In this article, we discuss the 7 Best Cement Stocks to Buy According to Analysts.
Cement is a key material in the construction industry and an essential indicator of economic growth. Its demand is always high whenever there are heightened efforts to expand infrastructure. Amid the resilience of the US economy, the US construction materials sector has been on a roll. The sector is already up by more than 23% for the year, outperforming the S&P 500, which is up by about 12%.
Likewise, analysts at JPMorgan expect the momentum in the US construction and materials sector to continue in the second half of the year and into 2026. The investment bank sees a 15% upside potential for stocks in the sector and a 20% share price gain for pure US construction stocks.
The investment bank anticipates increased volumes in the construction sector during the second half of the year.
JPMorgan stated: “With guidance for most companies pointing to improved vols in 2H, we believe 2Q was likely the trough of softer demand trends. Plus, comps could be easier regarding weather in 2H.”
Interest rate cuts by the US Federal Reserve would also be a boon for the sector. Interest rate cuts are expected to make it more affordable for people to acquire the capital needed to purchase homes and for developers to undertake construction projects.
The resultant effect should be a spike in demand for cement and its products, which should benefit companies with exposure to the product. Increasing urbanization, infrastructural development, and a push toward sustainable building practices are among the tailwinds that affirm the long-term outlook for cement stocks.
Our Methodology
To identify the Best Cement Stocks to Buy According to Analysts, we used the Finviz screener to scan for construction companies with exposure to cement production. Next, we settled on stocks popular among elite hedge funds (as of Q2 2025) and detailed their upside potential as of September 11. Finally, we ranked the stocks in ascending order based on the number of hedge funds that hold stakes in them.
Why are we interested in the stocks that hedge funds pile into? The reason is straightforward: our research has demonstrated that we can outperform the market by replicating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
7. CEMEX, S.A.B. de C.V. (NYSE:CX)
Stock Upside Potential: 5.99%
Number of Hedge Fund Holders: 18
CEMEX, S.A.B. de C.V. (NYSE:CX) is one of the best cement stocks to buy according to analysts. On September 3, analysts at BofA Securities reiterated a ‘Neutral’ rating on the stock and lifted the price target to $10 and $8.60. The price target hike underscores BofA’s updated discounted cash flow analysis based on 2026 projections.
The price target hike comes as Cemex outperforms cement stocks over the past six months, given the 53% spike. The outperformance stems from the company’s pursuit of aggressive cost-saving programs and its focus on generating free cash flow. The appointment of a new CEO has also helped strengthen its market sentiment.
The new CEO has reiterated plans to focus on improving the company’s return on invested capital. Plans are underway to deploy $2 billion in disciplined mergers and acquisitions in pursuit of new growth opportunities.
CEMEX, S.A.B. de C.V. (NYSE:CX) is a global company that produces and distributes building materials, primarily cement, ready-mix concrete, and aggregates. The company aims to build a better future by providing innovative and sustainable building solutions, with a focus on carbon neutrality, circularity, and natural resource management.
6. James Hardie Industries PLC (NYSE:JHX)
Stock Upside Potential: 36.96%
Number of Hedge Fund Holders: 32
James Hardie Industries PLC (NYSE:JHX) is one of the top cement stocks to consider for investment, according to analysts. On September 10, James Hardie Building Products Inc., a subsidiary of James Hardie Industries, announced the renewal of its partnership with Green Brick Partners Inc. (NYSE:GRBK), reinforcing their collaboration in fiber-cement siding and exterior design solutions through 2028.
The agreement will make James Hardie’s siding and trim products the exclusive choice for new Green Brick Projects. Green Brick Partners is the third-largest homebuilder in Dallas-Fort Worth and owns five subsidiary homebuilders in Texas.
James Hardie and Green Brick Partners have collaborated to build long-lasting, exquisitely crafted homes for homeowners since the inception of their partnership. This extended exclusive agreement reinforces the two businesses’ shared commitment to quality and innovation.
Sean Gadd, President of James Hardie North America, said, “We’re pleased to build on our long-standing relationship with Green Brick Partners. Our continued work together highlights the shared emphasis we place on quality, innovation, and delivering homes that stand the test of time.”
James Hardie Industries PLC (NYSE:JHX) is a global leader in high-performance building materials, best known for its fiber cement siding and backer board products, which offer durability and resistance to fire, water, and pests. The company also produces a range of exterior and interior solutions, including composite and PVC decking, as well as composite and gypsum fiber boards.
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