AU · rank #20 · 2026-10-20
PCOR
NYSE · $8.81B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.019 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 12 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.193 |
| Analyst upside Consensus target $68.52 | +18.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +44.24% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.33 |
| Gross margin TTM | +80.1% |
| 52w high | $82.32 |
| Market cap (USD) | $8.81B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Procore Technologies provides a cloud-based construction management software platform offering project execution, financial management, risk assessment, and AI-driven workflow automation to contractors and owners.
Rationale
High revision agreement (87.5%), a 15.1% quarterly earnings surprise, and positive target revisions support sell-side consensus upside (18.1%) as new AI agent packages and COMPASS prequalification drive higher customer ARPU.
Material risks
- 1Commoditization of construction AI capabilities and core workflow software by scaled competitors like Autodesk, Trimble, and Oracle could compress pricing power and slow enterprise adoption.
- 2Commercial construction cyclicality, tighter customer budgets, or project delays could pressure new ARR expansion despite high gross revenue retention.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.