Tredegar Trades At A Deep Discount As The Market Tests A Recovery
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Michael Del Monte6.24K FollowersFollow5ShareSavePlay(11min)CommentsSummaryTredegar Corporation is rated a "Buy" with a price target of $11.12, reflecting discounted valuation at 4.82x eFY26 EV/aEBITDA.TG faces headwinds from higher aluminum tariffs, Midwest Transaction Premium increases, and shifting automotive industry demand toward ICE/hybrids and steel over aluminum.Lower interest rates and improving specialty machinery markets may drive incremental improvements in TG's Aluminum Extrusions business and overall operating margins.Recent leadership changes and debt reduction position TG for operational flexibility as market conditions potentially improve in 2026. Monty Rakusen/DigitalVision via Getty Images Tredegar Corporation (TG) is navigating a mixed market environment as the automotive industry undergoes a major transition away from EVs into traditional ICE and hybrid vehicle models, paired with a challenging building & construction environment. With a lower rate environment exiting 2025 goingThis article was written byMichael Del Monte6.24K FollowersFollowMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.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.