MARKET WIREYahoo Finance • 11h ago
Legence Sets Third Quarter 2026 Earnings Release Date and Webcast ScheduleYahoo Finance report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
Why LGN Stock dropped -7.33% Today — RQD Quant Desk Flash
$38.83 -7.33% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $38.24
Legence Corp. (Class A) (LGN) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D • SELL / AVOID
Cap $4.53B
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Is LGN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Legence Corp. (Class A) (NASDAQ: LGN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $38.83 (-7.33% 1D, market cap $4.53B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 12/20. Across 1011 tracked Consumer Discretionary issuers, LGN ranks #595 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does LGN compare to AGX and BBUC in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Engineering & Construction), LGN carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of 21.0%, and ROIC of 21.5%. By comparison, AGX (Argan Inc.) holds a C+ grade (69/100 RQD, P/E 36.3x, ROIC 24.9%, cap $5.01B) and BBUC (Brookfield Business Corporation Class A Subordinate Voting Shares) posts a D grade (49/100 RQD, P/E N/A, ROIC —, cap $5.96B). Among the 5-stock peer group, LMB leads on earnings multiple (15.7x) while AGX leads on capital efficiency (24.9% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for LGN?
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Per LGN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0002052568), Legence Corp. (Class A) generated $2.55B in revenue (+21.5% YoY), -$59.8M in net income, and $218.9M in free cash flow against $2.68B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (21% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $38.24 (-1.51%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 8.6% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record Warning: Scores below 50 (48/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.6% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D+ · Rk D-
Each axis scored 0–20
12M PRICE TARGET CONE-4.5% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LGN)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (48/100 Composite)
🔍 WHY LGN SCORES 48/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (35% of score)
SEC XBRL FY 2025 (10-K): 8.6% FCF Margin ($218.9M FCF) & 21% Gross Margin
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+12/20 pts (25% of score)
SEC Form 4 / 13F Thermometer: 60% Net Buy • Cannibal Buyback (-1.24% YoY Shares)
▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$48.72-9.3% Next Q
56
Q2 (-2Q)Grade C-$44.21-16.2% Next Q
53
Q3 (-1Q)Grade C-$37.03+4.9% Next Q
51
CurrentGrade D$38.83-5.6% Hist 90D α
48
Trajectory: C (56) → D (48)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a LGN Turnaround Squeeze
While LGN currently carries a cautious 48/100 (D) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Strong cash generator (21% profit margin)—profits are backed by real money, not accounting tricks.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($50.12) and Max Pain ($40.77) forces dealer call-delta covering toward $112.60.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.24% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $LGN• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “LGN Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why LGN Stock dropped -7.33% Today — RQD Quant Desk Flash
Legence Corp. (Class A) (LGN) dropped -7.33% to $38.83, trading at 8% of its 52-week range ($33.01 – $107.24). Stretched risk/reward at current multiples (22% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 8% of its 52-week range ($33.01 – $107.24) with RSI-14 at 43 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $38.83 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 21% gross margin and $218.9M annual free cash flow.
Live LGN Headlines & Catalysts
RISK WATCHInvesting.com India • 14h ago
Guggenheim cuts Legence stock price target to $90 on valuation By Investing.comInvesting.com India report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREMarketBeat • 17h ago
LGN (NASDAQ:LGN) Stock Price Down 7.1% - Time to Sell?MarketBeat report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 20h ago
3 AI Infrastructure Stocks To Watch After The Data Center SelloffYahoo Finance report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
MARKET WIRESimply Wall Street • 23h ago
3 US AI Infrastructure Stocks With Data Center Demand In FocusSimply Wall Street report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREMarketBeat • 1d ago
LGN (NASDAQ:LGN) Stock Price Target Lowered at Stifel NicolausMarketBeat report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREKalkine India • 1d ago
Legence Corp. (NASDAQ:LGN): Share Price, P/E and Technical IndicatorsKalkine India report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
CATALYSTSeekingAlpha • 4d ago
Spartan Delta: Management Is Showing Its Hand On A Similar Asset SaleSpartan Delta is rated a strong buy: undervalued energy assets, disciplined capital allocation, and rising production. Read here for an analysis of DALXF stock.
CATALYSTSeekingAlpha • 7d ago
Baron Real Estate Fund Q3 2026 Portfolio ActivityShares of Airbnb, Inc. performed well in the quarter following strong second quarter results that exceeded expectations and a confident outlook for sustained growth acceleration.
