$VMC

Vulcan Materials CO

2
2
0
$570K
Clement David P
0%
See all $VMC insider activity →

VMC Initiates Coverage On Vulcan Materials -- Rating Set to Buy

DA Davidson initiated coverage on Vulcan Materials (VMC) with a Buy rating and a $330 price target. The stock is seen as 3.6% undervalued with a GF Value of $284.81. VMC has a strong GF Score of 93, but insider selling raises caution. The company is a leading U.S. producer of construction aggregates.

Vulcan Materials Stock: Analyst Estimates & Ratings

Vulcan Materials (VMC) reported Q2 2026 revenue of $2.2B (+2.5% YoY) and adjusted EPS of $2.59, beating estimates, but saw a 4.5% stock drop due to lower operating margin (21.1%) and underwhelming tons shipped (59.9M, +2% YoY). Analysts expect 16.1% EPS growth for the year, with a consensus 'Moderate Buy' rating and a mean price target of $327.14 (+18.5% upside).

VMC sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning VMC (Vulcan Materials CO). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.

Recent VMC coverage spans financial news, earnings and sector analysis.

In the last 30 days, VMC insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($570K). The most active reporter was Clement David P, Senior Vice President, with 1 filing.

What's driving VMC

alphai scores every news story that mentions VMC with an AI model for sentiment and relevance, and aggregates insider trades from Vulcan Materials CO's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VMC

Score

Vulcan Materials Stock: Analyst Estimates & Ratings

Vulcan Materials (VMC) reported Q2 2026 revenue of $2.2B (+2.5% YoY) and adjusted EPS of $2.59, beating estimates, but saw a 4.5% stock drop due to lower operating margin (21.1%) and underwhelming tons shipped (59.9M, +2% YoY). Analysts expect 16.1% EPS growth for the year, with a consensus 'Moderate Buy' rating and a mean price target of $327.14 (+18.5% upside).

VMC proposes P200-million bioethanol plant expansion

Victorias Milling Company (VMC) plans to expand its bioethanol plant, investing P200 million to increase capacity to 65,520 metric tons annually. The move aims to address a domestic supply gap and reduce reliance on imports, while supporting renewable energy and local economies. The project includes new facilities and infrastructure, with public scoping underway.

Is VMC Worth Buying as Pricing Strength Meets a Premium Valuation?

Vulcan Materials (VMC) reported Q2 aggregates pricing up 5% and cash gross profit per ton rising to $12.02 from $11.88, despite higher unit cash costs driven by diesel. Shipments rose 1% in Q2 and 3% in H1. Management targets 4-6% aggregate price growth for 2026 and expects cost growth to decelerate, while citing residential weakness, weather disruption, and energy inflation.

$VMCMed

Vulcan Materials Q2 Earnings Call Highlights

Vulcan Materials (NYSE:VMC) reported Q2 earnings call highlights, citing healthy backlogs and robust quoting across highways, infrastructure, data centers, LNG and power projects. Management expects pricing to move toward the top of its 4% to 6% range by year-end and said diesel headwinds included a $26 million impact. It guided 2H opex $10M-$15M below Feb forecast and outlined $750M-$800M capex.

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