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Casella Waste Systems, Inc. (CWST) Stock Analysis

Falling Knife setup

SellModerate Confidence

Industrials · Waste Management

Earnings in 0 days (2026-04-30). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $78.61: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10 and A.R:R 3.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend.

Casella Waste Systems is a regional vertically integrated solid waste company providing collection, disposal, transfer, recycling, and organics services across 11 northeastern U.S. states, headquartered in Vermont. Revenue is earned from residential, commercial, municipal, and... Read more

$78.61+24.8% A.UpsideScore 5.1/10#4 of 7 Waste Management
Stop $73.69Target $98.14(analyst − 13%)A.R:R 3.2:1
Analyst target$112.80+43.5%10 analysts
$98.14our TP
$78.61price
$112.80mean
$130

Sell if holding. Engine safety override at $78.61: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10 and A.R:R 3.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Score 5.1/10, moderate confidence.

Passes 4/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and earnings proximity 0d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Geographic: New England, New York, Pennsylvania and other Mid-Atlantic states
Quality below floor (3.9 < 4.0)

Key Metrics

P/E (TTM)650.9
P/E (Fwd)51.3
Mkt Cap$5.0B
EV/EBITDA15.4
Profit Mgn0.4%
ROE0.5%
Rev Growth9.7%
Beta0.84
DividendNone
Rating analysts18

Quality Signals

Piotroski F8/9

Options Flow

P/C1.00neutral
IV56%elevated

Concentration Risks(10-K Item 1A)

  • HIGHGeographicNew England, New York, Pennsylvania and other Mid-Atlantic states
    10-K Item 1A: 'Our operations and customers are concentrated principally in New England, New York, Pennsylvania and other Mid-Atlantic states'

Material Events(8-K, last 90d)

  • 2026-03-10Item 5.02MEDIUM
    Sean Steves resigned as SVP and COO of Solid Waste Operations effective March 20, 2026 to pursue other opportunities outside the waste industry. Company initiated search for next COO of Solid Waste Operations. No successor named. Resignation not due to any disagreement.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Volume
0.0
Ma Position
1.0
Macd
1.6
Rsi
3.5
Obv
10.0
Volume accumulation (rising OBV)Below 200-MA, MA slope -5.2%/30d — confirmed downtrend

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roe
0.2
Net Margin
0.2
Roa
1.1
Operating Margin
1.8
Gross Margin
2.8
Current Ratio
4.8
Moat
5.0
Piotroski F
8.9
Fcf Quality
10.0
Excellent cash conversion: 1000% FCF/NINo competitive moatStrong Piotroski F-Score: 8/9
GatesMomentum 3.2<4.5Death cross (50MA < 200MA)EARNINGS PROXIMITY 0d<=7dA.R:R 3.2 ≥ 1.5Insider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARFalling KnifeSuitability: Aggressive
RSI
33 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $75.97Resistance $88.40

Price Targets

$74
$98
A.Upside+24.8%
A.R:R3.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.9 < 4.0)
! Momentum score 3.2/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-30 (0d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CWST stock a buy right now?

Sell if holding. Engine safety override at $78.61: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10 and A.R:R 3.2:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross, below all MAs, RSI 33, MACD bearish. Prior stop was $73.69. Score 5.1/10, moderate confidence.

What is the CWST stock price target?

Take-profit target: $98.14 (+24.8% upside). Prior stop was $73.69. Stop-loss: $73.69.

What are the risks of investing in CWST?

Concentration risk — Geographic: New England, New York, Pennsylvania and other Mid-Atlantic states; Quality below floor (3.9 < 4.0).

Is CWST overvalued or undervalued?

Casella Waste Systems, Inc. trades at a P/E of 650.9 (forward 51.3). TrendMatrix value score: 6.2/10. Verdict: Sell.

What do analysts say about CWST?

18 analysts cover CWST with a consensus score of 4.1/5. Average price target: $113.

What does Casella Waste Systems, Inc. do?Casella Waste Systems is a regional vertically integrated solid waste company providing collection, disposal, transfer,...

Casella Waste Systems is a regional vertically integrated solid waste company providing collection, disposal, transfer, recycling, and organics services across 11 northeastern U.S. states, headquartered in Vermont. Revenue is earned from residential, commercial, municipal, and industrial customers through collection fees, disposal charges, and recycling commodity sales.

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