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Louisiana-Pacific posts strong Q1 with pricing power but warns of lower H2 margins, shares rated Sell.

Analyst Insights
16 May 2026
Seeking Alpha
View Source
Bearish
pluang ai news

Louisiana-Pacific reported strong Q1 2026 results, driven by pricing power in its Siding segment that offset volume declines and better-than-expected OSB losses. Despite operational strength and a clean balance sheet, the stock trades at a high valuation of 17x forward EV/EBITDA, above peers like Owens Corning. The company expects lower margins in the second half of the year and OSB continues to drag earnings by $40 million EBITDA. The current share price reflects expectations of a full housing market recovery that has yet to materialize, leading the analyst to rate the shares as a Sell and recommend waiting for a price near $60–$65 before buying.

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