Waste Management, Inc. WM

Zacks Investment Research 13 nov

Waste Management (WM) delivered solid Q3 2026 results with core prices rising 5.8% year-over-year and margin expansion supported by improved price-to-cost spreads and operational efficiencies. Healthcare Solutions EBITDA surged 33%, while Recycling and Renewable Energy segments grew 40% and 35% respectively. Free cash flow jumped 42.3% to $3.01B, enabling $2.7B in shareholder returns. WM shares gained 12.6% over six months, outperforming the broader market.

The Motley Fool 9 nov

Waste Management (WM) is highlighted as a solid investment opportunity due to its reliable business model, steady revenue growth of 8.7% annually, and strong free cash flow of $3 billion in the first nine months of 2026. The company returns value to shareholders through dividends (1.6% yield) and a $3 billion share buyback program. However, investors should be aware of risks including a high P/E ratio of 31x, rising operational costs, and a substantial $23 billion net debt load that becomes more expensive with elevated interest rates.

GlobeNewswire Inc. 6 nov

The global waste management market is projected to grow from USD 1.52 trillion in 2026 to USD 2.19 trillion by 2032, expanding at a 6.24% CAGR. Asia-Pacific leads with 56.31% market share. Growth is driven by producer responsibility regulations, recycled-content requirements, and sustainability-linked financing, though rising labor costs pressure margins.

Zacks Investment Research 5 nov

Verisk Analytics (VRSK) beat Q3 earnings expectations with adjusted EPS of $1.96 (vs. $1.92 estimate) and revenues of $809M, driven by 8.2% subscription revenue growth and strong performance in underwriting and claims segments. However, free cash flow declined 40.5% to $200M, and net income fell 2.8% year-over-year. The company reaffirmed its 2026 revenue guidance of $3.19-$3.24B but lowered adjusted EPS guidance midpoint to $7.60 from consensus of $7.71.

Zacks Investment Research 3 nov

Fiserv beat Q3 earnings estimates with adjusted EPS of $1.75 vs. consensus of $1.72, though earnings declined 14% year-over-year. The company faces significant profitability pressure with adjusted operating margins contracting 580 basis points to 31.2%, driven by weakness in Merchant Solutions revenues (down 3%) and higher transformation costs. Despite challenges, Fiserv reaffirmed its 2026 EPS guidance of $7.20-$7.40 and doubled its Project Elevate cost-savings target to $1 billion.