Arcosa, Inc.

Análisis de la acción Arcosa, Inc. (ACA)

$147.060

+0.044 (+0.03%)Al cierre

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Máximo
147.320
Apertura
147.290
Precio medio ponderado por volumen
147.08
Volumen
403.36K
Capitalización
4.00B
Mínimo
146.870
Importe
59.33M
EV/EBITDA, TTM
14.33

Arcosa, Inc. is a provider of infrastructure-related products and solutions. The Company’s two principal business segments include Construction Products and Engineered Structures. The Construction Products segment primarily produces and sells natural and recycled aggregates, specialty materials, asphalt mix, and construction site support equipment, including trench shields and shoring products. It also produces recycled aggregates in the U.S. with operations in Texas, New Jersey, California, Florida, and Arizona. The Engineered Structures segment primarily manufactures and sells steel and concrete structures for infrastructure businesses, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures. These products share similar manufacturing competencies and steel sourcing requirements and can be manufactured across our North American footprint.

www.arcosa.com

Análisis de IA of Arcosa, Inc. (ACA)

Mantener

Arcosa Inc is currently a hold. The stock is priced at $147.06, showing a strong year-to-date change of +37.71% and a one-year change of +57.01%. However, the recent earnings report showed a slight miss against expectations, with adjusted earnings of $1.13 per share, which was below the estimated $1.18. Additionally, the forward P/E ratio is relatively high at 29.85, suggesting that the stock may be overvalued at this price point. The main risk is the potential volatility in market demand, as highlighted by the revenue shortfall against analyst expectations, which could impact future performance.

Recomendaciones de analistas (3)

-21.80% Potencial de caída
Comprar
3 Comprar
0 Mantener
0 Vender
Actual: 147.06
Mínimo
115.00
Promedio
115.00
Máximo
115.00

Texas Capital

2026-06-23

Precio objetivo

$150

Mantener

Barclays

2026-05-04

Precio objetivo

$140

Sobreponderar

DA Davidson

2026-03-02

Precio objetivo

$125

Comprar

Deutsche Bank

2026-01-21

Precio objetivo

—

Comprar

RBC Capital

2025-12-19

Precio objetivo

$19

Sector Perform

Métricas de valoración

El PER previsto actual de Arcosa, Inc. (ACA) es 29.85, frente a su media de 5 años de 25.93.

PER previsto

Valor razonable
Media 5A P/E
25.93
P/E actual
29.85
Sobrevalorada
31.07
Infravalorada
20.80

EV/EBITDA previsto

Sobrevalorado
Media 5A EV/EBITDA
11.15
EV/EBITDA actual
14.33
Sobrevalorada
13.26
Infravalorada
9.04

Precio/ventas previsto

Muy sobrevalorado
Media 5A P/S
1.54
P/S actual
2.54
Sobrevalorada
1.89
Infravalorada
1.19

Escenarios de precio de Alphio AI para ACA

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%ACA

$111.76

Precio del escenario

B

Base

Base · 50%ACA

$91.21

Precio del escenario

B

Bajista

Bajista · 25%ACA

$78.20

Precio del escenario

Ballenas con ACA en cartera

T

Turtle Creek Management, LLC

+ Con en carteraACA

+19.26%

Rentabilidad a 3 meses

M

Magnetar Capital Partners, LP

+ Con en carteraACA

+2.74%

Rentabilidad a 3 meses

T

Tudor Investment Corporation

+ Con en carteraACA

+0.06%

Rentabilidad a 3 meses

P

Paralel Advisors LLC

+ Con en carteraACA

-1.41%

Rentabilidad a 3 meses

S

Silvercrest Asset Management Group LLC

+ Con en carteraACA

-2.28%

Rentabilidad a 3 meses

G

Glazer Capital, LLC

+ Con en carteraACA

-2.41%

Rentabilidad a 3 meses

Cronología de eventos

2026-09-04 (ET)

16:30:00

Arcosa Shareholders Approve CRH Acquisition

2026-08-05 (ET)

16:30:00

Company Reports Q2 Revenue of $658.7M, Below Expectations

2026-06-26 (ET)

06:30:00

Oppenheimer Downgrades Arcosa to Perform

2026-06-22 (ET)

16:30:00

Nasdaq Declines Amid Weakness in Tech Stocks

12:30:00

S&P 500 Declines Amid Weakness in Tech Stocks

Noticias

Preguntas frecuentes sobre ACA, respondidas por Alphio AI

Arcosa, Inc. is a provider of infrastructure-related products and solutions. The Company’s two principal business segments include Construction Products and Engineered Structures. The Construction Products segment primarily produces and sells natural and recycled aggregates, specialty materials, asphalt mix, and construction site support equipment, including trench shields and shoring products. It also produces recycled aggregates in the U.S. with operations in Texas, New Jersey, California, Florida, and Arizona. The Engineered Structures segment primarily manufactures and sells steel and concrete structures for infrastructure businesses, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures. These products share similar manufacturing competencies and steel sourcing requirements and can be manufactured across our North American footprint. It operates in the Industrials sector (FABRICATED STRUCTURAL METAL PRODUCTS industry).

Arcosa Inc is currently a hold. The stock is priced at $147.06, showing a strong year-to-date change of +37.71% and a one-year change of +57.01%. However, the recent earnings report showed a slight miss against expectations, with adjusted earnings of $1.13 per share, which was below the estimated $1.18. Additionally, the forward P/E ratio is relatively high at 29.85, suggesting that the stock may be overvalued at this price point. The main risk is the potential volatility in market demand, as highlighted by the revenue shortfall against analyst expectations, which could impact future performance.

3 analysts cover ACA: 3 rate it Buy, 0 Hold and 0 Sell. The average price target is 115.00.

Comunidad

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