- Amrize AG: Equity Story Remains Very Attractive
May 7, 2026 · seekingalpha.com
Amrize AG remains a Buy as Building Materials drives robust organic volume growth and margin expansion, despite mixed Q1 2026 segment results. BM segment revenue rose 12.9% with cement and aggregates volumes up ~14%, while margin expanded 230 bps to 11.3%, signaling high-quality demand. Commercial demand drivers have broadened beyond data centers to include energy, warehousing, logistics, and multi-year project starts, supporting durable growth visibility.
- Here is Why Amrize (AMRZ) is One of the Best Young Stocks to Buy and Hold
May 6, 2026
Amrize (NYSE:AMRZ) is one of the best young stocks to buy and hold for the next decade. On May 5, Amrize announced the commencement of a $1 billion share buyback program, scheduled to begin on May 6. This initiative, which received prior authorization, is set to run until May 5, 2027. The repurchased shares are intended for cancellation and will be processed through a second trading line on the SIX Swiss Stock Exchange using the ticker AMRZE.
Regarding its financial outlook, the company has reaffirmed its guidance for the 2026 fiscal year. Amrize anticipates revenue growth between 4% and 6%, alongside an adjusted EBITDA growth of 8% to 11%. These projections are supported by the ongoing ramp-up of PB Materials.
The company’s Q1 2026 financial results showed a revenue of $2.17 billion, which exceeded market estimates by $30 million. However, the reported non-GAAP loss per share was $0.16, falling $0.02 short of expectations.Here is Why Amrize (AMRZ) is One of the Best Young Stocks to Buy and Hold
Amrize (NYSE:AMRZ) is a building materials company that offers building solutions for infrastructure, commercial, and residential construction markets through two segments: Building Materials and Building Envelope.
While we acknowledge the potential of AMRZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
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- Amrize Launches $1 Billion Share Buyback Program
May 5, 2026 · businesswire.com
CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--Amrize (AMRZ) will start its previously announced share buyback program on May 6, 2026. The program has been authorized for a total of $1 billion USD until May 5, 2027, with the shares to be repurchased for the purpose of cancellation. The share buyback program will be executed on a second trading line on SIX Swiss Stock Exchange (Valor: 156 026 729 , ISIN: CH 156 026 729 1 and Ticker: AMRZE). Concurrently with this press release, Amrize has publishe.
- AMRIZE LAUNCHES $1 BILLION SHARE BUYBACK PROGRAM
May 5, 2026
CHICAGO & ZUG, SWITZERLAND--(BUSINESS WIRE)--AMRIZE (AMRZ) WILL START ITS PREVIOUSLY ANNOUNCED SHARE BUYBACK PROGRAM ON MAY 6, 2026. THE PROGRAM HAS BEEN AUTHORIZED FOR A TOTAL OF $1 BILLION USD UNTIL MAY 5, 2027, WITH THE SHARES TO BE REPURCHASED FOR THE PURPOSE OF CANCELLATION. THE SHARE BUYBACK PROGRAM WILL BE EXECUTED ON A SECOND TRADING LINE ON SIX SWISS STOCK EXCHANGE (VALOR: 156 026 729 , ISIN: CH 156 026 729 1 AND TICKER: AMRZE). CONCURRENTLY WITH THIS PRESS RELEASE, AMRIZE HAS PUBLISHE.
- Kailix's Peabody buy fits a niche commodities playbook
May 1, 2026
On April 30, 2026, Kailix Advisors LLC disclosed a new position in Peabody Energy(NYSE:BTU), acquiring 239,800 shares in an estimated $8.38 million trade based on quarterly average pricing.
Kailix Advisors initiated a 239,800-share stake in Peabody Energy(NYSE:BTU); estimated transaction value is $8.38 million based on quarterly average price. The quarter-end value of the BTU holding rose by $7.90 million, reflecting both the position establishment and price movement during the period. The BTU trade represented a 7.33% change in reportable assets under management. Post-trade, the fund held 239,800 shares valued at $7.90 million. BTU accounts for 6.91% of fund AUM, placing it outside Kailix Advisors’ top five holdings.
What happened
According to its April 30, 2026, SEC filing, Kailix Advisors LLC established a new position in Peabody Energy(NYSE:BTU) by acquiring 239,800 shares. The estimated transaction value is $8.38 million, calculated from the mean unadjusted closing price during the first quarter of 2026. At quarter-end, the BTU stake was valued at $7.90 million, reflecting both the initial purchase and subsequent price changes during the period.
What else to know
Kailix Advisors’ new BTU stake accounted for 6.91% of its $114.34 million reportable assets under management as of March 31, 2026. Top holdings after the filing:
NYSE: DCH: $26.39 million (23.1% of AUM) NASDAQ: GPRE: $17.30 million (15.1% of AUM) NYSE: CSTM: $13.52 million (11.8% of AUM) NYSE: WTTR: $13.16 million (11.5% of AUM) NYSE: AMRZ: $10.27 million (9.0% of AUM) As of April 29, 2026, Peabody Energy shares were priced at $27.44, up 117.1% over the past year, outperforming the S&P 500 by 88.76 percentage points.
