Graham (NYSE:GHM) Upgraded at Northland Securities

Northland Securities upgraded shares of Graham (NYSE:GHM) from a market perform rating to an outperform rating in a report issued on Tuesday, MarketBeat Ratings reports. Northland Securities also issued estimates for Graham’s Q4 2026 earnings at $0.42 EPS, FY2026 earnings at $1.49 EPS, Q1 2027 earnings at $0.46 EPS, Q2 2027 earnings at $0.67 EPS, Q3 2027 earnings at $0.57 EPS, Q4 2027 earnings at $0.68 EPS and FY2027 earnings at $2.38 EPS.

A number of other analysts have also recently commented on GHM. Weiss Ratings raised shares of Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Wall Street Zen upgraded Graham from a “sell” rating to a “hold” rating in a report on Sunday, November 16th. Finally, Noble Financial lowered Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $72.50.

Graham Price Performance

Shares of GHM stock opened at $83.99 on Tuesday. Graham has a 1-year low of $24.78 and a 1-year high of $91.91. The company has a market cap of $929.78 million, a price-to-earnings ratio of 62.22 and a beta of 0.92. The stock has a 50 day simple moving average of $70.49 and a 200-day simple moving average of $60.27.

Graham (NYSE:GHM) last released its quarterly earnings results on Friday, February 6th. The industrial products company reported $0.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.14. The firm had revenue of $56.70 million for the quarter, compared to analysts’ expectations of $52.36 million. Graham had a net margin of 6.28% and a return on equity of 13.26%. Analysts anticipate that Graham will post 1.07 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Graham

Hedge funds and other institutional investors have recently made changes to their positions in the stock. AdvisorShares Investments LLC boosted its stake in Graham by 7.9% during the fourth quarter. AdvisorShares Investments LLC now owns 3,238 shares of the industrial products company’s stock worth $208,000 after buying an additional 238 shares during the last quarter. Police & Firemen s Retirement System of New Jersey raised its holdings in shares of Graham by 15.0% during the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 2,371 shares of the industrial products company’s stock worth $117,000 after acquiring an additional 310 shares during the period. Raymond James Financial Inc. raised its holdings in shares of Graham by 1.5% during the 3rd quarter. Raymond James Financial Inc. now owns 21,608 shares of the industrial products company’s stock worth $1,186,000 after acquiring an additional 319 shares during the period. BNP Paribas Financial Markets boosted its position in shares of Graham by 62.8% during the 2nd quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company’s stock valued at $53,000 after acquiring an additional 410 shares during the last quarter. Finally, Auto Owners Insurance Co grew its holdings in shares of Graham by 4.8% in the second quarter. Auto Owners Insurance Co now owns 11,000 shares of the industrial products company’s stock valued at $545,000 after purchasing an additional 500 shares during the period. Institutional investors and hedge funds own 69.46% of the company’s stock.

Key Headlines Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities raised several quarterly and full‑year EPS forecasts for GHM and moved the stock to an “Outperform,” boosting its FY2027 view to $2.38 and raising multiple quarterly estimates — a clear analyst vote of confidence that supports higher earnings expectations. Northland Securities Upgrades Graham (NYSE:GHM) to “Outperform”
• Positive Sentiment: Recent performance: coverage notes that GHM has delivered an exceptional multi‑year return (reported as an ~89% CAGR over 3 years) and the stock surged strongly last week — momentum that attracts buyers and helps justify some of the higher analyst targets. Graham (NYSE:GHM) delivers shareholders fantastic 89% CAGR over 3 years, surging 21% in the last week alone
• Neutral Sentiment: Broad analyst commentary: a Globe and Mail item summarizes analyst views on industrials including Graham and peers, providing context on sector drivers but no single catalyst for the stock today. Useful for positioning but not an immediate price driver. Analysts Offer Insights on Industrial Goods Companies: Graham (GHM) and Generac Holdings (GNRC)
• Negative Sentiment: Noble Financial trimmed its FY2027 EPS projection modestly (from $1.81 to $1.77) and maintained a Market Perform stance, a dissenting view that introduces some downside risk and may have encouraged short‑term selling. Noble Financial Reduces Earnings Estimates for Graham

About Graham

Graham Corporation (NYSE: GHM) is a U.S.-based industrial engineering company that designs, manufactures and services vacuum and heat transfer equipment. Its core offerings include liquid ring vacuum pumps, surface condensers, heat exchangers and custom-engineered vacuum systems. These products play a critical role in energy-intensive industries, where reliable removal of non-condensable gases and efficient heat exchange are vital to process performance.

The company’s technologies find application across a range of end markets, including power generation, petrochemical, oil and gas, LNG, and semiconductor manufacturing.