B+
Bull case
20%
Probability
Target price
$105.69
+100.6% vs current
PCOR
ProcoreCNYSE / Software & Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment AIMost likely
B
Base case
60%
Probability
Target price
$83.04
+57.6% vs current
B-
Bear case
20%
Probability
Target price
$56.62
+7.4% vs current
AI sentiment snapshot
Latest data as of 2025-11-16
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+100.0
Score
AI commentary
Market commentary is mixed-to-positive: investors applaud Procore's strong product-market fit but remain cautious on pace of enterprise expansion and margin recovery [#10Q-2025Q3], [#PR-2025-06-10]. Short interest and commentary highlight execution risk from larger incumbents, keeping near-term sentiment guarded [#CR-2025-09].
RankAlpha Sentiment AI - 2025-11-16
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2025-11-21eventFY2025 Q3 (10-Q) results and guidance updateHigh impact
Quarterly earnings that revise ARR/gross margin guidance could drive re-rating; investors focus on subscription growth and gross margin trajectory [#10Q-2025Q3].
2026-05-01catalystCompetition / execution risk from incumbentsHigh impact
Aggressive price/feature pushes from larger incumbents (e.g., Autodesk, Trimble) or slower-than-expected sales execution could compress growth and margins [#CR-2025-09].
2026-11-16catalystEnterprise adoption and cross-sell accelerationHigh impact
Continued adoption by large general contractors and success expanding into adjacent modules could materially expand TAM over multiple years [#PR-2025-06-10].
Recommendation
N/A
No formal recommendation provided.
As of 2025-11-16 • Updated nightlySource: Internal modelMethodology