B+
Bull case
25%
Probability
Target price
$77.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
PCOR
ProcoreANYSE / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$64.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$44.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+82.1
Score
AI commentary
News tone is positive on the Q2 beat, raised FY2026 outlook, profitability milestone, AI product expansion, and DroneDeploy transaction, but the reported approximately 11.9% post-print decline indicates a skeptical market reaction. Analyst revision evidence remains unavailable, and social coverage is insufficient; confidence is therefore moderate rather than high.
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-15catalystPost-earnings valuation digestionHigh impact
Q2 results were strong, but market-data coverage reports an approximately 11.9% next-session decline to $54.69, indicating that raised guidance and margin progress did not immediately overcome valuation or acquisition concerns.
2026-12-31eventDroneDeploy acquisition executionHigh impact
Procore agreed to acquire DroneDeploy for approximately $845 million in cash, with closing anticipated by year-end 2026. The deal could expand AI, robotics, and visual-data capabilities, but requires financing, regulatory clearance, and integration execution. [#8-K-2026-07-29]
2027-12-31catalystProfitable-growth and margin expansion deliveryHigh impact
Q2 revenue rose 16% year over year, GAAP operating margin reached 1%, non-GAAP operating margin reached 21%, and free cash flow rose 507%. Procore raised FY2026 revenue and margin guidance and set a FY2027 non-GAAP operating-margin target of 25%. [#SEC-8K-2026-07-29]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology