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ACA

ArcosaB
NYSE / Capital Goods
Last Price
At close
2026-07-20
View Chart
Current thesis
The post-earnings bull view is that Arcosa showed real operating leverage: continuing-operations adjusted EBITDA grew 10% on 4% revenue growth, utility structures delivered record backlog, and management raised 2026 continuing-operations guidance after only one quarter, reinforcing the positive directional prior.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +2.8.
What can break
Arcosa remains exposed to acquisition/divestiture execution risk as it integrates the Florida aggregates purchase and completes the portfolio simplification around the barge exit [#8-K-2026-04-30].
Momentum
87
Value
58
Sentiment
33
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $129.00 · Bull $138.00 · Bear $112.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-03 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $145.50
Why
Momentum87 · Δ7d +2.8
Value58 · Δ7d +0.1
Sentiment33 · Δ7d -2.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
87
26% active weight
Current posture
7d trendFlat
Δ7d
+2.8
Δ21d
+8.4
Value
58
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-0.8
Sentiment
33
34% active weight
Current posture
7d trendSoftening
Δ7d
-2.9
Δ21d
-2.0
Why this grade

Composite grade B. Momentum 87.4 / Value 57.6 / Sentiment 33.2

Fundamentals (TTM)
As of 2026-07-20
Market Cap
$7.09B
Beta
1.00
Shares Out
49.02M
P/E (TTM)
36.0
P/S (TTM)
1.88
P/FCF (TTM)
17.52
Rev YoY
+4.4%
EPS YoY
+60.4%
Gross Margin
+22.8%
Op Margin
+10.8%
Net Debt
$1.37B
Current Ratio
2.31
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology