Amrize (NYSE:AMRZ) Price Target Lowered to $65.00 at Truist Financial

Key Points

• Truist lowered its price target on Amrize to $65 (from $75) but kept a "buy" rating, an outlook that implies roughly a 22% upside; the Street consensus is a "Moderate Buy" with a $64.29 target.
• Amrize missed Q1 EPS ($0.16 loss vs. $0.14 expected) despite 4.7% revenue growth to $2.18B, and management kept FY‑2026 revenue guidance (~$12.3–$12.5B) while investors fret over roofing‑segment weakness, seasonal cash burn and margin pressure.
• Significant insider buying — including CEO Jan Philipp Jenisch's purchase of 60,000 shares at about $58.05 — and 77,834 shares acquired by insiders in the last 90 days signal management confidence despite near‑term headwinds.

Amrize (NYSE:AMRZ - Get Free Report) had its price objective decreased by stock analysts at Truist Financial from $75.00 to $65.00 in a research report issued on Friday,Benzinga reports. The firm presently has a "buy" rating on the stock. Truist Financial's price target would indicate a potential upside of 22.19% from the company's current price.

A number of other research analysts have also commented on the company. Royal Bank Of Canada decreased their price objective on Amrize from $61.00 to $60.00 and set a "sector perform" rating on the stock in a research report on Friday. Citigroup upped their price target on Amrize from $63.00 to $67.00 and gave the company a "buy" rating in a research note on Thursday, January 8th. Bank of America set a $58.00 price objective on Amrize in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Amrize in a report on Monday, February 23rd. Finally, Wells Fargo & Company reduced their target price on shares of Amrize from $66.00 to $65.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $64.29.

Amrize Price Performance

Shares of NYSE AMRZ traded down $0.59 during trading on Friday, reaching $53.20. The company had a trading volume of 1,477,905 shares, compared to its average volume of 3,213,293. Amrize has a 52 week low of $44.12 and a 52 week high of $65.94. The business's 50 day moving average price is $57.86 and its 200-day moving average price is $54.87. The stock has a market cap of $29.42 billion and a PE ratio of 25.47. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.10 and a current ratio of 1.64.

Amrize (NYSE:AMRZ - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.14) by ($0.02). Amrize had a net margin of 9.70% and a return on equity of 9.88%. The company had revenue of $2.18 billion for the quarter. The company's revenue was up 4.7% compared to the same quarter last year. Analysts expect that Amrize will post 2.76 earnings per share for the current year.

Insider Transactions at Amrize

In related news, insider Jaime Hill purchased 3,184 shares of the stock in a transaction dated Monday, March 9th. The stock was bought at an average cost of $56.34 per share, with a total value of $179,386.56. Following the purchase, the insider directly owned 26,000 shares in the company, valued at $1,464,840. The trade was a 13.96% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Jan Philipp Jenisch purchased 60,000 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was purchased at an average price of $58.05 per share, for a total transaction of $3,483,000.00. Following the completion of the transaction, the chief executive officer directly owned 1,703,582 shares in the company, valued at $98,892,935.10. This trade represents a 3.65% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 77,834 shares of company stock valued at $4,511,344. Corporate insiders own 0.54% of the company's stock.

Institutional Investors Weigh In On Amrize

Large investors have recently bought and sold shares of the company. Public Sector Pension Investment Board boosted its holdings in shares of Amrize by 8.8% in the third quarter. Public Sector Pension Investment Board now owns 306,957 shares of the company's stock valued at $14,811,000 after buying an additional 24,738 shares during the period. Allspring Global Investments Holdings LLC lifted its position in Amrize by 4.9% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 4,601,319 shares of the company's stock valued at $255,051,000 after acquiring an additional 214,393 shares in the last quarter. 111 Capital bought a new stake in Amrize in the 3rd quarter valued at $996,000. J. Safra Sarasin Holding AG boosted its stake in Amrize by 31.3% in the 4th quarter. J. Safra Sarasin Holding AG now owns 112,250 shares of the company's stock worth $6,174,000 after purchasing an additional 26,755 shares during the period. Finally, Savvy Advisors Inc. acquired a new position in Amrize in the 4th quarter worth $1,960,000.

More Amrize News

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Vertical Research upgraded AMRZ from "hold" to "buy" with a $70 price target (roughly 32% upside from current levels), supporting upside expectations from some sell‑side desks. The Fly TickerReport
• Positive Sentiment: Management reiterated shareholder-return plans including a quarterly dividend and an intention to begin a previously approved buyback after Q1; sizable insider buying has continued, which can signal management confidence. QuiverQuant
• Positive Sentiment: Operationally, Amrize expanded its “Made in America” designation to four additional US cement plants (now 9 total), which may support domestic market positioning and margin resilience over time. InsiderMonkey
• Neutral Sentiment: RBC trimmed its price target from $61 to $60 and kept a "sector perform" rating — a modest downgrade to target but not a sell signal; it still implies upside from current levels. Benzinga
• Neutral Sentiment: Company updated FY‑2026 revenue guidance to roughly $12.3–$12.5 billion, in line with consensus; guidance was not materially cut, which tempers downside but leaves heavy reliance on seasonal recovery. MarketBeat
• Negative Sentiment: Q1 EPS missed estimates by $0.02 (reported ($0.16) vs. ($0.14) expected) despite 4.7% revenue growth; that small miss contributed to short‑term selling pressure. MarketBeat
• Negative Sentiment: Investors flagged weakness in the roofing-focused Building Envelope segment, margin pressure from lower volumes and a temporary plant disruption, plus typical Q1 seasonal cash outflow — factors that explain recent downside and near‑term cash‑flow caution. QuiverQuant

Amrize Company Profile

Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland. Amrize AG operates independently of Holcim AG as of June 23, 2025.

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