Barclays initiates Commercial Metals stock with Equalweight rating
Barclays has initiated coverage on Commercial Metals Company (NYSE:CMC) with an Equalweight rating and a $75.00 price target. The firm notes that CMC shares are fairly valued given its position in the construction cycle and higher leverage from recent acquisitions. Despite mixed Q2 2026 earnings, other analysts have shown varied opinions, with UBS upgrading to Buy while KeyBanc maintained a Sector Weight rating.
Will UBS’ Rebar Outlook, State Street Stake and New Director Change Commercial Metals’ (CMC) Narrative?
UBS recently upgraded Commercial Metals Company's rating due to reduced risks in U.S. rebar pricing, signaling potential positive changes for the company. Concurrently, State Street disclosed a significant stake, and a new director joined the board, underscoring increased institutional interest. These developments suggest a possible shift in Commercial Metals' investment narrative by alleviating immediate pricing pressures and supporting operational improvements.
Will UBS’ Rebar Outlook, State Street Stake and New Director Change Commercial Metals’ (CMC) Narrative?
UBS recently upgraded Commercial Metals Company (CMC) due to a reduced risk in U.S. rebar pricing, alongside State Street acquiring a 6.6% stake and the appointment of a new director, Michael Dumais. These developments suggest a changing market and institutional interest in CMC. The article explores how easing rebar pricing risks could impact CMC's investment narrative and future risk-reward profile, emphasizing that while import pressures may have peaked, demand and margin risks related to new competitor capacity and construction still exist.
Will UBS’ Rebar Outlook, State Street Stake and New Director Change Commercial Metals’ (CMC) Narrative?
UBS has upgraded Commercial Metals Company's (CMC) rating, citing reduced downside risks to U.S. rebar pricing due to peaking import pressures and progressing trade duties. Concurrently, State Street disclosed a 6.6% stake, and CMC appointed industrial veteran Michael Dumais to its board, indicating growing institutional interest and enhanced governance. These developments are expected to reshape CMC's investment narrative by easing rebar pricing risks, although construction demand and new competitor capacity remain potential long-term concerns for margins.
Qsemble Capital Management LP Has $3.45 Million Holdings in Commercial Metals Company $CMC
Qsemble Capital Management LP significantly increased its stake in Commercial Metals Company (NYSE:CMC) by 118.6% in the fourth quarter, now holding 49,885 shares valued at $3.45 million. This increase in institutional ownership comes despite Zacks Research lowering its earnings estimates for CMC across several fiscal years and quarters, maintaining a "Hold" rating. Commercial Metals reported mixed quarterly results with revenue beating estimates but EPS falling short, though the company did increase its quarterly dividend to $0.20 per share.
Is It Too Late To Consider Commercial Metals (CMC) After A 50% One Year Gain?
This article analyzes Commercial Metals (CMC) after a significant one-year gain to determine if the stock is still a good value. Using Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratios, the article suggests CMC is currently undervalued. It also presents two contrasting narratives for future valuation, offering a range of perspectives for investors.
UBS upgrades Commercial Metals (CMC)
UBS has upgraded its rating for Commercial Metals (CMC). The article, sourced from MSN, provides this update without further details on the reasons for the upgrade or specific financial implications.
UBS upgrades Commercial Metals stock rating on easing pricing risks By Investing.com
UBS has upgraded Commercial Metals Company (NYSE:CMC) to Buy from Neutral and increased its price target to $89 from $79, citing reduced downside risks to U.S. rebar pricing. The upgrade follows a significant year-to-date underperformance relative to peers and easing import pressure for rebar. UBS projects the company's 2027 EBITDA to be approximately $1.6 billion, higher than the consensus estimate.
UBS Upgrades Commercial Metals Company (CMC) to Buy
UBS analyst Andrew Jones upgraded Commercial Metals Company (NYSE: CMC) from Neutral to Buy, setting a new price target of $89.00. This upgrade indicates a more positive outlook on the company's stock performance by UBS. The full details of the analysis are exclusive to premium subscribers.
Artemis Investment Management LLP Invests $103.96 Million in Commercial Metals Company $CMC
Artemis Investment Management LLP initiated a new position in Commercial Metals Company (NYSE:CMC) during the fourth quarter, purchasing over 1.5 million shares valued at approximately $103.96 million. This investment represents about 1.3% of Artemis's portfolio and 1.35% ownership of CMC. Despite missing EPS estimates, Commercial Metals reported a 21.5% year-over-year revenue increase and has an average analyst rating of "Moderate Buy" with a target price of $71.50.
