CNM

Core MainC

NYSE / Capital Goods

At close

2026-06-02

Current thesis

Bull thesis: durable acceleration in municipal and infrastructure spending, improving mix and margin expansion, and successful tuck-in M&A that lifts revenue per share and justifies a premium multiple.

Posture

Mixed

Lead driver

Sentiment

What changed

Next scheduled catalyst: earnings 2026-06-09 · BMO.

What can break

Customer concentration and adverse municipal budget changes

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $63.00 · Bull $75.00 · Bear $40.00

Earnings

2026-06-09 · BMO

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-01-16 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $61.27

Why

Momentum25 · Δ7d +4.0

Value63 · Δ7d -0.5

Sentiment70 · Δ7d -1.4

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendFlat

Δ7d

+4.0

Δ21d

+7.1

Value

32% active weight

Current posture

7d trendFlat

Δ7d

-0.5

Δ21d

-0.3

Sentiment

33% active weight

Current posture

7d trendSoftening

Δ7d

-1.4

Δ21d

+8.7

Why this grade

Composite grade C. Momentum 24.9 / Value 63.3 / Sentiment 69.6

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$9.56B

Beta

0.98

Shares Out

195.51M

P/E (TTM)

24.3

P/S (TTM)

1.39

P/FCF (TTM)

18.83

Rev YoY

+1.2%

EPS YoY

+4.6%

Gross Margin

+26.8%

Op Margin

+9.4%

Net Debt

$2.25B

Current Ratio

2.26

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology