Arcosa

ACA · NYSE

$147.45+$0.12 (+0.08%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $147.33

ACA analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $150.96 (+2.4% upside)

Low: $141.40
Now: $147.45
High: $157.50

Upgrades and downgrades

The latest rating actions, newest first

ACA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Oppenheimer	May 28, 2026	Initiates	Outperform	$150.00	61%
Barclays	May 4, 2026	Maintains	Overweight	$115.00 → $140.00	39%
DA Davidson	Mar 2, 2026	Maintains	Buy	$120.00 → $125.00	72%
Barclays	Nov 3, 2025	Maintains	Overweight	$106.00 → $115.00	39%

The case for and against

Updated Jan 22, 2025

Bull case

Arcosa Inc. has experienced significant transformations in its business operations, particularly by increasing its focus on aggregates and infrastructure, which is expected to lead to immediate margin expansion and potential long-term multiple expansion. The company's Construction Products segment is projected to contribute approximately 65% of EBITDA, reflecting enhanced exposure to the growing infrastructure market, while segment EBITDA margins have risen by 260 basis points to 26.1%. Additionally, the resurgence of the Barge business, with a current backlog of $252 million, indicates a positive outlook for future orders, supporting a strong cash flow and rapid deleveraging opportunities.

Bear case

The analysis of Arcosa Inc. indicates significant headwinds that could adversely impact its financial performance, including a lack of federal action on essential infrastructure funding, which may hinder growth in the Construction Products segment. Additionally, challenges such as prolonged downturns in barge demand and rapid fluctuations in key commodity prices like steel and diesel may further strain profitability. Coupled with adverse weather conditions in critical markets and the potential inability to successfully complete acquisitions, these factors suggest that several of Arcosa's business segments have yet to realize their full potential, raising concerns about the company's overall viability in the near term.

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