Professional
Added to YB: 2026-06-05
Pitch date: 2026-04-21
PCOR [neutral]
Procore Technologies, Inc.
-10.72%
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
$7.6B
Pitch Price
$56.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
208.41
P/E
-99.13
EV/Sales
5.21
Sector
Software
Category
growth
Wasatch Long/Short Alpha Fund Portfolio Holding: Procore Technologies, Inc.
PCOR (holding update): Construction project mgmt software, one of fund's largest detractors. Bull thesis: moat lies not in code but in extensive contractor network & proprietary data across thousands of projects—network effect harder to replicate, positions well in AI-driven environment.
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