CMCIndustrials · Metal FabricationThe 12 Wall Street analysts covering Commercial Metals Co. hold a median 12-month price target of $80 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 12 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Commercial Metals Co. 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
Growth (97): Sales and profits are climbing, and climbing faster than before.
Accruals (29): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
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 CMC, 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 +23.5% from it.
Of the 20 most recent actions, 2 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | JP Morgan | Maintains | Overweight | $83 → $80 |
| 6 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $80 → $68 |
| 9 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 9 Sept 2026 | JP Morgan | Maintains | Overweight | $86 → $83 |
| 7 Aug 2026 | Barclays | Maintains | Equal-Weight | $75 → $80 |
| 7 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 6 Aug 2026 | BMO Capital | Maintains | Market Perform | $77 → $80 |
| 6 Aug 2026 | BMO Capital | Maintains | Market Perform | — |
| 9 July 2026 | B of A Securities | Maintains | Buy | $84 → $78 |
| 9 July 2026 | B of A Securities | Maintains | Buy | — |
| 7 July 2026 | Citigroup | Maintains | Buy | $85 → $75 |
| 7 July 2026 | Citigroup | Maintains | Buy | — |
| 29 June 2026 | BMO Capital | Maintains | Market Perform | — |
| 26 June 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 22 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 4 June 2026 | Wells Fargo | Downgrade | Equal-Weight | — |
| 1 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 22 May 2026 | Barclays | Initiates | Equal-Weight | — |
| 14 May 2026 | UBS | Upgrade | Buy | — |
| 14 Apr 2026 | JP Morgan | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CMC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Oct 2026, Commercial Metals Co. returned +10.9% against +18.6% 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 52% of US stocks
Cheaper than 70% of US stocks
Cheaper than 52% of US stocks
Cheaper than 43% of US stocks
Higher than 72% of US stocks
Higher than 85% of US stocks
Higher than 19% of US stocks
Higher than 63% of US stocks
Higher than 64% of US stocks
Higher than 72% of US stocks
Higher than 83% of US stocks
Higher than 73% 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.
Commercial Metals Co. has a market value of $7.1B and an enterprise value of $10.2B.
Revenue in the twelve months to 31 May 2026: $8.9B. The latest quarter grew 22.9% year on year.
Net income over the same four quarters: $595.1M, a 6.7% net margin.
Diluted earnings per share, trailing twelve months: $5.31.
Free cash flow in the twelve months to 31 May 2026: $405.0M, after $513.2M of capital spending.
Commercial Metals Co. spent $126.1M on share buybacks and $82.3M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 12.2×; forward P/E: 8.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.25%, paying out 14% of earnings.
Commercial Metals Co. employs 12,690 people — $697K 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 Commercial Metals Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CMC’s board declared a regular quarterly cash dividend of $0.20 per share. It is scheduled to be paid November 11, 2026, to stockholders of record at the close of business on October 28, 2026; the company described it as its 248th consecutive quarterly dividend.
Why it matters — CMC watchers may note the declared dividend amount and its payment and record dates.
A Zacks Investment Research item previews Commercial Metals’ Q4 earnings, looking beyond revenue and EPS estimates to key metrics for the quarter ended August 2026.
Why it matters — The additional metrics may give CMC watchers a broader view of the company’s expected quarterly performance.
Zacks Investment Research says Commercial Metals is scheduled to report next week and that it lacks the two key ingredients associated with a likely earnings beat. The excerpt points readers to key expectations for the upcoming report.
Why it matters — CMC watchers may find the earnings timing and the assessment of its potential to beat expectations relevant ahead of the report.
Commercial Metals Company will release its fourth-quarter earnings report before the opening bell on Thursday, Oct. 15. In advance of the earnings call, several analysts with accurate track records have revised their forecasts for the company.
Why it matters — The upcoming earnings release and adjusted analyst forecasts provide CMC watchers with updated expectations ahead of the company's fourth-quarter results.
CMC announced that it will webcast a live conference call on Thursday, October 15, 2026, at 11:00 a.m., in conjunction with its fourth quarter and full year fiscal 2026 earnings release.
Why it matters — This notification gives CMC watchers the date and details for accessing the company's fiscal 2026 fourth quarter and full year earnings results.
The 12 Wall Street analysts covering Commercial Metals Co. have a median 12-month price target of $80, with estimates ranging from $68 to $88. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Commercial Metals Co., 8 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Commercial Metals Co. 61 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, Commercial Metals Co. ranks 61 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 Growth (97 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Commercial Metals Co. 61 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Commercial Metals Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CMC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $68 to $88 over the next 12 months.
Commercial Metals Co. returned +10.9% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Commercial Metals Company is a steel and metals manufacturing and recycling company based in Irving, Texas. Commercial Metals Company produces rebar, structural steel, and other construction-related metal products used in infrastructure, commercial buildings, and industrial projects.
The most recent item we track (PRNewsWire, 13 Oct 2026): "CMC Announces Quarterly Dividend of $0.20 Per Share". CMC’s board declared a regular quarterly cash dividend of $0.20 per share. It is scheduled to be paid November 11, 2026, to stockholders of record at the close of business on October 28, 2026; the company described it as its 248th consecutive quarterly dividend.
Commercial Metals Company is a steel and metals manufacturing and recycling company based in Irving, Texas. Commercial Metals Company produces rebar, structural steel, and other construction-related metal products used in infrastructure, commercial buildings, and industrial projects. The company also operates metal recycling, fabrication, and processing businesses that supply raw materials and finished goods to a wide range of customers. Its operations are organized across North America, Europe, and emerging businesses, supporting the flow of steel and scrap metal through integrated production and recycling networks. Commercial Metals Company serves contractors, fabricators, distributors, and industrial buyers, with a strong focus on early-stage construction and foundational materials that are essential to modern building and infrastructure markets.
CEO Mr. Peter R. Matt · 12,690 employees · United States · https://www.cmc.com
