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TAG Program And Arizona 2 Will Drive Future Expansion

Published
20 Oct 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$61.35
5.4% undervalued intrinsic discount
04 Oct
US$58.01
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1Y
10.3%
7D
1.3%

Author's Valuation

US$61.355.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 3.54%

Analysts have raised their price target for Commercial Metals from $59.25 to $61.35. They cite higher anticipated revenue growth and a modest increase in the discount rate, despite a slight decline in profit margin forecasts.

Shared on16 Sep 25
Fair value Increased 2.60%

The modest uptick in Commercial Metals' price target is supported by a slight increase in its future P/E multiple, while revenue growth forecasts remain stable, resulting in a revised fair value of $59.25. What's in the News From March 1, 2025 to May 31, 2025, Commercial Metals repurchased 1,113,014 shares for $50.4 million, representing 0.98% of shares outstanding.

Shared on30 Aug 25
Fair value Increased 1.76%

The fair value estimate for Commercial Metals has edged up as analysts factor in a modest increase in the company's forward P/E multiple, with the consensus price target rising slightly from $56.75 to $57.75. What's in the News Repurchased 1,113,014 shares (0.98%) for $50.4 million between March 1 and May 31, 2025.

Shared on07 May 25
Fair value Increased 6.75%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.075%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 6.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.78%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.6%, increased profit margin from 8.4% to 9.5% and decreased future PE multiple from 10.5x to 8.8x.

Shared on19 Mar 25
Fair value Increased 1.01%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on10 Mar 25
Fair value Increased 4.46%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.3% and increased future PE multiple from 8.5x to 10.5x.