CNMIndustrials · Industrial DistributionThe 15 Wall Street analysts covering Core & Main, Inc. hold a median 12-month price target of $56 — +37.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 45 of 100 as at 10 Sept 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Core & Main, 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
Value (92): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (18): The shares have been drifting down relative to others.
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 CNM, 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 +37.9% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Baird | Maintains | Outperform | $66 → $57 |
| 10 Sept 2026 | Barclays | Maintains | Overweight | $62 → $61 |
| 10 Sept 2026 | RBC Capital | Maintains | Outperform | $63 → $60 |
| 10 Sept 2026 | Truist Securities | Maintains | Hold | $50 → $45 |
| 10 Sept 2026 | Wells Fargo | Maintains | Overweight | $65 → $48 |
| 23 July 2026 | William Blair | Initiates | Market Perform | — |
| 11 June 2026 | Citigroup | Maintains | Neutral | — |
| 11 June 2026 | Citigroup | Maintains | Neutral | $54 → $53 |
| 25 Mar 2026 | Barclays | Maintains | Overweight | — |
| 25 Mar 2026 | Deutsche Bank | Maintains | Buy | — |
| 14 Jan 2026 | Wells Fargo | Maintains | Overweight | — |
| 8 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 11 Dec 2025 | Deutsche Bank | Maintains | Buy | — |
| 10 Dec 2025 | Baird | Maintains | Outperform | — |
| 10 Dec 2025 | Citigroup | Maintains | Neutral | — |
| 10 Dec 2025 | JP Morgan | Maintains | Overweight | — |
| 10 Dec 2025 | Wells Fargo | Maintains | Overweight | — |
| 4 Dec 2025 | Wells Fargo | Maintains | Overweight | — |
| 1 Dec 2025 | Barclays | Maintains | Overweight | — |
| 15 Oct 2025 | 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. CNM 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 11 Sept 2026, Core & Main, Inc. returned −17.9% against +17.5% 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 40% of US stocks
Cheaper than 67% of US stocks
Cheaper than 25% of US stocks
Cheaper than 32% of US stocks
Higher than 27% of US stocks
Higher than 45% of US stocks
Higher than 30% of US stocks
Higher than 63% of US stocks
Higher than 62% of US stocks
Higher than 84% of US stocks
Higher than 86% of US stocks
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.
Core & Main, Inc. has a market value of $7.9B and an enterprise value of $10.6B.
Revenue in the twelve months to 31 July 2026: $7.7B. The latest quarter shrank 0.1% year on year.
Net income over the same four quarters: $479.0M, a 6.2% net margin.
Diluted earnings per share, trailing twelve months: $2.43.
Free cash flow in the twelve months to 31 July 2026: $628.0M, after $55.0M of capital spending.
Trailing P/E: 17.1×; forward P/E: 11.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Core & Main, Inc. employs 5,600 people — $1.4M 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 Core & Main, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Core & Main Inc (NYSE:CNM) reported upbeat earnings for the second quarter on Wednesday. Following the Q2 results, analysts have slashed their forecasts for the company.
Why it matters — The reduced analyst forecasts signal shifting expectations for Core & Main despite its positive quarterly earnings, which could influence how investors view the company's outlook.
Seeking Alpha upgraded Core & Main from 'hold' to a soft 'buy' after its share price fell, citing attractive valuation both absolutely and relative to peers. The company maintained its FY2026 guidance of $7.8-$7.9B revenue and $950-$980M EBITDA, with growth driven by fire protection products and acquisitions while smart utility and storm drainage segments faced headwinds.
Why it matters — The upgrade and maintained guidance signal analyst and management confidence in CNM's valuation and growth trajectory despite recent earnings misses and segment softness.
U.S. stocks fell midway through Wednesday's session, with the Nasdaq Composite dropping about 200 points, while crude oil jumped over 3%. During this period, Core & Main reported upbeat second-quarter earnings.
Why it matters — CNM watchers would care because the company posted better-than-expected results for the quarter amid a broader market decline and rising oil prices.
Core & Main reported higher fiscal 2026 second-quarter sales, adjusted EBITDA and adjusted earnings per share. The gains were supported by municipal infrastructure activity, treatment plant projects, fire protection demand and growing data center-related work.
Why it matters — A CNM watcher would care because the quarter shows broad demand across several key end markets, including municipal infrastructure and data centers, which may indicate the company's growth drivers remain intact.
Core & Main, Inc. (CNM) released the transcript of its Q2 2027 earnings call, published on Seeking Alpha. The transcript covers the company's second-quarter results and management discussion.
Why it matters — The earnings call transcript provides CNM watchers with direct insight into the company's Q2 2027 performance and management commentary.
The 15 Wall Street analysts covering Core & Main, Inc. have a median 12-month price target of $56, with estimates ranging from $40 to $75. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering Core & Main, Inc., 8 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Core & Main, Inc. 45 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 2026, Core & Main, Inc. ranks 45 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 Value (92 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +37.9% from the last close, and Ticker Nerd's factor model ranks Core & Main, Inc. 45 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Core & Main, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CNM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $40 to $75 over the next 12 months.
Core & Main, Inc. returned -17.9% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Core & Main Inc. is a specialty distributor focused on water, wastewater, storm drainage, and fire protection products and related services.
The most recent item we track (Benzinga, 10 Sept 2026): "Core & Main Analysts Slash Their Forecasts After Q2 Earnings". Core & Main Inc (NYSE:CNM) reported upbeat earnings for the second quarter on Wednesday. Following the Q2 results, analysts have slashed their forecasts for the company.
Core & Main Inc. is a specialty distributor focused on water, wastewater, storm drainage, and fire protection products and related services. Core & Main Inc. supplies pipes, valves, fittings, hydrants, meters, storm drainage components, and other infrastructure materials used in the maintenance, repair, replacement, and construction of essential utility systems. The company serves municipalities, private water companies, and professional contractors across municipal, non-residential, and residential end markets in the United States. Its product mix also supports waterworks and fire protection projects that are critical to public infrastructure and community development. Core & Main Inc. plays a central role in the distribution chain by connecting manufacturers with customers that build and maintain water and fire protection networks.
CEO Mr. Mark R. Witkowski CPA · 5,600 employees · United States · https://www.coreandmain.com
