← Analyst Upside

AU · rank #19 · 2026-10-23

PCOR

NYSE · $8.81B (USD)

SignalBuy1.1strength 1.1 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
0.679
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.
-0.207
Analyst upside
Consensus target $68.52
+10.0%
Momentum acceleration
3-month minus 12-month momentum.
+49.25%
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 operates a cloud-based construction management software platform serving contractors and owners with workflow automation, AI tools, and subcontractor risk prequalification.

Rationale

High revision agreement (87.5%), 12 net positive 30-day revisions, and a 15.1% earnings surprise validate analyst upside momentum as revenue grows 16% YoY alongside expanding AI agent monetization.

Material risks

  • 1Aggressive feature replication and AI integration by legacy software peers like Autodesk, Trimble, and Oracle could commoditize Procore's core workflows.
  • 2Broader construction sector weakness or project delays could tighten customer software budgets and restrict net expansion.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Proceed