URI brings its AI-powered Equipment Agent to ChatGPT to simplify equipment selection for its customers.
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Can STRL's cross-selling strategy help win bigger AI-driven data center infrastructure contracts?
NextEra Energy and Dominion Energy announced a merger that is expected to reshape power infrastructure investment in the Southeast US. The combined utility footprint is expected to accelerate transmission, substation, and distribution projects across multiple states. Quanta Services (NYSE:PWR) is positioned as a key contractor for this buildout, which ties directly into the broader power infrastructure and AI related demand cycle. Quanta Services (NYSE:PWR) comes into this merger backdrop...
GEV sees strong demand from AI-driven grid upgrades, with Electrification orders surging 86% and backlog topping $163B.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Can PWR's acquisition strategy keep fueling growth as AI and grid infrastructure demand accelerate?
EME's data center demand shows no slowdown as network and communications revenues leap, driving record obligations and higher 2026 guidance.
FIX is edging PWR as AI infrastructure fuels record backlog, modular expansion and sharp margin gains, with a lower forward P/E.
Infrastructure companies are benefiting from the data center boom, reporting strong Q1 2026 earnings and raising full-year guidance. Here are 3 to watch.
Quanta Services (PWR) has drawn fresh attention after raising its full-year 2026 profit outlook, following strong quarterly results, a record backlog, and demand tied to AI data center and utility infrastructure projects. See our latest analysis for Quanta Services. The latest guidance upgrade lands on top of strong recent momentum, with a 30 day share price return of 31.24% and a year to date share price return of 77.42%. The 1 year total shareholder return of 129.41% and very large 5 year...
MTZ boosts its 2026 adjusted EBITDA target to $1.5B after a standout Q1, with AI-linked data center and grid work lifting demand and margins.
Can ROAD stock keep rallying as backlog growth and Sunbelt infrastructure demand accelerate?
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S. equity markets started the year on a positive note. In February, market dynamics changed due to concerns about AI disruption, accelerated by U.S. and Israeli military action in […]
Quanta Services, Inc. (NYSE:PWR) is one of the best grid modernization stocks to buy for AI infrastructure. On April 30, Reuters reported that Quanta Services, Inc. (NYSE:PWR) raised its 2026 profit forecast after stronger demand from large-load industries such as AI data centers boosted its results. The company now expects 2026 adjusted earnings of $13.55 […]
What a time it’s been for Quanta. In the past six months alone, the company’s stock price has increased by a massive 65.9%, reaching $744.79 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Can MTZ capitalize on expanding demand for transmission, renewable energy and digital infrastructure projects?
Emcor, Schneider Electric, and Quanta Services are key players in the ramp-up of data center growth.
Can PWR's mission-critical infrastructure strategy keep growth strong despite inflation and economic risks?
Quanta Services Inc. (NYSE:PWR) is one of the 14 Stocks That Will Skyrocket. This is another stock that’s part of the advertisement run by Adam O’Dell. This stock is part of a $10 trillion boom that, according to O’Dell, is “the hidden giant of America’s infrastructure boom.” A sense of urgency is also introduced, with […]
Can STRL's soaring backlog and AI infrastructure demand drive another major EPS breakout in 2026?
Investors may be wondering whether Quanta Services at US$750.73 is still offering value, or if the easy money has already been made. The stock has returned 3.2% over the last 7 days, 35.1% over the last month, 70.7% year to date and 130.3% over the past year, with a very large 5 year gain that is close to 7x. These moves are drawing more attention to how the company is priced, particularly as investors weigh up long term infrastructure and construction themes. This makes it important to...
Quanta Services, Inc. (NYSE:PWR) is one of the 10 Best Construction Stocks for Data Center Infrastructure. On May 4, 2026, TD Cowen analyst Marc Bianchi raised the firm’s price target on Quanta Services, Inc. (NYSE:PWR) to $775 from $570 and maintained a Buy rating following the company’s strong Q1 results and higher guidance. The firm […]
Quanta Services (PWR) possesses solid growth attributes, which could help it handily outperform the market.
Does Quanta Services (PWR) have what it takes to be a top stock pick for momentum investors? Let's find out.
MTZ's pipeline unit surges in Q1 2026, and management sees $3B+ in revenues in 2027, making a $3.5B return a real upside case.
What should investors watch for as CDNL is set to report its first quarterly earnings as a public company?