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/APOG
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Apogee Enterprises Inc

Apogee Enterprises Inc

APOG
$41.03USD-0.46%-0.19 today

MARKET CAP

856.2M

P/E (TTM)

11.8x

FWD P/E

13.2x

DAY RANGE

$40 – $42

52W RANGE

$31
$51

AI Summary

Stalk
StalkMedium

APOG remains in a Stage 2 advance with a bullish medium-term bias, but recent support failure and a down-sloping short-term EMA regime make immediate entry inadvisable. Price is holding above the rising 50 DMA, offering a structurally relevant zone for potential engagement. Until short-term momentum shows signs of stabilization and reclaim of the 9/21 EMAs, execution should be deferred with a stalking posture.

  • Q1 net sales $342.7M; adjusted diluted EPS $0.57 exceeded est.
  • Kalwall acquisition adds high-performance daylighting and cross-sell synergies.
  • Q1 net sales down 4.5% YoY to $346M; backlog fell to $720M.
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The case for & against

Bull & Bear analysis

Bearish

Apogee Enterprises, Inc. (NASDAQ: APOG) is a leading provider of architectural glass, metal, and services focusing on non-residential construction. The company operates through various segments, including Architectural Metals, Performance Services, and Architectural Glass, demonstrating strong agility and adaptability in a fluctuating market. Recently, Apogee has enhanced its growth strategy by acquiring Kalwall Companies, known for its high-performance translucent daylighting solutions. This move positions Apogee as a stronger player in the architectural solutions market.

Bull says

  • Q1 net sales $342.7M; adjusted diluted EPS $0.57 exceeded est.
  • Kalwall acquisition adds high-performance daylighting and cross-sell synergies.
  • Project Fortify to incur $24M–$26M pre-tax charges for margin gains.
  • Backlog at $720M underpins near-term project visibility.
  • Dividend yield ~0.96% with $0.27/share quarterly payout.
  • Strong cash flow and pricing power support resilience.

Bear says

  • Q1 net sales down 4.5% YoY to $346M; backlog fell to $720M.
  • Adjusted diluted EPS declined 22% YoY to $0.57 amid margin pressure.
  • Tariff-driven aluminum and material costs erode profitability.
  • Integration of Kalwall and UW Solutions poses disruption risks.
  • High short interest signals bearish investor sentiment.
  • Vulnerable to higher interest rates and oil-price volatility.

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 06-30-2026neutral

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