Northland Securities Upgrades Graham (NYSE:GHM) to “Outperform”

Graham (NYSE:GHM) was upgraded by stock analysts at Northland Securities from a “market perform” rating to an “outperform” rating in a research note issued to investors on Tuesday, Marketbeat reports. Northland Securities also issued estimates for Graham’s Q4 2026 earnings at $0.42 EPS, FY2026 earnings at $1.49 EPS, Q1 2027 earnings at $0.46 EPS and Q4 2027 earnings at $0.68 EPS.

Several other brokerages have also issued reports on GHM. Noble Financial lowered Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Weiss Ratings upgraded shares of Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Finally, Wall Street Zen raised shares of Graham from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Graham has a consensus rating of “Moderate Buy” and an average price target of $72.50.

Graham Stock Down 1.3%

GHM stock opened at $87.93 on Tuesday. The firm has a market cap of $973.34 million, a price-to-earnings ratio of 65.13 and a beta of 0.92. The company’s fifty day simple moving average is $69.98 and its 200 day simple moving average is $60.10. Graham has a 12-month low of $24.78 and a 12-month high of $91.91.

Graham (NYSE:GHM) last posted its quarterly earnings data on Friday, February 6th. The industrial products company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.14. The firm had revenue of $56.70 million during the quarter, compared to analyst estimates of $52.36 million. Graham had a return on equity of 13.26% and a net margin of 6.28%. Research analysts expect that Graham will post 1.07 earnings per share for the current year.

Hedge Funds Weigh In On Graham

A number of hedge funds have recently added to or reduced their stakes in GHM. Deutsche Bank AG increased its holdings in Graham by 19.3% during the 4th quarter. Deutsche Bank AG now owns 7,225 shares of the industrial products company’s stock worth $464,000 after purchasing an additional 1,169 shares in the last quarter. State of Wyoming boosted its position in shares of Graham by 12.1% during the fourth quarter. State of Wyoming now owns 5,416 shares of the industrial products company’s stock valued at $348,000 after buying an additional 584 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Graham by 121.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 97,452 shares of the industrial products company’s stock valued at $6,259,000 after buying an additional 53,362 shares during the last quarter. AdvisorShares Investments LLC lifted its stake in Graham by 7.9% during the 4th quarter. AdvisorShares Investments LLC now owns 3,238 shares of the industrial products company’s stock valued at $208,000 after acquiring an additional 238 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in Graham by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 241,955 shares of the industrial products company’s stock valued at $15,544,000 after acquiring an additional 820 shares in the last quarter. Institutional investors and hedge funds own 69.46% of the company’s stock.

Trending Headlines about Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities upgraded GHM to “Outperform” and materially raised multi‑period estimates (FY2026 and quarterly 2027 forecasts, including Q4 2027 to $0.68 and Q1 2027 to $0.46). This signals conviction that earnings will continue to improve and supports upside expectations. MarketBeat: Northland Research
• Neutral Sentiment: Northland’s model also made a very small downward tweak to its Q4 2026 estimate (from $0.43 to $0.42), a minor adjustment that is unlikely to change the overall bullish stance. MarketBeat: Estimate tweak
• Neutral Sentiment: Analysts’ consensus remains around a modest set of full‑year earnings expectations; several outlets still show an average recommendation near “Hold”, which limits immediate broad buying pressure. American Banking News: Analyst Consensus
• Negative Sentiment: Noble Financial cut near‑term and next‑year estimates — notably Q4 2026 down sharply (from $0.36 to $0.24) and FY2026/FY2027 trims — and keeps a “Market Perform” view. Those downward revisions to near‑term earnings likely pressured the stock as they counterbalance Northland’s optimism. MarketBeat: Noble Research

About Graham

Graham Corporation (NYSE: GHM) is a U.S.-based industrial engineering company that designs, manufactures and services vacuum and heat transfer equipment. Its core offerings include liquid ring vacuum pumps, surface condensers, heat exchangers and custom-engineered vacuum systems. These products play a critical role in energy-intensive industries, where reliable removal of non-condensable gases and efficient heat exchange are vital to process performance.

The company’s technologies find application across a range of end markets, including power generation, petrochemical, oil and gas, LNG, and semiconductor manufacturing.