3 US Stocks Tied To Amazon Data Center Spending Worth Watching
Amazon's significant investment in AI-focused data centers presents opportunities for specific US-listed companies. This article highlights three stocks—Procore Technologies (PCOR), Array Technologies (ARRY), and Limbach Holdings (LMB)—that are poised to benefit from this spending due to their involvement in construction management, solar tracking for energy-intensive campuses, and critical mechanical/electrical infrastructure for data centers, respectively. Investors are encouraged to explore these and other related companies identified through a specialized screener.
Procore Technologies (PCOR) Faces Margin Pressure, Is The Pullback A Valuation Opportunity?
Procore Technologies (PCOR) is experiencing margin pressure and slower sales growth expectations, leading to a significant share price pullback despite a recent one-day jump. While some analysts see the stock as undervalued, trading at a P/S of 5.5x compared to the broader US Software group's 3.7x suggests a premium, prompting investors to assess if the current price presents a buying opportunity or reflects ongoing operational challenges. The company's expansion and global penetration are cited as potential long-term revenue drivers, but risks like subdued construction spending and AI competition remain.
Procore Technologies, Zeta Global, and SoundHound AI Stocks Trade Up, What You Need To Know
Procore Technologies, Zeta Global, and SoundHound AI saw their stock prices rise following the Bureau of Economic Analysis's report of a 0.9% increase in August's personal consumption expenditures, signaling strong consumer demand. This economic data, coupled with a subdued 0.2% increase in the core Personal Consumption Expenditures price index and a 2.2% annualized GDP growth for Q2, boosted market confidence. The article also highlights Zeta Global's recent performance and mentions a separate "AI Application Stock" opportunity.
A Look at Procore Technologies Inc (PCOR) After 4.4% Gain -- GF Value $85.02 vs Price $51.72
Procore Technologies Inc (PCOR) saw a 4.4% stock increase, closing at $51.72, and is considered undervalued by GuruFocus with a GF Value of $85.02. Despite this, the company operates at a loss and is cash-flow negative, leading to a caution for investors. While institutional investors show positive sentiment, insider selling suggests potential underlying concerns about its future performance.
Procore Technologies Revenue 2025: $1.3B, $7.4B Market Cap
Procore Technologies generated $1.3 billion in revenue in 2025, an increase from $1.2 billion in 2024, demonstrating consistent growth since its founding in 2002. The company, which provides construction project management software, has a market capitalization of $7.4 billion as of September 2026 and has raised a total of $1.2 billion in funding. Procore Technologies serves 25,000 customers and employs approximately 4,700 people, led by founder and CEO Craig Courtemanche.
Procore Technologies Price Target Announced at $68.00/Share by Piper Sandler
Piper Sandler has set a price target of $68.00 per share for Procore Technologies (NYSE:PCOR). This target suggests a potential upside for the stock from its current trading levels. The announcement by the investment bank indicates a positive outlook for the company's stock performance.
DA Davidson cuts Procore stock price target on construction headwinds
DA Davidson has reduced its price target for Procore Technologies (NYSE: PCOR) to $56 from $60, while maintaining a Neutral rating, citing unfavorable construction dynamics and high interest rates affecting non-data-center building activity. Despite this, Procore recently acquired DroneDeploy for $845 million and Datagrid, funded by convertible senior notes. The updated price target reflects a premium valuation due to the company's strong gross profit margin of 80% and 15% revenue growth, with InvestingPro suggesting the stock is undervalued given its cash reserves relative to debt.
Procore Technologies' (PCOR) Overweight Rating Reaffirmed at Piper Sandler
Piper Sandler has reaffirmed its "Overweight" rating for Procore Technologies (PCOR), setting a price target of $68, which suggests a nearly 39% upside. This follows Procore's strong quarterly results, where earnings and revenue surpassed analyst expectations. Despite recent insider selling, institutional investors hold a significant majority of the stock.
DA Davidson cuts Procore stock price target on construction headwinds By Investing.com
DA Davidson has reduced its price target for Procore Technologies (NYSE:PCOR) to $56 from $60, citing unfavorable construction dynamics and the impact of the current interest rate environment on non-data-center building activity. Despite the lowered target, the firm maintains a Neutral rating, justifying a premium valuation for Procore due to its strong gross profit margin of 80% and 15% revenue growth. The company recently acquired DroneDeploy for $845 million, funded by convertible senior notes, and analysts note its strong balance sheet with more cash than debt.
