inc. will post 1.16 EPS for the current fiscal year.
Casella Waste Systems Profile (Free Report)
Casella Waste Systems, Inc is a regional resource management company headquartered in Rutland, Vermont. Established in 1975, the company has grown from a single-truck operation into a multi-state provider of integrated waste management solutions. Casella offers a comprehensive range of services, including residential, commercial and industrial waste collection, transfer station operations, landfill disposal, recycling processing and organics management.
Through a network of solid waste transfer stations, recycling facilities and landfills, Casella serves communities primarily across the northeastern United States and parts of the mid-Atlantic region.
Further Reading Five stocks we like better than Casella Waste Systems
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April 07, 2026 16:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., April 07, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended March 31, 2026, after the market closes on Thursday, April 30, 2026.
The company will host a conference call to discuss these results on Friday, May 1, 2026, at 10:00 a.m. Eastern Time. Individuals interested in participating in the call should register by clicking here to obtain dial in and passcode details.
The call will also be webcast; to listen, participants should visit the company’s website at http://ir.casella.com and follow the appropriate link to the webcast. A replay of the call will be available on the company’s website and accessible using the same link.
For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer, at (802) 772-2293 or visit the company’s website at http://www.casella.com.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Casella (CWST - Free Report) , which belongs to the Zacks Waste Removal Services industry, could be a great candidate to consider.
This provider of garbage-disposal and recycling services has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 29.95%.
For the last reported quarter, Casella came out with earnings of $0.3 per share versus the Zacks Consensus Estimate of $0.22 per share, representing a surprise of 36.36%. For the previous quarter, the company was expected to post earnings of $0.34 per share and it actually produced earnings of $0.42 per share, delivering a surprise of 23.53%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Casella. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Casella currently has an Earnings ESP of +103.40%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on April 30, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
The market expects Casella (CWST - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on April 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis provider of garbage-disposal and recycling services is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of -47.4%.
Revenues are expected to be $457.62 million, up 9.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 8.93% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Casella?For Casella, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +15.48%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Casella will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Casella would post earnings of $0.22 per share when it actually produced earnings of $0.30, delivering a surprise of +36.36%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Casella appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Waste Removal Services industry, Xylem (XYL - Free Report) , is soon expected to post earnings of $1.09 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of +5.8%. Revenues for the quarter are expected to be $2.11 billion, up 1.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Xylem has been revised 0.3% down to the current level. Nevertheless, the company now has an Earnings ESP of +0.86%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Xylem will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Comerica Bank trimmed its position in shares of Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 33.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 368,287 shares of the industrial products company’s stock after selling 182,270 shares during the quarter. Comerica Bank owned 0.58% of Casella Waste Systems worth $36,070,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in CWST. Smartleaf Asset Management LLC increased its stake in shares of Casella Waste Systems by 180.2% during the third quarter. Smartleaf Asset Management LLC now owns 297 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 191 shares during the period. Geneos Wealth Management Inc. increased its stake in shares of Casella Waste Systems by 301.6% during the first quarter. Geneos Wealth Management Inc. now owns 245 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 184 shares during the period. First Horizon Corp acquired a new position in shares of Casella Waste Systems during the third quarter worth about $31,000. EverSource Wealth Advisors LLC increased its stake in shares of Casella Waste Systems by 235.3% during the second quarter. EverSource Wealth Advisors LLC now owns 285 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 200 shares during the period. Finally, Optiver Holding B.V. increased its stake in shares of Casella Waste Systems by 280.0% during the third quarter. Optiver Holding B.V. now owns 399 shares of the industrial products company’s stock worth $38,000 after acquiring an additional 294 shares during the period. 99.51% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In CWST has been the topic of several recent analyst reports. JPMorgan Chase & Co. lowered their target price on shares of Casella Waste Systems from $112.00 to $110.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Weiss Ratings lowered shares of Casella Waste Systems from a “hold (c-)” rating to a “sell (d)” rating in a research report on Monday, February 23rd. Zacks Research upgraded shares of Casella Waste Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Raymond James Financial restated a “strong-buy” rating and set a $115.00 target price on shares of Casella Waste Systems in a research report on Monday, February 23rd. Finally, Barclays upped their target price on shares of Casella Waste Systems from $95.00 to $101.00 and gave the stock an “equal weight” rating in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $111.00.
