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CDCDNL

Cardinal Infrastructure Group Inc.

$CDNL·$979M·Engineering & Construction·Industrials
$36.98-2.8%YTD+166.6%1Y+57.4%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 2 posts2026-08-23: 1 posts68+2%
Price updated 2h ago·X counts updated 8d ago
CDCDNL
$CDNLCardinal Infrastructure Group Inc.
$36.98-2.79%68 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CDNL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cardinal Infrastructure — a fresh construction-roll-up with $8.25M of insider buying in one week, 97% Q1 revenue growth, and a securities investigation just filed.

Cardinal Infrastructure Group is a Raleigh-based civil-contracting rollup providing site-development and infrastructure services to residential, commercial, and industrial clients. The equity is up 167% YTD as the founder-led-roll-up narrative caught, but is now 40% below the 50-day as securities-fraud investigations landed alongside a specific insider-buying cluster.

  • The operating story is genuinely explosive: Q1 revenue grew 97.2% year-over-year to $168M, prior quarters ran 91% and 0% (limited comps), gross margins hold 20-21%, and operating margins run 6-11% — the last three EPS prints were mixed (-49% to +28% surprises), showing the operating scale-up is uneven.
  • The insider buying cluster is large for the cap: five insiders including the CEO bought $8.25M — Anthony Wood opened a $2M+ position (51,400 shares at $39.36), COO Benjamin Wood added $1M+, plus Wimmer and Spivey Jeremy — real dollar conviction at spot levels.
  • The securities-fraud investigations are the specific overhang: BFA Law, Pomerantz, and Lowey Dannenberg all filed investigations Aug 27-28 — those constrain future issuance flexibility and force material-fact disclosure, though typically don't derail an operating turnaround if the fundamentals hold.
  • The valuation is stretched but supportable if growth continues: at 44x trailing earnings and 1.7x sales with 87% operating-margin structure, CDNL trades as a compounder — the FY26/27 EPS estimates support continued double-digit growth if the roll-up strategy keeps landing.

The path if the insider signal is right is a Nov 10 Q3 print keeping revenue growth above +80% year-over-year plus continued acquisition-plus-organic execution — the tape breaks the coil upward on the founder-conviction validation. What extends the drift is an escalation on the securities investigations plus a specific revenue miss; that's when the tape 40% below the 50-day extends further as the cluster looks premature.

Agrees with X sentimentThe bullish X take — five insiders including the CEO buying $8.25M, Anthony Wood opening a $2M+ position (51,400 shares at $39.36), COO Benjamin Wood adding $1M+ (25,700 shares at $39.48), shares trading 6.3% higher in premarket after the insider prints, and a founder-led fast-growing residential construction roll-up story — captures the coiled-with-insider-conviction setup exactly.

What to watch: The Nov 10 Q3 print — revenue growth above +80% YoY plus continued acquisition-plus-organic execution breaks the coil upward on the founder-conviction validation; an escalation on securities investigations plus a specific revenue miss is what extends the drop from 40% below the 50-day.

On the calendar: 2026-11-10 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-25

Bullish tone on Cardinal Infrastructure driven by cluster insider buying. Five insiders including the CEO bought $8.25M; Anthony Wood opened a $2M+ position (51,400 shares at $39.36) and COO Benjamin Wood added $1M+ (25,700 shares at $39.48). Shares trade 6.3% higher in premarket after the insider prints, and posters flag a founder-led fast-growing residential construction roll-up story.

Read the AI verdict + X sentiment for $CDNL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides wet utility installation and civil contracting (water, sewer, site work) for residential and municipal markets in the U.S.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $CDNL.

Engineering & Construction · Industrials

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $CDNL

Partial — upstream oil & gas exposure ties to commodity price cycle; Cardinal Infrastructure Group Inc.

Industry benchmark

18-name peer basket
+36.0%YTD
+55308.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.32$0.43-25.0%
Q1 2026May 12, 2026$0.23$0.18+27.8%
Q4 2025Mar 19, 2026$0.13$0.25-48.7%
Q3 2025Dec 10, 2025$-0.26$0.25-202.6%
Next earningsTue, Nov 10·consensus EPS $0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$167.5M+97.2%20.4%8.8%$0.23$-961
Q4 FY25$145.8M+91.0%21.4%6.0%$0.96$-524K
Q3 FY25$122.3M—21.1%9.7%$-0.26$909K
Q2 FY25$106.1M—21.3%11.1%$0.54$-8.0M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$706.8M$682.7M – $752.6M$1.86$1.64 – $1.992
FY27$805.1M$736.0M – $859.3M$2.13$1.98 – $2.332

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-39.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9K shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6304.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.435-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy7 insiders bought shares in the last 30 days.

