CMCIndustrials · Metal FabricationThe 12 Wall Street analysts covering Commercial Metals Co. hold a median 12-month price target of $80 — +11.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 69 of 100 as at 15 Aug 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 (28): 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.
The green dot is the last close — the median target sits +11.7% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Barclays | Maintains | Equal-Weight | $75 → $80 |
| 6 Aug 2026 | BMO Capital | Maintains | Market Perform | $77 → $80 |
| 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 | — |
| 27 Mar 2026 | JP Morgan | Maintains | Overweight | — |
| 27 Mar 2026 | Wells Fargo | Maintains | Overweight | — |
| 2 Mar 2026 | Wells Fargo | Maintains | Overweight | — |
| 12 Jan 2026 | Citigroup | Maintains | Buy | — |
| 9 Jan 2026 | Morgan Stanley | Maintains | Overweight | — |
| 15 Dec 2025 | Wells Fargo | 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.
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 50% of US stocks
Cheaper than 69% of US stocks
Cheaper than 51% of US stocks
Cheaper than 42% of US stocks
Higher than 73% 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 82% of US stocks
Higher than 27% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Seeking Alpha published a transcript of Commercial Metals Company's Analyst/Investor Day, providing a record of management's presentations and discussions with analysts and investors.
Why it matters — A CMC watcher would care because the transcript offers a detailed account of management's commentary and investor-day remarks.
Commercial Metals held its 2026 Investor Day, outlining a strategy to expand early-stage construction offerings, improve operating performance, and increase cash flow and returns by fiscal 2029.
Why it matters — The announcement provides a clear long-term roadmap for CMC's growth and profitability targets, giving investors insight into management's strategic priorities through the end of the decade.
CMC announced it will host its 2026 Investor Day in New York City, where company leadership will outline its strategic vision, growth opportunities, capital allocation framework, and long-term financial targets. The company highlighted its transformation into a leading provider of solutions across the early-stage construction ecosystem.
Why it matters — The Investor Day gives CMC watchers a view of the company's strategic direction and long-term financial targets, which could shape expectations for its growth and capital allocation going forward.
CMC announced that its Board of Directors authorized a $600.0 million increase to its existing common stock repurchase program, bringing total current capacity to approximately $717.0 million. About $733.0 million of common stock has been repurchased under the program since its authorization in October 2021.
Why it matters — The expanded buyback authorization signals continued capital return to shareholders and provides more room for future share repurchases.
Zacks Investment Research featured Commercial Metals (CMC) as a top momentum stock for long-term investment, highlighting the company's strength within its Zacks Style Scores framework.
Why it matters — CMC watchers would care because a positive research mention like this can boost investor attention and sentiment around the stock.
The 12 Wall Street analysts covering Commercial Metals Co. have a median 12-month price target of $80, with estimates ranging from $75 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. 69 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Commercial Metals Co. ranks 69 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 +11.7% from the last close, and Ticker Nerd's factor model ranks Commercial Metals Co. 69 out of 100 as at 15 Aug 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: $75 to $88 over the next 12 months.
Commercial Metals Co. returned +26.9% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Commercial Metals Company is a global steel and metals manufacturer and recycling business headquartered in Irving, Texas. The company focuses on producing long steel products and engineered reinforcement solutions that serve early-stage construction needs across infrastructure, non-residential, residential, industrial, and energy-related projects.
The most recent item we track (Seeking Alpha, 8 Aug 2026): "Commercial Metals Company (CMC) Analyst/Investor Day Transcript". Seeking Alpha published a transcript of Commercial Metals Company's Analyst/Investor Day, providing a record of management's presentations and discussions with analysts and investors.
Commercial Metals Company is a global steel and metals manufacturer and recycling business headquartered in Irving, Texas. The company focuses on producing long steel products and engineered reinforcement solutions that serve early-stage construction needs across infrastructure, non-residential, residential, industrial, and energy-related projects. It operates an extensive network of electric arc furnace mills, metal recycling facilities, and downstream fabrication plants, primarily in the United States and Central Europe, complemented by specialized businesses such as Tensar in geotechnical and ground-stabilization solutions. Commercial Metals Company’s portfolio includes reinforcing bar, merchant bar, wire rod, welded wire mesh, fabricated rebar assemblies, and construction-related products and equipment supplied to fabricators, distributors, and construction companies. As a vertically integrated participant in the steel value chain, it sources and processes ferrous and nonferrous scrap, converts it into steel, and delivers tailored reinforcement systems to project sites. Founded in 1915 and headquartered in Irving, Texas, Commercial Metals Company today plays a significant role in providing materials and technologies essential for modern construction and civil infrastructure worldwide.
CEO Mr. Peter R. Matt · 12,690 employees · United States · https://www.cmc.com