CMC Commercial Metals Company Loading... : Bullish and Bearish Analyst Opinions
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02:41
Aug 17
Aug 17
RBC raises its target price for CMC Markets to 760 pence from 460 pence.
RBC raises its target price for CMC Markets to 760 pence from 460 pence, reflecting an upgraded valuation outlook.
09:45
Mar 24
Mar 24
Hyperscalers are spending $600-700B on capex, and each data center requires >20,000 tons of steel. CMC has an 8.4% net margin, $2B in cash, and trades at an 11x forward P/E. CMC provides the foundational rebar needed before any tech is installed. Combined with 25% tariffs and federal infrastructure spending, CMC is positioned to win highly profitable contracts. Buy CMC shares or calls anticipating a multiple re-rating as it captures high-margin data center contracts. A slowdown in data center capex or intense price competition from larger players like Nucor.
HIGH
About CMC Analyst Coverage
Buzzberg tracks CMC (Commercial Metals Company) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Latest voices: FirstSquawk, u/PositionJournal.