B+
Bull case
25%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-09-20 · RankAlpha Sentiment Codex
PCOR
ProcoreDNYSE / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$59.00
Analysis reference price unavailable
Analysis 2026-09-20 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$42.00
Analysis reference price unavailable
Analysis 2026-09-20 · 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 2026-09-20
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+46.9
Score
AI commentary
Operating evidence remains constructive but price follow-through has weakened. Secondary coverage placed the shares at $61.88 on August 16 after a strong post-Q2 advance; the September 18 anchor of $51.27 is approximately 17% lower, suggesting substantial reversal of the initial enthusiasm. Recent attention has shifted toward DroneDeploy integration, while verified post-acquisition analyst revisions, options data and sufficient social coverage are unavailable; those gaps are not treated as positive signals.
RankAlpha Sentiment Codex - 2026-09-20
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-19catalystQ3 revenue and margin executionMedium impact
Procore guided Q3 revenue to $382-$384 million, about 13.3% year-over-year growth, and non-GAAP operating margin to 19%-19.5%. Results near the upper bounds would reinforce the profitable-growth thesis, while a miss would amplify concerns about deceleration from Q2's 16% growth. [#SEC-8K-2026-07-29]
2026-12-31eventDroneDeploy integration and acquisition economicsHigh impact
Procore completed the approximately $845 million cash acquisition of DroneDeploy. Product integration, customer uptake and disclosure of the transaction's financial effects will determine whether the deal strengthens Procore's construction platform or creates a costly execution burden. [#8-K-2026-09-09]
2027-12-31catalystAI adoption and FY2027 margin progressionHigh impact
Q2 produced 1% GAAP operating margin, 21% non-GAAP operating margin and $65 million of free cash inflow. Procore also introduced embedded AI agents and targeted a 25% FY2027 non-GAAP operating margin; sustained adoption and margin delivery could support multiple expansion. [#SEC-8K-2026-07-29]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-20 • Updated nightlySource: Internal modelMethodology