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LNN

LindsayA
NYSE / Capital Goods
Last Price
Quote time unavailable
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Current thesis
Q4 revenue and EPS exceeded the cited pre-print estimates, North America irrigation volumes improved, road-safety products grew for a third consecutive quarter, and restructuring savings could support FY2027 earnings. These are constructive changes from the pre-earnings baseline, not proof of a sustained demand recovery.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +11.8.
What can break
Brazil irrigation demand faces limited credit availability, high rates and weak farmer profitability; the Setorial transaction has not closed. [#SEC-8K-2026-10-22] company-issued acquisition release
Momentum
53
Value
58
Sentiment
68
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $120.00 · Bull $140.00 · Bear $95.00Analysis 2026-10-23; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-23 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $123.00
Why
Momentum53 · Δ7d -4.4
Value58 · Δ7d -0.2
Sentiment68 · Δ7d +11.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +11.8.

Contradictions & invalidation

  • • Brazil irrigation demand faces limited credit availability, high rates and weak farmer profitability; the Setorial transaction has not closed. [#SEC-8K-2026-10-22] company-issued acquisition release
  • • Irrigation margin declined despite higher Q4 revenue, and management said price increases may take several quarters to offset input-cost pressure. [#SEC-8K-2026-10-22] earnings-call transcript
  • • FY2026 North America irrigation revenue still declined 4%; Brazil demand remains pressured; management expects no large MENA project to begin delivery in FY2027; and price realization may lag input inflation.

Catalyst clock

2026-10-22

Fiscal Q4 beat, but a less certain FY2027

Lead driver: Sentiment · See AI snapshot
Momentum
53
8% active weight
Current posture
7d trendFlat
Δ7d
-4.4
Δ21d
-7.3
Value
58
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.7
Sentiment
68
45% active weight
Current posture
7d trendImproving
Δ7d
+11.8
Δ21d
-7.4
Why this grade

Composite grade A. Momentum 53.0 / Value 58.5 / Sentiment 67.7

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-23. Scenario method

B+
Bull case
25%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$120.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$95.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$1.07B
Beta
0.82
Shares Out
10.17M
P/E (TTM)
17.8
P/S (TTM)
1.89
P/FCF (TTM)
17.16
Rev YoY
-5.1%
EPS YoY
-14.2%
Gross Margin
+29.5%
Op Margin
+9.9%
Net Debt
-$114.07M
Current Ratio
2.93
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data