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Published
08 Aug 24
Updated
23 May 26
Views
315
Not Invested
Vulcan MaterialsVMC
VMC logo
Fair Value
US$328.81
Share price23 May
US$249.8924.0% undervalued intrinsic discount
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1Y-15.13%
7D-5.32%

Highway Project Spending And Pricing Trends Will Sustain Balanced Opportunity Ahead

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
08 Aug 24
Updated
23 May 26
Views
315
Not Invested
Fair ValueUS$328.81
Share priceUS$249.89
24.0% undervalued intrinsic discount
Narrative
Updates19

Shared on 23 May 26

Fair value Decreased 0.086%

VMC: Capital Returns And Aggregates Exposure Will Drive Shares Into 2026

Vulcan Materials steps up share buybacks while analysts split on what weaker margins and softer demand mean for the road ahead. Some see long-term construction demand supporting a rebound, while others worry the stock already prices in too much good news.
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2 viewsusers have viewed this narrative update

Shared on 07 May 26

Fair value Increased 0.47%

VMC: Capital Returns And Volume Outlook Will Drive Shares Into 2026

Analysts have made a modest upward adjustment to the Vulcan Materials price target to about $329, citing mixed but generally constructive recent research that reflects updated assumptions on growth, margins, and valuation multiples across the coverage group. Analyst Commentary Recent research on Vulcan Materials reflects a mixed but engaged analyst community, with several firms fine tuning price targets and ratings after the Q4 earnings miss, updated guidance, and shifts in pricing and mix.
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4 viewsusers have viewed this narrative update

Shared on 22 Feb 26

Fair value Decreased 0.17%

VMC: Highway Spending, Capital Returns And Execution Risks Will Shape Shares Into 2026

Our updated analyst price target for Vulcan Materials edges slightly lower to about $328 from roughly $329, as analysts factor in mixed reactions to the recent Q4 earnings miss, modest volume expectations into 2026, and differing views on valuation and the pace of medium term growth. Analyst Commentary Recent Street research around Vulcan Materials reflects a split view, with some analysts leaning into the long term story despite the Q4 earnings miss, and others taking a more cautious stance on valuation and near term execution risks.
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6 viewsusers have viewed this narrative update

Shared on 08 Feb 26

Fair value Increased 2.06%

VMC: Highway Spending And Execution Risks Will Shape Shares Into 2026

Analysts have lifted their fair value estimate for Vulcan Materials by about $7 to roughly $328, after recent research highlighted updated price targets, fresh bullish initiations, and reassessments of the company’s P/E assumptions and discount rate. Analyst Commentary Bullish and cautious voices are both active around Vulcan Materials right now, and the recent changes to price targets and ratings give you a useful snapshot of how the Street is thinking about valuation and execution risk.
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7 viewsusers have viewed this narrative update

Shared on 10 Jan 26

Fair value Increased 1.20%

VMC: Highway Spending And Firmer Margins Will Guide Shares Into 2026

Analysts have nudged their price expectations for Vulcan Materials higher, with the implied fair value moving from about $317.70 to $321.50 as they factor in updated price targets and see potential support from highway project spending and firmer margins. Analyst Commentary Recent research updates on Vulcan Materials highlight a mix of optimism around project activity and pricing, alongside some quieter caution around expectations in the broader machinery and construction group.
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11 viewsusers have viewed this narrative update

Shared on 28 Nov 25

VMC: Highway Spending Acceleration And Construction Activity Will Shape Shares Into 2026

Analysts have increased their price targets for Vulcan Materials, with the most notable raise to $340. They cite expectations of stronger volumes from accelerating highway spending and improved pricing trends.
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15 viewsusers have viewed this narrative update

Shared on 12 Nov 25

Fair value Increased 0.56%

VMC: Highway Spending And Sector Recovery Will Influence Shares Into 2026

Analysts have raised their price target for Vulcan Materials by approximately $2 to $317.70. This change reflects optimism over improving margins and anticipated benefits from infrastructure spending and industry inventory trends.
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9 viewsusers have viewed this narrative update

Shared on 29 Oct 25

Fair value Increased 2.40%
Analysts have increased their price target for Vulcan Materials from $308.50 to $315.91. They cite improving volumes, higher pricing, and positive margin trends as key factors behind the revision.
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5 viewsusers have viewed this narrative update

Shared on 14 Oct 25

Fair value Increased 1.46%
Analysts have raised their fair value estimate for Vulcan Materials from $304.05 to $308.50, citing moderate adjustments to sector outlooks and continued profit resilience. Analyst Commentary Recent analyst coverage of Vulcan Materials reflects both optimism and caution as the company navigates changing sector dynamics and expectations for construction markets through 2026 and beyond.
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4 viewsusers have viewed this narrative update

Shared on 04 Sep 25

Analysts maintained a bullish outlook on Vulcan Materials, citing strong profit growth, sustained margin improvement, and robust revenue performance following a positive Q2 earnings report, with the consensus price target remaining unchanged at $304.05. Analyst Commentary Upward revision in price target reflects confidence in Vulcan Materials' profit growth without reliance on operating leverage.
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3 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 5.38%
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5 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 0.66%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 1.65%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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1 viewusers have viewed this narrative update

Shared on 16 Apr 25

Fair value Increased 0.58%
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4 viewsusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 2.19%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 1.39%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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0 viewsusers have viewed this narrative update

Shared on 26 Mar 25

Fair value Decreased 0.34%
AnalystConsensusTarget has increased revenue growth from 7.3% to 8.3%.
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1 viewusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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1 viewusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Increased 0.92%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Fair Value vs Share Price

US$328.81
vs US$249.8924.0% undervalued intrinsic discount
PastFuture010b2015201820212024202620272029Revenue US$9.6bEarnings US$1.7b
6%
Revenue growth
17.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Vulcan Materials

  • Fair value estimate changes
  • Narrative and analyst updates
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Company analysis

Solid track record average dividend payer.

Market capUS$33.5b
PB3.8x
Estimated Growth4.5%
Dividend Yield0.8%
Full analysis

CEO & management

Ronnie Pruitt
CEO
4.3yrs
CEO Tenure

Produces and supplies construction aggregates in the United States.

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