ACAIndustrials · Engineering & ConstructionThe 2 Wall Street analysts covering Arcosa, Inc. hold a median 12-month price target of $150 — +0.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 22 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Arcosa, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (100): The shares have been drifting up relative to others.
Value (18): The shares cost a lot relative to the profits and assets behind them.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ACA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +0.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 May 2026 | Oppenheimer | Assumes | Outperform | $150 |
| 4 May 2026 | Barclays | Maintains | Overweight | — |
| 2 Mar 2026 | DA Davidson | Maintains | Buy | — |
| 3 Nov 2025 | Barclays | Maintains | Overweight | — |
| 11 Aug 2025 | DA Davidson | Maintains | Buy | — |
| 14 Jan 2025 | Oppenheimer | Maintains | Outperform | — |
| 29 Oct 2024 | Barclays | Initiates | Overweight | — |
| 19 Aug 2024 | Oppenheimer | Maintains | Outperform | — |
| 7 Aug 2024 | Stephens & Co. | Upgrade | Overweight | — |
| 17 May 2024 | DA Davidson | Maintains | Buy | — |
| 6 May 2024 | DA Davidson | Maintains | Buy | — |
| 28 Feb 2024 | DA Davidson | Maintains | Buy | — |
| 23 Feb 2024 | Oppenheimer | Maintains | Outperform | — |
| 17 Oct 2023 | Sidoti & Co. | Upgrade | Buy | — |
| 8 Aug 2023 | Stephens & Co. | Maintains | Equal-Weight | — |
| 7 Aug 2023 | DA Davidson | Maintains | Buy | — |
| 7 Aug 2023 | Loop Capital | Maintains | Buy | — |
| 8 May 2023 | Oppenheimer | Maintains | Outperform | — |
| 1 May 2023 | DA Davidson | Maintains | Buy | — |
| 1 May 2023 | Loop Capital | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 9 pass every test this week.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Arcosa, Inc. returned +61.8% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 20% of US stocks
Cheaper than 45% of US stocks
Cheaper than 36% of US stocks
Cheaper than 22% of US stocks
Higher than 31% of US stocks
Higher than 95% of US stocks
Higher than 26% of US stocks
Higher than 68% of US stocks
Higher than 80% of US stocks
Higher than 59% of US stocks
Higher than 70% of US stocks
Higher than 63% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Arcosa, Inc. has a market value of $7.3B and an enterprise value of $8.4B.
Revenue in the twelve months to 30 June 2026: $2.7B. The latest quarter grew 1.7% year on year.
Net income over the same four quarters: $491.4M, a 17.9% net margin.
Diluted earnings per share, trailing twelve months: $9.98.
Free cash flow in the twelve months to 30 June 2026: $133.4M, after $207.9M of capital spending.
Arcosa, Inc. spent $31.8M on share buybacks and $9.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 36.8×; forward P/E: 29.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.13%, paying out 5% of earnings.
Arcosa, Inc. employs 6,390 people — $430K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Arcosa, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Howard Hughes Holdings will replace Arcosa in the S&P SmallCap 600 before trading opens on October 28. The change follows CRH’s acquisition of Arcosa, which closed October 23.
Why it matters — ACA watchers may note Arcosa’s removal from the index following the completion of its acquisition by CRH.
Arcosa, Inc. announced it will hold quarterly bondholder calls for holders of its Notes, the Trustee, beneficial owners, prospective purchasers, securities analysts, and market-making financial institutions to ask questions following the release of its quarterly financial information, beginning with the Quarterly Report.
Why it matters — A bondholder call provides ACA investors and analysts a regular forum for questions on the company's quarterly financial results.
Arcosa, Inc. announced that its stockholders approved the acquisition by CRH at a special meeting held on September 4, 2026. The company will disclose the final certified voting results on a Form 8-K with the U.S. Securities and Exchange Commission, under a previously announced merger agreement for CRH to acquire 100% of Arcosa.
Why it matters — This approval is a key procedural step toward the completion of CRH's planned acquisition of Arcosa, which will result in the company being taken over and delisted.
Arcosa, Inc.'s Board of Directors declared a regular quarterly cash dividend of $0.05 per share on its common stock. The dividend is payable on October 30, 2026, to shareholders of record as of October 15, 2026.
Why it matters — This announcement provides ACA shareholders with confirmation of an upcoming cash distribution and the associated record and payment dates.
Kahn Swick & Foti, LLC, led by former Louisiana Attorney General Charles C. Foti Jr., is investigating the proposed sale of Arcosa, Inc. to CRH, under which Arcosa shareholders would receive $150.00 in cash per share. The firm is examining whether the consideration and the process leading to it are adequate.
Why it matters — An investor-law firm investigation signals potential scrutiny of the proposed acquisition's terms and process, which ACA shareholders would want to monitor.
The 2 Wall Street analysts covering Arcosa, Inc. have a median 12-month price target of $150, with estimates ranging from $150 to $150. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Arcosa, Inc., 0 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arcosa, Inc. 58 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Arcosa, Inc. ranks 58 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (100 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +0.6% from the last close, and Ticker Nerd's factor model ranks Arcosa, Inc. 58 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Arcosa, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ACA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $150 to $150 over the next 12 months.
Arcosa, Inc. returned +61.8% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Arcosa, Inc. is an infrastructure-focused industrial company that provides products and solutions for construction, engineered structures, and transportation markets.
The most recent item we track (PRNewsWire, 23 Oct 2026): "Howard Hughes Holdings Set to Join S&P SmallCap 600". Howard Hughes Holdings will replace Arcosa in the S&P SmallCap 600 before trading opens on October 28. The change follows CRH’s acquisition of Arcosa, which closed October 23.
Arcosa, Inc. is an infrastructure-focused industrial company that provides products and solutions for construction, engineered structures, and transportation markets. Its Construction Products segment supplies natural and recycled aggregates, specialty materials, and trench shoring and shielding products used in infrastructure, residential, and non-residential projects. The Engineered Structures segment produces utility structures, wind towers, traffic and lighting structures, and telecommunication structures that support power transmission, renewable energy, roadway systems, and communications networks. The Transportation Products segment manufactures inland barges, marine hardware, and related equipment for commercial marine transportation and industrial customers. Arcosa serves contractors, utilities, telecom providers, transportation operators, and public infrastructure customers across North America, making it an important supplier in markets tied to building, moving, and maintaining critical infrastructure.
CEO Mr. Antonio Carrillo Rule · 6,390 employees · United States · https://www.arcosa.com
