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WMWM

Waste Management, Inc.

$WM·$83B·Waste Management·Industrials
$206.44-0.2%YTD-5.2%1Y-4.8%
Price updated 2m ago·X counts updated 21h ago
WMWM
$WMWaste Management, Inc.
$206.44-0.19%132 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

132X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $WM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 52% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Waste Management is framed as a defensive Gates-portfolio holding at 20 percent of his book with an average 12-month PT of $261 implying ~19 percent upside, though it just tagged a one-month low near $217.

Read what X is saying about $WM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-28

Catching its breath after a run — could pick back up or fade from here.

Waste Management is the boring dividend compounder Gates loves — real cash flow, CEO retiring in January, tape at 24% of the range.

Waste Management is the largest US waste collection and recycling operator — a boring, high-margin, capital-return-heavy compounder that Gates keeps at ~20% of his book. It's down 5% year-to-date with the tape at 24% of the 52-week range, and CEO James Fish's announced retirement in January 2027 is the near-term overhang.

  • The financial base is elite: 19% operating margin, 9% ROIC, 29% ROE, 4% free cash flow yield, and analysts see revenue moving from ~$26.4B this year to $31B by 2029 with EPS climbing from $8.11 to $10.95.
  • The valuation is compounder-friendly: 32x trailing PE and 3.5x sales — reasonable for the quality on offer, and 15x EV/EBITDA supports the cash generation.
  • The insider tape shows small officer distribution: Carroll sold $300K at $219.90 and Stith did routine F-InKind — small dollars, not directional, but the CEO-retirement announcement is real.

October 27 Q3 earnings and any color on Q4 pricing plus CEO succession plan decides the next leg — a re-affirmed FY guide with clean pricing and named CEO successor restarts the tape toward the $261 average PT; a soft pricing print or a delayed CEO succession is what keeps this stalled at the range midpoint.

Agrees with X sentimentAgrees with the Gates-portfolio-holding framing — WM at 20% of Gates's book plus average 12-month PT $261 implying ~19% upside is a legit setup — and the recent one-month low near $217 was a real dip that has held; the CEO retirement is a real overhang the crowd is under-pricing.

What to watch: October 27 Q3 earnings — Q4 pricing trajectory, CEO succession plan, and any capital-allocation color; a re-affirmed FY with clean pricing and named CEO successor restarts the tape toward $261, a soft pricing print or delayed CEO succession keeps this stalled.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $WM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

North America's largest integrated solid waste and environmental services company with collection, disposal, and recycling operations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Waste Management sits in its cycle right now — and what that implies for $WM.

Waste Management · Industrials

Pricing-over-volume strategy from WM and RSG sustains EBITDA margin expansion as residential volumes normalize post-pandemic; CNG and RNG (renewable natural gas from landfill methane) energy revenue is becoming a meaningful EBITDA contributor. Recycling commodity prices are volatile; environmental services (remediation, industrial waste) grow with chemical/semiconductor manufacturing buildout.

What this means for $WM

Direct beneficiary — North America's largest integrated solid waste and environmental services company with collection, disposal, and recycling operations.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+12.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
28.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$2.02$1.98+2.0%
Q1 2026Apr 28, 2026$1.81$1.75+3.4%
Q4 2025Jan 28, 2026$1.93$1.95-1.0%
Q3 2025Oct 27, 2025$1.98$2.01-1.5%
Next earningsTue, Oct 27·consensus EPS $2.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.7B+4.0%40.8%18.7%$1.96$1.1B
Q1 FY26$6.2B+3.5%40.7%17.9%$1.79$851.0M
Q4 FY25$6.3B+7.1%29.3%18.6%$1.84$810.0M
Q3 FY25$6.4B+14.9%29.2%18.9%$1.50$816.0M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.4B$26.0B – $26.6B$8.11$7.97 – $8.4619
FY27$27.8B$27.6B – $28.1B$9.06$8.68 – $9.4920
FY28$29.1B$28.3B – $29.9B$9.88$9.31 – $10.8617
FY29$31.0B$30.7B – $31.4B$10.95$10.78 – $11.1413
FY30$32.3B$31.9B – $32.7B$11.69$11.52 – $11.898

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 398.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.435-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4John A. CarrollVP & Chief Accounting Officer1.4K sh$300KSellJun 5Rafael CarrascoSVP of Enterprise Strategy2.7K sh$585K
+ 16 other (10 awards · 3 inkinds · 2 gifts · 1 exempt) in window

See when $WM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Waste Management CEO James C. Fish, Jr. notified the Board of his intention to retire as CEO and resign from the Board effective January 4, 2027, after more than 25 years with the company, with Fish continuing in an advisory role through mid-February 2027. The Board appointed WM's current President, John J. Morris, as CEO successor effective the same date. Planned, orderly CEO succession at a blue-chip waste management company; widely anticipated transition with no operational disruption expected.

3New insider — initial holdingsMay 143
8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8 · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WM Sets Date for Third Quarter 2026 Earnings Conference Callbusinesswire.com·4d agoWant Reliable Dividend Income? These 2 Industrial Stocks Deliverfool.com·4d agoWaste Management Returned 290% in a Decade. These 4 Stocks Share Its Boring Advantage247wallst.com·5d agoQRG Capital Management Inc. Purchases 2,958 Shares of Waste Management, Inc. $WMdefenseworld.net·5d agoIs Waste Management a Safe Dividend Stock to Buy Right Now?fool.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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