News Sentiment

CMC sentiment intelligence

Commercial Metals Company news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 53 Balanced news tone 48 relevant articles
Exchange NYSE United States
Sector Industrials Market context
Industry Metal Fabrication Read-through group
Latest close 72.36 Week of 19 Jun 2026
Weighted tone 53/100

Balanced news tone

Market reaction Price moving ahead of tone

Price is moving more forcefully than the current news tone suggests.

Primary event Market update

72/100 classification confidence.

Company focus 48

directly relevant articles

Source quality 1

high-authority source matches

Trend context Trend inactive

-6.9% over one week, +0.6% over four weeks, trend inactive, and materially above fair value.

Latest direct headline Positive

Commercial Metals Company Stock 12‑Month Price Target Raised to $81, Implies 12% Upside

Market Reaction

Price moving ahead of tone

59/100 confidence

Price is moving more forcefully than the current news tone suggests.

Primary event Market update 72/100 classification
One-week reaction -6.9% Price reacting lower
Trend fit Trend inactive 0.6% over four weeks
Fair value 31.4% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 17
Neutral 24
Negative 7

Relevance

Why the article matched

Direct first
Direct company coverage 48
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
Market source 8
simplywall.st 6
TradingView 3
Sahm 3
StreetInsider 3
MSN 3
MarketBeat 3
Investing.com 2

Event Lens

What the news is about

Classified themes
Market update 16
Analyst action 14
Earnings 12
Balance sheet 3
Guidance 2
Deals and strategy 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 48
TradingView Direct company coverage

Commercial Metals Company Stock 12‑Month Price Target Raised to $81, Implies 12% Upside

Commercial Metals Company's average stock price target has been raised from $80.55 to $81 by 11 analysts, with forecasts ranging from $68 to $89 per share. This new target implies a potential upside of approximately 12% from the June 18 closing price. The consensus rating for the

Tone
Positive 70/100
Event
Analyst action
Published
22 Jun 2026 13:39
Source
TradingView
AlphaStreet Direct company coverage

Commercial Metals Q3 2026 Earnings Preview — June 25, Street Expects $1.75 EPS

Wall Street anticipates Commercial Metals Company (CMC) to report Q3 2026 earnings of $1.75 per share on June 25, with revenue projected at $2.41 billion. While this represents robust year-over-year growth in EPS and revenue, analyst estimates have seen a downward revision over t

Tone
Neutral 50/100
Event
Earnings
Published
22 Jun 2026 11:39
Source
AlphaStreet
富途牛牛 Direct company coverage

Commercial Metals Insiders Sell US$2.4m Of Stock, Possibly Signalling Caution

Insiders at Commercial Metals (NYSE:CMC) have sold a significant amount of stock, totaling US$2.4 million over the last year, with a particularly large sale by President and CEO Barbara Smith. Despite the company's solid performance and share price appreciation, this selling acti

Tone
Negative 36/100
Event
Market update
Published
19 Jun 2026 17:40
Source
富途牛牛
Simply Wall Street Direct company coverage

Commercial Metals (CMC) Stock After 49% Annual Gain Is There Still Room To Run

Commercial Metals (CMC) stock has seen a 49.4% annual gain, prompting an analysis of its current valuation. Using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio approaches, the article suggests CMC is undervalued. It also presents bullish and bearish narratives for

Tone
Positive 70/100
Event
Balance sheet
Published
18 Jun 2026 23:09
Source
Simply Wall Street
scanx.trade Direct company coverage

Analysts revise forecasts ahead of Commercial Metals Q3 earnings

Commercial Metals Company is set to release its Q3 earnings on June 25, with analysts projecting $1.75 per share and $2.41 billion in revenue. The company recently increased its quarterly dividend by 11%. Analyst opinions are varied, with some downgrading and others upgrading the

Tone
Neutral 50/100
Event
Earnings
Published
18 Jun 2026 12:40
Source
scanx.trade
TradingKey Direct company coverage

Commercial Metals Co (CMC) Valuation: PE, PB & Fair Value Analysis

This article provides a valuation analysis of Commercial Metals Co (CMC), noting its current valuation score of 7.51 within the Metals & Mining industry. It highlights the company's current P/E ratio of 16.26, which is significantly below its recent high but above its recent low.

