TTAM

Titan AmericaB

NYSE / Materials

At close

2026-07-29

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+1

B+

Bull case

25%

Probability

Target price

$20.00

+25.2% vs current

Most likely

Base case

50%

Probability

Target price

$18.20

+14.0% vs current

B-

Bear case

25%

Probability

Target price

$15.00

-6.1% vs current

AI sentiment snapshot

Latest data as of 2026-07-29

AI commentary

The company source confirms a mixed Q2 print: strong Mid-Atlantic growth and Keystone integration progress were offset by Florida operational issues, lower EPS, and a lower expected margin profile. The available intraday quote was $16.76 on July 29 versus the $17.62 July 28 anchor, approximately a 4.9% decline. No verified post-print analyst revision set or consensus surprise is available, so the signal remains a cautious monitoring view.

RankAlpha Sentiment Codex - 2026-07-29

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-07-29eventQ2 2026 results were operationally mixedMedium impact

Titan America reported Q2 revenue of $470.6 million, up 9.6% year over year, and adjusted EBITDA of $100.7 million, up 1.3%, while EPS declined to $0.23 from $0.28. The company cited strong Mid-Atlantic execution offset by Florida maintenance and import disruptions. No verified consensus surprise is available. [#IR-2026-07-28]

2026-10-31catalystFlorida normalization and margin follow-throughMedium impact

A potential near-term monitor is whether Florida recovers from the Pennsuco maintenance outage and cement-import disruptions. Florida Q2 revenue fell 1.6% and segment adjusted EBITDA fell 18.6%; management expects a modest 2026 adjusted EBITDA margin decline after Keystone. [#IR-2026-07-28]

2029-12-31catalystKeystone integration and Mid-Atlantic growthHigh impact

Management said Keystone integration is on schedule, targeting at least $30 million of annual run-rate synergies by 2029. Mid-Atlantic Q2 revenue rose 27.0% and segment adjusted EBITDA rose 30.0%; full-year 2026 revenue growth is now expected to be high single digit, including Keystone. [#IR-2026-07-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-07-29 • Updated nightlySource: Internal modelMethodology