MARKET WIREYahoo • 9d ago
3 Stocks Riding The AWS Data Center Capacity CrunchAWS just signalled that much of its cloud capacity is already spoken for through 2027, with AI demand pushing against the limits of what data centers can supply. That kind of locked in spending can ripple across everythi
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring LGN)
- ✓Walkthrough of LGN's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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LGN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -57.52%🛡️ HOLDING TREND SUPPORT
2026-11-02O $40.81H $41.90L $38.83C $38.83VOL 993.2K
RES: $49.71SUP: $32.45SMA50: $50.12SMA200: $63.40
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
LGN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
40.1%/yr Implied 5Y Growth
vs. +21.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on LGN today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for LGN. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LGN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LGN)
Consumer Discretionary Rank #595 of 1011
⚔️ AGX vs LGN Full Matrix →
1. Head-to-Head Consumer Discretionary Peer Comparison (LGN vs. AGX, BBUC, AMRC, LMB)
Industry: Engineering & Construction (20 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Legence Corp. (Class A) (LGN) ranks #595 by composite RQD confidence (48/100, grade D) and #290 by equity capitalization ($4.53B). Within this direct 5-issuer industry benchmark cohort, LMB leads on earnings valuation at 15.7x trailing P/E, while AGX leads on capital efficiency and profitability with 24.9% ROIC and 20.5% gross margin. LMB currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with LGN at 48/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| LGN
ACTIVE
Legence Corp. (Class A) | D | 48/100 | — | 21.0% | 21.5% | -7.33% | $4.53B | Benchmark Subject |
| AGX Argan Inc. | C+ | 69/100 | 36.3x | 20.5% | 24.9% | -3.57% | $5.01B | /agx-vs-lgn → |
| BBUC Brookfield Business Corporation Class A Subordinate Voting Shares | D | 49/100 | — | — | — | -0.28% | $5.96B | /bbuc-vs-lgn → |
| AMRC Ameresco Inc. (Class A) | D | 44/100 | — | — | — | -3.29% | $1.11B | /amrc-vs-lgn → |
| LMB Limbach Holdings Inc. | B | 73/100 | 15.7x | 26.2% | 21.2% | -5.96% | $613.8M | /lmb-vs-lgn → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0002052568In its most recent audited fiscal period (FY2025, filed 2025-12-31), Legence Corp. (Class A) (LGN) reported GAAP revenue of $2.55B (+21.5% vs. FY2024 revenue of $2.10B , and +57.9% cumulative change since FY2023) , GAAP net income of -$59.8M, operating cash flow of $256.9M, and free cash flow of $218.9M (+2033.8% YoY). On the balance sheet, LGN closed FY2025 with $2.68B in total assets against $0 in total debt (Altman Z-Score: 2.48, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $2.55B | -$59.8M | $256.9M | $218.9M | $2.68B | — |
| FY2024 (FY) | 2024-12-31 | $2.10B | -$28.6M | $29.3M | $10.3M | $2.35B | — |
| FY2023 (FY) | 2023-12-31 | $1.62B | -$46.0M | $33.9M | $33.9M | — | — |
3. LGN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs LGN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Legence Corp. (Class A) (NASDAQ: LGN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $38.83 (-7.33% 1D, market cap $4.53B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 12/20. Across 1011 tracked Consumer Discretionary issuers, LGN ranks #595 in composite RQD confidence.
How does LGN compare to AGX and BBUC in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Engineering & Construction), LGN carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of 21.0%, and ROIC of 21.5%. By comparison, AGX (Argan Inc.) holds a C+ grade (69/100 RQD, P/E 36.3x, ROIC 24.9%, cap $5.01B) and BBUC (Brookfield Business Corporation Class A Subordinate Voting Shares) posts a D grade (49/100 RQD, P/E N/A, ROIC —, cap $5.96B). Among the 5-stock peer group, LMB leads on earnings multiple (15.7x) while AGX leads on capital efficiency (24.9% ROIC).
What are the biggest fundamental strengths and SEC risk factors for LGN?
Per LGN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0002052568), Legence Corp. (Class A) generated $2.55B in revenue (+21.5% YoY), -$59.8M in net income, and $218.9M in free cash flow against $2.68B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (21% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is LGN trading relative to its 50-day, 200-day, and 52-week technical levels?
LGN last traded at $38.83 (-7.33% on volume of 784,068 shares), positioning the stock -22.53% below its 50-day simple moving average ($50.12) and -38.75% below its 200-day simple moving average ($63.40). Across its 52-week range of $33.01 to $107.24, LGN sits at the 7.8% percentile with a 14-day RSI of 43.0 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($33.98 to $43.68).
LGN Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is LGN stock moving today?
Why LGN Stock dropped -7.33% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (22% return on capital) under elevated 10-year interest-rate pressure.
ROARABLE RATING BRIEF • RQD 48/100 (D)
✓ STAGE-C NUMBER FIREWALL VERIFIED
LGN — Legence Corp. (Class A): What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:21:25Z
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD rating is 48, grade D, with the verdict "Roarable Sell — Underperform / Distribution Warning" (per the Roarable RQD rating). The five pillars break down as follows:
- Fundamental Cash Engine: 17 / 20. Per the Roarable RQD rating, this reflects ROIC of 21.5% and FCF yield of 4.83%. This is the strongest pillar and the main supporting argument for the business's capital efficiency, even though reported net margin is negative.