Get Our Latest Report on Casella Waste Systems
Insider Buying and Selling at Casella Waste Systems In other news, CAO Kevin Drohan sold 675 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $92.61, for a total value of $62,511.75. Following the sale, the chief accounting officer directly owned 7,462 shares in the company, valued at $691,055.82. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Edmond Coletta sold 988 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $87.81, for a total transaction of $86,756.28. Following the completion of the sale, the chief executive officer owned 152,618 shares in the company, valued at $13,401,386.58. This represents a 0.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 15,830 shares of company stock valued at $1,454,208 over the last three months. Company insiders own 3.81% of the company’s stock.
Casella Waste Systems Stock Performance Shares of CWST opened at $80.19 on Monday. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average is $87.10 and its two-hundred day moving average is $93.28. Casella Waste Systems, Inc. has a twelve month low of $74.05 and a twelve month high of $121.24. The firm has a market capitalization of $5.09 billion, a P/E ratio of 668.31 and a beta of 0.84.
Casella Waste Systems (NASDAQ:CWST – Get Free Report) last issued its earnings results on Thursday, February 19th. The industrial products company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.08. Casella Waste Systems had a net margin of 0.43% and a return on equity of 5.17%. The company had revenue of $469.06 million for the quarter, compared to analyst estimates of $471.32 million. During the same period in the prior year, the business posted $0.41 earnings per share. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, research analysts predict that Casella Waste Systems, Inc. will post 1.15 earnings per share for the current fiscal year.
Casella Waste Systems Company Profile (Free Report)
Casella Waste Systems, Inc is a regional resource management company headquartered in Rutland, Vermont. Established in 1975, the company has grown from a single-truck operation into a multi-state provider of integrated waste management solutions. Casella offers a comprehensive range of services, including residential, commercial and industrial waste collection, transfer station operations, landfill disposal, recycling processing and organics management.
Through a network of solid waste transfer stations, recycling facilities and landfills, Casella serves communities primarily across the northeastern United States and parts of the mid-Atlantic region.
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The Conestoga SMid Cap Composite returned -10.24% net-of-fees in the first quarter, lagging the Russell 2500 Growth Index's return of -3.52%. RBC's performance was driven by continued strength in aerospace and defense, where demand remains robust and increasingly visible through a growing backlog. Despite a solid quarter, Repligen stock underperformed as investors focused on a more measured outlook and lingering concerns around end-market demand.
Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance
Casella (CWST - Free Report) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +96.66%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.22 per share when it actually produced earnings of $0.3, delivering a surprise of +36.36%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Casella, which belongs to the Zacks Waste Removal Services industry, posted revenues of $457.33 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.06%. This compares to year-ago revenues of $417.1 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Casella shares have lost about 20.3% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for Casella?While Casella has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Casella was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.32 on $531.83 million in revenues for the coming quarter and $1.15 on $2.07 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Waste Removal Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Enviri (NVRI - Free Report) , is yet to report results for the quarter ended March 2026.
This industrial services company is expected to post quarterly loss of $0.26 per share in its upcoming report, which represents a year-over-year change of -44.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Enviri's revenues are expected to be $542 million, down 1.2% from the year-ago quarter.
Casella Waste Systems delivered strong Q1 FY2026 results, with revenue up 9.6% to $457.3 million and adjusted EPS beating expectations. Management raised FY2026 guidance: revenue is now $2.06–$2.08 billion and EBITDA is $473–$483 million, reflecting robust acquisition-driven growth. Acquisitions remain a key driver, with $150 million in annualized revenue added so far in 2026, including the significant Star Waste Systems purchase.