Tone
Neutral 50/100
Event
Market update
Published
18 Jun 2026 06:40
Source
TradingKey
Sahm Direct company coverage

How Wells Fargo’s Rebar Oversupply Concerns Will Impact Commercial Metals (CMC) Investors

Wells Fargo downgraded Commercial Metals Company (CMC) due to concerns about rebar oversupply, weak construction demand, and the stock's high earnings multiple. This analyst shift highlights potential pressures on CMC's pricing and capital returns, despite the company's focus on

Tone
Negative 30/100
Event
Earnings
Published
11 Jun 2026 03:39
Source
Sahm
The Globe and Mail Direct company coverage

Analysts Offer Insights on Industrial Goods Companies: Commercial Metals Company (CMC), Old Dominion Freight (ODFL) and Paccar (PCAR)

BMO Capital maintained a Hold rating on Commercial Metals Company (CMC) with an $80.00 price target, while Wells Fargo also kept a Hold rating on Old Dominion Freight (ODFL) with a $205.00 price target. J.P. Morgan maintained a Buy rating on Paccar (PCAR) with a $140.00 price tar

Tone
Positive 60/100
Event
Analyst action
Published
07 Jun 2026 05:41
Source
The Globe and Mail
www.marketscreener.com Direct company coverage

Wells Fargo Downgrades Commercial Metals to Equalweight From Overweight, Price Target is $77

Wells Fargo has downgraded Commercial Metals (CMC) to Equalweight from Overweight, setting a new price target of $77. The steel company, which provides products and technologies for the global construction sector, saw its stock closing at $76.27 on June 4th. This adjustment follo

Tone
Negative 30/100
Event
Analyst action
Published
04 Jun 2026 11:09
Source
www.marketscreener.com
StreetInsider Direct company coverage

Wells Fargo Downgrades Commercial Metals Company (CMC) to Equal Weight

Wells Fargo analyst Timna Tanners downgraded Commercial Metals Company (CMC) to an Equal Weight rating. The article implies that further details are available to premium subscribers.

Tone
Negative 28/100
Event
Analyst action
Published
04 Jun 2026 10:05
Source
StreetInsider
Seeking Alpha Direct company coverage

Commercial Metals Company: Not Yet Convinced, But Things Are Looking Better (NYSE:CMC)

Commercial Metals Company (CMC) is rated Hold with a price target of $58/share, citing conservative valuation despite recent market exuberance. The company's business is highly cyclical and exposed to construction, with earnings volatility tied to commodity pricing and policy. Th

Tone
Negative 37/100
Event
Earnings
Published
03 Jun 2026 22:40
Source
Seeking Alpha
TradingView Direct company coverage

Commercial Metals Company Stock 12‑Month Price Target Raised to $79.18, Implies 3% Upside

The average 12-month price target for Commercial Metals Company (CMC) stock has been raised from $78.45 to $79.18 by 11 analysts, with forecasts ranging from $68 to $89 per share. This new target suggests a 3% potential upside from the May 28 closing price. The consensus rating f

Tone
Positive 70/100
Event
Analyst action
Published
29 May 2026 16:09
Source
TradingView
StreetInsider Direct company coverage

Commercial Metals Company (CMC) PT Raised to $83 at Morgan Stanley

Morgan Stanley analyst Carlos De Alba has raised the price target for Commercial Metals Company (NYSE: CMC) to $83. The article is a premium content piece from StreetInsider.com, requiring a login or subscription to read the full details.

Tone
Positive 69/100
Event
Analyst action
Published
29 May 2026 06:59
Source
StreetInsider
Investing.com Direct company coverage

Barclays initiates Commercial Metals stock with Equalweight rating

Barclays has initiated coverage on Commercial Metals Company (NYSE:CMC) with an Equalweight rating and a $75.00 price target, citing fair valuation given the company's position in the construction cycle and higher leverage compared to peers. The analyst noted that recent acquisit

Tone
Neutral 50/100
Event
Analyst action
Published
22 May 2026 08:10
Source
Investing.com
MarketBeat Direct company coverage

Qsemble Capital Management LP Has $3.45 Million Holdings in Commercial Metals Company $CMC

Qsemble Capital Management LP significantly increased its stake in Commercial Metals Company (NYSE:CMC) by 118.6% in the fourth quarter, now holding 49,885 shares valued at $3.45 million. This increase in institutional ownership comes despite Zacks Research lowering its earnings

Tone
Neutral 50/100
Event
Earnings
Published
17 May 2026 10:09
Source
MarketBeat
Sahm Direct company coverage

Is It Too Late To Consider Commercial Metals (CMC) After A 50% One Year Gain?

This article analyzes Commercial Metals (CMC) after a significant one-year gain to determine if the stock is still a good value. Using Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratios, the article suggests CMC is currently undervalued. It also presents two c

Tone
Positive 70/100
Event
Balance sheet
Published
17 May 2026 06:09
Source
Sahm
MSN Direct company coverage

UBS upgrades Commercial Metals (CMC)

UBS has upgraded its rating for Commercial Metals (CMC). The article, sourced from MSN, provides this update without further details on the reasons for the upgrade or specific financial implications.

Tone
Positive 68/100
Event
Analyst action
Published
15 May 2026 04:08
Source
MSN