How Recent Developments Are Rewriting the Story for Lindsay

Lindsay stock has seen its consensus analyst price target drop significantly from $143 to $127, following the latest round of earnings results and guidance updates. Analysts are weighing both positive revenue resilience and ongoing concerns in key markets. This has led to a more moderated outlook for the company. Stay tuned to learn how investors can stay ahead of the evolving Lindsay narrative as market conditions and analyst perspectives continue to shift.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Lindsay.

What Wall Street Has Been Saying

Analyst commentary around Lindsay stock has been notably mixed following the most recent earnings release and updated guidance, prompting adjustments to price targets and outlooks.

🐂 Bullish Takeaways

Lindsay reported a top line beat in its latest earnings announcement, signaling ongoing revenue resilience despite broader market challenges. Analysts have acknowledged the company’s transparency in communication and solid execution in driving revenue growth, especially in the face of volatility within core markets.

🐻 Bearish Takeaways

Stifel lowered their price target on Lindsay from $136 to $122, while maintaining a Hold rating. According to Stifel, the company missed EPS expectations even as revenue outperformed, indicating underlying profitability concerns. There is ongoing caution about the health of Lindsay’s domestic irrigation markets, which remain challenged and could weigh on near-term performance. Stifel noted that fiscal year 2026 brings tougher comparisons for both international irrigation and the Infrastructure segment. Fiscal year 2025 benefits from several substantial project contributions that may not repeat.

Overall, while Lindsay’s ability to drive top line growth is acknowledged by analysts, ongoing reservations around margin execution, market headwinds, and the sustainability of recent gains are contributing to a more moderated outlook for the stock's valuation and growth prospects.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NYSE:LNN Community Fair Values as at Oct 2025

What's in the News

Sam Hinrichsen has been appointed as the next Chief Financial Officer of Lindsay, set to succeed Brian Ketcham effective January 1, 2026. Hinrichsen will join Lindsay as Senior Vice President on November 3, 2025. He will transition into the CFO role following Ketcham’s retirement. Hinrichsen brings a wealth of finance leadership experience, having previously served in key roles at Stepan Company, CMC Materials Inc., and other major industrial firms.

Story Continues

How This Changes the Fair Value For Lindsay

Consensus analyst price target has fallen significantly, from $143 to $127. The discount rate has risen slightly, moving from 8.29% to 8.37%. The revenue growth projection has increased, from 3.50% to 4.29%. The net profit margin estimate is up marginally, from 11.51% to 11.69%. The future P/E ratio has decreased notably, from 21.0x to 18.0x.

🔔 Never Miss an Update: Follow The Narrative

A Narrative is a simple, yet powerful tool that puts you in the driver’s seat by connecting a company’s story with its financial forecasts and fair value. Narratives bring numbers to life, letting you follow the real reasons behind changes in price targets or outlooks. They are always up to date as news and earnings roll in. Found on Simply Wall St’s Community page, Narratives help you decide when to buy or sell by comparing fair value with the current price. The format is accessible and used by millions of investors.

Read the original Lindsay Narrative to learn why investors are watching closely:

Lindsay’s growth is powered by strategic supply chain management, new tariff actions, strong international sales, and upcoming infrastructure projects, all supporting sustained revenue and margin improvements. The Narrative covers how new product launches, expansion in MENA and Brazil, and a solid balance sheet open opportunities for long-term value, even amid market volatility. It also explains key risks, from infrastructure project timing, interest rates, and tariff uncertainty, helping you understand what could shift Lindsay’s outlook next.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LNN.

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