Key Takeaways ILMN earnings are projected to rise 92.2% y/y in 2025, with a 5% broker rating upgrade in four weeks.CMC has seen an 8.3% broker rating upgrade and expects an 87.5% earnings surge in fiscal 2026.NEM earnings are forecast to jump 74.1% in 2025, with broker upgrades up 4.8% in four weeks.As the U.S. economy continues to face sticky inflation and softening job growth, the chances of the Federal Reserve cutting interest rates are high now. Alternatively, tariffs, supply-chain pressures and uneven ...

Core Insights - Commercial Metals Company (CMC) has successfully completed the acquisition of Concrete Pipe & Precast, LLC (CP&P) for $675 million, enhancing its early-stage construction solutions portfolio [2][3][10] - The acquisition is expected to be immediately accretive to CMC's earnings per share and free cash flow, with projected annual run-rate synergies of $5 million to $10 million by the third year [5][10] - CMC is also pursuing the acquisition of Foley Products Company for $1.84 billion, which will further strengthen its position in the precast concrete market [7][8] Acquisition Details - CP&P specializes in precast concrete solutions in the Mid-Atlantic and South Atlantic regions of the U.S., boasting strong margins and cash flows [3][4] - The acquisition of CP&P allows CMC to create a scalable platform in a fragmented industry with robust profit margins [4] - The precast business requires less capital compared to CMC's traditional steel operations, leading to improved cash flow generation [6] Strategic Growth - CMC anticipates that the combined acquisitions of CP&P and Foley will yield operational synergies of $25 million to $30 million by the third year [8] - The company aims to establish one of the largest precast concrete platforms in the U.S., positioning itself as a leading player in the Mid-Atlantic and Southeastern regions [8] Market Performance - CMC's stock has increased by 2.7% over the past year, while the industry has seen an 18.5% growth [9]

Accessibility StatementSkip Navigation IRVING, Texas, Dec. 1, 2025 /PRNewswire/ --Â Commercial Metals Company (NYSE: CMC) ("CMC") today announced that it has successfully completed the acquisition of Concrete Pipe & Precast, LLC ("CP&P") from Eagle Corporation and ECPP, LLC for a cash purchase price of $675 million, subject to customary adjustments. CP&P is a leading supplier of precast concrete and pipe products to the Mid-Atlantic and South Atlantic regions, selling into seven core states from 17 strategi ...

Core Insights - In times of market volatility, investors are increasingly turning to value investing as a strategy to capitalize on discounted stock prices when others are selling [1][3] Value Investment Strategy - Value investing allows investors to purchase stocks at lower prices during market uncertainty, presenting opportunities for long-term gains [1] - The strategy can lead to "value traps" if not properly understood, where stocks underperform due to persistent issues rather than temporary setbacks [3] Importance of PEG Ratio - The PEG ratio, defined as (Price/Earnings)/Earnings Growth Rate, is a crucial metric for value investors, with a lower PEG ratio indicating better value [5] - The PEG ratio helps identify intrinsic stock value, although it has limitations, such as not accounting for changing growth rates over time [5] Screening Criteria for Value Stocks - Effective screening for value stocks includes criteria such as a PEG ratio less than the industry median, a P/E ratio below the industry median, and a Zacks Rank of 1 or 2 [6] - Additional criteria include a market capitalization greater than $1 billion, an average 20-day trading volume exceeding 50,000, and upward revisions in earnings estimates by more than 5% [6] Selected Value Stocks - The Allstate Corporation (ALL), Telefonica, S.A. (TEF), Enersys (ENS), and Commercial Metals Co. (CMC) are highlighted as low-PEG value stocks that meet strict screening criteria [7] - Each of these companies demonstrates a combination of discounted valuation, solid growth metrics, and strong Style Scores, along with rising earnings estimates [7] Company Profiles - **Allstate Corporation (ALL)**: The third-largest property-casualty insurer in the U.S. with a five-year expected growth rate of 18.9% and a Zacks Rank of 1 [9][10] - **Telefonica, S.A. (TEF)**: A major telecommunications provider in Europe and Latin America, with a five-year expected growth rate of 28.1% and a Zacks Rank of 2 [10][11] - **Enersys (ENS)**: Engaged in manufacturing industrial batteries, with a long-term historical growth rate of 16.5% and a Zacks Rank of 2 [11][12] - **Commercial Metals Co. (CMC)**: A manufacturer and recycler of steel products, boasting a five-year expected growth rate of 25.6% and a Zacks Rank of 1 [13][14]

Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase ...

