MarketBeat
27 Jun 2026, 14:00 UTC · 3h ago
3 Waste Stocks Turning AI Investments into Growth
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
MarketBeat
27 Jun 2026, 14:00 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Waste Management (WM) achieved a 22% growth in recycling EBITDA in 2025 despite a 20% drop in commodity prices, attributed to AI automation. — This provides concrete evidence that AI CapEx is translating directly into significant margin expansion and shareholder returns.
+0.80The global AI-in-waste-management market is projected to grow from $52.4 billion this year to $216.4 billion by 2033, a CAGR of 22.5%. — Strong long-term sectoral growth projections suggest a sustainable tailwind for companies integrating these technologies.
+0.60Waste Management (WM) is investing over $1.4 billion through 2026 to automate 90% of its recycling facilities by 2027. — Aggressive infrastructure spending signals a high-conviction move toward operational efficiency that could widen its competitive moat.
+0.50Continue reading
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Top 2 movers · tap to explore
Waste Management (WM) and Republic Services (RSG) are trading at high multiples (27x and 29x forward earnings, respectively), leaving little room for execution errors. — High valuations increase the risk of a sharp price correction if AI-driven margin gains fail to meet market expectations.
-0.40Republic Services (RSG) is rolling out upgraded Materials Recovery Facilities focusing on sorting accuracy, fleet routing, and dynamic pricing. — Strategic expansion of AI capabilities supports the long-term growth narrative, though less impactful than WM's proven EBITDA results.
+0.30Which stocks this story touches
Strong AI implementation has led to significant recycling EBITDA growth and a positive long-term technical trend.
Positive outlook on AI strategy and dividend growth, though tempered by a less encouraging technical chart and high valuation.
Measured AI approach and a roll-up strategy are positive, but the stock faces significant technical risk and a downward trend.
[mutual] Both are identified as major haulers in the waste management industry.
[mutual] Both operate in the waste management sector with different scale and AI strategies.
[mutual] Both operate in the waste management sector.
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