Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
PCOR [bullish]
Procore Technologies, Inc.
+2.27%
current return
Author Info
No bio for this author
Company Info
Procore Technologies, Inc., together with its subsidiaries, provides a cloud-based construction management platform and related products and services in the United States and internationally.
Market Cap
$11.7B
Pitch Price
$72.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
-219.78
P/E
-89.85
EV/Sales
8.66
Sector
Software
Category
growth
Antipodes Global Value New Position: Procore Technologies, Inc.
PCOR (new position): Leading US construction mgmt software for largest contractors globally. Trimmed MSFT to buy on weakness amid competition/soft construction concerns. Over-indexed to non-resi (datacenters, manufacturing, healthcare). Revenue growth to re-accelerate to high-teens as construction improves, digitization drives adoption, and geographic expansion ramps.
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