Piper Sandler initiates Procore stock coverage with overweight rating By Investing.com
Piper Sandler has initiated coverage of Procore Technologies (NYSE: PCOR) with an overweight rating and a price target of $68, citing significant upside potential from its current trading price of $49.30. The firm highlighted Procore's strong position in the underdigitized construction market, its network effects, robust gross profit margins of 80%, and insulation from AI disruption. This positive outlook follows Procore's impressive Q2 results and recent upgrades from other analysts like DA Davidson and Cantor Fitzgerald.
Piper Sandler initiates Procore stock coverage with overweight rating
Piper Sandler has initiated coverage on Procore Technologies Inc. (NYSE:PCOR) with an overweight rating and a price target of $68.00, citing the large and underdigitized construction market. The firm highlights Procore's ability to connect various stakeholders in construction, its strong gross profit margins, and its insulation from AI disruption. This initiation follows Procore's impressive Q2 results and other analyst upgrades, reinforcing optimistic future projections for the company.
Transcript : Procore Technologies, Inc. Presents at Goldman Sachs Communacopia + Technology Conference 2026, Sep-10-2026 04
This article provides a transcript of Procore Technologies, Inc.'s presentation at the Goldman Sachs Communacopia + Technology Conference 2026, held on September 10, 2026. The session features Rachel Pyles, CFO of Procore, and is presented by Matthew Martino of Goldman Sachs. The full transcript is available to subscribers, along with other news and financial data related to Procore Technologies.
Corient Private Wealth LP Invests $2.17 Million in Procore Technologies, Inc. $PCOR
Corient Private Wealth LP has invested $2.17 million in Procore Technologies (NYSE:PCOR), acquiring 53,300 shares in the second quarter. Other institutional investors also adjusted their positions, with collective institutional and hedge fund ownership now at 81.1%. Despite insider selling and a consensus price target of $70.12, analysts maintain an overall "Buy" rating for the construction management software company.
Slowing Sales Growth Might Change The Case For Investing In Procore Technologies (PCOR)
Recent analysis of Procore Technologies (PCOR) highlights concerns over slowing sales growth and a high cost structure, impacting operating margins. The article questions whether AI tools and broader financial management capabilities can improve cross-selling, average revenue per customer, and retention to counter these issues. Forecasts suggest a significant increase in revenue and a swing to profitability by 2029, though opinions vary on the company's future performance and fair value.
853,043 Shares in Procore Technologies, Inc. $PCOR Purchased by Bank of America Corp DE
Bank of America Corp DE has purchased 853,043 shares of Procore Technologies, Inc. (PCOR) worth approximately $34.7 million, representing about 0.56% of the company. Institutional investors now own 81.1% of Procore, while corporate insiders own 16.8%. The company reported strong Q2 earnings, exceeding expectations with $0.47 EPS and $375.2 million in revenue, and analysts maintain a "Buy" rating with an average price target of $70.12.
Procore Technologies To Go Ex-Dividend On September 22nd, 2026 With 0.18056 USD Dividend Per Share
Procore Technologies (NYSE: PCOR) is set to go ex-dividend on September 22nd, 2026, with a dividend payment of 0.18056 USD per share. This event is important for investors as only shareholders who own shares before this date will be eligible for the upcoming dividend. The dividend payment reflects the company's financial policy regarding shareholder returns.
Procore Technologies(PCOR.US) Director Sells US$3 Million in Common Stock
A director at Procore Technologies (PCOR.US) recently sold common stock valued at approximately US$3 million. This transaction indicates a significant insider sale, which some investors monitor for insights into a company's financial health or future prospects.
Procore chairman Craig F. Courtemanche Jr. sells $3m in shares
Procore Technologies (NYSE:PCOR) Chairman Craig F. Courtemanche Jr. sold 56,122 shares of common stock for approximately $3 million on September 10, 2026, following the exercise of options. Despite the sale, which was part of a pre-arranged trading plan, the company's stock is considered undervalued by InvestingPro analysis. This insider transaction occurred shortly after Procore reported strong Q2 results, exceeding Wall Street expectations and raising its full-year outlook.
Procore Technologies Insider Sold Shares Worth $3,001,357, According to a Recent SEC Filing
A recent SEC filing revealed that an insider at Procore Technologies (PCOR) sold shares valued at $3,001,357. This transaction follows several other insider share sales reported in August. The company's stock is currently trading at $51.97, reflecting a year-to-date decline of 28.55%.
Procore chairman Craig F. Courtemanche Jr. sells $3m in shares
Craig F. Courtemanche Jr., Chairman of Procore Technologies Inc. (NYSE:PCOR), sold 56,122 shares of common stock for over $3 million on September 10, 2026, pursuant to a pre-arranged trading plan. Prior to this sale, he exercised options to acquire the same number of shares for approximately $135,815. Despite a 22% year-to-date stock decline, InvestingPro analysis indicates PCOR remains undervalued.
