10 stories mentioning PWR
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Quanta Services (PWR) has an average rating of overweight and mean price target of $802.79, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Quanta Services (PWR) has an average rating of overweight and mean price target of $802.91, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercycle is not a cyclical trade but a decades-long infrastructure build," Wedbush said in a note Monday.In the grid infrastructure and data center space, Quanta Services (PWR) and Willdan (WLDN) will be direct beneficiaries of the deal, Wedbush said, adding that a combined NextEra and Dominion spanning Florida, Virginia, North Carolina, and South Carolina will need a "sustained acceleration in transmission, substation, and distribution buildout."In the equipment and power management sector, Vertiv (VRT) and Eaton (ETN) are poised to benefit from scale procurement, the note said, adding the combined company's emphasis on "supply chain scale and procurement efficiency points directly to accelerating orders for thermal management, power conversion, and switchgear."In the power generation and fuel supply space, Constellation Energy (CEG), Vistra (VST), and Talen Energy (TLN) will likely also benefit from "demand confirmation," Wedbush said, adding the deal's "explicit framing of surging large-load demand" will support independent power producers serving the same Mid-Atlantic and Southeast regions.Meanwhile, for the materials and enabling technologies sector, the "nuclear infrastructure thesis" will likely be boosted, Wedbush said, as the combined company's position as the second largest in US nuclear generation will back the "long-term investment case for the nuclear supply chain."Cameco (CCJ), BWX Technologies (BWXT), and NuScale Power (SMR) are the companies most directly linked to nuclear fuel, services, and reactor deployment, the note said.Price: $88.37, Change: $-5.00, Percent Change: -5.35%
Earl C. Austin Jr., Director, President and Chief Executive Officer, on May 05, 2026, sold 155,992 shares in Quanta Services (PWR) for $120,216,530. Following the Form 4 filing with the SEC, Austin has control over a total of 569,411 common shares of the company, with 556,911 shares held directly and 12,500 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1050915/000147320326000009/xslF345X05/wk-form4_1778193833.xml
Paul Nobel, Chief Accounting Officer and Senior Vice President, on May 04, 2026, sold 4,000 shares in Quanta Services (PWR) for $3,027,920. Following the Form 4 filing with the SEC, Nobel has control over a total of 8,035 common shares of the company, with 8,035 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1050915/000124729526000009/xslF345X05/wk-form4_1778106815.xml
Quanta Services (PWR) has an average rating of overweight and mean price target of $778.23, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $747.48, Change: $+5.27, Percent Change: +0.71%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $158 to $773, which is 52.6x our next-12-month EPS estimate of $14.70. We also lift our 2026 EPS by $0.93 to $14.31 and 2027's by $1.18 to $16.74. Our move to Hold partially reflects our difficulty in justifying valuation levels that could offer sufficient upside after surging 15.8% on Q1 results. Both sides of the valuation equation in our updated $773 target are considerably higher than those in our prior $615 target, which was calculated using a 46.0x multiple on $13.38 EPS. Even after increasing the multiple by 14.3% and EPS by 9.9%, we only see ~4% upside at current levels. While PWR's fundamentals remain strong with record backlog and solid execution, the risk/reward profile has shifted to neutral. This is due to mounting concerns around data center project delays/cancellations (industry estimates suggest 30%-50% of 2026 projects are at risk), increasing exposure to fixed-price contract cost overruns, and growing difficulty collecting disputed change orders from customers.
Quanta Services (PWR) has an average rating of overweight and mean price target of $711.32, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $723.29, Change: $-4.48, Percent Change: -0.62%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Quanta Services delivered exceptional Q1 results with record revenue of $7.87B (+26.3% Y/Y, +12.7% vs. consensus) and adjusted EPS of $2.68 (+50.6% Y/Y, +31.8% vs. consensus), supported by strong demand across grid modernization and technology infrastructure. Electric Infrastructure Solutions led with $6.47B revenue (+30.8% Y/Y) while record total backlog reached $48.5B (+37.5% Y/Y). We believe PWR's diversification provides insulation against potential data center delays, as grid infrastructure projects should continue given increasing power demands across industrial end markets. Management substantially raised 2026 guidance with revenue increased to $34.7B-$35.2B (+4.3% vs. prior guidance midpoint) and adjusted EPS to $13.55-$14.25 (6.9%), implying 25%-27% revenue growth and 26%-33% EPS expansion. Strong profitability includes adjusted EBITDA of $686.4M (+36.2% Y/Y) and free cash flow of $184.4M (+56.6% Y/Y), reflecting robust earnings conversion amid the ongoing infrastructure modernization cycle.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Quanta Services delivered exceptional Q1 results with record revenue of $7.87B (+26.3% Y/Y, +12.7% vs. consensus) and adjusted EPS of $2.68 (+50.6% Y/Y, +31.8% vs. consensus), supported by strong demand across grid modernization and technology infrastructure. Electric Infrastructure Solutions led with $6.47B revenue (+30.8% Y/Y) while record total backlog reached $48.5B (+37.5% Y/Y). We believe PWR's diversification provides insulation against potential data center delays, as grid infrastructure projects should continue given increasing power demands across industrial end markets. Management substantially raised 2026 guidance with revenue increased to $34.7B-$35.2B (+4.3% vs. prior guidance midpoint) and adjusted EPS to $13.55-$14.25 (6.9%), implying 25%-27% revenue growth and 26%-33% EPS expansion. Strong profitability includes adjusted EBITDA of $686.4M (+36.2% Y/Y) and free cash flow of $184.4M (+56.6% Y/Y), reflecting robust earnings conversion amid the ongoing infrastructure modernization cycle.