ACA trades 1.0% above Wall Street's consensus target of $145.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes ACA achieves its forward estimates and maintains a stable P/E multiple of 34.2x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of October 3, 2026, Arcosa, Inc. (ACA) has a Wall Street consensus price target of $145.00, based on estimates from 8 covering analysts. With the stock currently trading at $146.50, this represents a potential downside of -1.0%. The company has a market capitalization of $7.19B.
Analyst price targets range from a low of $140.00 to a high of $150.00, representing a 7% spread in expectations. The median target of $145.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 7 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, ACA trades at a trailing P/E of 34.6x and forward P/E of 34.2x. The forward PEG ratio of 2.41 reflects a premium valuation. Analysts expect EPS to grow -57.1% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $144.10, with bear and bull scenarios of $90.78 and $189.87 respectively. Model confidence stands at 50/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 MLMMartin Marietta Materials, Inc. | $29.0B | $482.49 | $645.80 | +33.8% | Buy | 26.7x | 40 |
 VMCVulcan Materials Company | $31.5B | $243.06 | $314.63 | +29.4% | Buy | 26.7x | 36 |
 CRHCRH plc | $54.8B | $81.94 | $135.51 | +65.4% | Buy | 14.1x | 21 |
 TRNTrinity Industries, Inc. | $2.1B | $26.13 | $36.00 | +37.8% | Hold | 11.7x | 25 |
 GNSSGenasys Inc. | $66M | $1.45 | — | — | — | — | — |
 RAILFreightCar America, Inc. | $226M | $6.90 | — | — | Hold | 17.0x | 13 |
 GBXThe Greenbrier Companies, Inc. | $1.3B | $40.58 | $54.40 | +34.1% | Hold | 13.4x | 24 |
 AAONAAON, Inc. | $6.8B | $83.27 | $122.67 | +47.3% | Buy | 35.4x | 5 |
 TREXTrex Company, Inc. | $4.5B | $43.56 | $52.89 | +21.4% | Hold | 24.6x | 34 |
 NUENucor Corporation | $54.7B | $240.39 | $265.38 | +10.4% | Buy | 12.8x | 33 |
Quick answers to the most common questions about buying ACA stock.
Wall Street's consensus price target for ACA is $145, -1.0% from its current price of $146.5. The below-market target from 8 analysts suggests limited near-term appreciation.
ACA has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is predominantly bullish, with 7 Buy/Strong Buy ratings. The consensus 12-month price target of $145 implies -1.0% downside from current levels.
ACA trades at a forward P/E of 34.229x, representing a moderate valuation. With analysts targeting $145 (-1.0% implied move), the stock appears close to fair value.
The most bullish Wall Street analyst has a price target of $150 for ACA, while the most conservative target is $140. The consensus of $145 represents the median expectation. Our quantitative valuation model projects a bull case target of $190 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
ACA is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 7 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month ACA stock forecast based on 8 Wall Street analysts shows a consensus price target of $145, with estimates ranging from $140 (bear case) to $150 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $144, with bear/bull scenarios of $91/$190.
Our quantitative valuation model calculates ACA's fair value at $144 (base case), with a bear case of $91 and bull case of $190. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 50/100.
ACA trades at a forward P/E ratio of 34.2x based on next-twelve-months earnings estimates compared to a trailing P/E of 34.6x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Analysts are cautious on ACA, with 0 Sell ratings and a price target of $145 (-1.0% from current price). The "Buy" consensus suggests careful evaluation before buying. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
ACA analyst price targets range from $140 to $150, a 7% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $145 consensus represents the middle ground. Our model's $91-$190 range provides an independent fundamental perspective.
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