Jul. 25 at 2:37 PM
$BCC $QXO $BXC If you are watching
$BCC, This is could be the new merger
$QXO is setting up big , analyst targets are rolling in (Wolfe
$44, RBC
$33, Baird
$32, Oppenheimer
$27) while leadership just got stronger with a new CPO from Google AI/logistics and a new President from Home Depot. The company smartly passed on overpaying for GMS (which Home Depot took) and is now eyeing BXC and BCC as smarter M&A plays. Beacon Roofing’s
$11B acquisition is closed and sets the stage for national scale and margin growth. With a tight float, fresh leadership, and stacked catalysts, this is a no brainer!