Core Viewpoint - Commercial Metals (CMC) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts' optimism regarding the earnings prospects of Commercial Metals is leading to higher estimates, which is expected to positively impact the stock price [2]. - The current quarter's earnings estimate is $1.41 per share, reflecting an increase of +80.8% year-over-year, with a 5.41% rise in the Zacks Consensus Estimate over the last 30 days [6]. - For the full year, the expected earnings are $5.87 per share, indicating a year-over-year change of +87.5%, with two estimates moving up recently and no negative revisions [7]. Zacks Rank - The favorable estimate revisions have resulted in Commercial Metals achieving a Zacks Rank 1 (Strong Buy), which is associated with significant outperformance compared to the S&P 500 [8]. - The Zacks Rank system has a strong track record, with Zacks 1 Ranked stocks averaging an annual return of +25% since 2008 [3]. Stock Performance - Commercial Metals shares have increased by 6.6% over the past four weeks, indicating investor confidence in the company's earnings growth prospects [9].

Core Points - Commercial Metals Company (CMC) has successfully closed an offering of $1,000 million in 5.75% Senior Notes due 2033 and $1,000 million in 6.00% Senior Notes due 2035, totaling $2,000 million [1][2] - The proceeds from the offering will be used to fund the acquisition of Foley Products Company, along with transaction-related fees and general corporate purposes [3] - The Notes are senior unsecured obligations and will rank equally with CMC's existing and future senior unsecured indebtedness [2] Financial Details - The 2033 Notes will mature on November 15, 2033, while the 2035 Notes will mature on December 15, 2035 [2] - Gross proceeds from the issuance of the Notes were placed into an escrow account pending the completion of the Foley Acquisition [4] - If the Foley Acquisition is not completed by October 15, 2026, CMC will be required to redeem all of the Notes at 100% of the initial issue price plus accrued interest [4] Offering Details - The Notes were offered only to qualified institutional buyers and certain non-U.S. persons, in compliance with Rule 144A and Regulation S under the Securities Act [5] - The Notes have not been registered under the Securities Act and cannot be offered or sold in the U.S. without registration or an exemption [5]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Commercial Metals (CMC) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Commercial Metals has a historical EPS growth rate of 0.4%, but projected EPS growth for this year is expected to be 69.5%, significantly outperforming the industry average of -11.1% [4]. Group 2: Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets ratio) of 1.13, indicating it generates $1.13 in sales for every dollar in assets, compared to the industry average of 0.9, showcasing superior efficiency [5]. Group 3: Sales Growth - Sales for Commercial Metals are projected to grow by 6.5% this year, while the industry average is stagnant at 0% [6]. Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Commercial Metals have been revised upward, with the Zacks Consensus Estimate increasing by 1.4% over the past month, indicating positive momentum [8]. Group 5: Overall Assessment - Commercial Metals has achieved a Growth Score of A and a Zacks Rank of 2, suggesting it is a solid choice for growth investors and has the potential to outperform the market [10].

Core Viewpoint - The company has successfully transformed from a retail CFD provider into a diversified fintech company, focusing on growth and distribution through API technology and partnerships [2][3]. Group 1: Business Transformation - The company emphasizes a technology-led approach in both retail and institutional sectors, which enhances its scale and reach beyond traditional markets [3]. - The API business is highlighted as a significant growth area, providing partners with access to global markets and a wide range of products through a single connection [4]. Group 2: Strategic Initiatives - The presentation outlines various exciting initiatives that the company is pursuing, showcasing its commitment to innovation and market expansion [2]. - The focus on API connectivity is a key differentiator for the company, enabling it to deliver distribution and scale effectively [2].

Core Insights - The company is focused on waste-to-fuel projects, aiming to convert difficult waste streams into low carbon, commercially viable fuel [3]. Company Overview - The company is identified as a waste solutions development company, emphasizing its role in the waste-to-fuel sector [3]. - It adopts a technology-neutral approach, selecting proven third-party technologies that align with its objectives [3]. Project Update - The presentation serves as an update on Project Nexus, indicating ongoing developments and future directions [2]. - The company emphasizes the importance of forward-looking information in its communications, adhering to public company regulations [2].