NPO Should I Buy

KeyBanc raised the firm's price target on EnPro to $345 from $310 and keeps an Overweight rating on the shares following quarterly results. The firm notes the company delivered another strong quarter of growth in AST while sustaining solid margins in Sealing. Within AST, KeyBanc was encouraged by concrete evidence of improving margin drop-through alongside robust organic growth as the company moves through the early stages of a semiconductor upcycle. This backdrop supports a clear path to durable earnings momentum through 2026 and beyond.