Company/Etf overview
Metric Value Revenue (TTM) $3.86 billion Net income (TTM) ($52.90 million) Dividend yield 1.13% Price (as of market close April 29, 2026) $27.44
Company snapshot
BTU produces and sells thermal and metallurgical coal, supplying electricity generators, industrial facilities, and steel manufacturers across the United States and internationally. It operates through mining, preparation, and sale of coal, with revenue primarily generated from coal sales and trading, as well as transportation-related services. Its main customer base includes electric utilities, steel producers, and industrial clients in North America, Asia, and other global markets.
Peabody Energy is a leading coal producer with a diversified portfolio of mining operations in the United States and Australia. The company leverages its extensive coal reserves and integrated supply chain to serve both thermal and metallurgical coal markets. Its scale and international reach position it as a key supplier to major power and industrial customers worldwide.
Story Continues
What this transaction means for investors
Kailix Advisors isn't a megafund slotting Peabody Energy into a broad book. The whole portfolio is $114 million across 10 names, and almost every one is a commodity, materials, or industrial play — Constellium aluminum, Green Plains ethanol, Lithium Americas, Select Water Solutions oilfield services, Amrize cement. Adding a coal producer at roughly 7% of AUM doesn't change the character of the fund. It reinforces it. There's also no public statement on rationale, so anything beyond "they liked it enough to make it a top-six position" is reading tea leaves. The distinction for anyone weighing a coal trade off this filing: Kailix is a niche manager building a thematic book, not a benchmark-aware megafund signaling a sector-wide call. A 7% slot here is one specialist's opinion, not the institutional consensus an "X bought Y" headline can imply.
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Kailix's Peabody buy fits a niche commodities playbook was originally published by The Motley Fool
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- Here is Why Amrize (AMRZ) is One of the Best IPO Stocks to Buy in 2026
May 1, 2026
Amrize (NYSE:AMRZ) is one of the best IPO stocks to buy in 2026. On April 15, Amrize expanded its ‘Made in America’ label to 4 additional US cement plants, bringing the total to 9 nationwide. The newly designated manufacturing sites are located in Ada, Oklahoma; Alpena, Michigan; Joppa, Illinois; and Paulding, Ohio. This label guarantees that all aspects of production (from raw material sourcing to final processing) take place within the US, adhering to rigorous domestic performance standards while supporting local jobs and communities.
To support this expansion and meet rising construction demand, Amrize is investing $900 million across its operations in 2026. These investments specifically aim to increase production capacity at major facilities, including its flagship sites in Ste. Genevieve, Missouri, and Midlothian, Texas. As the nation’s top cement producer, the company leverages a network of 13 plants and a highly efficient distribution system to provide builders with a reliable, large-scale supply of high-performance domestic materials.Here is Why Amrize (AMRZ) is One of the Best IPO Stocks to Buy in 2026
With a century-long legacy, Amrize (NYSE:AMRZ) has contributed to iconic US landmarks such as One World Trade Center and the Lincoln Memorial. The company currently operates ~600 sites and employs over 11,000 people across all 50 states. By emphasizing its ‘Made in America’ portfolio, Amrize aligns itself with the broader US cement and concrete industry, which contributes over $159 billion annually to the national economy and supports more than 577,000 jobs.
Amrize (NYSE:AMRZ) is a building materials company that offers building solutions for infrastructure, commercial, and residential construction markets through two segments: Building Materials and Building Envelope.
While we acknowledge the potential of AMRZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- Amrize AG (AMRZ) Q1 2026 Earnings Call Transcript
Apr 30, 2026 · seekingalpha.com
Amrize AG (AMRZ) Q1 2026 Earnings Call Transcript
- Amrize Ltd (AMRZ) Reports Q1 Earnings: What Key Metrics Have to Say
Apr 29, 2026 · zacks.com
The headline numbers for Amrize Ltd (AMRZ) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
- Amrize Grows Revenue 4.7% in First Quarter and Reaffirms 2026 Guidance
Apr 29, 2026 · businesswire.com
CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--Amrize (AMRZ) announced today its first quarter 2026 financial results. Jan Jenisch, Chairman and CEO: "I thank our 19,000 Amrize teammates for delivering 4.7% of revenue growth in the first quarter. While this is a seasonally small quarter for Amrize, we are encouraged by our progress and the acceleration of customer demand in Building Materials. With growing new project starts and multi-year supply agreements for mega-projects, we achieved double-d.
- AMRIZE GROWS REVENUE 4.7% IN FIRST QUARTER AND REAFFIRMS 2026 GUIDANCE
Apr 29, 2026
CHICAGO & ZUG, SWITZERLAND--(BUSINESS WIRE)--AMRIZE (AMRZ) ANNOUNCED TODAY ITS FIRST QUARTER 2026 FINANCIAL RESULTS. JAN JENISCH, CHAIRMAN AND CEO: "I THANK OUR 19,000 AMRIZE TEAMMATES FOR DELIVERING 4.7% OF REVENUE GROWTH IN THE FIRST QUARTER. WHILE THIS IS A SEASONALLY SMALL QUARTER FOR AMRIZE, WE ARE ENCOURAGED BY OUR PROGRESS AND THE ACCELERATION OF CUSTOMER DEMAND IN BUILDING MATERIALS. WITH GROWING NEW PROJECT STARTS AND MULTI-YEAR SUPPLY AGREEMENTS FOR MEGA-PROJECTS, WE ACHIEVED DOUBLE-D.