Commercial Metals Q4 2025 Earnings Preview
This article provides an earnings preview for Commercial Metals' Q4 2025 results. Investors are anticipating the company's performance, which will be released soon. The preview likely covers expectations for revenue, earnings per share, and key market factors influencing the steel industry.
Universal Beteiligungs und Servicegesellschaft mbH Has $6.05 Million Holdings in Commercial Metals Company $CMC
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Commercial Metals Company (NYSE:CMC) by 33.7% in Q4, acquiring an additional 21,983 shares, bringing their total holdings to 87,228 shares valued at $6.05 million. This institutional investor now owns approximately 0.08% of the company. Commercial Metals reported quarterly EPS of $1.16, missing estimates, but revenue was up 21.5% year-over-year, and the company raised its quarterly dividend.
Commercial Metals Company Acquires EDSCO Fasteners
Commercial Metals Company (CMC) has acquired EDSCO Fasteners LLC, a leading manufacturer of foundation anchor bolt cages and anchor bolts. EDSCO serves the North American market through four manufacturing plants and is recognized as the largest provider of anchor cages for concrete reinforcement. This acquisition enhances CMC's position in construction reinforcement and expands its capabilities into renewable energy applications.
CMC Price Today: Commercial Metals Company Stock Price, Quote & Chart
Commercial Metals Company (CMC) is currently trading at $68.99, reflecting a -0.55% change from its previous close. The stock has shown strong performance, with a +14.81% return over the past month and +55.91% over the last 12 months. CMC, a manufacturer and supplier of construction materials, is listed on the NYSE and has a market capitalization of $7.65 billion.
CMC SEC Filings - Commercial Metals Co 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Commercial Metals Co (CMC) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It highlights how CMC uses these filings to disclose financial conditions, governance, financing arrangements, and significant corporate events such as acquisitions and dividend declarations. The platform offers AI-powered tools to summarize lengthy documents and analyze key information for investors.
Commercial Metals Co stock (US2017231034): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how retail investors access news about Commercial Metals Co (US2017231034) stock, prioritizing mobile-first and personalized financial content. This update, completed by February 27, 2026, leverages user activity to deliver tailored stories on steel pricing, rebar demand, and construction cycles directly to their mobile feeds. The changes aim to provide faster, credible insights, enhancing the ability of retail investors to stay informed about CMC's performance and market dynamics without active searching.
Is It Too Late To Consider Commercial Metals (CMC) After A 58% One Year Surge?
Commercial Metals (CMC) has seen a 58.2% surge in its stock price over the last year, leading to questions about its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock is significantly undervalued by 38.9%, suggesting an intrinsic value of approximately $108.35 per share compared to its current price of $66.17. Additionally, its P/E ratio of 14.52x is below both the industry average and Simply Wall St's "Fair Ratio" of 19.82x, further indicating undervaluation.
Commercial Metals Company $CMC Shares Sold by SG Americas Securities LLC
SG Americas Securities LLC significantly reduced its stake in Commercial Metals Company (NYSE:CMC) by 94.9% in Q4 2025, selling 39,264 shares. This transaction leaves them with 2,092 shares valued at $145,000. Additionally, insider Jennifer J. Durbin sold 25,050 shares for approximately $2 million, while director Dennis V. Arriola bought 2,000 shares for $149,380.
Commercial Metals Company (CMC) Gets a Buy from J.P. Morgan
J.P. Morgan analyst Bill Peterson maintained a Buy rating on Commercial Metals Company (CMC) with a $78.00 price target. This follows a strong earnings report for the quarter ending February 28, where CMC posted $2.13 billion in revenue and $93.03 million in net profit. While other firms like Goldman Sachs also issued Buy ratings, KeyBanc maintained a Hold.
Jim Cramer says he likes “Commercial Metals very much” but prefers Nucor
Jim Cramer expressed his positive view on Commercial Metals Company, stating he "likes Commercial Metals very much." However, despite his appreciation for Commercial Metals, Cramer indicated a preference for Nucor. This suggests that while he sees value in Commercial Metals, he considers Nucor to be a more favorable investment at this time.
Commercial Metals (NYSE:CMC) Price Target Lowered to $78.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. has decreased its price target for Commercial Metals (NYSE:CMC) from $83.00 to $78.00, while maintaining an "overweight" rating. This adjustment suggests a potential upside of 18.22% from the stock's last closing price. The company recently reported Q1 EPS of $1.16, missing estimates, and revenue of $2.13 billion, which was up 21.5% year-over-year.
