MLM Martin Marietta Materials Loading... : Bullish and Bearish Analyst Opinions

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14:00
Jul 30
Ward Nye Chair, President and CEO, Martin Marietta Materials, Inc. MLM Q2 FY26 call
Guidance is positive with record results, strong underlying organic demand, and a raised revenue outlook, though costs are a headwind.
MLM
HIGH
00:00
Jul 29
Jim Cramer Host, Mad Money CNBC
Buy aggregates on pullback for diversification.
Aggregates stocks (Vulcan Materials, Martin Marietta, CRH) have pulled back on macro worries about oil and rates, but oil has already fallen and yields are declining. These companies have enormous barriers to entry, scarce reserves, and pricing power. They provide diversified exposure beyond data centers, and the pullback offers a buying opportunity. Cramer recommends adding on weakness, though caution around near-term earnings.
MLM 1ST
MED
01:49
Jun 30
BarbarianCap Twitter Analyst
Reports M&A deal for MLM, factual announcement without directional opinion.
MLM
LOW
12:28
Jun 29
Newsquawk Newswire (@Newsquawk)
Comcast plans to spin off NBCUniversal and Sky assets.
Comcast plans to spin off NBCUniversal and Sky assets, while Charter and SPCX discuss a mobile partnership and Palantir delivers an AI platform with Nvidia.
MLM
12:27
Jun 29
zerohedge Financial blog / news aggregator
Premarket movers include Magnificent Seven stocks all higher, Comcast up 22% on spin-off plans.
Premarket movers include Magnificent Seven stocks all higher, Comcast up 22% on spin-off plans, Doximity down 4% on BofA downgrade, Iridium up 20% on Rocket Lab acquisition, Martin Marietta down 3% on deal, and Viridian up 14% on FDA approval.
MLM
11:12
Jun 29
FirstSquawk Newswire (@FirstSquawk)
Martin Marietta and Lhoist North America announce a merger agreement valued at 13.5 billion.
Martin Marietta and Lhoist North America announce a merger agreement valued at 13.5 billion dollars.
MLM
14:00
Apr 30
Ward Nye Chair, President and CEO, Martin Marietta Materials, Inc. MLM Q1 FY26 call
Management is confident, with Q1 volume growth at 17% and April trending above expectations, seeing potential to raise full-year guidance at mid-year driven by volume and pricing.
MLM
HIGH
16:30
Apr 22
Mary Claire Kenney SVP and Chief Commercial Officer, CSX Corporation CSX Q1 FY26 call
Martin Marietta is expanding rail-served capacity in Florida, indicating strong aggregate demand and long-term commitment to CSX for distribution.
MLM
HIGH
13:00
Feb 19
2026 is expected to be a record year for transportation infrastructure investment, with $75 billion set aside for highways alone in 2026 and state DOT budgets up 6%. — Strong federal and state funding signals robust demand for aggregates and construction materials across the US, benefiting CRH and its peers.
MLM
MED
15:00
Feb 11
Ward Nye Chair, President and CEO, Martin Marietta Materials, Inc. MLM Q4 FY25 call
Management guides to growth in 2026, underpinned by infrastructure and data center demand, while expecting to offset softness in private construction.
MLM
HIGH
23:24
Feb 10
Josh Brown CEO, Ritholtz Wealth Management The Compound News
Investors are fleeing asset-light businesses due to AI disruption fears. Brown identifies "HALO" stocks (Heavy Assets, Low Obsolescence) as the new leadership. An LLM cannot replicate a physical bag of Fritos (Pepsi), refine gasoline (Valero), or pour concrete (Martin Marietta). These companies have "moats of physics" that AI cannot cross. LONG. These sectors (Energy, Industrials, Staples) are seeing massive inflows as "refugees" from the SaaS crash seek safety in non-disruptible cash flows. Some names (like KO) are becoming technically overbought (RSI 85+), suggesting a short-term pullback is likely within a longer uptrend.

About MLM Analyst Coverage

Buzzberg tracks MLM (Martin Marietta Materials) across 7 sources. 2 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (18%). 11 total trade ideas tracked. Latest voices: Ward Nye, Jim Cramer, BarbarianCap.