Sidoti Research Analysts Lift Earnings Estimates for NWPX

Key Points

• Sidoti raised its Q2 2026 EPS estimate for NWPX to $1.33 (from $1.24) and projects FY2027 EPS of $5.16, versus the current consensus full-year estimate of $4.45.
• Q1 results materially beat expectations — EPS $1.08 vs. $0.68 and revenue $138.3M vs. $125.1M — with record backlog, strong cash flow and a share repurchase, supporting analyst upgrades and an average “Buy” rating with a $90 price target; shares recently traded near $107.
• Potential caution: significant insider selling (20,273 shares worth ~$1.49M in the last quarter) and a Zacks downgrade to “hold” may temper sentiment despite positive fundamentals.

NWPX Infrastructure, Inc. (NASDAQ:NWPX - Free Report) - Sidoti increased their Q2 2026 earnings per share (EPS) estimates for NWPX Infrastructure in a research report issued on Friday, May 1st. Sidoti analyst J. Romero now anticipates that the industrial products company will post earnings of $1.33 per share for the quarter, up from their previous forecast of $1.24. The consensus estimate for NWPX Infrastructure's current full-year earnings is $4.45 per share. Sidoti also issued estimates for NWPX Infrastructure's Q4 2026 earnings at $1.14 EPS, Q2 2027 earnings at $1.52 EPS, Q3 2027 earnings at $1.48 EPS, Q4 2027 earnings at $1.27 EPS and FY2027 earnings at $5.16 EPS.

Several other equities research analysts have also issued reports on NWPX. Weiss Ratings raised NWPX Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, April 24th. DA Davidson lifted their price objective on NWPX Infrastructure from $70.00 to $90.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. Wall Street Zen upgraded NWPX Infrastructure from a "hold" rating to a "buy" rating in a report on Saturday. Finally, Zacks Research downgraded NWPX Infrastructure from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $90.00.

NWPX Infrastructure Stock Performance

Shares of NWPX stock opened at $107.00 on Monday. The company has a quick ratio of 2.06, a current ratio of 2.68 and a debt-to-equity ratio of 0.02. The business has a 50-day moving average price of $79.18 and a two-hundred day moving average price of $68.64. NWPX Infrastructure has a 12-month low of $36.97 and a 12-month high of $107.07. The firm has a market cap of $1.03 billion, a P/E ratio of 25.00, a price-to-earnings-growth ratio of 2.19 and a beta of 1.06.

NWPX Infrastructure (NASDAQ:NWPX - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The industrial products company reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.40. NWPX Infrastructure had a return on equity of 10.80% and a net margin of 7.66%.The firm had revenue of $138.25 million during the quarter, compared to analyst estimates of $125.10 million.

Insiders Place Their Bets

In related news, VP Megan A. Kendrick sold 4,500 shares of the business's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $80.59, for a total transaction of $362,655.00. Following the transaction, the vice president owned 6,996 shares in the company, valued at $563,807.64. The trade was a 39.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Miles Brittain sold 4,000 shares of the business's stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $71.01, for a total value of $284,040.00. Following the transaction, the executive vice president owned 23,306 shares in the company, valued at approximately $1,654,959.06. This represents a 14.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 20,273 shares of company stock worth $1,490,019 in the last quarter. 3.20% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of NWPX. AQR Capital Management LLC increased its holdings in NWPX Infrastructure by 274.8% during the 1st quarter. AQR Capital Management LLC now owns 28,887 shares of the industrial products company's stock valued at $1,193,000 after purchasing an additional 21,179 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in NWPX Infrastructure during the 1st quarter valued at approximately $224,000. Goldman Sachs Group Inc. boosted its position in NWPX Infrastructure by 17.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 44,427 shares of the industrial products company's stock valued at $1,835,000 after acquiring an additional 6,510 shares in the last quarter. Empowered Funds LLC boosted its position in NWPX Infrastructure by 5.6% during the 1st quarter. Empowered Funds LLC now owns 48,369 shares of the industrial products company's stock valued at $1,998,000 after acquiring an additional 2,547 shares in the last quarter. Finally, First Trust Advisors LP boosted its position in NWPX Infrastructure by 3.7% during the 2nd quarter. First Trust Advisors LP now owns 31,897 shares of the industrial products company's stock valued at $1,308,000 after acquiring an additional 1,127 shares in the last quarter. Hedge funds and other institutional investors own 80.63% of the company's stock.

More NWPX Infrastructure News

Here are the key news stories impacting NWPX Infrastructure this week:

• Positive Sentiment: Q1 results materially beat expectations — EPS $1.08 vs. consensus ~$0.68 and revenue $138.3M (≈+19% YoY); gross profit and operating profit were record/strong, and net income rose sharply. These beats are the primary driver of the stock move. PR Newswire
• Positive Sentiment: Management highlighted record WTS backlog ($373M) and confirmed orders ($430M), strong cash from operations (~$29.3M) and a $2.2M share repurchase — signals of durable demand and shareholder returns that support a higher valuation. Quiver Quant
• Positive Sentiment: Company and analyst commentary from the earnings call reinforced an upbeat outlook and management raised cash expectations — adding confidence to near‑term guidance and liquidity expectations. TipRanks
• Neutral Sentiment: Analyst model updates — Northland Securities published quarterly/annual EPS estimates (Q1 $0.80, Q2 $1.47, FY ~$4.24). These raise expectations for upcoming quarters but are forward estimates to monitor. MarketBeat / Northland note
• Neutral Sentiment: Earnings-call transcripts and summaries are available (management tone and Q&A provide additional context on backlog, pricing and margins) — useful for investors deciding whether the beat is sustainable. Yahoo Finance transcript
• Negative Sentiment: Zacks downgraded NWPX from "strong‑buy" to "hold", which could pressure momentum traders or sentiment in the short term. Zacks
• Negative Sentiment: Significant insider selling activity reported over recent months (multiple senior executives sold shares), which may concern some investors even though insiders can sell for many reasons. Quiver Quant (insider activity)

NWPX Infrastructure Company Profile

Northwest Pipe Company, together with its subsidiaries, engages in the manufacture and supply of water-related infrastructure products in North America. It operates in two segments, Engineered Steel Pressure Pipe (SPP) and Precast Infrastructure and Engineered Systems (Precast). The SPP segment offers large-diameter and high-pressure steel pipeline systems for use in water infrastructure applications, which are primarily related to drinking water systems. Its products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications.

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