50% off Premium Yearly
It is a software company that focuses on the construction industry. It has been a fast growing profitless company and was slow to digitalize.
Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
Sizeable company at $90B. SaaS, cloud-based construction management. Profitable, but barely. Pretty decent run, up over 25% last 100 days. Fairly valued. Price target is $66.50. A bit rich. He owns ADSK instead.
Build your watch list
Sign in to track investmentsyou care about
Rule Investment Media
at Raymond James Investment Counsel Ltd.
Stockchase Premium
Stockchase
CNBC
It is a software company that focuses on the construction industry. It has been a fast growing profitless company and was slow to digitalize.