Commercial Metals Names Mike Dumais to Board of Directors
Commercial Metals Company (CMC) has appointed Michael “Mike” Dumais to its board of directors as a Class II director, effective June 23, 2026. This expansion increases the board to ten members, with nine being independent. Dumais, known for his 30 years of experience in industrial operations and corporate strategy, will join CMC's Audit and Finance Committees to support the company's strategic growth in infrastructure and construction markets.
Commercial Metals Company Announces Appointment of Michael Dumais to Board of Directors and Audit and Finance Committees , Effective June 23, 2026
Commercial Metals Company (CMC) has appointed Michael "Mike" Dumais to its Board of Directors and the Audit and Finance Committees, effective June 23, 2026. Dumais brings over 30 years of leadership experience in industrial operations and corporate strategy, including senior roles at Raytheon Technologies and United Technologies Corporation. His appointment increases the Board's size from nine to ten directors, with nine remaining independent.
Michael Dumais joins Commercial Metals Company (CMC) Board, boosting director count to ten
Commercial Metals Company (CMC) has appointed Michael “Mike” Dumais to its Board of Directors as a Class II director, effective June 23, 2026. This appointment increases the Board's size from nine to ten members, with nine identified as independent. Mr. Dumais, a former Executive Vice President and Chief Transformation Officer at Raytheon Technologies, brings over 30 years of experience in industrial operations and strategy and will serve on CMC's Audit and Finance Committees.
Q4 EPS Estimates for Commercial Metals Cut by Zacks Research
Zacks Research has lowered its Q4 2026 earnings per share (EPS) estimate for Commercial Metals (NYSE: CMC) to $1.93, down from $2.27, while maintaining a "Hold" rating. The firm also issued EPS forecasts for Q4 2027 ($2.10) and Q2 2028 ($1.44). Commercial Metals recently reported Q1 EPS of $1.16, missing the consensus estimate, despite a 21.5% increase in revenue, and subsequently raised its quarterly dividend.
Analysts Lower Q3 EPS Estimate for Commercial Metals
Zacks Research has lowered its Q3 2026 earnings per share estimate for Commercial Metals Company (NYSE:CMC) to $1.78, down from $1.91. This revised forecast reflects concerns about the near-term outlook for the global steel and metal recycler, despite the firm maintaining a "Hold" rating on the stock. The company's financial performance is seen as an indicator of broader trends in the steel and recycling industries.
Is Profit Turnaround And Aggressive Buyback Altering The Investment Case For Commercial Metals (CMC)?
Commercial Metals Company (CMC) reported strong second-quarter earnings, reversing prior-year losses, and conducted a significant share repurchase, signaling confidence in its financial position. These developments, along with an increased dividend, reshape the investment narrative for the cyclical steel business, potentially reinforcing optimistic analyst forecasts despite ongoing risks like construction cyclicality and debt. The article encourages investors to analyze the data and weigh key rewards against warning signs presented in their research report.
Commercial Metals Receives Analyst Rating Updates
Commercial Metals (NYSE: CMC) has received updated ratings from various brokerages, including a downgrade from 'strong-buy' to 'buy' by Wall Street Zen. The company also announced an increase in its quarterly dividend to $0.20 per share and disclosed recent insider transactions. These changes offer insights into the market's perception of the steel and metal recycling company's performance and future outlook.
Is Profit Turnaround And Aggressive Buyback Altering The Investment Case For Commercial Metals (CMC)?
Commercial Metals Company (CMC) has shown a significant profit turnaround in its second quarter of 2026, reporting US$93.03 million in net income and completing a substantial share repurchase of 15,131,239 shares for US$702.21 million. These actions, alongside an increased quarterly dividend, signal management's confidence and reshape the company's investment narrative, pointing towards future growth despite inherent industry cyclicality and debt risks. Analysts project strong revenue and earnings growth for CMC by 2028, suggesting a potential 25% upside to its current price.
J.P. Morgan Reaffirms Their Buy Rating on Commercial Metals Company (CMC)
J.P. Morgan analyst Bill Peterson maintained a Buy rating for Commercial Metals Company (CMC) and set a price target of $83.00, echoing a similar Buy rating from Wells Fargo. The company recently reported strong quarterly results with revenues of $2.13 billion and a net profit of $93.03 million. Corporate insider sentiment for CMC is neutral, with a recent sale of shares by a former executive.
Commercial Metals Company $CMC Stake Decreased by Drummond Knight Asset Management Pty Ltd
Drummond Knight Asset Management Pty Ltd reduced its stake in Commercial Metals Company (NYSE:CMC) by 20.9% in the fourth quarter, selling 56,819 shares. Despite this, CMC remains the firm's 9th largest holding. The article also notes that several analysts have increased price targets for CMC, and the company recently increased its quarterly dividend.
