WallStSmart
AMRZ

Amrize Ltd

NYSE: AMRZ · BASIC MATERIALS · BUILDING MATERIALS

$56.77
-1.22% today

Updated 2026-04-29

Market cap
$31.81B
P/E ratio
26.86
P/S ratio
2.69x
EPS (TTM)
$2.14
Dividend yield
0.76%
52W range
$44 – $65
Volume
3.1M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Amrize Ltd (AMRZ) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$56.77
Consensus
$63.58
+12.00%
2030 Target
$336.23
+492.27%
DCF
$55.08
-7.01% MoS
12 analysts:
6 Buy4 Hold0 Sell

Management guidance

No specific revenue targets or CAGR guidance found in available documentation. CEO/management has provided FY2026 guidance for 'revenue and adjusted EBITDA growth' that 'exceeded JPMorgan forecasts,' but exact figures not disclosed in public sources. Company emphasizes internal cost savings programs and integration of PB Materials acquisition as growth drivers.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$558.57
$15.4B Rev × 20x P/S
Base case (2030)
$336.23
$15.4B Rev × 12x P/S
Bear case (2030)
$222.34
$15.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$11.7B$11.7B$11.8B$12.2B$12.8B$13.7B$14.5B$15.4B
Revenue growth—0.2%0.9%2.9%5.8%6.2%6.4%6.4%
EPS——$2.31$2.38$2.82$3.35$3.92$4.53
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$260.30$276.57$292.84$314.53$336.23

Catalysts & risks

Growth catalysts
+ PB Materials acquisition (West Texas aggregates expansion) closing Feb 2026 - accretive to revenue and margins
+ EVERtect high-performance concrete product line launch (March 2026) - new revenue stream in premium segment
+ Potential U.S. cement tariff benefits - protects domestic pricing power and margins
+ Cost savings program execution - expected to drive $200M+ annual savings by 2027
+ Infrastructure spending tailwinds - U.S. construction cycle expected to accelerate through 2027-2028
+ New CFO appointment (April 2026) brings 25 years financial expertise - signals operational optimization focus
Key risks
- Flat revenue growth in 2024-2025 (0.23-0.95%) suggests mature market and weak demand environment
- Recent spinoff (June 2025) creates operational/financial uncertainty and execution risk
- Building materials sector highly cyclical - vulnerable to recession, construction slowdown
- PB Materials integration execution risk - acquisition closed Feb 2026, synergy realization uncertain
- EPS decline YoY (-7.05% TTM) despite flat revenue indicates margin compression pressures
- Analyst consensus appears cautious - 4 of 12 rated Hold, no Strong Sell but skepticism present

Methodology

Amrize Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.