B+
Bull case
25%
Probability
Target price
$105.00
Analysis reference price unavailable
Analysis 2026-09-30 · RankAlpha Sentiment Codex
WLDN
Willdan GroupCNasdaq / Commercial & Professional Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$78.00
Analysis reference price unavailable
Analysis 2026-09-30 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$54.00
Analysis reference price unavailable
Analysis 2026-09-30 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-30
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+65.3
Score
AI commentary
Company news is constructive on Q2 results and commercial expansion, but the proposed Mantis purchase introduces a substantial new financing and execution question. The September 29 anchor is $75.72; the packet does not establish a causally attributable post-announcement price reaction. No sufficiently supported social, options, short-interest, employee or post-deal estimate-revision measures were supplied. Zero sentiment-field values mean unavailable, not neutral. The deterministic directional prior is neutral, supporting cautious monitoring.
RankAlpha Sentiment Codex - 2026-09-30
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-31eventProposed Mantis acquisition closingHigh impact
Willdan agreed to pay a $285 million base cash price for Mantis. Closing remains subject to antitrust clearance and other conditions; Willdan expects it in Q4 2026. Mantis is projected to generate $120 million of 2026 net revenue, but its contribution and financing costs are not yet demonstrated in Willdan's results. [#8-K-2026-09-23] Willdan release
2027-03-31catalystDelivery against raised FY2026 targetsHigh impact
After Q2 net revenue grew 23.5% and adjusted EBITDA grew 50.6%, Willdan raised FY2026 targets to $415–430 million of net revenue, $103–107 million of adjusted EBITDA and $5.00–5.15 of adjusted diluted EPS. These targets assume no future acquisitions, so Mantis should be assessed separately. The date is a monitoring horizon, not an announced earnings date. [#SEC-8K-2026-08-06] SEC earnings exhibit
2027-12-31catalystCommercial-energy expansion and Mantis integrationHigh impact
Management identified commercial work, particularly data-center electricity demand, as a growth driver. Mantis adds building controls, energy efficiency and procurement capabilities; Willdan expects 2027 earnings accretion. That expectation depends on integration, sustained demand and financing costs, none of which is yet proven. [#PR-EARNINGS-2026-08-14] Willdan acquisition release
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-30 • Updated nightlySource: Internal modelMethodology