Analysis: Waste Management, Inc.

US:WM

Why is Waste Management, Inc. stock rising?

  • Commissioning of two built renewable natural gas plants is expected by the end of 2026 after pipeline interconnect delays.
  • Final planned recycling facility is expected to come online in 2027, completing the automation buildout.
  • Healthcare Solutions revenue quality and pricing are expected to improve in the second half of 2026, with core price exiting above 5.5%.
  • WM raised its 2026 operating EBITDA margin guidance by 20 basis points to 31%-31.2%.
  • Healthcare cross-selling benefit is expected to reach $50 million by the first quarter of 2027.

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