2M Procore (PCOR) shares shift in insider restructuring
Procore Technologies (PCOR) director William J.G. Griffith reported the indirect disposition of 2 million shares of common stock on September 3, 2026. These shares were distributed pro rata without consideration by ICONIQ Strategic Partners III, III-B, and III Co-Invest partnerships to their partners as part of a restructuring. Despite these transactions, ICONIQ-affiliated funds and Griffith, through trusts and RSUs, retain multi-million share positions in Procore.
Procore director Kevin O’Connor sells $938k in company stock
Procore director Kevin J. O’Connor sold 15,384 shares of PROCORE TECHNOLOGIES, INC. (NASDAQ:PCOR) stock in early September 2026, totaling $938,346. These sales were part of a pre-arranged 10b5-1 trading plan. This transaction follows strong second-quarter results for Procore, which exceeded analyst expectations and led to a raised full-year outlook.
Braze, Procore Technologies, PTC, Samsara, and Zeta Global Stocks Trade Up, What You Need To Know
Shares of several enterprise software companies, including Braze, Procore Technologies, PTC, Samsara, and Zeta Global, saw significant jumps after strong quarterly earnings and corporate commentary highlighted artificial intelligence as a growth driver rather than a threat. This sector-wide surge, evidenced by companies like Salesforce, CrowdStrike, and Okta, suggests that generative AI is expanding product capabilities and driving monetization for established software platforms. The market is increasingly confident that enterprise software vendors are well-positioned to capitalize on the ongoing deployment of AI technologies.
Procore chief legal officer sells $249k in stock
Benjamin C. Singer, Procore Technologies' Chief Legal Officer, sold 3,943 shares of company stock for $249,789 on August 21, 2026, as part of a pre-established trading plan. Additionally, 5,849 shares were withheld on August 20, 2026, to cover tax obligations related to vested restricted stock units. Procore recently exceeded second-quarter expectations, raised its full-year outlook, and achieved GAAP operating profitability, leading DA Davidson to increase its price target for the stock.
Procore (PCOR) exec has 13K shares withheld for tax bill
Procore Technologies, Inc. (PCOR) executive Steven Scott Davis, President Product & Technology, had 13,267 shares of common stock withheld by the company on August 20, 2026. This action was taken to satisfy a tax obligation related to the vesting of restricted stock units. Following this transaction, Davis directly holds 277,282 shares of PROCORE common stock.
Procore (PCOR) CEO sees 45K shares withheld for RSU taxes
Procore Technologies, Inc. CEO Ajei Gopal had 45,088 shares of common stock withheld at $62.92 per share to cover tax obligations arising from the vesting of restricted stock units (RSUs). This transaction, which is not an open-market sale, left Gopal with a direct holding of 508,346 Procore shares. The filing was submitted to the SEC on August 24, 2026.
Procore Technologies Market Sentiment
This article provides an overview of market sentiment for Procore Technologies (PCOR), highlighting key signals such as analyst consensus, short interest, options flow, and insider activity. Analysts show a "Buy" consensus with an average price target of $74, while short interest is declining, and options flow indicates bullish sentiment. Insider activity, however, shows net selling over the past 30 days.
ETFs Investing in Procore Technologies Inc Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Procore Technologies Inc (A2P1MS) stocks. It provides a detailed table including each fund's market value, weight of Procore in its holdings, issuer, management style, focus, expense ratio, assets under management (AUM), current price, change percentage, and 3-year NAV total return. The ETFs cover a range of investment strategies from total market to specific sectors like information technology and small-cap growth.
Operating margin % of Procore Technologies Inc – HAM:5PT
This page provides financial data for Procore Technologies Inc (HAM:5PT), specifically focusing on its operating margin percentage. It appears to be a financial overview from TradingView, offering details such as market status and navigation to other financial metrics, news, and community features related to the company. The core content is the "Operating margin %" table which shows the period, value, and change for this financial indicator.
Procore Launches Asset Register to Streamline Project Handover From: Procore Technologies, Inc.
Procore has introduced Asset Register, a new tool within its Asset Management platform designed to streamline project handover for contractors. This tool centralizes asset data by continuously collecting documentation throughout construction, reducing manual effort at project closeout and providing owners with comprehensive digital records. It aims to improve efficiency, support commissioning and facility operations, and meet digital documentation requirements like the Building Safety Act's "Golden Thread" framework.
