Amrize: Equity Story Has Gotten Better

May Investing Ideas826 FollowersFollow5ShareSavePlay(9min)CommentsSummaryAmrize receives a reiterated buy rating as commercial demand, particularly in data centers, becomes more visible and robust.ASPIRE cost savings initiatives are delivering tangible margin improvements, with management raising the 2026 margin expansion target to 70 bps.Significant new capacity is coming online, including major cement plant expansions and new facilities, positioning AMRZ for the next demand cycle.Valuation remains attractive versus peers, with a $95 share price target based on midterm EBITDA growth and multiple expansion potential.Justin Paget/DigitalVision via Getty Images Investment overview I wrote about Amrize AG (AMRZ) previously with a buy rating, as the underlying demand drivers remain intact and the developments (cost savings initiatives working and new capacity) make the story much more attractive. IThis article was written byMay Investing Ideas826 FollowersFollowI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.