Infrastructure Specialist Arcosa Gains Favor with Upgraded Analyst Outlook

Shares of infrastructure solutions provider Arcosa are attracting renewed attention from market researchers following a series of positive assessments and strong operational performance. The company's recent quarterly report and upwardly revised guidance have provided a solid foundation for this growing optimism.

Arcosa's fundamental financial health appears robust. The company maintains a debt-to-equity ratio of 0.61, indicating a conservative balance sheet structure. Liquidity metrics are solid, with a quick ratio of 1.30 and a current ratio of 2.02, suggesting a strong ability to meet short-term obligations.

The firm's stock is trading close to its 52-week high of $111.19. Its moving averages stand at $97.75 for the 50-day period and $93.50 for the 200-day period. Year-to-date, the equity has delivered a return of 10.9%. Furthermore, consensus earnings per share estimates for the current year have been revised upward by 10.8% over the past three months.

Analyst Ratings Reflect Strengthened Position

A notable upgrade came from Wall Street Zen on Monday, which raised its rating for Arcosa from "Hold" to "Buy." This shift contributes to a current consensus rating of "Moderate Buy" among covering analysts. The average price target across the board is $115.00. Presently, four analysts recommend purchasing the shares, while one advises holding.

Should investors sell immediately? Or is it worth buying Arcosa?

This follows earlier positive moves by other firms. In November, Barclays reaffirmed its "Overweight" stance and increased its price objective from $106.00 to $115.00. DA Davidson had previously raised its target to $120.00 with a "Buy" rating in August. A contrasting adjustment occurred in October when Zacks Research downgraded its recommendation from "Strong-Buy" to "Hold."

Quarterly Results Underpin Guidance Raise

The company's latest earnings report, released on October 30 for the third quarter of 2025, served as a key catalyst. Arcosa posted revenue of $797.8 million and net income of $73 million for the period. Based on this performance, management raised its full-year revenue forecast to a range of $2.86 billion to $2.91 billion.

Market experts now anticipate full-year earnings of $3.23 per share. Investors are awaiting the next quarterly update, which is scheduled for release in February 2026.