J.P. Morgan Reaffirms Their Buy Rating on Commercial Metals Company (CMC)
J.P. Morgan analyst Bill Peterson reiterated a Buy rating on Commercial Metals Company (CMC) and set an $83.00 price target. This comes after the company reported strong Q2 earnings with revenue of $2.13 billion and a net profit of $93.03 million. Other analysts from Wells Fargo and KeyBanc also offered ratings, while a recent insider transaction showed a sale of shares by a former executive.
Assessing Commercial Metals (CMC) Valuation After Strong Results Dividend Hike And Positive Steel Outlook
Commercial Metals (CMC) recently released strong Q2 results, including higher sales and earnings, and increased its quarterly dividend. Despite a recent share price dip, the stock has shown strong long-term momentum, with a 1-year total shareholder return of 52.25%. Simply Wall St's analysis suggests CMC is undervalued, trading at a discount to both analyst targets and intrinsic value estimates, with a narrative fair value of $80.30 against its current price of $61.79.
Commercial Metals Stock Near Multi-Year Lows: Why Analysts Still See a Path to $85
Commercial Metals Company (CMC) stock has dropped nearly 30% from its 52-week high despite strong underlying performance and increasing dividends. Analysts see a path to higher valuations, with a mean target of $78.10, due to an accelerating core business, successful new precast platform, and favorable market conditions like rising steel prices and trade protection. The company's future performance hinges on the integration of its precast platform and the successful launch of a new micro mill, making the Q3 fiscal 2026 report a key event for investors.
Commercial Metals shares slip nearly 4% after earnings miss despite revenue growth
Shares of Commercial Metals (CMC) fell nearly 4% pre-market after the company missed Q2 earnings expectations, reporting adjusted EPS of $1.26 against a consensus of $1.39. Despite the earnings miss, the company's revenue increased by 3.2% year-over-year to $2.09 billion, slightly above analyst estimates. The miss was attributed to lower margins in its North America Steel Group, increased operating costs, and reduced equity earnings from joint ventures.
Allspring Global Investments Holdings LLC Cuts Stock Holdings in Commercial Metals Company $CMC
Allspring Global Investments Holdings LLC reduced its stake in Commercial Metals Company (NYSE:CMC) by 7.6% in the fourth quarter, selling 17,155 shares. Despite this, institutional ownership remains high at 86.9%, with other major investors like UBS Group AG and Millennium Management LLC significantly increasing their positions. Commercial Metals recently missed EPS estimates but beat revenue expectations, boosted its quarterly dividend, and analysts hold a "Moderate Buy" consensus rating for the stock.
Wall Street Zen Downgrades Commercial Metals to 'Buy' Rating
Wall Street Zen has downgraded Commercial Metals Company (NYSE: CMC) from 'strong-buy' to 'buy' due to weaker-than-expected earnings, rising input costs, and increased competition in the steel market. This downgrade highlights broader challenges facing the steel industry, and investors will be monitoring the company's future performance.
Commercial Metals (NYSE:CMC) Upgraded at The Goldman Sachs Group
The Goldman Sachs Group upgraded Commercial Metals (NYSE:CMC) to a "strong-buy" rating, although the stock's Q1 earnings per share missed estimates while revenue exceeded expectations, showing a 21.5% year-over-year increase. Insider Jennifer Durbin sold a significant number of shares, while director Dennis Arriola purchased shares, and Goldman Sachs increased its institutional holdings. The company's stock trades at $61.71 with a market cap of $6.84 billion, and analysts anticipate EPS of 3.09 for the current fiscal year.
Commercial Metals Upgraded to Strong Buy by Goldman Sachs
Goldman Sachs has upgraded Commercial Metals Company (NYSE: CMC) to a 'strong-buy' rating, raising its price target to $85. This upgrade reflects the investment bank's confidence in the steel recycler's strong performance, operational efficiency, and growth potential, driven by its integrated network and robust financial results. The move signals Wall Street's belief in significant upside for CMC, positioning it as a key player in the steel and construction sectors.
Commercial Metals Company (CMC) Stock Price | Live Quotes & Charts | NYSE
This page provides live quotes and charts for Commercial Metals Company (CMC) stock, listed on the NYSE. It shows the current stock price, recent price changes, and offers various charting options. The page also includes sections for analyst ratings, earnings information (currently unavailable), and promotional content for trading alerts and conferences.
