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Core & Main initiated with a Buy at UBS

UBS initiated coverage of Core & Main with a Buy rating and $65 price target UBS has seen early signs of improvement in residential and non-residential end market activity coupled with improved pricing trends, despite the recent pullback in the stock, which set up an attractive runway moving into 2026, the analyst tells investors in a research note. The firm views near-term concerns around opex inflation as overblown.

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