** Shares of construction supplies firm Vulcan Materials VMC.N fall 1.7% to about $306 premarket

** DA Davidson downgrades stock to "neutral" from "buy"; maintains PT at $330

** Says slower growth in infrastructure demand, upcoming changes in transportation funding and signs of weakness in private markets could weigh on VMC in the coming days

** Adds VMC's pricing power makes it a good inflation hedge, but with easing inflation and slower construction markets, upside looks limited

** Also lowers peer Martin Marietta Materials MLM.N to "neutral" from "buy"; PT unchanged at $690

** MLM's valuation reflects past gains, with limited near-term upside due to slower funding, moderating pricing and acquisition integration - DA Davidson

** 16 of 24 brokerages rate Vulcan Materials "buy" or higher, 8 "hold" ; median PT is $327 - data compiled by LSEG

** VMC rose 10.9% in 2025

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))