Core & Main, Inc.
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See all $CNM insider activity →Watsco (WSO) reported $464M cash, no debt, and 52 years of dividend increases. Ferguson (FERG) beat EPS estimates and raised full-year guidance. Core & Main (CNM) serves a $44B market with $1.2T in U.S. infrastructure investment needed. All three companies benefit from non-cyclical demand for HVAC and plumbing products.
Core & Main (NYSE:CNM) reported Q2 FY26 revenue of $2.145B, up 2.5% YoY, with adjusted EBITDA of $274M and EPS of $0.94. Growth was driven by acquisitions, pricing, and volume. Management reaffirmed full-year guidance. Institutional interest increased slightly, with BlackRock as the largest shareholder. Organic growth concerns persist due to softer half-year figures.
Citigroup maintained a Neutral rating for Core & Main (CNM) but lowered its price target from $53 to $46. CNM is seen as 25.9% undervalued with a GF Value of $55.46. The company has a GF Score of 87/100, strong insider buying, and serves infrastructure markets. Market cap is $7.58B.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning CNM (Core & Main, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent CNM coverage spans earnings, financial news and market movers.
Earnings beat may lift the stock, but leverage could limit gains.
Earnings beat expectations and guidance reaffirmation may support the stock near current levels, but modest organic growth raises caution.
Analyst price‑target reduction suggests near‑term downside risk.
Consistent Buy ratings and elevated targets suggest continued bullish sentiment.
Analyst maintains Hold but sets a higher price target, suggesting modest upside.
AlphAI scores every news story that mentions CNM with an AI model for sentiment and relevance, and aggregates insider trades from Core & Main, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Watsco (WSO) reported $464M cash, no debt, and 52 years of dividend increases. Ferguson (FERG) beat EPS estimates and raised full-year guidance. Core & Main (CNM) serves a $44B market with $1.2T in U.S. infrastructure investment needed. All three companies benefit from non-cyclical demand for HVAC and plumbing products.
3 min readCore & Main (NYSE:CNM) reported Q2 FY26 revenue of $2.145B, up 2.5% YoY, with adjusted EBITDA of $274M and EPS of $0.94. Growth was driven by acquisitions, pricing, and volume. Management reaffirmed full-year guidance. Institutional interest increased slightly, with BlackRock as the largest shareholder. Organic growth concerns persist due to softer half-year figures.
3 min readCitigroup maintained a Neutral rating for Core & Main (CNM) but lowered its price target from $53 to $46. CNM is seen as 25.9% undervalued with a GF Value of $55.46. The company has a GF Score of 87/100, strong insider buying, and serves infrastructure markets. Market cap is $7.58B.
2 min readAnalysts updated ratings for Cintas (CTAS), RXO, Inc. (RXO), and Core & Main (CNM). CTAS received a Hold rating with a $200 price target, RXO a Buy with a $35 target, and CNM a Buy with a $60 target. Consensus ratings and targets vary for each company.
2 min readAnalysts at Truist Financial maintained a Hold rating on Core & Main (CNM) with a $45 target, while Eos Energy Enterprises (EOSE) received a Buy rating and $7 target. CNM has a Moderate Buy consensus and $53.63 target, while EOSE has a 50.7% upside consensus target.
2 min readCore & Main (CNM) reported Q2 adjusted EPS of $0.94, beating estimates, with revenue up 2.5% YoY to $2.14B. Net income rose 6.4% to $150M. The company maintained its full-year guidance and repurchased $169M in shares. Shares rose 1.04% premarket.
2 min readRBC Capital maintained its 'Outperform' rating for Core & Main (CNM) but lowered its price target from $63.00 to $60.00. The company's stock is currently trading at $41.63, which is 24.8% below its GF Value™ of $55.37. Core & Main has a GF Score™ of 87/100, indicating strong overall performance, with notable insider buying activity. The company operates in the industrial distribution sector, serving municipalities and contractors.
1 min readUS equity markets closed lower on Wednesday, with the Dow Jones falling 405 points. Brent crude surpassed $100 a barrel, and the 10-year Treasury yield hit a three-year high. Most S&P 500 sectors declined, except for energy stocks. Signet Jewelers (SIG) rose 24% after strong earnings and raised guidance. Markets price a 60% chance of a Fed rate hike. Upcoming earnings include Macy’s (M), Adobe (ADBE), and Oracle (ORCL).
2 min readCore & Main (CNM) shares fell 6.2% to a 2-year low as investors focused on weak organic growth, despite Q2 earnings beating estimates. Revenue rose 2.5% to $2.145B, with adjusted earnings up 8% to $0.94 per share. Management reaffirmed its FY2026 outlook, citing mixed demand. Storm drainage sales declined, while acquisitions drove growth.
2 min readCore & Main reported Q2 growth in treatment plants and data centers, with mixed non-residential construction. The Miami-Dade project is expected to contribute 5-10% by year-end. Fire protection sales rose 14%, driven by steel prices and volume. Residential activity declined. Gross margin was 26.7%, with flat SG&A expenses. The company repurchased 3.7M shares and acquired Walker Industries. Guidance reaffirmed: $7.8B-$7.9B sales, $950M-$980M adjusted EBITDA.
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