Dec. 4 at 7:24 PM
$ROCK
I'm really liking the construction and building materials sectors going into 2026 with outlook for lower interest rates.
Capstone - CAPS is building real momentum after its recent acquisitions, with Instone + Carolina Stone + Canadian Stone now driving double-digit YoY revenue growth and expanding margins. C-suite is in execuction mode...
Management is signaling multiple new deals coming in 2026 Q1, and if they execute another 3+ strategic acquisitions next year, CAPS is positioned to push toward a
$100M+ revenue run-rate — a massive scale-up from today’s sub-
$50M base.
With a fragmented market, rising gross margins, and a proven integration playbook, CAPS could be one of the most compelling microcap roll-up stories heading into 2026. If the next acquisitions are accretive and margins keep expanding, this has the potential to re-rate fast.
📌 Watch: Q1 acquisition announcements, margin expansion, and EBITDA trajectory.
CAPS - this one is on breakout watch. 🔥📈
