Is LNN a good stock to buy? We came across a bearish thesis on Lindsay Corporation on r/ValueInvesting by roysten_m. In this article, we will summarize the bears’ thesis on LNN. Lindsay Corporation’s share was trading at $108.18 as of April 20th. LNN’s trailing and forward P/E were 19.78 and 22.22 respectively according to Yahoo Finance.
ivan-bandura-Ac97OqAWDvg-unsplash
Lindsay Corporation, together with its subsidiaries, provides water management and road infrastructure products and services in the United States and internationally. LNN reported a severe Q2 2026 earnings miss, sending the stock tumbling nearly 10% toward 52-week lows. The company posted EPS of $1.15, falling well short of the $1.70 consensus estimate, while revenue came in at $157.72 million versus the expected $173.11 million. Operating margins collapsed to 8.3% from 17.2% a year ago, reflecting rising costs and declining efficiency.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
The domestic irrigation segment faced sharply weakened demand, and infrastructure revenue plummeted 58% due to the absence of major Road Zipper projects, exacerbating the downturn. These headwinds indicate that Lindsay is struggling to manage cyclical agricultural pressures alongside higher operational expenses.
The stock has broken below its 50-day moving average on heavy volume, erasing months of gains and signaling technical weakness. Analysts are now framing the company’s outlook as a fundamental reset, with little visibility on near-term growth catalysts. Given the combination of shrinking margins, missed guidance, and exposure to volatile end markets, Lindsay currently appears more like a value trap than a compelling growth opportunity. Investors may face further downside if the company cannot stabilize demand or offset operational pressures, making the stock a cautious or bearish play in the near term.
Previously, we covered a bullish thesis on Deere & Company (DE) by Best Anchor Stocks in May 2025, which highlighted strong quarterly results with double-digit beats on revenue and EPS, robust 18% operating margins, margin resilience near a cycle trough, aggressive buybacks, and expanding ag tech and SaaS capabilities. DE’s stock price has appreciated by approximately 17.03% since our coverage. roysten_m shares a contrarian view but emphasizes Lindsay Corporation’s (LNN) Q2 earnings miss, collapsing margins, and cyclical headwinds, presenting a bearish case in contrast to DE’s growth and profitability story.
finance.yahoo.com
#Lindsay #Corporation #LNN #Good #Stock #Buy
