TD Upgrades Louisiana-Pacific (NYSE:LPX) to Buy

Key Points

• TD Securities upgraded Louisiana‑Pacific (LPX) from "hold" to "buy" with an $86 target (≈14% upside); the stock's consensus remains a "Moderate Buy" with an average price target of $99.25 (nine Buys vs. two Sells).
• LPX beat Q1 EPS expectations ($0.38 vs. ~$0.14) but revenue fell ~20.7% YoY to $574M and management issued a material revenue cut for Q2 and FY2026 (Q2 guidance ~$435–445M vs. consensus ~$721M), creating significant near‑term downside risk.

Louisiana-Pacific (NYSE:LPX - Get Free Report) was upgraded by TD from a "hold" rating to a "buy" rating in a note issued to investors on Thursday,BayStreet.CA reports. The firm presently has a $86.00 target price on the building manufacturing company's stock. TD's target price indicates a potential upside of 14.17% from the company's previous close.

A number of other analysts have also issued reports on the company. Barclays decreased their price target on Louisiana-Pacific from $104.00 to $90.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 8th. BMO Capital Markets raised Louisiana-Pacific from a "market perform" rating to an "outperform" rating and set a $94.00 target price on the stock in a research report on Thursday. Weiss Ratings lowered shares of Louisiana-Pacific from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Tuesday, April 21st. TD Securities raised shares of Louisiana-Pacific from a "hold" rating to a "buy" rating in a report on Thursday. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $104.00 price objective on shares of Louisiana-Pacific in a report on Wednesday, February 18th. Nine analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $99.25.

Louisiana-Pacific Price Performance

NYSE:LPX traded up $2.83 during mid-day trading on Thursday, hitting $75.32. 1,650,077 shares of the company's stock traded hands, compared to its average volume of 1,140,891. Louisiana-Pacific has a 1 year low of $66.68 and a 1 year high of $102.86. The company has a market cap of $5.26 billion, a PE ratio of 36.04, a price-to-earnings-growth ratio of 1.07 and a beta of 1.60. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.53 and a current ratio of 2.78. The firm's 50 day simple moving average is $75.35 and its 200 day simple moving average is $82.10.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The building manufacturing company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.14 by $0.24. Louisiana-Pacific had a return on equity of 10.72% and a net margin of 5.39%.The firm had revenue of $574.00 million during the quarter, compared to the consensus estimate of $569.99 million. During the same period in the previous year, the firm posted $1.27 EPS. The company's quarterly revenue was down 20.7% compared to the same quarter last year. Sell-side analysts expect that Louisiana-Pacific will post 2.7 EPS for the current year.

Insider Activity at Louisiana-Pacific

In other Louisiana-Pacific news, CEO William Bradley Southern sold 14,166 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $89.29, for a total transaction of $1,264,882.14. Following the completion of the transaction, the chief executive officer directly owned 461,719 shares of the company's stock, valued at approximately $41,226,889.51. This trade represents a 2.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Lizanne M. Bruce sold 1,300 shares of Louisiana-Pacific stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $78.59, for a total value of $102,167.00. Following the transaction, the director owned 17,160 shares in the company, valued at approximately $1,348,604.40. This trade represents a 7.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.65% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Louisiana-Pacific

A number of institutional investors and hedge funds have recently bought and sold shares of LPX. Swiss National Bank lifted its stake in Louisiana-Pacific by 0.3% during the first quarter. Swiss National Bank now owns 124,000 shares of the building manufacturing company's stock valued at $9,021,000 after purchasing an additional 400 shares during the last quarter. D.A. Davidson & CO. grew its stake in Louisiana-Pacific by 5.1% during the 1st quarter. D.A. Davidson & CO. now owns 35,303 shares of the building manufacturing company's stock valued at $2,568,000 after acquiring an additional 1,728 shares in the last quarter. State of Michigan Retirement System increased its stake in Louisiana-Pacific by 2.0% in the 1st quarter. State of Michigan Retirement System now owns 15,258 shares of the building manufacturing company's stock valued at $1,110,000 after buying an additional 300 shares during the period. Principal Financial Group Inc. lifted its position in Louisiana-Pacific by 20.5% in the 1st quarter. Principal Financial Group Inc. now owns 497,852 shares of the building manufacturing company's stock worth $36,219,000 after buying an additional 84,661 shares in the last quarter. Finally, Fifth Third Bancorp boosted its stake in shares of Louisiana-Pacific by 749.2% during the 1st quarter. Fifth Third Bancorp now owns 29,681 shares of the building manufacturing company's stock valued at $2,159,000 after buying an additional 26,186 shares during the period. 94.73% of the stock is owned by institutional investors and hedge funds.

More Louisiana-Pacific News

Here are the key news stories impacting Louisiana-Pacific this week:

• Positive Sentiment: Multiple analyst upgrades and high price targets — Oppenheimer kept an "outperform" rating while trimming its target to $107, BMO upgraded LPX to "outperform" with a $94 target, TD Securities moved to "buy", and DA Davidson reaffirmed a "buy" with a $114 target. These upgrades signal analyst confidence in the stock's medium-term upside and likely supported buying today. Article Title
• Positive Sentiment: Q1 earnings beat — LPX reported adjusted EPS of $0.38, well above consensus (~$0.14), showing better-than-expected profitability for the quarter and alleviating near-term earnings concerns. MarketBeat Q1 Release
• Neutral Sentiment: Earnings call and transcripts available — Full Q1 conference call transcript and slide deck were published, useful for investors wanting management commentary on demand, margins, and cost actions. Earnings Call Transcript
• Neutral Sentiment: Press release and investor materials — Business Wire published the official Q1 results and updated guidance; slide deck and call replay are available for detailed review. Press Release
• Negative Sentiment: Guidance cut — LPX materially lowered revenue guidance for Q2 and FY2026 (Q2 revenue guidance ~ $435M–$445M vs. consensus ~ $721M; FY revenue guidance ~ $1.7B vs. consensus ~ $2.7B). That large top-line downgrade is the main negative catalyst weighing on near-term outlook and valuation. Guidance Update
• Negative Sentiment: Revenue decline year-over-year — Q1 revenue of $574M beat estimates slightly but was down ~20.7% YoY, reflecting continued demand softness in building products that could pressure future margins and growth. Revenue Details
• Negative Sentiment: Coverage noting mixed reaction — Some outlets highlight that LPX "slips despite earnings beat" because revenue and the outlook disappointed investors, explaining selling pressure after the initial EPS-driven pop. Coverage of Market Reaction

About Louisiana-Pacific

Louisiana-Pacific Corporation NYSE: LPX is a leading manufacturer of building materials and engineered wood products for residential, industrial and light commercial construction. The company produces a diverse portfolio of products, including oriented strand board (OSB), engineered wood siding, trim, molding, sheathing panels and subflooring. Its flagship product lines, such as LP® SmartSide® trim and siding, are designed to offer enhanced durability, moisture resistance and ease of installation, helping builders and homeowners achieve long-lasting performance in a variety of climates.

Founded in 1973 as a spin-off from Georgia-Pacific, Louisiana-Pacific established its reputation by pioneering innovative manufacturing techniques for OSB, becoming one of the first companies to bring the product to market in the 1980s.

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