Jefferies Bullish on CRH plc (CRH), Cites Passive Capital Inflows and S&P500 Inclusion

CRH plc (NYSE:CRH) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for CRH suggests an upside of 10%; however, the Street high indicates an upside of 30%. According to Klarman’s 13F portfolio, he owns a $405.6 million stake in CRH as of the third quarter of 2025.

On December 1, Jefferies maintained its bullish stance on CRH, assigning the stock a Buy rating and a price target of $140. The firm noted that the company could possibly receive passive capital inflows in the next few months. Jefferies also pointed out that CRH may end up in the S&P 500 lineup. The firm predicts that entering the S&P 500 index could boost the purchase of CRH shares by 114.24 million units, which is equal to an average trading volume of 27 days.

Additionally, Jefferies highlighted CRH’s overall investment thesis, noting that it has made notable investments in US infrastructure, that European demand could start to bounce back, that higher pricing and margins are on the horizon in the US, and that potential M&A activity is underway.

CRH plc (NYSE:CRH) was founded in 1936 and is headquartered in Dublin. It provides building materials and construction solutions, including aggregates, cement, concrete, asphalt, precast elements, hardscape products, and engineered components.

While we acknowledge the potential of CRH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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