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CNM Stock Forecast: Core & Main, Inc. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$41
−0.07% on the day

The 15 Wall Street analysts covering Core & Main, Inc. hold a median 12-month price target of $56 — +35.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 1 Oct 2026 — in the lower half.

Market cap
$7.7B
Ticker Nerd rank
49 / 100
Median analyst target
$56
Analysts covering
15
Revenue$2.1B+2.5% y/y
Operating income$227.0M
Net income$150.0M
Free cash flow$44.0M
Quarterly, 8 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.0%
1M
−5.5%
YTD
−20.4%
1Y
−22.2%
From 52W high
−30.0%
From 52W low
+1.8%
$41
$59
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CNM stock analysis: one number for the whole business

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.

Where the model ranks itAs at 1 Oct 2026
49 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
93
Volatility
76
Quality
75
Revisions
60
Accruals
51
Issuance
45
Growth
36
Momentum
19
Size
17

Value (93): 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 (19): The shares have been drifting down relative to others.

Size (17): 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.

Wall Street

CNM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CNM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$50$60$70$80Jan 26Apr 26Jul 26Oct 26CNMHigh $75Median $56Low $40

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

What Wall Street says15 analysts
8 Buy6 Hold1 Sell
Low $40Median $56High $75

The green dot is the last close — the median target sits +35.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
15 Sept 2026Wolfe ResearchAssumesOutperform$63
11 Sept 2026CitigroupMaintainsNeutral$53 → $46
10 Sept 2026BairdMaintainsOutperform$66 → $57
10 Sept 2026BarclaysMaintainsOverweight$62 → $61
10 Sept 2026RBC CapitalMaintainsOutperform$63 → $60
10 Sept 2026Truist SecuritiesMaintainsHold$50 → $45
10 Sept 2026Wells FargoMaintainsOverweight$65 → $48
23 July 2026William BlairInitiatesMarket Perform—
23 July 2026William BlairInitiatesMarket Perform—
11 June 2026CitigroupMaintainsNeutral$54 → $53
11 June 2026CitigroupMaintainsNeutral—
25 Mar 2026BarclaysMaintainsOverweight—
25 Mar 2026Deutsche BankMaintainsBuy—
14 Jan 2026Wells FargoMaintainsOverweight—
8 Jan 2026CitigroupMaintainsNeutral—
11 Dec 2025Deutsche BankMaintainsBuy—
10 Dec 2025BairdMaintainsOutperform—
10 Dec 2025CitigroupMaintainsNeutral—
10 Dec 2025JP MorganMaintainsOverweight—
10 Dec 2025Wells FargoMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

CNM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Core & Main, Inc. returned −22.2% against +16.2% for the S&P 500, dividends included.

CNM vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 26Apr 26Jul 26Oct 26CNMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CNM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+6.8%
Analysts raising
0
Analysts cutting
0
Fundamentals

Core & Main, Inc. (CNM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
17.1×

Cheaper than 41% of US stocks

Price / sales
1.0×

Cheaper than 69% of US stocks

Price / book
3.8×

Cheaper than 26% of US stocks

EV / EBITDA
10.9×

Cheaper than 34% of US stocks

Growth & margins
Revenue growth (YoY)
2.5%

Higher than 33% of US stocks

Earnings growth (YoY)
7.5%

Higher than 44% of US stocks

Gross margin
26.7%

Higher than 29% of US stocks

Operating margin
10.6%

Higher than 65% of US stocks

Net margin
6.0%

Higher than 62% of US stocks

Returns & dividend
Return on equity
23.6%

Higher than 84% of US stocks

Return on assets
7.1%

Higher than 85% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Core & Main, Inc. (CNM) statistics: revenue, profit & scale

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 $7.7B and an enterprise value of $10.2B.

  • Revenue in the twelve months to 31 July 2026: $7.7B. The latest quarter grew 2.5% 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.

  • Shares outstanding: 184.4M.

  • Trailing P/E: 17.1×; forward P/E: 11.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Core & Main, Inc. employs 5,600 people — $1.4M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 1 Oct 2026

Data provided by Twelve Data

Peers

CNM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelIndustrial Distribution
CompanyMarket capTKN rank
CNMCore & Main, Inc.$7.7B
49
MSMMSC Industrial Direct Co., Inc.$7.2B
89
POOLPool Corp.$6.0B
55
XMTRXometry, Inc.$5.8B
62
WSOWatsco, Inc.$12.3B
39
QXOQXO, Inc.$12.5B
9
AITApplied Industrial Technologies, Inc.$12.8B
95

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 →

News

Latest CNM news & analysis

KMT or CNM: Which Is the Better Value Stock Right Now?

Zacks Investment Research · 2 Oct 2026neutral

Zacks Investment Research published an article comparing Kennametal (KMT) and Core & Main (CNM) as value-stock options within the Manufacturing - Tools & Related Products sector, examining which of the two might be more attractive to value investors.

Why it matters — The piece offers a comparative value-assessment of Core & Main against a peer in its sector, relevant for CNM watchers evaluating the stock's investment profile.

These 3 Boring Stocks Have One Thing in Common: Demand That Cannot Wait

24/7 Wall Street · 26 Sept 2026positive

The article highlights that certain "boring" stocks, including those tied to essential infrastructure and home essentials, benefit from demand that cannot be postponed regardless of economic conditions, citing examples like a busted furnace or a cracked water main.

Why it matters — A CNM watcher would care because Core & Main's water infrastructure business is similarly tied to non-discretionary, urgent demand for water and wastewater products.

New Strong Sell Stocks for September 25th

Zacks Investment Research · 25 Sept 2026negative

Core & Main, Inc. (CNM) was added to the Zacks Rank #5 (Strong Sell) List on September 25th, 2026, along with BVN and TSN, according to Zacks Investment Research.

Why it matters — A Strong Sell rating from Zacks indicates analysts have a bearish outlook, which CNM investors would want to monitor.

Core & Main Analysts Slash Their Forecasts After Q2 Earnings

Benzinga · 10 Sept 2026negative

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.

Core & Main's Drop Is A Great Chance To Dive In (Upgrade)

Seeking Alpha · 9 Sept 2026positive

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.

FAQ

Frequently asked questions about CNM stock

What is the CNM stock price forecast for 2026-2027?

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.

Is CNM stock a buy right now?

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. 49 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CNM?

As at 1 Oct 2026, Core & Main, Inc. ranks 49 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 (93 of 100).

Will CNM stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +35.4% from the last close, and Ticker Nerd's factor model ranks Core & Main, Inc. 49 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CNM stock forecast for 2030?

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.

How has CNM stock performed over the past year?

Core & Main, Inc. returned -22.2% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Core & Main, Inc. do?

Core & Main Inc. is a specialty distributor focused on water, wastewater, storm drainage, and fire protection products and related services.

What is the latest news on CNM?

The most recent item we track (Zacks Investment Research, 2 Oct 2026): "KMT or CNM: Which Is the Better Value Stock Right Now?". Zacks Investment Research published an article comparing Kennametal (KMT) and Core & Main (CNM) as value-stock options within the Manufacturing - Tools & Related Products sector, examining which of the two might be more attractive to value investors.

Company

About Core & Main, Inc.

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