Update shared on 30 Nov 2025
Fair value Increased 1.50%Analysts have raised the price target for Commercial Metals by $1.00 to $67.85, reflecting modest improvements in expected revenue growth despite a slight contraction in profit margin forecasts.
What's in the News
- From June 1, 2025 to August 31, 2025, Commercial Metals completed the repurchase of 974,462 shares for $49.97 million, bringing the total shares repurchased under its 2021 buyback program to 14,218,865 shares for $645.01 million (Buyback Tranche Update).
- On September 29, 2025, Commercial Metals received an adverse ruling in post-trial motions for the Pacific Steel Group v. Commercial Metals litigation. The court upheld a previous jury verdict, and the company plans to appeal (Lawsuits & Legal Issues).
Valuation Changes
- Consensus Analyst Price Target has increased slightly from $66.85 to $67.85.
- Discount Rate has edged up from 8.54% to 8.56%.
- Revenue Growth expectations have improved from 5.70% to 6.16%.
- Net Profit Margin forecast has decreased from 6.05% to 5.81%.
- Future P/E ratio estimate has risen from 15.82x to 16.50x.
Disclaimer
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