Casella Waste Systems updated its 2026 guidance and detailed an active acquisition program, including five deals year to date and a pipeline of smaller tuck-in targets. The stock last closed at $92.52, with a 90-day share price return of 9.74% but a one-year total shareholder return that declined 7.16%. Analysts have a consensus price target of $112.0, implying the stock is about 17.4% undervalued, while a discounted cash flow model suggests a fair value of $158.46. The most bullish analyst target is $130.0 and the most bearish is $84.0. The company still faces pressure from acquisition integration challenges and higher labor and capital costs.
