Arcosa Inc

ACA remains in a secular uptrend with a bullish medium-term posture, but the Bullish Exhaustion inflection and flattening EMAs signal near-term consolidation or pullback risk. Short-term momentum is neutral, so we will stalk entries on dips into the rising EMA support zone to participate in the expected continuation.

• ↑CRH acquisition at $150/share implies 25% premium and $175m synergies
• ↑High earnings yield (~0.98) signals undervaluation versus peers
• ↓Q2 EPS $1.13 vs $1.18 est; revenue $658.7m up 2% YoY below consensus