Amrize (AMRZ) Rated Buy on Strong Cement Margins

Group 1 - Amrize Ltd (NYSE:AMRZ) has gained attention from hedge funds following its spinoff, particularly due to its cement revenues and margins [1][3] - Truist Securities has reaffirmed a Buy rating on Amrize Ltd with a price target of $75, highlighting that the company does not rely on a residential cycle for expansion [1][3] - Concerns about a potential cement tariff may benefit local players like Amrize Ltd, leading to volume and pricing increases during the summer [3] Group 2 - Amrize Ltd has completed the acquisition of PB Materials Holdings, Inc., adding 26 new locations in West Texas and enhancing its presence in a region with growing infrastructure and energy projects [4] - The company provides building solutions for infrastructure, commercial, and residential construction markets in North America through its Building Materials and Building Envelope segments [4]