May 11, 2026 17:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 11, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has commenced the remarketing of $15.0 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2014R-2 (collectively, the “Bonds”). The Bonds were issued pursuant to an Indenture dated as of December 1, 2014 (the “Indenture”) and drawn down on June 2, 2016. The Bonds have a final maturity date of December 1, 2044.
Pursuant to the Indenture, the interest rate period currently applicable to the Bonds is expiring on May 31, 2026, and accordingly, Casella expects that the Bonds will be subject to mandatory tender and will be remarketed on June 1, 2026 at a new interest rate for a new interest rate period commencing on June 1, 2026. The Bonds have been guaranteed by all or substantially all of Casella’s subsidiaries (the “Guarantors”), as required pursuant to the terms of the loan agreement pursuant to which the Issuer loaned the proceeds of the Bonds to Casella. The Bonds are not a general obligation of the Issuer and do not constitute an indebtedness of or a charge against the general credit of the Issuer. The Bonds are not a debt of the State of New York and are payable solely from amounts received from Casella and the Guarantors under the terms of the Indenture. The remarketing is expected to become effective on June 1, 2026.
The Bonds are being offered only to qualified institutional buyers as defined in Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The interest rate period, interest rate, principal amount and timing of the remarketing of the Bonds will depend upon market conditions and other factors, and there can be no assurance that the remarketing will be completed. The Bonds have not been and will not be registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and other applicable securities laws. This press release shall not constitute an offer to sell or the solicitation of an offer to buy the Bonds, nor shall there be any sale of the Bonds in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction. This notice is being issued pursuant to and in accordance with Rule 135c under the Securities Act.
Safe Harbor Statement
Certain matters discussed in this press release, including, among others, the statements regarding the remarketing of the Bonds, are “forward-looking statements” intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “projects,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which Casella operates and management’s beliefs and assumptions. Casella cannot guarantee that the remarketing of the Bonds will be completed, that the Bond proceeds will be available or applied as expected, or that it will achieve the plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in Casella’s forward-looking statements. Such risks and uncertainties include or relate to, among other things: market conditions and Casella’s ability to consummate the remarketing of the Bonds, the receipt of all necessary consents and the satisfaction of all other closing conditions with respect to the remarketing of the Bonds, as well as additional risks and uncertainties detailed in Item 1A, “Risk Factors” in Casella’s Form 10-K for the fiscal year ended December 31, 2025 and in other filings that Casella periodically makes with the Securities and Exchange Commission. There can be no assurance that Casella will be able to complete the remarketing of the Bonds on the anticipated terms, or at all. Casella undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
May 18, 2026 16:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 18, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, announced today that the company’s management will be participating at the following investor conferences:
William Blair 46th Annual Growth Stock Conference
Tuesday, June 2, 2026 Stifel 2026 Investor Summit
Wednesday, June 10, 2026 A copy of the presentation material will be available before the Company presents and may be accessed in the “Events & Presentations” section of the company’s investor website at http://ir.casella.com. Where applicable, a live webcast link will be posted on the company’s investor website.
For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer at (802) 772-2293, or visit the company’s website at http://www.casella.com.
May 27, 2026 12:46 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 27, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has priced the previously announced remarketing of $15.0 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2014R-2 (collectively, the “Bonds”). The Bonds were issued pursuant to an Indenture dated December 1, 2014 (the “Indenture”) and drawn down on June 2, 2016. The Bonds have a final maturity date of December 1, 2044.
Pursuant to the Indenture, the interest rate period currently applicable to the Bonds expires on May 31, 2026, and accordingly, the Bonds are subject to mandatory tender on June 1, 2026. Casella expects that the Bonds will be remarketed on June 1, 2026 at a new interest rate of 4.300% per annum for a new interest rate period commencing on June 1, 2026 and ending on June 1, 2036. The remarketing is expected to become effective on June 1, 2026.
