Wabtec (NYSE:WAB) Raised to “Buy” at Wall Street Zen

Wabtec (NYSE:WAB) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Saturday.

Other research analysts have also issued research reports about the company. Morgan Stanley upped their price target on Wabtec from $257.00 to $264.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Citigroup boosted their target price on Wabtec from $258.00 to $283.00 and gave the company a “buy” rating in a research note on Thursday. Wells Fargo & Company upped their target price on Wabtec from $224.00 to $270.00 and gave the company an “equal weight” rating in a report on Friday. JPMorgan Chase & Co. boosted their price objective on shares of Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Wolfe Research upgraded shares of Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 price objective for the company in a report on Thursday, January 8th. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Wabtec currently has an average rating of “Moderate Buy” and an average target price of $263.90.

Wabtec Stock Up 1.1%

Shares of Wabtec stock opened at $256.68 on Friday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.75 and a current ratio of 1.11. Wabtec has a 52-week low of $151.81 and a 52-week high of $262.40. The company’s 50 day moving average price is $226.37 and its 200-day moving average price is $207.20. The stock has a market capitalization of $43.88 billion, a price-to-earnings ratio of 37.58, a P/E/G ratio of 1.69 and a beta of 1.01.

Wabtec (NYSE:WAB) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $2.10 earnings per share for the quarter, beating the consensus estimate of $2.08 by $0.02. The business had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.86 billion. Wabtec had a net margin of 10.48% and a return on equity of 14.12%. The firm’s revenue for the quarter was up 14.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.68 EPS. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. Equities research analysts forecast that Wabtec will post 8.54 EPS for the current year.

Wabtec declared that its Board of Directors has initiated a stock buyback program on Wednesday, February 11th that allows the company to repurchase $1.20 billion in shares. This repurchase authorization allows the transportation company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling at Wabtec

In other Wabtec news, insider Michael Fetsko sold 5,058 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $215.72, for a total transaction of $1,091,111.76. Following the completion of the transaction, the insider owned 36,882 shares of the company’s stock, valued at approximately $7,956,185.04. This trade represents a 12.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP David L. Deninno sold 5,000 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $214.62, for a total value of $1,073,100.00. Following the completion of the sale, the vice president owned 50,450 shares in the company, valued at $10,827,579. The trade was a 9.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,673 shares of company stock worth $3,420,576 in the last ninety days. 1.10% of the stock is owned by company insiders.

Institutional Trading of Wabtec

Several institutional investors have recently added to or reduced their stakes in the business. Colonial Trust Advisors boosted its position in shares of Wabtec by 454.5% during the second quarter. Colonial Trust Advisors now owns 122 shares of the transportation company’s stock valued at $26,000 after buying an additional 100 shares during the last quarter. Piscataqua Savings Bank raised its position in Wabtec by 12,800.0% in the 3rd quarter. Piscataqua Savings Bank now owns 129 shares of the transportation company’s stock worth $26,000 after buying an additional 128 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake in Wabtec by 125.9% during the 4th quarter. Clal Insurance Enterprises Holdings Ltd now owns 131 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 73 shares during the period. Manchester Capital Management LLC boosted its holdings in shares of Wabtec by 122.0% during the 4th quarter. Manchester Capital Management LLC now owns 131 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 72 shares during the last quarter. Finally, Motco grew its stake in shares of Wabtec by 6,600.0% in the third quarter. Motco now owns 134 shares of the transportation company’s stock worth $27,000 after acquiring an additional 132 shares during the period. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q4 beat and raised FY‑2026 guidance — Wabtec reported stronger-than-expected Q4 revenue and EPS and issued upbeat FY‑2026 guidance, supporting near‑term earnings visibility and margin outlook. Read More.
• Positive Sentiment: $1.2 billion share repurchase authorized — the board approved a buyback that could reduce share count by ~2.9%, a direct EPS support and signal of management confidence. Read More.
• Positive Sentiment: Acquisition of Dellner Couplers completed — adds safety‑critical passenger‑rail coupler technology and expands Wabtec’s transit product footprint, improving cross‑sell opportunities in passenger systems. Read More.
• Positive Sentiment: Analysts lifting forecasts and price targets — multiple shops raised estimates and targets after Q4, including material upgrades that can draw buy‑side interest. Read More.
• Positive Sentiment: Composite rating and market sentiment improving — third‑party composite score coverage shows rising quality/strength metrics, which can support momentum flows. Read More.
• Neutral Sentiment: Large rail orders in the market — major customers (e.g., CSX) are issuing sizable locomotive contracts that expand the addressable market; upside to Wabtec depends on bid wins and delivery timing. Read More.
• Neutral Sentiment: Momentum investor pieces highlight Wabtec as a buy candidate — useful for flows but not a fundamental driver by itself. Read More.
• Negative Sentiment: CEO insider sale disclosed — Rafael Santana sold ~1,798 shares (~$442k); modest in size versus his total holdings but some traders view insider sales as a caution. Read More.

Wabtec Company Profile

Wabtec Corporation (Westinghouse Air Brake Technologies Corporation) is a global provider of equipment, systems and services for the rail industry. The company supplies products and solutions to freight railroads, transit agencies and other industrial operators, focusing on technologies that improve the performance, safety and efficiency of locomotives and rail networks. Wabtec’s business spans new equipment manufacturing, aftermarket parts and services, and digital and control systems for rail operations.

Product and service offerings include locomotive systems and components, braking and air systems, propulsion and traction equipment, signaling and control technologies, and a range of aftermarket services such as maintenance, remanufacturing, parts distribution and fleet modernization.