- Whale 13F Flow: 4 / 20. Per the Roarable RQD rating, institutional accumulation and options positioning score weakly. For a prospective investor, this signals limited evidence of large-holder conviction in the source data.
- Insider Conviction: 12 / 20. Per the Roarable RQD rating, SEC Form 4 and Congressional PTR cluster flow is moderate. This pillar is not strongly supportive but is not the weakest.
- Macro Regime Fit: 5 / 20. Per the Roarable RQD rating, beta of 1.0 and sector sensitivity score poorly, meaning the rating assigns low confidence that current macro conditions favor this name.
- Forensic Balance Sheet: 10 / 20. Per the Roarable RQD rating, Altman Z of 2.48, Piotroski F of 5/9, and Debt/Equity of 0.5 produce a mid-range result.
Investor implications: the upside case rests on the cash-generation pillar (ROIC and FCF yield) being durable. The valuation tradeoff is visible in the market data, where EV/EBITDA is 45.8 per the market data section, a high multiple relative to the weak margin profile. Weak macro-fit and institutional-flow scores mean the rating does not identify strong external tailwinds. This is an educational summary of the rating, not personalized advice.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $2550.5M | $61.6M | $-59.8M | N/A | $218.9M | $230.2M | N/A |
| FY 2024 | $2098.6M | $70.4M | $-28.6M | N/A | $10.3M | $81.2M | N/A |
| FY 2023 | $1615.1M | $10.3M | $-46.0M | N/A | $33.9M | N/A | N/A |
Per the market data, gross margin is 21%, operating margin is 2.4%, and net margin is -2.3%, with ROIC of 21.5%. Per the Roarable RQD rating, the Altman Z-Score is 2.48, the Piotroski F-Score is 5/9, and Debt/Equity is 0.5. Reported net income was negative in all three periods shown, while FCF rose to $218.9M in FY 2025 from $10.3M in FY 2024. Balance sheet posture is characterized by the rating as mid-range.
Open Questions
- What is the company's EPS and P/E on a trailing or forward basis, given that both are Not available in source data?
- What are the reported debt figures, given that debt is N/A in all periods?
- What drove the negative net income in FY 2023–FY 2025 despite positive operating income in each year?
- Who are the analysts behind the cited price target changes, and what are their current consensus ratings?
- What specific business lines and customers generate the revenue, given that the source contains no product or customer detail?
LGN Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Legence Corp. (Class A) (LGN) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo Finance • 11h ago
Legence Sets Third Quarter 2026 Earnings Release Date and Webcast Schedule Yahoo Finance report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Investing.com India • 14h ago
Guggenheim cuts Legence stock price target to $90 on valuation By Investing.com Investing.com India report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE MarketBeat • 17h ago
LGN (NASDAQ:LGN) Stock Price Down 7.1% - Time to Sell? MarketBeat report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 20h ago
3 AI Infrastructure Stocks To Watch After The Data Center Selloff Yahoo Finance report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Simply Wall Street • 23h ago
3 US AI Infrastructure Stocks With Data Center Demand In Focus Simply Wall Street report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE MarketBeat • 1d ago
LGN (NASDAQ:LGN) Stock Price Target Lowered at Stifel Nicolaus MarketBeat report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Kalkine India • 1d ago
Legence Corp. (NASDAQ:LGN): Share Price, P/E and Technical Indicators Kalkine India report covering Legence Corp. (Class A) (LGN) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST SeekingAlpha • 4d ago
Spartan Delta: Management Is Showing Its Hand On A Similar Asset Sale Spartan Delta is rated a strong buy: undervalued energy assets, disciplined capital allocation, and rising production. Read here for an analysis of DALXF stock.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
LGN Bull vs. Bear Conversation Board — What's Your Call at $38.83?
🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LGN 🐻 50% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST
🎯 Target: $45.25 (+8.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is LGN (D • RQD 48/100) a Buy at $41.90?
Welcome to the LGN (Legence Corp. (Class A)) Roar Pit. Current RQD Composite is 48/100 (Roarable Sell — Underperform / Distribution Warning) in Engineering & Construction. Bulls point to capital efficiency (21.5% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $32.68 (-22.0%)
Spot @ $41.90 Pump the brakes on LGN — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on LGN, but look at what you are paying: current EV/EBITDA multiples with 21.0% gross margins. Unless Legence Corp. (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
QU QuantViper Verified K Arena Trader 🐂 BULLISH
🎯 Target: $50.28 (+20.0%)
Spot @ $41.90 LGN cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on LGN, the market is fixating on short-term headline noise in Engineering & Construction and ignoring the balance sheet and cash flow trajectory. At $41.90 (52-wk range $33.01 - $107.24), any beat on forward guidance forces shorts and underweight funds to chase.