CNM

Core MainA

NYSE / Capital Goods

At close

2026-07-21

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

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -2.6.

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

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $60.29

Why

Momentum19 · Δ7d -0.4

Value66 · Δ7d +0.5

Sentiment87 · Δ7d -2.6

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

-0.4

Δ21d

-4.2

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.5

Δ21d

+1.0

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.6

Δ21d

+6.8

Why this grade

Composite grade A. Momentum 19.2 / Value 66.4 / Sentiment 87.2

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$8.39B

Beta

0.98

Shares Out

187.19M

P/E (TTM)

24.3

P/S (TTM)

1.39

P/FCF (TTM)

18.83

Rev YoY

-0.1%

EPS YoY

+9.4%

Gross Margin

+24.7%

Op Margin

+9.4%

Net Debt

$2.22B

Current Ratio

2.31

As of 2026-07-21 • Updated nightlySource: Internal modelMethodology