Valmont Industries, Inc.

VMI · NYSE

Market closed$531.66$-6.82 (-1.27%)After hours $531.66 · 0.00%

Key statistics

Previous close$538.48
Open$526.42
Day high$548.87
Day low$521.59
52-week high$585.71
52-week low$329.21
Market cap10.32B
Volume199.98K
Average volume228.72K
P/E ratio26.20
Forward P/E
EPS20.29
Dividend yield+0.55%

Market context

Why it moved

Valmont Industries (VMI) shares declined as dealer survey data revealed weaker-than-expected second-quarter domestic irrigation volume and continued headwinds from low crop prices, overshadowing Stifel's reiterated Buy rating and $645 price target ahead of the company's upcoming earnings report.

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Valmont Industries closed modestly lower, pulling back from recent highs as broader market risk-off sentiment weighed on industrial names amid escalating U.S.-Iran tensions and a tech-driven selloff. Despite the dip, analyst conviction remains strong — JPMorgan and Oppenheimer both carry $600 price targets, and Fifth Third Bancorp disclosed a 271.5% increase in its VMI stake. The company's last earnings report delivered a significant beat, with Q1 EPS of $5.51 versus the $4.72 consensus, and revenue of $1.03B. Morningstar notes industrials are fully valued after a 35%+ run, adding some near-term headwinds.

-1.2665

July 15, 2026Valmont Industries edged higher, outperforming the broader industrials sector (XLI was little changed) as investor sentiment remains constructive on the stock's infrastructure-driven growth story. A Seeking Alpha article highlighted that shares have surged ~36.7% since April, fueled by strong Q1 results — EPS of $5.51 beat estimates by $0.79 and revenue of $1.03B rose 6.2% YoY — while analysts at Stifel and JPMorgan recently lifted price targets to $645 and $600, respectively. The broader market found support from a cooler-than-expected June CPI print (3.5% YoY), though geopolitical tensions tied to U.S.-Iran conflict and oil market volatility kept sentiment cautious.

0.6817

July 14, 2026Valmont Industries closed modestly lower as broader market risk-off sentiment — driven by renewed U.S.-Iran tensions and a chip stock selloff — weighed on industrials. Despite the session's pullback, a fresh Seeking Alpha analysis reaffirmed a 'buy' thesis, noting VMI's shares have surged 36.7% since April, underpinned by 14.1% Q1 revenue growth in its Infrastructure segment and a $6.7B project pipeline. A SimplyWallSt DCF analysis pegs fair value at $611.25, suggesting the stock remains undervalued even after its strong run.

-1.2874

July 9, 2026Valmont Industries closed essentially flat, edging up just 0.18% in a volatile session where broader industrials faced headwinds from escalating Middle East tensions. Trump's declaration that the U.S.-Iran interim peace deal was "over" sent oil prices surging over 5% and triggered a broad risk-off move, weighing on the industrials sector — though Valmont showed relative resilience. Underpinning investor confidence is the company's strong Q1 earnings beat ($5.51 EPS vs. $4.72 estimate) and 6.2% revenue growth, paired with a consensus Buy rating and a $573.75 analyst price target, as the industrials sector remains one of 2026's top performers with XLI up over 16% YTD.

0.1761

July 8, 2026Valmont Industries closed sharply lower amid broad U.S. market weakness, with the S&P 500 and industrials sector (XLI) also pulling back on the day. Despite the decline, analyst sentiment remains constructive — JPMorgan raised its price target to $600 with an 'Overweight' rating in June, Oppenheimer set a $600 'Outperform' target in May, and the consensus stands at 'Buy' with an average target of $573.75, above current levels. The selloff follows a strong Q1 earnings beat (EPS $5.51 vs. $4.72 estimate; revenue up 6.2% YoY) and comes as rising Treasury yields — the 30-year briefly topping 5% — pressured rate-sensitive industrial names.

