Markets

Insider Trading

Hedge Funds

Retirement

Opinion

7 Best Cement Stocks to Buy According to Analysts

Page 1 of 6

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.

Page 1 of 6

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…