Procore: Priced For The Resilient Slump, Levered For The Non-Residential Recovery

Impact · against what's priced in

Procore is positioned for a valuation re-rating as nonresidential construction indicators neutralize. While 15% revenue growth during a slump is strong, the primary catalyst is the shift from structural skepticism to cyclical recovery in the ABI indicators.

PCOR+0.60: No priced-in read yet
In context: The return of the ABI to neutral suggests a bottom in nonresidential construction, providing a catalyst for revenue growth to exceed the current 15% as the cycle turns.
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Procore: Priced For The Resilient Slump, Levered For The Non-Residential Recovery

revenue growth▲1%
PCOR
construction software
cyclical recovery
market share
nonresidential construction
saas

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