The Bonds are guaranteed pursuant to a Guaranty Agreement (the “Guaranty”) by all or substantially all of Casella’s subsidiaries (the “Guarantors”), as required pursuant to the terms of the loan agreement pursuant to which the Issuer loaned the proceeds of the Bonds to Casella. The Bonds are not a general obligation of the Issuer and do not constitute an indebtedness of or a charge against the general credit of the Issuer. The Bonds are not a debt of the State of New York, and are payable solely from amounts received from Casella under the terms of the Indenture and from the Guarantors under the Guaranty.
The Bonds are being offered only to qualified institutional buyers as defined in Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The Bonds have not been and will not be registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and other applicable securities laws. This press release shall not constitute an offer to sell or the solicitation of an offer to buy the Bonds, nor shall there be any sale of the Bonds in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction. This notice is being issued pursuant to and in accordance with Rule 135c under the Securities Act.
Safe Harbor Statement
Certain matters discussed in this press release, including, among others, the statements regarding the remarketing of the Bonds, are “forward-looking statements” intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “projects,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which Casella operates and management’s beliefs and assumptions. Casella cannot guarantee that the remarketing of the Bonds will be completed, that the remarketing proceeds will be available or applied as expected, or that it will achieve the plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in Casella’s forward-looking statements. Such risks and uncertainties include or relate to, among other things: market conditions and Casella’s ability to consummate the remarketing of the Bonds, the receipt of all necessary consents and the satisfaction of all other closing conditions with respect to the remarketing of the Bonds, as well as additional risks and uncertainties detailed in Item 1A, “Risk Factors” in Casella’s Form 10-K for the fiscal year ended December 31, 2025 and in other filings that Casella periodically makes with the Securities and Exchange Commission. There can be no assurance that Casella will be able to complete the remarketing of the Bonds on the anticipated terms, or at all. Casella undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
Contact
Investors:
Jason Mead
Senior Vice President of Finance & Treasurer
(802) 772-2293
Media:
Jeff Weld
Vice President of Communications
(802) 772-2234
http://www.casella.com
The Goldman Sachs Conviction List is a curated list of stocks that the firm’s research team believes are highly likely to outperform the market. It’s a tool for investors to identify stocks with strong growth potential, frequently updated to reflect changes in market conditions and company performance. The list aims to identify stocks where Goldman Sachs analysts have the “highest level of conviction” in their outperformance. The list has been known to focus on specific themes, such as artificial intelligence, consumer trends, and sustainability. The Conviction List offers investors a valuable perspective on the stock market, enabling them to identify potential investment opportunities.
Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and ranks 32nd on the Fortune 500 list of the largest U.S. corporations by total revenue. The Wall Street giant offers financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. We screen the firm’s Conviction List of top stock ideas each month, identifying new companies added to the list and those removed.
For June, the firm added four new stocks, one of which is an outstanding total-return idea for growth and income investors. All four new additions have double-digit upside potential to Goldman Sachs’ price targets.
Why we recommend Goldman Sachs stocks
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s highly regarded research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum. It is likely to continue doing so for years.
Here are the four new stock additions to the Conviction List for June, along with the analyst’s comments from the research report.
Block Run by Silicon Valley legend Jack Dorsey, this exciting tech idea offers a solid entry point. Block (NYSE: XYZ | XYZ Price Prediction) builds technology to increase access to the global economy.
Goldman Sachs analyst Will Nance is looking for 64% / 36% EPS growth in 2026 and / 2027 and sits 4% ahead of consensus on the latter. He expects the neobank and payment platform to execute on its initiatives to drive more and stickier users to its platform and drive margin efficiencies.
The company operates through two segments. The Square segment includes managed payment services, software solutions, hardware, and financial services offered to sellers, excluding those that involve Cash App.
The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin, and stock investments. The Cash App also includes a Cash App Card linked to customers’ stored balances, which they can use to make purchases or withdraw funds from an ATM. And Cash App includes the BNPL platform. Its Afterpay business is transforming the way customers manage their spending over time.
Its TIDAL business is a music platform that empowers artists to thrive as entrepreneurs. The Bitkey business is a simple self-custody Bitcoin wallet, while the Proto Business is a suite of Bitcoin mining products and services.
The Goldman Sachs target price is $95, which represents a 25% gain from current levels.
