Record Earnings: Social media observers highlighted Carpenter Technology's fourth-quarter results as a standout performance, with operating income jumping sharply year over year amid robust demand in aerospace superalloys. Analysts on these platforms noted the company's ability to secure favorable pricing through long-term agreements, driving margins to new highs in its core segment.
Guidance Upgrade: Discussion focused on management's raised outlook for fiscal 2027, projecting further income growth and a substantial increase in free cash flow despite ongoing capacity investments. Participants emphasized the structural supply constraints in nickel-based alloys as a key tailwind supporting the positive sentiment around the earnings beat.
Long-Term Outlook: Users pointed to the newly introduced fiscal 2029 targets as evidence of sustained momentum in high-value markets like defense and power generation. Overall conversation reflected strong optimism tied to execution on expansion plans and aerospace recovery.
Note: This discussion summary was generated from an AI condensation of post data.
Carpenter Technology Insider Trading Activity
Carpenter Technology insiders have traded $CRS stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $CRS stock by insiders over the last 6 months:
- JAMES D DEE (SVP, Gen Counsel & Sec) has made 0 purchases and 3 sales selling 15,800 shares for an estimated $6,190,095.
- MARSHALL D AKINS (VP and Chief Comm Officer) has made 0 purchases and 8 sales selling 11,815 shares for an estimated $5,214,629.
- STEVEN E KAROL has made 0 purchases and 3 sales selling 8,500 shares for an estimated $3,449,408.
- ANASTASIOS JOHN HART has made 0 purchases and 2 sales selling 1,000 shares for an estimated $433,366.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Carpenter Technology Revenue
Carpenter Technology had revenues of $811.5M in Q3 2026. This is an increase of 11.62% from the same period in the prior year.
You can track CRS financials on Quiver Quantitative's CRS stock page.
You can access data on CRS stock through the Quiver Quantitative API.
Carpenter Technology Congressional Stock Trading
Members of Congress have traded $CRS stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRS stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 02/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Carpenter Technology Hedge Fund Activity
We have seen 431 institutional investors add shares of Carpenter Technology stock to their portfolio, and 261 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EGERTON CAPITAL (UK) LLP removed 1,330,920 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $820,964,692
- JENNISON ASSOCIATES LLC added 805,306 shares (+inf%) to their portfolio in Q1 2026, for an estimated $317,411,359
- POINTSTATE CAPITAL LP removed 599,264 shares (-97.9%) from their portfolio in Q1 2026, for an estimated $236,199,905
- FMR LLC added 524,871 shares (+13.8%) to their portfolio in Q1 2026, for an estimated $206,877,904
- BLACKROCK, INC. added 511,204 shares (+9.6%) to their portfolio in Q1 2026, for an estimated $201,491,056
- LONE PINE CAPITAL LLC added 505,002 shares (+38.5%) to their portfolio in Q1 2026, for an estimated $199,046,538
- THIRD POINT LLC removed 475,000 shares (-60.5%) from their portfolio in Q1 2026, for an estimated $187,221,250
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Carpenter Technology Price Targets
Multiple analysts have issued price targets for $CRS recently. We have seen 7 analysts offer price targets for $CRS in the last 6 months, with a median target of $470.0.
Here are some recent targets:
- Charles Minervino from Susquehanna set a target price of $680.0 on 07/09/2026
- Michael Leshock from Keybanc set a target price of $644.0 on 06/30/2026
- Gautam Khanna from TD Cowen set a target price of $470.0 on 05/22/2026
- David Strauss from Wells Fargo set a target price of $425.0 on 05/04/2026
- Andre Madrid from BTIG set a target price of $450.0 on 04/30/2026
- Bennett Moore from JP Morgan set a target price of $470.0 on 04/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