Madison Asset Management LLC Makes New $3.04 Million Investment in Procore Technologies, Inc. $PCOR
Madison Asset Management LLC has initiated a new $3.04 million position in Procore Technologies Inc. (NYSE:PCOR), acquiring 74,738 shares during the second quarter. The company reported strong quarterly revenue of $375.21 million, exceeding estimates, and adjusted earnings of $0.47 per share, also surpassing consensus. Despite a "Moderate Buy" consensus rating from analysts, insiders have sold $11.08 million worth of shares in the past three months.
Enterprise value to EBITDA forward of Procore Technologies Inc – HAM:5PT
This article presents financial data for Procore Technologies Inc. (HAM:5PT), specifically its enterprise value to EBITDA forward. The data is provided by TradingView, which aggregates financial information from various sources like ICE Data Services and FactSet.
Procore (NYSE: PCOR) officer to sell 3,943 shares
A Procore (NYSE: PCOR) officer, Benjamin C. Singer, has filed a Form 144 notice to sell 3,943 shares of common stock, valued at approximately $249,789.05. The filing also discloses a previous sale of 3,942 shares on May 29, 2026, which generated proceeds of $197,100. The proposed sale will be executed through Morgan Stanley Smith Barney LLC.
Preferred dividends of Procore Technologies Inc – HAM:5PT
This article provides financial information for Procore Technologies Inc, specifically focusing on preferred dividends. It lists the company's ticker symbol HAM:5PT on the Hamburg Stock Exchange and states that the market is currently closed with no trades. The content is presented within the TradingView platform's interface.
Edmond DE Rothschild Holding S.A. Invests $3.29 Million in Procore Technologies, Inc. $PCOR
Edmond DE Rothschild Holding S.A. has acquired a new stake of 81,083 shares in Procore Technologies, Inc., valued at approximately $3.29 million. Despite several analyst price target reductions, the company maintains a "Moderate Buy" consensus rating and exceeded quarterly earnings and revenue expectations. However, company insiders have sold over 224,000 shares worth $11.1 million in the last 90 days.
Procore Technologies director Steele sells $94,500 in shares By Investing.com
Procore Technologies director Elisa Steele sold 1,500 shares of common stock for $94,500 on August 19, 2026, as part of a pre-arranged trading plan. This transaction occurred while Procore's stock has seen recent gains and is considered undervalued by InvestingPro, despite the company reporting strong Q2 results and raising its full-year outlook.
Advisors Capital Management LLC Purchases Shares of 268,873 Procore Technologies, Inc. $PCOR
Advisors Capital Management LLC has acquired 268,873 shares of Procore Technologies, Inc. (NYSE:PCOR) during the second quarter, valued at approximately $10.92 million. This acquisition makes Advisors Capital Management LLC own about 0.18% of the company. Other institutional investors have also adjusted their holdings in Procore Technologies, while company insiders have sold shares totaling over $2.7 million in recent months.
Procore Technologies director Steele sells $94,500 in shares
Elisa Steele, a director at Procore Technologies Inc. (NASDAQ:PCOR), sold 1,500 shares of common stock for $94,500 on August 19, 2026, as part of a pre-established trading plan. Following this transaction, she beneficially owns 58,371 shares. This sale occurred as Procore's stock gained 5.8% recently, and the company reported strong second-quarter results, exceeding expectations and raising its full-year outlook.
Procore (NYSE: PCOR) director sells 1,500 shares in 10b5-1 plan trade
Procore (NYSE: PCOR) director Elisa Steele reported the sale of 1,500 shares of common stock on August 19, 2026, at $63.00 per share, totaling $94,500. This transaction was executed under a Rule 10b5-1 trading plan established on March 12, 2026. Following the sale, Ms. Steele directly holds 58,371 shares of Procore common stock.
Procore Technologies (NYSE:PCOR) Director Sells $94,500.00 in Stock
Procore Technologies director Elisa Steele sold 1,500 shares of PCOR stock for $94,500, reducing her holdings by 2.51%. The sale was part of a pre-arranged trading plan. Procore recently reported strong quarterly earnings, surpassing analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with a price target of $70.44.
Deutsche Bank AG Makes New Investment in Procore Technologies, Inc. $PCOR
Deutsche Bank AG has made a significant new investment in Procore Technologies, Inc. ($PCOR), purchasing over 2.8 million shares valued at approximately $114.4 million during the second quarter. This move makes Deutsche Bank AG a substantial shareholder, owning 1.85% of Procore Technologies. The article also details recent insider selling by the company's chairman and SVP, institutional investor activity, and analyst ratings, which generally recommend Procore as a "Moderate Buy."