Casella Waste Systems The name says it all, and this company has significant upside relative to the Goldman Sachs target price. Casella Waste Systems (NASDAQ: CWST) is a regional, vertically integrated solid waste services company that provides resource management and services to residential, commercial, municipal, institutional, and industrial customers, primarily in solid waste collection and disposal, transfer, recycling, and organics services. It also holds collection operations across eastern Pennsylvania and western New Jersey.
Goldman analyst Adam Bubes sees scope for a sustained, mid-single-digit percentage organic EBITDA CAGR at Casella Waste Systems, driven by its Solid Waste pricing algorithm, with additional upside from SG&A savings and M&A synergies.
The company manages its solid waste operations geographically through three regional operating segments, each providing a comprehensive range of non-hazardous solid waste services. The Eastern, Western, and Mid-Atlantic regions each provide a comprehensive range of non-hazardous solid waste services.
Casella Waste Systems manages its resource renewal operations through the Resource Solutions operating segment, which leverages its core competencies in materials processing, industrial recycling, organics, and resource management services to deliver comprehensive solutions to its commercial, municipal, institutional, and industrial customers.
The $120 Goldman Sachs target price represents a 46% gain.
TPG This asset management company has been hit hard by industry concerns, yet it pays a sensational 5.31% dividend. TPG (NASDAQ: TPG) is an alternative asset management company. The company invests in a diversified set of strategies, including private equity, impact, credit, real estate, and market solutions.
Goldman Sachs noted that TPG’s shares are down almost 40% YTD amid pressure on the broader alternative asset manager sector, amid concerns that the 15%+ annual growth it has seen over the last 3 years is unsustainable. But analyst Alex Blostein expects base management fee growth of ~20% yoy in both 2026E and 2027E as AUM grows in its flagship private equity (PE) funds, investments in its Credit funds lead to management fee realization, and Real Estate fundraising begins contributing to management fees and fee-related earnings (FRE). All of this should enable FRE margins to expand by 3% this year (and ~1% annually thereafter). His 2027 estimates sit 8% above consensus.
The company consists of six multi-strategy investment platforms:
The Capital platform focuses on control-oriented private equity investments, and its Capital platform products include TPG Capital, TPG Healthcare Partners, and TPG Asia. Its Growth platform products include TPG Growth, TPG Tech Adjacencies, TPG Life Sciences Innovation, TPG Emerging Companies Asia, and TPG Sports. The Impact platform products include Rise Funds, Rise Climate, Rise Climate Transition Infrastructure, Rise Climate Global South Initiative, and TPG NEXT. Its Credit platform products include TPG Credit Solutions, TPG Direct lending, TPG Asset-Based Finance, TPG CLOs, and TPG Multi-Asset Credit. The Goldman Sachs price target is $61, with 43% upside potential.
Tyson Foods With well-known products and a solid business model, this is a strong pick, offering a solid 3.55% dividend. Tyson Foods (NYSE: TSN) is a food company with a portfolio of products and brands that includes Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, State Fair, Aidells, and IBP.
Goldman analyst Leah Jordan is looking for above-consensus earnings growth at the US’s largest protein processor and marketer — driven by its diversified protein portfolio, as well as further margin expansion from ongoing operational improvements, strong demand trends, and generally better execution across the board. Jordan sits 2-3% higher than consensus EPS estimates for FY26/FY27.
Its segments include:
The Beef segment includes operations related to processing live-fed cattle and fabricating dressed beef carcasses into primal and sub-primal meat cuts and case-ready products. The Pork segment includes operations related to processing live market hogs and fabricating pork carcasses into primal and sub-primal cuts and case-ready products. The Chicken segment includes domestic operations for raising and processing live chickens, purchasing raw materials for fresh, frozen, and value-added chicken products, and selling specialty products. The Prepared Foods segment includes operations for manufacturing and marketing frozen and refrigerated food products, as well as logistics to move products through the supply chain. The Goldman Sachs target price is $81. That represents a strong 33% gain.
