Willdan Group (NASDAQ:WLDN) Upgraded at Wall Street Zen

Willdan Group (NASDAQ:WLDN) was upgraded by equities researchers at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report released on Saturday.

WLDN has been the subject of several other reports. Compass Point set a $125.00 price objective on Willdan Group in a research report on Friday, January 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Willdan Group in a research note on Monday, December 29th. Zacks Research lowered Willdan Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, Wedbush upped their price objective on shares of Willdan Group from $120.00 to $145.00 and gave the stock an “outperform” rating in a report on Wednesday, January 14th. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $124.33.

Willdan Group Stock Performance

WLDN stock opened at $89.14 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.48 and a current ratio of 1.48. The stock has a market capitalization of $1.31 billion, a price-to-earnings ratio of 25.61 and a beta of 0.98. Willdan Group has a 1 year low of $30.43 and a 1 year high of $137.00. The stock’s fifty day moving average is $118.42 and its two-hundred day moving average is $106.61.

Willdan Group (NASDAQ:WLDN) last released its quarterly earnings results on Thursday, February 26th. The construction company reported $1.57 EPS for the quarter, topping the consensus estimate of $0.79 by $0.78. The business had revenue of $89.51 million during the quarter, compared to analyst estimates of $174.50 million. Willdan Group had a net margin of 7.71% and a return on equity of 24.22%. Willdan Group has set its FY 2026 guidance at 4.500-4.700 EPS. On average, research analysts predict that Willdan Group will post 1.82 EPS for the current year.

Institutional Investors Weigh In On Willdan Group

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Campbell & CO Investment Adviser LLC bought a new stake in shares of Willdan Group in the 2nd quarter worth approximately $1,500,000. Independent Advisor Alliance bought a new position in shares of Willdan Group in the third quarter valued at $2,658,000. Asset Management One Co. Ltd. acquired a new stake in shares of Willdan Group during the 3rd quarter valued at $3,882,000. David J Yvars Group bought a new stake in shares of Willdan Group during the 3rd quarter worth $862,000. Finally, Decker Retirement Planning Inc. bought a new stake in shares of Willdan Group during the 3rd quarter worth $3,256,000. 72.29% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Willdan Group

Here are the key news stories impacting Willdan Group this week:

• Positive Sentiment: Strong Q4 profitability — Willdan reported adjusted Q4 EPS of $1.57, well above consensus, with net income and adjusted EBITDA up year-over-year, showing healthy margin improvement. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operational outlook remains solid — management expects EBITDA margins to stay above 20% in 2026 and cited growing data-center work and resilient services demand, signaling durable underlying business strength. Seeking Alpha: Tax Headwind, Data Center Tailwind
• Neutral Sentiment: FY2026 EPS guidance vs. consensus — management set FY2026 EPS at $4.50–$4.70, which is higher than some analyst models but below FY2025 EPS of $4.89, creating mixed interpretations (beat vs. consensus but down vs. prior year). BusinessWire: Q4 Results & 2026 Outlook
• Neutral Sentiment: Revenue reporting nuances — Q4 contract revenue and net revenue metrics differ (contract revenue $173.7M vs. net revenue $89.5M), and some street estimates use different measures, which contributed to confusion over an apparent revenue “miss.” Willdan: Q4 Slide Deck / Press Release
• Negative Sentiment: Tax headwind and lower revenue guidance drove the selloff — management attributed a lower FY2026 EPS versus FY2025 to tax-rate normalization after the sunset of Section 179D incentives, and issued revenue guidance ($390–$405M) well below some street expectations, which prompted the sharp negative market reaction. Seeking Alpha: Tax Headwind, Data Center Tailwind

Willdan Group Company Profile

Willdan Group, Inc provides energy efficiency, infrastructure engineering, and technical consulting services to a diverse range of public and private sector clients. The company works with utilities, municipalities, state and federal agencies, and commercial enterprises to design, implement, and manage programs that promote sustainable energy use, grid modernization, and resilient infrastructure. Willdan’s offerings span program design and implementation, energy audits, measurement and verification, and project management for both new construction and retrofit initiatives.

Core services include energy advisory and engineering solutions, including feasibility studies, facility commissioning and retro-commissioning, $0 down financing for energy projects, and demand response program development.