NWPX Infrastructure combines a perfect earnings beat streak, double-digit revenue growth and excellent cash conversion, but heavy insider selling, Utah concentration and a price above the analyst target keep the setup unattractive for adding.
Thesis pillars
- Perfect Earnings Beat Streak↑Improving
- Double Digit Revenue Growth↑Improving
- Excellent Cash Conversion→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Feb 26, 2026
NWPX Infrastructure, Inc. (NWPX) Stock Analysis
Range Bound setup
Basic Materials · Steel
Hold if already holding. Not a fresh buy at $99.67, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Utah (52.0%); Analyst target reached - limited upside remaining.
NWPX Infrastructure, Inc., together with its subsidiaries, manufactures and sells water-related infrastructure products in the United States and Canada. It operates through two segments, Water Transmission Systems (WTS); and Precast Infrastructure and Engineered Systems... Read more
Hold if already holding. Not a fresh buy at $99.67, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Utah (52.0%); Analyst target reached - limited upside remaining. Chart setup: RSI 47 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.2/10, moderate confidence.
Passes 5/7 gates (positive momentum, no SEC red flags, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — NWPX Infrastructure, Inc.
Latest news
- NEWS Here's What Key Metrics Tell Us About NWPX Infrastructure (NWPX) Q2 Earnings - Yahoo Finance — Yahoo Finance positive
- NEWS Here's What Key Metrics Tell Us About NWPX Infrastructure (NWPX) Q2 Earnings - finance.yahoo.com — finance.yahoo.com neutral
- NEWS NWPX Infrastructure (NWPX) Beats Q2 Earnings and Revenue Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS NWPX Infrastructure (NWPX) Beats Q2 Earnings and Revenue Estimates - finance.yahoo.com — finance.yahoo.com positive
- NEWS NWPX Infrastructure (NWPX) Releases Q2 2026 Earnings: Revenue and EPS Beat Expectations - Quiver Quantitative — Quiver Quantitative positive
Generated 2026-10-29T12:43:34Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicTexas42%10-K Item 1A: 'Texas and Utah, which we estimate represented approximately 42% and 52%, respectively, of Precast net sales for the year ended December 31, 2025'
- HIGHGeographicUtah52%10-K Item 1A: 'Texas and Utah, which we estimate represented approximately 42% and 52%, respectively, of Precast net sales for the year ended December 31, 2025'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $99.67, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Utah (52.0%); Analyst target reached - limited upside remaining. Chart setup: RSI 47 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Analyst target $94.35 reached (−5.3%), stop $93.63 (−6.5%), A.R:R -0.9:1. Score 6.2/10, moderate confidence.
Analyst target $94.35 reached (−5.3% from $99.67); no take-profit level is published. Analyst target $94.35 reached (−5.3%), stop $93.63 (−6.5%), A.R:R -0.9:1. Stop-loss: $93.63.
Concentration risk — Geographic: Utah (52.0%); Analyst target reached - limited upside remaining; Sector modifier (Basic Materials): -0.1.
NWPX Infrastructure, Inc. trades at a P/E of 20.1 (forward 19.0). TrendMatrix value score: 5.8/10. Verdict: Hold.
7 analysts cover NWPX with a consensus score of 2.3/5. Average price target: $111.
What does NWPX Infrastructure, Inc. do?NWPX Infrastructure, Inc., together with its subsidiaries, manufactures and sells water-related infrastructure products...
NWPX Infrastructure, Inc., together with its subsidiaries, manufactures and sells water-related infrastructure products in the United States and Canada. It operates through two segments, Water Transmission Systems (WTS); and Precast Infrastructure and Engineered Systems (Precast). The WTS segment manufactures large-diameter, high-pressure steel pipeline systems for use in water infrastructure applications, which are primarily related to drinking water systems. Its products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications. Its products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications. The Precast segment offers stormwater and wastewater technology products, precast, and reinforced concrete products, including reinforced concrete pipe, manholes, box culverts, vaults and catch basins, pump lift stations, oil water separators, biofiltration units, and other environmental and engineered solutions. It provides its products under the NWPX Geneva and NWPX Park brand names; and manufactures engineered water transmission systems and produces steel casing pipe, bar-wrapped concrete cylinder pipe, and pipeline system joints and fittings under the Northwest Pipe Company brand. In addition, the company provides solution-based products for various markets, including reinforced precast concrete products, lined precast sanitary sewer system structures, water distribution and management equipment including pump lift stations, wastewater pretreatment, and stormwater quality products. Further, it sells water infrastructure products to installation contractors. The company was formerly known as Northwest Pipe Company and changed its name to NWPX Infrastructure, Inc. in June 2025. NWPX Infrastructure, Inc. was incorporated in 1966 and is headquartered in Vancouver, Washington.