Commercial Metals Company (CMC) Gets a Buy from Goldman Sachs
Goldman Sachs maintained a Buy rating on Commercial Metals Company (CMC) with a price target of $74.00. The company recently reported strong financial results for the quarter ending February 28, with revenue reaching $2.13 billion and a net profit of $93.03 million, significantly up from the previous year. Insider sentiment is neutral, with some recent stock sales by a former executive.
Does Stronger Earnings And Bigger Payouts Change The Bull Case For Commercial Metals (CMC)?
Commercial Metals (CMC) recently reported stronger second-quarter and six-month results, with increased sales and a return to net income. The company also completed a significant share repurchase program and raised its quarterly dividend by 11%, signaling a focus on returning cash to shareholders. These developments could strengthen CMC's investment narrative, especially given analysts' varying fair value estimates and future growth projections for the company.
Commercial Metals (CMC) director takes quarterly fees in stock
Commercial Metals Company director Gary E. McCullough received 576 shares of Common Stock as equity compensation, issued on April 1, 2026, in lieu of his quarterly cash retainer for board and committee service. The shares were valued at $62.87 each. Following this grant, McCullough directly holds 28,770 shares of Commercial Metals Common Stock.
Does Stronger Earnings And Bigger Payouts Change The Bull Case For Commercial Metals (CMC)?
Commercial Metals Company (CMC) reported stronger second-quarter and six-month results, moving from a prior loss to a net income of US$270.31 million. The company completed a share repurchase program and increased its quarterly dividend by 11% to US$0.20 per share, emphasizing shareholder returns. While these improvements are positive, investors still need to consider margin sustainability, input cost fluctuations, and competitive pressures against the backdrop of an existing investment narrative projecting significant revenue and earnings growth by 2028.
Commercial Metals Company (NYSE:CMC) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Thirteen analyst firms have given Commercial Metals Company (NYSE:CMC) a consensus rating of "Moderate Buy," with an average 1-year price target of $73.00. The company recently reported mixed quarterly results, with EPS of $1.16 missing estimates but revenue of $2.13 billion beating expectations and increasing 21.5% year-over-year. CMC also raised its quarterly dividend to $0.20 per share, and institutional investors own approximately 86.9% of the stock, while insiders have shown mixed activity with one selling shares and another buying.
Commercial Metals assumed with a Buy at Goldman Sachs
Goldman Sachs has initiated coverage of Commercial Metals (CMC) with a Buy rating and a $74 price target, citing bullish sentiment on U.S. steel equities due to sustained high prices from Section 232 tariffs and anticipated demand growth in infrastructure and private non-residential construction. The firm favors "lower beta companies" like Commercial Metals that are expected to accelerate free cash flow and achieve higher margins through metal margin expansion and product diversification. This positive outlook follows recent price target adjustments from JPMorgan and Wells Fargo.
Analysts Offer Insights on Materials Companies: Commercial Metals Company (CMC) and Ecolab (ECL)
This article provides analyst insights on two materials companies, Commercial Metals Company (CMC) and Ecolab (ECL). KeyBanc maintained a Hold rating on CMC, while analysts generally have a "Strong Buy" consensus for both companies. Berenberg Bank maintained a Buy rating on Ecolab with a price target of $321.00.
KeyBanc reiterates Sector Weight on Commercial Metals stock
KeyBanc has reiterated a Sector Weight rating on Commercial Metals Company (NYSE:CMC), despite lowering its fiscal 2026 EPS forecast due to increased M&A-related depreciation and amortization. The firm maintained its fiscal 2027 estimates, noting positive contributions from precast operations. The stock, currently trading above its Fair Value, has seen a 28% gain over the past year but a 15.6% decline year-to-date, attributed by analysts to macro concerns and rising rebar supply.
Commercial Metals (NYSE: CMC) Reports Fiscal Q2 Results
Commercial Metals (NYSE: CMC) reported strong fiscal second-quarter results, with net earnings of $93 million and net sales reaching $2.13 billion, driven by higher steel margins and recent acquisitions in precast concrete operations. The company's North America Steel Group and Construction Solutions Group significantly contributed to this growth, despite a weaker performance in Europe. CMC also increased its quarterly dividend and projects continued sequential growth in core EBITDA for the third quarter, supported by seasonal improvements and margin strength.
Commercial Metals Valuation Leaves Room for Upside Despite Recent Pullback
Commercial Metals (CMC) stock has pulled back at the end of Q1 2026 but is poised for a rebound, with technical analysis suggesting a sustainable uptrend. The company reported strong Q2 2026 results, with revenue up 21.7% and significant EBITDA growth, driven by acquisitions and favorable conditions. Analysts maintain a "Moderate Buy" rating with a projected upside, supported by strategic initiatives, cost savings, and increased capital returns.
