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Eagle Materials Inc. (EXP) to Capitalize on Improving Construction Trends

Eagle Materials Inc. (NYSE:EXP) is one of the best cement stocks to buy according to analysts. On August 26, JPMorgan reiterated its confidence in the growth outlook for the construction materials sector. The investment bank remains confident about the industry owing to improving demand trends in the second half of the year and into 2026.

Eagle Materials is one of the companies well-positioned to benefit from the improving trends in the construction sector. JPMorgan raised its price target for Eagle Materials from $220 to $245, while keeping a Neutral rating on the stock. Heightened investments in infrastructure and non-residential spending should present opportunities for the company to capitalize on its array of building products, such as Portland cement.

For its first quarter of fiscal 2026, the company posted a record revenue of $634.6 million, representing a 4% year-over-year increase. Higher cement sales, volume, and contributions from acquired aggregate businesses in Western Pennsylvania and Northern Kentucky drove the record revenue. The company also reiterated plans to modernize and expand its Mountain Cement plant.

Eagle Materials Inc. (NYSE:EXP) manufactures and distributes building products like Portland cement, gypsum wallboard, concrete, and aggregates for residential, commercial, industrial, and infrastructure construction.

While we acknowledge the potential of EXP to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than EXP and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: Top 10 Materials Stocks to Buy According to Analysts and 10 Best Organic Food and Farming Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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