Republic Services, Inc.
RSG · NYSE
Analyst ratings
buy · 14 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| July 10, 2026 | Citigroup | Maintains | Buy | $259.00 |
| May 12, 2026 | UBS | Maintains | Neutral | $223.00 |
| May 12, 2026 | Citigroup | Maintains | Buy | $247.00 |
| May 11, 2026 | Barclays | Maintains | Equal-Weight | $233.00 |
| May 8, 2026 | RBC Capital | Maintains | Outperform | $267.00 |
| April 16, 2026 | Baird | Maintains | Neutral | $240.00 |
| April 10, 2026 | JP Morgan | Maintains | Neutral | $245.00 |
| March 18, 2026 | Wells Fargo | Maintains | Overweight | $252.00 |
| March 5, 2026 | UBS | Maintains | Neutral | $240.00 |
| February 23, 2026 | Citigroup | Maintains | Buy | $253.00 |
| February 18, 2026 | Morgan Stanley | Maintains | Equal-Weight | $225.00 |
| February 18, 2026 | BMO Capital | Maintains | Outperform | $248.00 |
| January 23, 2026 | Oppenheimer | Maintains | Outperform | $255.00 |
| January 21, 2026 | Scotiabank | Maintains | Sector Perform | $242.00 |
| January 20, 2026 | Barclays | Maintains | Equal-Weight | $236.00 |
| January 16, 2026 | Citigroup | Maintains | Buy | $244.00 |
| January 5, 2026 | Bernstein | Maintains | Market Perform | $220.00 |
| December 22, 2025 | B of A Securities | Maintains | Buy | $241.00 |
| October 31, 2025 | JP Morgan | Maintains | Neutral | $233.00 |
| October 31, 2025 | Scotiabank | Maintains | Sector Perform | $246.00 |
| October 31, 2025 | Stifel | Maintains | Buy | $251.00 |
| October 16, 2025 | UBS | Maintains | Neutral | $240.00 |
| October 14, 2025 | JP Morgan | Maintains | Neutral | $260.00 |
| October 8, 2025 | Oppenheimer | Maintains | Outperform | $263.00 |
| September 17, 2025 | Citigroup | Maintains | Buy | $270.00 |
Earnings growth sustainability and valuation premium
Republic Services has consistently beaten earnings estimates, posting EPS of $1.70 versus the $1.64 consensus in Q1, with analysts forecasting 7.29 EPS for the full fiscal year. Citigroup raised its price target to $259 with a buy rating, reflecting confidence in sustained earnings momentum and pricing power.
Despite earnings beats, Robert W. Baird cut its price target from $242 to $240 with a neutral rating, and Argus downgraded the stock from buy to hold. With 11 analysts rating it a hold alongside 11 buys, skeptics argue the current valuation leaves limited upside given modest revenue growth of only 2.6% year over year.
Revenue growth trajectory amid industry-wide underperformance
Republic Services met analyst revenue expectations in Q1 with $4.11 billion in sales, up 2.6% year over year, while broader waste management peers missed consensus estimates by 2.7%. CEO Jon Vander Ark stated the company is "well positioned to achieve full-year objectives," signaling confidence in steady, predictable revenue delivery.
Republic Services' 2.6% revenue growth is modest compared to broader growth expectations, and the environmental and facilities services sector as a whole fell short of consensus projections by 0.9% in Q1. Analysts forecast annual revenue growth of only 4.9%, raising concerns about whether the company can meaningfully accelerate its top-line expansion.
Stock price upside potential relative to current trading levels
The analyst consensus 12-month average price target of approximately $243–$244 implies meaningful upside from recent trading levels near $212. Canadian Imperial Bank of Commerce reaffirmed an outperform rating with a $249 target, and EPS is projected to grow 8.1% per annum, supporting a case for price appreciation.
JPMorgan Chase raised its target only modestly to $245 while maintaining a neutral rating, and the stock already surged 5.5% following Q1 earnings, potentially pricing in near-term positives. With half of covering analysts rating the stock a hold, the risk-reward at current levels appears limited to many on Wall Street.