News

Marc Chaikin identifies Argan, MasTec, and Quanta Services as AI infrastructure plays with strong earnings records and recent pullbacks from recent highs.

The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.

Will LEN's incentives and lower home prices weigh on Q2 earnings despite stable delivery volumes?

Can STRL's Stone Ridge acquisition strengthen its foothold in data centers and industrial infrastructure markets?

Can FIX keep its earnings surge going as record backlog, data-center demand, and expanding margins fuel profits and rising analyst estimates?

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

The Largest U.S. Solar Company Stock with a Top Growth Score and a U.S. Industrial Stock Thriving in 2026.

With an upside potential of 15.49%, Quanta Services, Inc. (NYSE:PWR) is among the 7 Best Civil Engineering Stocks to Buy for Smart City Projects. Quanta Services, Inc. (NYSE:PWR) attracted additional Wall Street support on May 20 when CICC initiated coverage of the stock with an Outperform rating and an $872 price target. The initiation reflects growing confidence […]

Can STRL's AI infrastructure backlog and integrated service model justify its premium valuation after a 191% stock surge?

Quanta Services has notably outperformed the Infrastructure industry over the past year, and analysts are highly optimistic about the stock’s prospects.

CAT, MOD, PWR, FIX and VRT are five industrial stocks \riding the AI data center boom as demand for power, cooling and grid gear accelerates.

STRL lands a $500M+ first phase on a major U.S. semiconductor fab campus, adding a long-run growth lever beyond data centers.

Micron, Chevron and Quanta Services are highlighted as top picks as strong earnings growth and a steady U.S. economy support markets.

Quanta Services, Inc. (NYSE:PWR) is one of the 10 Best American Stocks to Buy and Hold for the Next Decade. On May 28, 2026, Oppenheimer upgraded Quanta Services, Inc. (NYSE:PWR) to Outperform from Perform with an $800 price target following a transfer of coverage. Oppenheimer said Quanta is “positioned in markets with superior growth prospects,” […]

Rollins leans on steady buyouts, tech upgrades and rising dividends to drive growth, even as margin pressure and higher interest costs weigh on profitability.

J lands SSEN grid-modernization frameworks worth over $1B, spanning OT, cybersecurity and AI-enabled digital services in northern Scotland.

Can MTZ's renewable energy momentum, communications demand and turnkey project opportunities sustain its strong stock rally?

Quanta Services is back in focus with analysts keeping their existing price targets unchanged, signaling no fresh revisions to the stock’s projected value. In the sections that follow, you will see how to track updates like this and fit them into your own view as the analyst narrative around Quanta Services continues to evolve. Stay updated as the Fair Value for Quanta Services shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new...

AGX is set to report Q1 FY27 results on June 4; EPS is seen at $2.27 and revenues at $252.5M, boosted by U.S. gas power projects and data-center demand.

Everyone wants to own NVIDIA (NASDAQ:NVDA). Almost nobody talks about who pours the concrete, runs the wires, and keeps the chips from melting. That’s where we’ve been spending most of our research time over the past 18 months, and three names keep surfacing: Eaton, Vertiv, and Quanta Services. Here’s the setup. AI hyperscalers are now ... The Boring Sector Quietly Powering the Entire AI Revolution

Can MTZ's turnkey infrastructure model help win more data center deals as AI demand lifts backlog and growth visibility?

Can STRL's integrated site-and-electrical model turn booming data center demand into years of backlog and margin growth?

Can Sterling's record backlog and integrated data center strategy drive stronger growth and margin expansion through 2027?

Can EME's record backlog, healthcare demand and logistics recovery drive its next phase of growth?

Quanta Services’ strong first quarter results and raised 2026 guidance have put fresh attention on contractors tied to power and data center buildouts, pulling MasTec (MTZ) into focus as another infrastructure player. See our latest analysis for MasTec. MasTec’s share price has pulled back recently, with a 1-day share price return of 4.30% down, a 7-day return of 5.24% down, and a 30-day return of 13.25% down. It still shows strong momentum with a 90-day share price return of 20.40%, a...

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 19.5% gain over the past six months, beating the S&P 500 by 8.5 percentage points.

Quanta Services, Roblox, and Boston Scientific announced share buybacks totaling $6 billion, each under different market conditions and for different strategic reasons.

Quanta Services and MYR Group are among a small group of firms providing crucial services to data centers and hyperscalers.

Could EME's growing water and wastewater project wins and record backlog make infrastructure its next major growth driver?

PWR's record backlog and rising AI-related power demand are making data center projects a growing growth driver.