Key Stats for Holcim Stock
- 1-Year Price Change for $HOLN Stock: 15.2%
- Current Share Price: $88.73
- 52-Week High: $115.41
- $HOLN Stock Price Target: $88.93
Holcim’s Steady Foundation: Building Toward 2026
Holcim (HOLN) has maintained steady progress in 2025, showing its ability to navigate a mixed construction market while executing its post-spin-off strategy. The company reported first-half net sales of CHF 7.871 billion, a figure that grew 1.8% in local currency compared to the previous year, supported by growth in its Solutions and Products division. Recurring EBIT increased by double digits in local currency, lifting the margin to an industry-leading 18.3% (+90 basis points). However, with demand in several key regions softening and construction volumes trending lower, sales momentum may moderate heading into 2026.
Holcim’s strategy remains centered on shifting toward higher-value and lower-carbon building materials. Its ECOPact low-carbon concrete and ECOPlanet cement lines continue to gain share, with ECOPact now representing 31% of ready-mix concrete sales in the first half of 2025. This transition positions the company to benefit from long-term sustainability trends, even as near-term demand pressures weigh on results. While margin improvements and efficiency gains have supported profitability so far, analysts expect that sustaining those gains amid weaker volumes could prove more difficult in 2026.
Investor Outlook: Strength Through Transition
Following the spin-off of its North American business (Amrize) in mid-2025, Holcim has become a more focused global player, aligned with its NextGen Growth 2030 strategy. The separation unlocked value and simplified its geographic footprint, but it also means Holcim’s future growth will rely more heavily on Europe, Asia, and emerging markets, which could show signs of slowdown.
Analysts expect 2026 to be a year of transition rather than acceleration. Persistent cost inflation and subdued construction activity could pressure both sales and margins, even as Holcim continues expanding its low-carbon product mix. The company’s strong balance sheet and consistent cash flow provide support through this softer patch, but management’s ability to offset volume declines with pricing and efficiency will be key to maintaining profitability.
As Holcim navigates the next year, investors may want to temper expectations for near-term growth while recognizing the long-term potential of its sustainability-focused transformation. The company’s evolution from a traditional cement producer to a diversified materials solutions leader remains intact, but 2026 could be more about stabilization than expansion.
Value stocks like Holcim in under 60 seconds (Free with TIKR)
What Will Holcim’s Stock Price Be in 3 Years? Build Your Model in 30 Seconds
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
Estimate a company’s fair value instantly (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
