Stephens Issues Positive Forecast for Wabtec (NYSE:WAB) Stock Price

Wabtec (NYSE:WAB) had its target price raised by equities research analysts at Stephens from $330.00 to $340.00 in a report issued on Wednesday. The firm currently has an “overweight” rating on the transportation company’s stock. Stephens’ price target points to a potential upside of 24.02% from the company’s previous close.

Other research analysts have also recently issued research reports about the company. Susquehanna lifted their target price on Wabtec from $305.00 to $340.00 and gave the company a “positive” rating in a research report on Thursday, July 23rd. KeyCorp increased their price target on Wabtec from $308.00 to $340.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Morgan Stanley raised their price objective on Wabtec from $318.00 to $355.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. raised their price objective on Wabtec from $315.00 to $320.00 and gave the company a “neutral” rating in a research note on Monday, September 21st. Finally, Weiss Ratings raised shares of Wabtec from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 8th. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Wabtec currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.55.

Wabtec Stock Down 5.1%

NYSE WAB traded down $14.82 during trading hours on Wednesday, hitting $274.14. The company’s stock had a trading volume of 302,648 shares, compared to its average volume of 911,291. Wabtec has a 52 week low of $193.86 and a 52 week high of $306.64. The company has a market capitalization of $46.31 billion, a PE ratio of 37.01, a price-to-earnings-growth ratio of 1.91 and a beta of 0.92. The company has a current ratio of 1.12, a quick ratio of 0.59 and a debt-to-equity ratio of 0.44. The company’s 50-day simple moving average is $287.76 and its two-hundred day simple moving average is $276.05.

Wabtec (NYSE:WAB) last issued its quarterly earnings data on Wednesday, October 21st. The transportation company reported $2.83 EPS for the quarter, topping analysts’ consensus estimates of $2.73 by $0.10. The firm had revenue of $3.12 billion during the quarter, compared to analyst estimates of $3.20 billion. Wabtec had a return on equity of 15.10% and a net margin of 10.59%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.32 EPS. Research analysts anticipate that Wabtec will post 10.89 EPS for the current fiscal year.

Insider Activity at Wabtec

In other Wabtec news, CEO Rafael Santana sold 1,163 shares of Wabtec stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $299.04, for a total value of $347,783.52. Following the sale, the chief executive officer owned 120,588 shares of the company’s stock, valued at approximately $36,060,635.52. The trade was a 0.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP David Deninno sold 3,000 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $301.31, for a total transaction of $903,930.00. Following the completion of the transaction, the vice president owned 55,128 shares in the company, valued at approximately $16,610,617.68. The trade was a 5.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 17,552 shares of company stock valued at $5,232,911 in the last 90 days. 0.57% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Whipplewood Advisors LLC bought a new stake in shares of Wabtec in the 1st quarter worth approximately $25,000. Meeder Asset Management Inc. purchased a new position in Wabtec in the second quarter valued at approximately $26,000. Bell Investment Advisors Inc purchased a new position in Wabtec in the second quarter valued at approximately $29,000. Fiduciary Financial Advisors bought a new position in Wabtec during the second quarter valued at $29,000. Finally, Eastern Bank grew its holdings in Wabtec by 103.8% during the third quarter. Eastern Bank now owns 163 shares of the transportation company’s stock valued at $47,000 after purchasing an additional 83 shares during the period. 91.69% of the stock is owned by institutional investors.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Adjusted EPS was $2.83, above the roughly $2.72–$2.73 consensus and up from $2.32 a year earlier. Adjusted operating margin expanded 1.9 percentage points to 22.9%, demonstrating meaningful cost and productivity benefits. Wabtec Tops Q3 Earnings Estimates
• Positive Sentiment: Wabtec raised and tightened its 2026 adjusted EPS outlook to $10.85–$11.05, with the top end increasing to $11.05. Management cited margin gains from its “Integration 3.0” program. Wabtec Raises 2026 EPS Outlook
• Positive Sentiment: Quarterly sales increased 8.1% year over year to $3.12 billion, supported by growth in both the Freight and Transit segments. The multi-year backlog exceeded $31 billion, up 22.9%, providing long-term revenue visibility. Wabtec Long-Term Investor Takeaways
• Neutral Sentiment: The earnings call highlighted robust demand, a growing order backlog and continued execution across the company’s rail businesses, although investors will monitor whether backlog converts into sales at the expected pace. Wabtec Earnings Call Highlights
• Negative Sentiment: Revenue of $3.12 billion missed the approximately $3.20 billion analyst estimate. That sales miss is likely overshadowing the EPS beat and guidance increase, particularly because WAB trades at a relatively demanding valuation near 39 times earnings. Wabtec Revenue Miss

Wabtec Company Profile

Westinghouse Air Brake Technologies Corporation, doing business as Wabtec (NYSE: WAB), is a global provider of equipment, systems, digital solutions and services for the freight and passenger rail industries. The company develops technologies intended to improve the safety, efficiency, reliability and sustainability of rail transportation.

Wabtec’s products and services include locomotives, locomotive components and modernization programs, braking systems, train control and signaling equipment, power and propulsion systems, and advanced digital solutions.