Procore Technologies Inc. — Cyborg Score 7/10

Strong
Cloud-Based Construction Management Software/SaaS

Strategic Profile

Over three million projects have run on Procore across 150+ countries. The company has cemented its position as a leader in construction software solutions with strong Q4 results and forward-looking forecasts. Procore is demonstrating robust upmarket momentum with the ability to displace incumbent vendors and win large general contractors and owners, with CEO noting the value proposition that price alone cannot match.

Cyborg Score Rationale

The company reported $1.15 billion in revenue with a solid gross margin of 79.8%, indicating effective cost management. Procore is raising 2026 revenue expectations to $1.489B-$1.494B. Management is investing in AI capabilities and product innovation to drive increased adoption and efficiency. However, profitability challenges and market volatility remain headwinds.

Top Insights

  • Enterprise momentum is strong with wins among large general contractors and ENR 400 customers, including winning back a major contractor who cited substantial labor savings.
  • Datagrid acquisition expands AI capabilities for advanced reasoning and workflow automation, including multimodal analysis of site videos and automated issue resolution.
  • FedRAMP Moderate authorization positions Procore to pursue contracts with U.S. federal and state government agencies, unlocking new public sector markets.
  • Upmarket expansion continues with increasing customers over $100K ARR, while newer products like Procore Pay and Resource Management are gaining traction.

Named Competitors

  • Touchplan — Construction project planning and collaboration
  • Bridgit Bench — Construction workforce management
  • Fieldwire — Construction field management and communication
  • Oracle Construction & Engineering Cloud — Enterprise construction project management

Recent Developments

  • (February 2026) Q4 2025 earnings beat with $349.1M revenue (+15.6% YoY) and $0.37 adjusted EPS; raised 2026 guidance
  • (January 2026) Datagrid acquisition completed to accelerate agentic AI strategy
  • (January 2026) FedRAMP Moderate authorization achieved for government solutions

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