MLM Martin Marietta Materials, Inc.

$MLM reported earnings before the open today. Adjusted EPS missed estimates: $5.47 vs. $5.99 expected, according to Stock Meadow.

$MLM Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.47 down -10.62% YoY • Reported revenue of $2.37B up 28.33% YoY • Martin Marietta updated full-year 2026 guidance to revenues of $7,750-$7.85B and Adjusted EBITDA from continuing operations of $2,450-$2.5B, with respective midpoints of $7.8B and $2.48B.

🎯 $MLM | BULLISH SETUP Materials / Building Materials & Aggregates 🐂 ⭐ Setup Quality Grade: B+ 📌 Grade Justification: • Profitability: Premier Global Heavy Building Materials Leader ($31B–$32B market cap, $7.8B+ FY26 projected annual revenue, high net profit margins). • Revenue Growth: Large-scale infrastructure spending & strategic acquisition of Lhoist North America driving revenue growth toward $7.8B+. • Technical Setup: B+ Grade Base Rebound (Bouncing off key demand support around $480.00–$500.00, pushing out of a weekly descending channel base). • Wall St Target: +20%–35%+ Upside ($631.00–$647.00 average consensus target, with Tier-1 high targets up to $680.00–$800.00). 🏢 Profile: Leading supplier of heavy building materials including aggregates, cement, ready-mixed concrete, and asphalt across North America. #mlm #optionsflow #hovdid

$MLM DA Davidson upgraded Martin Marietta to Buy from Neutral on Friday with a 610 dollar target, pretty much alone this month. Six other firms cut their targets in the first two weeks of October, Citi to 610 dollars, Truist to 625, RBC all the way down to 530, JPMorgan to 650 on Tuesday. Davidson's argument isn't a volume call, it says the Lhoist North America deal makes revenue and margins less cyclical, which should support the multiple after a rough year. Stock's down about 20% YTD, printed a new 52-week low at 469.79 dollars on Wednesday, then closed the week at 500.84 dollars.