Louisiana-Pacific Corporation (LPX) Stock Analysis
Recovery setup
Industrials · Building Products & Equipment
Sell if holding. Engine safety override at $71.51: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 3.9/10 and A.R:R 1.7:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend.
Louisiana-Pacific manufactures building solutions with Siding (1.69B, 62% of 2025 net sales), OSB (832M, 31%), and Other segments serving new home construction, repair/remodeling, and outdoor structures. Customers include retailers, wholesalers, and homebuilders across North and... Read more
Sell if holding. Engine safety override at $71.51: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 3.9/10 and A.R:R 1.7:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 44. Score 3.9/10, high confidence.
Passes 5/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and earnings proximity 5d<=7d. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductOSB33%10-K Item 1A: 'We have a high degree of product concentration in OSB ... OSB accounted for about 33% of our North American net sales in 2025'
Material Events(8-K, last 90d)
- 2026-01-28Item 5.02MEDIUMCEO W. Bradley Southern retiring from Board effective February 19, 2026. Jason Ringblom appointed to Board as CEO-elect; F. Nicholas Grasberger III elected independent Chair. Succession planned; no disagreement cited.SEC filing →
- 2026-02-17Item 5.02LOWAmendment disclosing Jason Ringblom compensation as incoming CEO effective February 19, 2026: base salary 900,000, target bonus 120% of base, plus RSU and PSU equity awards. No new departure or appointment.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
4 floor-breakers
Revenue shrinking — -16.6% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $71.51: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 3.9/10 and A.R:R 1.7:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 44. Prior stop was $66.80. Score 3.9/10, high confidence.
Take-profit target: $82.43 (+15.3% upside). Prior stop was $66.80. Stop-loss: $66.80.
Concentration risk — Product: OSB (33.0%); Quality below floor (3.8 < 4.0).
Louisiana-Pacific Corporation trades at a P/E of 34.7 (forward 16.9). TrendMatrix value score: 5.9/10. Verdict: Sell.
17 analysts cover LPX with a consensus score of 3.7/5. Average price target: $95.
What does Louisiana-Pacific Corporation do?Louisiana-Pacific manufactures building solutions with Siding (1.69B, 62% of 2025 net sales), OSB (832M, 31%), and...
Louisiana-Pacific manufactures building solutions with Siding (1.69B, 62% of 2025 net sales), OSB (832M, 31%), and Other segments serving new home construction, repair/remodeling, and outdoor structures. Customers include retailers, wholesalers, and homebuilders across North and South America with 20+ manufacturing facilities.