Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Stronger-than-expected Q4 results, an accretive $130M Depot Connect acquisition announced 2026-02-19, and solid cash generation have driven a short-term breakout (~8% over a month, above the 21-day SMA); upcoming investor commentary (e.g., 3/3 conference) can reinforce the move for further near-term gains.
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AI Analyst Overview
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Valuation Metrics
Price Behavior
Key Price Behavior Insights: ⢠Higher base ⢠Resistance cap ⢠Softening momentum Support Level: $300; next support $291-$292 Resistance Level: $310-$311 Over the last month, CLH has edged higher in a choppy uptrend, holding near $300 support but stalling below the $310-$311 resistance zone.
Sentiment & News
Key News Insights: ⢠PFAS Demand ⢠Board Transition ⢠Options Volatility Clean Harbors is seeing improving growth and near-term earnings momentum, but investors should weigh rising costs, governance changes, and mixed institutional signals ahead of Q2 results.
AI Summary
CLH now looks like a high-quality scarce-infrastructure franchise with improving cash flow, but the stock already discounts that strength, so upside depends on Terra Nova integration and sustained margin execution rather than faster revenue growth, with valuation leaving little room for disappointment.
Description
Clean Harbors, Inc. is a North American provider of environmental and industrial services organized into Environmental Services and Safety-Kleen Sustainability Solutions segments. The Environmental Services business handles the collection, transport, treatment and disposal of hazardous and non-hazardous wastes and delivers industrial maintenance, field services and laboratory chemical management. The Safety-Kleen unit supplies parts-washing and cleaning products, manages containerized waste pickup, vacuum and used-oil services, and produces and distributes lubricants and contract-blended fluids; the company was incorporated in 1980 and is based in Norwell, Massachusetts.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Feb 19 | Feb 26 | CLH | Clean Harbors, Inc. | Stronger-than-expected Q4 results, an accretive $130M Depot Connect acquisition announced 2026-02-19, and solid cash generation have driven a short-term breakout (~8% over a month, above the 21-day SMA); upcoming investor commentary (e.g., 3/3 conference) can reinforce the move for further near-term gains. | Closed | +4.0% |