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    Astec Industries (ASTE) Valuation Check After Recent Share Price Move And TerraSource Acquisition

    Simply Wall St·01/05/2026 16:12:53
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    Astec Industries (ASTE) has drawn investor attention after recent share price moves, with the stock up about 3% over the past day while showing a decline over the past 3 months.

    See our latest analysis for Astec Industries.

    That 3.02% 1 day share price return comes after a softer patch, with a 90 day share price return of 6.06% and year to date performance around flat. The 1 year total shareholder return of 36.06% points to momentum that has cooled more recently.

    If Astec’s moves have you thinking about where else capital goods money might flow next, this could be a good moment to check out fast growing stocks with high insider ownership as you scan the wider market.

    With Astec trading at $44.63 and sitting at a reported 23% to 27% discount to some value estimates, the real question is whether this reflects a genuine opportunity or a market that is already accounting for potential future growth.

    Most Popular Narrative: 21% Undervalued

    The most followed narrative sees Astec’s fair value at about US$56.50 per share, compared with the recent close at US$44.63, and ties that gap to long term earnings power.

    The recent acquisition of TerraSource, which delivers high-margin, recurring aftermarket parts revenue (63% of TerraSource revenue; 80% gross margin), is likely to enhance Astec's consolidated net margins and provide more stable, predictable earnings. Continued execution of operational excellence initiatives, manufacturing footprint optimization, procurement improvements, and Lean practices are driving material margin expansion and are expected to further improve EBITDA and net margins going forward.

    Read the complete narrative.

    Want to see what margin profile and earnings power are baked into that US$56.50 fair value? The key is how revenue, profitability and future P/E fit together. Curious which assumptions really carry the valuation story?

    Result: Fair Value of $56.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this story could change quickly if U.S. infrastructure funding softens, or if TerraSource and other acquisitions do not deliver the margin lift analysts are banking on.

    Find out about the key risks to this Astec Industries narrative.

    Build Your Own Astec Industries Narrative

    If you see the story differently or prefer to test the assumptions yourself, you can build your own view in just a few minutes by starting with Do it your way.

    A great starting point for your Astec Industries research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

    Ready For More Investment Ideas?

    If Astec has sharpened your focus, do not stop here, the next strong idea could already fit your style if you cast the net a bit wider.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.