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AnalystConsensusTarget updated the narrative for CMC

Update shared on 01 Nov 2025

Fair value Increased 3.50%
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AnalystConsensusTarget's Fair Value
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1Y
-3.7%
7D
4.7%

Analysts have raised their price target for Commercial Metals from $64.20 to $66.45. They cite expectations for stronger revenue growth, even though profit margin forecasts have been slightly moderated.

What's in the News

  • From June 1, 2025 to August 31, 2025, Commercial Metals repurchased 974,462 shares for $49.97 million, completing the buyback of 14,218,865 shares worth $645.01 million under the program announced in 2021 (Key Developments).
  • On September 29, 2025, the company received an adverse ruling on its post-trial motions in the Pacific Steel Group v. Commercial Metals Co. litigation. The court upheld the jury's verdict in favor of Pacific Steel Group, and Commercial Metals plans to appeal (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen from $64.20 to $66.45.
  • Discount Rate increased slightly and is now at 8.04%, compared to the previous 8.02%.
  • Revenue Growth expectations have improved and are now projected at 5.70% versus 5.23% before.
  • Net Profit Margin forecast has declined modestly to 6.05%, down from 6.35%.
  • Future P/E ratio is anticipated to increase, moving from 14.44x to 15.50x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.