LNN
LindsayBNYSE / Capital Goods
Last Price
At close
2026-07-20
Current thesis
The post-earnings bull read is that LNN is managing through a cyclical farm downturn while infrastructure growth, a higher backlog, continued MENA execution, and share repurchases preserve upside if irrigation demand stabilizes. The transcript adds a plausible forward hook in Brazil financing improvement and quoting activity, but management's measured language keeps this from being a strong bullish upgrade.
Posture
Constructive
Lead driver
Value
What changed
News driver: Graham’s Death Deprives Ukraine of Key Trump Whisperer.
What can break
Brazil sales remain pressured by limited credit availability and still-high financing costs, so stronger quoting activity may not convert quickly into orders. [#EARNINGS-TRANSCRIPT-2026Q3]
Momentum
48
Value
66
Sentiment
53
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $128.00 · Bull $140.00 · Bear $102.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $135.33
Why
Momentum48 · Δ7d -6.3
Value66 · Δ7d +0.2
Sentiment53 · Δ7d -4.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
48
26% active weight
Current posture
7d trendFlat
Δ7d
-6.3
Δ21d
-2.7
Value
66
39% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
+1.3
Sentiment
53
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.6
Δ21d
-
Why this grade
Composite grade B. Momentum 47.9 / Value 66.0 / Sentiment 53.0
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$1.14B
Beta
0.82
Shares Out
10.17M
P/E (TTM)
17.8
P/S (TTM)
1.89
P/FCF (TTM)
17.16
Rev YoY
-15.7%
EPS YoY
-52.8%
Gross Margin
+30.0%
Op Margin
+13.0%
Net Debt
-$114.07M
Current Ratio
3.02
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology