
Louisiana-Pacific (LPX) Stock Forecast & Price Target
Louisiana-Pacific (LPX) Analyst Ratings
Bulls say
Louisiana-Pacific is favorably positioned because its higher-margin Siding franchise is still expected to drive the majority of revenue, with full-year Siding sales of $1.65B-$1.67B and adjusted EBITDA of $410M-$425M, while management expects positive sales and volume growth in 3Q after 1H destock headwinds. Its business mix is improving through SmartSide and ExpertFinish, with two new builder partnerships and about 100mmsf of SmartSide expected in 2026 across 15 of the top 25 U.S. homebuilders, supporting share gains and above-market volume growth. Although OSB remains weak and EBITDA forecasts for 2026 and 2027 were reduced to $267M and $413M on softer pricing, the company’s strong balance sheet, high ROIC, and disciplined capital allocation support long-term upside.
Bears say
Louisiana-Pacific is facing a negative fundamental setup because weaker OSB pricing is compressing results, with 2Q adj. EPS of $0.40 and EBITDA of $79M both down sharply y/y, and management now expecting OSB EBITDA losses and possible supply overhangs as new capacity comes online. Its larger Siding franchise is still profitable, but 2Q disruptions from unplanned mill downtime and flooding, plus a 2026 EBITDA guide cut to $345-360M from $430M, signal that execution risk, softer volumes, and inflation in resin and other inputs are eroding earnings power. The outlook is also pressured by cyclicality tied to housing, exposure to commodity wood fiber, and continuing uncertainty around energy, freight, and pricing trends, all of which could keep margins volatile and limit upside.
This aggregate rating is based on analysts' research of Louisiana-Pacific and is not a guaranteed prediction by Public.com or investment advice.
Louisiana-Pacific (LPX) Analyst Forecast & Price Prediction
Start investing in Louisiana-Pacific (LPX)
Order type
Buy in
Order amount
Est. shares
0 shares