Stifel Maintains Buy on Valmont Industries, Raises Price Target to $678

Here's Why You Should Retain Valmont Stock in Your Portfolio

Valmont Industries (VMI) raised its 2026 sales guidance to $3.4-$3.5 billion for Infrastructure, driven by multiyear utility investment cycles, grid modernization, and data-center expansion. The company improved Infrastructure operating margins to 17.6% through pricing actions and volume leverage. However, Agriculture sales declined 15.8% due to weak farm economics, and Telecommunications sales fell 26.1% as carriers shifted capital allocation.

8-K filing — VALMONT INDUSTRIES INC (VMI)

Filed: 2026-07-28 AccNo: 0001104659-26-087322 Size: 140 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Valmont Chairman Mogens Bay To Retire; Succeeded By Catherine J. Paglia

JP Morgan Maintains Overweight on Valmont Industries, Raises Price Target to $620

JP Morgan analyst Tomohiko Sano maintains Valmont Industries (NYSE:VMI) with a Overweight and raises the price target from $600 to $620.