Procore (NYSE: PCOR) director to sell 1,500 shares under Rule 144
Procore director Elisa A. Steele has filed a Form 144 to sell 1,500 shares of the company's common stock, valued at approximately $94,500. These shares are Performance Shares acquired on February 20, 2022, and the sale will occur on the NYSE through Morgan Stanley Smith Barney LLC. This transaction is considered neutral in terms of filing impact and sentiment.
Citizens Financial Group Inc. RI Buys Shares of 23,729 Procore Technologies, Inc. $PCOR
Citizens Financial Group Inc. RI recently acquired 23,729 shares of Procore Technologies, Inc. (NYSE:PCOR) valued at approximately $964,000 during the second quarter. This purchase makes Citizens Financial Group Inc. RI a new stakeholder in the cloud-based construction management platform provider. Other institutional investors have also modified their holdings, and the article details recent insider stock sales by two directors.
What Procore Technologies (PCOR)'s New Asset Register Rollout Means For Shareholders
Procore Technologies (PCOR) recently launched Asset Register, a new module aimed at improving asset data management throughout the construction lifecycle and supporting regulatory compliance. This initiative is designed to enhance Procore's position as a unified data backbone for construction, leveraging AI capabilities to increase the value of its platform for contractors and asset owners. The company's investment narrative is tied to its ability to remain central to construction workflows and improve profitability, with the Asset Register rollout supporting AI-driven platform adoption despite ongoing competitive pressures and market concentration risks.
ETFs Investing in Procore Technologies Inc Stocks
This article lists various ETFs that include Procore Technologies Inc. (PCOR) stocks in their holdings. The ETFs are sorted by market value and provide details such as weight, issuer, management style, focus, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The information aims to help investors find accessible opportunities with lower risk through ETFs.
Handelsbanken Fonder AB Purchases 31,600 Shares of Procore Technologies, Inc. $PCOR
Handelsbanken Fonder AB significantly increased its stake in Procore Technologies (NYSE:PCOR) by 145% in the second quarter, purchasing an additional 31,600 shares, bringing its total holdings to 53,400 shares valued at $2.17 million. This move is part of broader institutional investor activity, with 81.1% of Procore's stock owned by institutions, despite recent insider share sales totaling nearly $11.0 million. Procore also reported strong financial results, surpassing earnings and revenue estimates with a 15.8% year-over-year revenue increase, while analysts maintain a "Moderate Buy" rating with an average price target of $70.44.
Q2 Earnings Outperformers: Procore Technologies (NYSE:PCOR) And The Rest Of The Design Software Stocks
This article reviews the Q2 earnings performance of design software stocks, highlighting Procore Technologies (NYSE:PCOR) as an outperformer despite providing the weakest guidance. It also discusses Unity (NYSE:U) for its strong performance, PTC (NASDAQ:PTC) for its slower growth, and Adobe (NASDAQ:ADBE) and Cadence Design Systems (NASDAQ:CDNS) for their solid results. The piece emphasizes the continued demand for tools creating interactive 2D, 3D, VR, and AR experiences.
Oppenheimer Asset Management Inc. Purchases Shares of 75,534 Procore Technologies, Inc. $PCOR
Oppenheimer Asset Management Inc. recently acquired 75,534 shares of Procore Technologies, Inc. (NYSE:PCOR), valued at approximately $3.07 million, contributing to institutional ownership of 81.1%. Despite a "Moderate Buy" consensus from analysts, insiders have sold nearly 223,000 shares worth about $11 million in the last three months. Procore exceeded quarterly expectations with adjusted EPS of $0.47 and revenue of $375.21 million, an increase of 15.8% year-over-year.
Is Procore Technologies (PCOR) A Bargain On Its Asset Register Launch?
Procore Technologies (PCOR) recently launched Asset Register, a new tool digitizing construction asset handover, integrating with its AI platform. While the stock shows mixed performance with recent gains but long-term declines, analysts suggest it is undervalued by 13.7% with a fair value of $69.32, based on assumptions about its platform expansion, AI tools, and global market penetration. However, the company faces risks from North American exposure and competition, and its high P/S ratio indicates potential valuation risk if growth or margins falter.
AllianceBernstein (PCOR) reports 5.09M Procore shares, a 3.4% stake
AllianceBernstein L.P. has filed an updated ownership report for Procore Technologies Inc. (PCOR), disclosing a beneficial ownership of 5,088,839 shares of common stock, which represents a 3.4% stake in the company. These shares are held for investment purposes within client discretionary investment advisory accounts. AllianceBernstein also reported sole voting power over 4,860,363 shares and sole dispositive power over 5,084,311 shares, emphasizing its independent management from its majority owner, Equitable Holdings, Inc.