Recent transactions

BuyAug 17Wimmer Richard BennettDirector7.5K sh$293KBuyAug 14Lee Richard Melvin Jr.Director34.0K sh$1.3MBuyAug 14Rowe Michael Bruce Jr.CFO7.0K sh$256KBuyAug 14Wood Anthony Leon Jr.Director51.4K sh$2.0MBuyAug 14Spivey Jeremy SimmonsCEO83.3K sh$3.2MBuyAug 14Ivy ZelmanDirector12.6K sh$501KBuyAug 14Benjamin WoodCOO25.7K sh$1.0MBuyMay 27Benjamin WoodCOO20.0K sh$1.0MBuyMar 26Ivy ZelmanDirector6.9K sh$251K
+ 8 other (8 awards) in window

See when $CDNL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cardinal Infrastructure Group Inc. (CDNL), a Raleigh, North Carolina-based emerging growth company listed on Nasdaq, reported its financial results for a recent quarter ending in 2026 via an 8-K filed August 11, 2026. The filing also included a Regulation FD disclosure (Item 7.01), suggesting supplemental investor materials such as a presentation or data file were released alongside the earnings. Full financial details are contained in the attached press release exhibit. As an infrastructure-focused company, investors will look to the press release for contract activity, revenue backlog trends, and margin performance as primary indicators of business health and growth trajectory.

424B4Prospectus supplement (offering)Jun 25424B4
AI summary

Cardinal Infrastructure Group (CDNL) priced a follow-on offering of 4,000,000 Class A shares at $73.00 per share on June 24, 2026, raising gross proceeds of $292 million ($277.4M net before expenses after $14.6M underwriter discount). An overallotment option for an additional 600,000 shares was granted. Shares were expected to settle around June 26, 2026. Stifel, William Blair, and Truist Securities led the deal. Meaningful dilutive offering — use of proceeds not specified in this excerpt.

S-1Initial registrationJun 22S-1
AI summary

Cardinal Infrastructure Group Inc., a Delaware construction company (SIC 1600) headquartered in Raleigh, NC, filed a preliminary Form S-1 registration statement on June 22, 2026 for a proposed IPO. The offering size and price have not been disclosed in this preliminary filing; the registration number (333-) has not yet been assigned. Legal counsel includes Willkie Farr & Gallagher and Latham & Watkins. Cardinal is an emerging growth company that elected not to use the extended accounting standards transition period. A potential new public offering for a private infrastructure company, with full terms to follow in an amended S-1.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

Cardinal Infrastructure Group Inc. (CDNL) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMay 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CDNL reported period ending 2026-05-12 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsApr 153
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CDNL on 2026-04-15, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2,093,031 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsApr 153
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CDNL on 2026-04-15, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2,093,031 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDMar 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CDNL reported period ending 2026-03-19 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 18 other (7 13Gs · 2 10-Qs · 2 proxys · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Investor Notice: Cardinal Infrastructure (NASDAQ:CDNL) Investigated for Potentially Misleading Investors in Securities Fraud Investigation – Contact BFA Law if You Lost Moneyglobenewswire.com·4d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cardinal Infrastructure Group Inc. - CDNLprnewswire.com·4d agoLowey Dannenberg, P.C. is Investigating Cardinal Infrastructure Group, Inc. (NASDAQ: CDNL) for Potential Violations of the Federal Securities Lawsglobenewswire.com·5d agoHAGENS BERMAN, NATIONAL SECURITIES LAW FIRM, Announces Investigation into Cardinal Infrastructure Group Inc. (NASDAQ: CDNL) Following Post-Offering Stock Plungeprnewswire.com·5d agoCDNL Securities Notice: Lose Money on Your Cardinal Infrastructure Investment? BFA Law Notifies Investors of the Ongoing Securities Fraud Investigation to Recover Lossesglobenewswire.com·6d ago

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Voices on X · last 7 days

No standout posts about $CDNL on X in the last 7 days.

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