-4.3541

July 7, 2026Valmont Industries shares rose modestly, outperforming the broader industrials sector (XLI fell ~1%) as investors responded to a constructive analyst backdrop and strong fundamental momentum. JPMorgan recently lifted its price target to $600 with an 'Overweight' rating, Oppenheimer set a matching $600 target, and Zacks upgraded shares to 'Strong Buy'—all underpinning an average analyst consensus of 'Buy' with a $573.75 price target. The bullish sentiment follows a Q1 earnings beat in which Valmont reported EPS of $5.51 vs. the $4.72 consensus on revenue of $1.03 billion (+6.2% YoY), reinforcing confidence in its infrastructure and agriculture exposure ahead of Q2 earnings season.

1.5702

July 3, 2026Valmont Industries edged lower, closing down about 0.7%, as broader industrial and equity market sentiment softened amid a choppy start to July. The pullback came despite a broadly constructive backdrop for VMI: analysts remain bullish with a consensus Buy rating and an average price target of $573.75, bolstered by recent upgrades from Stifel Nicolaus (raising its target to $645) and JPMorgan (raising to $600, Overweight). Investors are also looking ahead to the company's Q2 2026 earnings release scheduled for July 21, following a strong Q1 beat in which Valmont posted $5.51 EPS vs. the $4.72 consensus on revenue of $1.03 billion (+6.2% YoY).

-0.6565

July 2, 2026Valmont Industries fell amid a broad market pullback on the first trading day of Q3, with chip stocks dragging the Nasdaq down over 6% and tech valuations under pressure as ADP payrolls missed estimates and Fed Chair Warsh struck a hawkish tone. Despite the session's weakness, the company's fundamental backdrop remains constructive: Valmont beat Q1 earnings and revenue estimates handily ($5.51 EPS vs. $4.72 expected), hosted an Investor Day in June, and has analyst consensus Buy ratings with targets up to $645 from Stifel. Q2 results are scheduled for July 21.

-3.2168

MarketBeat · July 18, 2026Valmont Industries (NYSE:VMI) Raised to "Strong-Buy" at Wall Street ZenInvesting.com · July 17, 2026Stifel reiterates Valmont Industries stock Buy rating at $645Seeking Alpha · July 13, 2026Valmont Industries' Electrifying Rise Isn't Over Yet (NYSE:VMI)Simply Wall Street · July 13, 2026Valmont Industries (VMI) On Infrastructure Growth And Long Term Targets Looks UndervaluedSimply Wall Street · July 7, 2026How Index Removal and GARP Screening Will Impact Valmont Industries’ (VMI) Investment NarrativeSimply Wall Street · June 30, 2026How Investors Are Reacting To Valmont Industries (VMI) Russell Index Exit And New 2029 TargetsStock Titan · June 30, 2026Valmont will report Q2 results July 21 before the market opensStock Titan · June 29, 2026Valmont details 2026 sustainability efforts across infrastructure, farming
Benzinga · June 17, 2026Stifel Maintains Buy on Valmont Industries, Raises Price Target to $645
Benzinga · June 17, 2026JP Morgan Maintains Overweight on Valmont Industries, Raises Price Target to $600
Mt Newswire · April 27, 2026Valmont Industries Keeps Quarterly Dividend at $0.77 a Share, Payable July 15 to Holders of Record June 26
Benzinga · April 22, 2026Stifel Maintains Buy on Valmont Industries, Raises Price Target to $541
Benzinga · April 21, 2026Valmont Industries Q1 2026 Earnings Call: Complete Transcript
Mt Newswire · April 21, 2026Valmont Industries' Fiscal Q1 Earnings, Revenue Increase; Lifts Lower End of Fiscal 2026 Earnings Guidance
Mt Newswire · April 21, 2026GUIDANCE: (VMI) Valmont Industries Expects 2026 Net Sales Range $4.2B - $4.4B, vs. FactSet Est of $4.28B
Mt Newswire · April 21, 2026GUIDANCE: (VMI) Valmont Expects 2026 EPS Range $21.50 - $23.50, vs. FactSet Est of $21.88

Peers