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$WLDN

6 stories mentioning WLDN

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Wire

NextEra, Dominion Merger Reinforces Power Infrastructure Supercycle Thesis, Wedbush Says

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%

$BWXT$CCJ$CEG$D$ETN$NEE$PWR$SMR$TLN$VRT$VST$WLDN
Insider Trading

Willdan Group Insider Sold Shares Worth $5,190,212, According to a Recent SEC Filing

Michael A Bieber, Director, President and Chief Executive Officer, on May 14, 2026, sold 56,676 shares in Willdan Group (WLDN) for $5,190,212. Following the Form 4 filing with the SEC, Bieber has control over a total of 249,525 common shares of the company, with 249,525 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1370450/000127060626000017/xslF345X05/form4-05152026_100506.xml

$WLDN
Wire

Willdan Lifts 2026 Outlook as Energy Business Accelerates, Wedbush Says

Willdan Group (WLDN) delivered a strong start to fiscal 2026, with its energy business "hitting its stride" as growing electricity demand and infrastructure needs continue to support expansion across its end markets, Wedbush Securities said Friday in a report.Q1 revenue rose 8% from a year earlier, driven by strong demand in commercial and government electric-load projects tied to AI, data centers and grid modernization, while the company continues to benefit from rising power demand, particularly in California, with significant new capacity expected through 2032, the report said.Willdan raised 2026 guidance to adjusted EPS of $4.90 to $5.05 on revenue $410 million to $425 million, both topping Wall Street estimates, the report said. Wedbush cited the company's positioning to capture growing electric-load complexity and infrastructure investment trends.Willdan's acquisition of Burton Energy strengthens its commercial pipeline, expands access to Fortune 500 customers, and is expected to add to earnings as the company pursues larger commercial projects, the report said.Wedbush maintained its outperform rating on Willdan stock with a price target of $110.Price: $83.88, Change: $+9.41, Percent Change: +12.64%

$WLDN
Wire

Willdan Acquires Energy Management Firm Burton Energy

Willdan Group (WLDN) said Tuesday it acquired 100% of the membership interests of Burton Energy on Monday.The transaction expands Willdan's commercial sector presence and adds capabilities in energy management, efficiency and procurement, Chief Executive Mike Bieber said.Financial terms were not disclosed.Shares of Willdan were up 3.5% in Tuesday trading.Price: $75.25, Change: $+2.53, Percent Change: +3.48%

$WLDN
Wire

Willdan Seen Well Positioned for Grid, Data-Center Demand, Wedbush Says

Willdan Group (WLDN) stands to benefit from accelerating grid-modernization spending and rising data-center demand, suggesting the recent pullback in the stock was excessive, Wedbush Securities said Tuesday in a report.The company is positioned to capture increased US infrastructure investment as policymakers prioritize grid capacity and reliability amid shortages in transformers and transmission equipment, the report said.Willdan's work in substations, switchgear and power-systems engineering is also expected to see stronger demand as AI-driven data-center buildouts expand, the report said. The company's 2025 acquisition of APG added deeper expertise in substation design and construction management, strengthening its commercial-sector capabilities, Wedbush said.Despite near-term pressure from the expiration of the 179D energy-efficiency tax incentive, Willdan's longer-term outlook remains supported by expectations for double-digit EBITDA growth and a strengthening pipeline of project demand, the report said.Wedbush maintained its outperform rating on Willdan stock with a price target of $145.Price: $70.48, Change: $+3.57, Percent Change: +5.33%

$WLDN
Commodities

Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday Amid Incoming Economic Data Releases

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively traded Invesco QQQ Trust (QQQ) was 0.2% higher in Thursday's premarket activity amid incoming economic data releases.US stock futures were also edging higher, with S&P 500 Index futures up 0.1%, Dow Jones Industrial Average futures advancing 0.1%, and Nasdaq futures gaining 0.2% before the start of regular trading.US initial jobless claims came in at 207,000, compared with expectations of 213,000 and a prior reading of 218,000.The New York Fed's regional services index for April was negative 14.0, versus expectations of negative 20.0 and a prior reading of negative 22.6.The Philadelphia Fed's regional manufacturing index for April rose to 26.7, above expectations of 10.0 and a prior reading of 18.1.The industrial production data for March will be released at 9:15 am ET, followed by the weekly natural gas data at 10:30 am ET.Fed Governor Stephen Miran is slated to speak on Thursday.In premarket activity, bitcoin was down by 1%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 0.8% lower, Ether ETF (EETH) retreated by 2.1%, and Bitcoin & Ether Market Cap Weight ETF (BETH) was flat.Power Play:Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) advanced 0.01%, the Vanguard Health Care Index Fund (VHT) was up 0.7%, while the iShares US Healthcare ETF (IYH) was inactive. The iShares Biotechnology ETF (IBB) slipped 0.1%.Hims & Hers Health (HIMS) stock was up more than 9% premarket after US Health and Human Services Secretary Robert Kennedy Jr. signaled plans to ease restrictions on certain peptides.Winners and Losers:ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was up 0.1%, and the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was flat. The iShares US Consumer Staples ETF (IYK) was flat. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) gained 0.1%. The VanEck Retail ETF (RTH) and the State Street SPDR S&P Retail ETF (XRT) were inactive.Alibaba (BABA) shares were up more than 3% pre-bell after Bloomberg reported the retailer has launched a new AI model that creates 3D environments and interactive videos, expanding into gaming and content to compete more directly with Tencent.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) advanced 0.4%, and the iShares US Technology ETF (IYW) was 0.1% higher, while the iShares Expanded Tech Sector ETF (IGM) was up 1.2%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) gained 0.6%, while the iShares Semiconductor ETF (SOXX) declined by 0.5%.Taiwan Semiconductor Manufacturing (TSM) shares were down more than 1% in Thursday's premarket activity even after the company reported higher Q1 earnings and net revenue.EnergyThe iShares US Energy ETF (IYE) was down 0.02% while the State Street Energy Select Sector SPDR ETF (XLE) was up by 0.02%.TotalEnergies (TTE) stock was up more than 1% before Thursday's opening bell after the company said that Q1 exploration and production results are expected to rise significantly, supported by higher oil prices and contributions from new projects.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) advanced 0.02%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.1%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.02% higher.Travelers (TRV) shares were down more than 1% pre-bell after the company's Q1 revenue trailed the estimates of analysts polled by FactSet.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) advanced 0.3%, while the Vanguard Industrials Index Fund (VIS) retreated 0.3% and the iShares US Industrials ETF (IYJ) was inactive.Willdan Group (WLDN) stock was up more than 1% before the opening bell after the company was awarded a $27 million, three-year contract with the New York City Mayor's Office of Climate & Environmental Justice to redesign and implement the NYC Accelerator program.CommoditiesFront-month US West Texas Intermediate crude oil gained by 0.2% to reach $91.45 per barrel on the New York Mercantile Exchange. Natural gas retreated by 0.2% to $2.61 per 1 million British Thermal Units. The United States Oil Fund (USO) increased by 0.8%, while the United States Natural Gas Fund (UNG) was 0.5% higher.Gold futures for May were up by 0.3% at $4,840.00 an ounce on the Comex. Silver futures gained by 0.1% to reach $79.68 an ounce. SPDR Gold Shares (GLD) was 0.4% higher, and the iShares Silver Trust (SLV) advanced by 0.3%.

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