Just noticed RBC Capital jumped into EXP coverage recently with a Sector Perform call. They're looking at around $232 per share as the target, which would be maybe 3% upside from where it closed. Not exactly screaming bullish but worth keeping on the radar.

The fund sentiment is kind of mixed right now. You've got 843 institutions holding positions, though that's down from last quarter. JPMorgan actually cut their stake pretty hard - dropped from 1.8M to 1.3M shares. But Baupost went the other way and increased their holdings to 1.1M shares. That kind of divergence is interesting.

Revenue projections are sitting around $2.3B with modest growth. Put/call ratio is 0.56 which leans bullish at least. The thing that stands out is the institutional ownership shuffle - some big players are trimming exposure while others are buying. Probably worth watching how this plays out over the next quarter or two.