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A growing shortage of skilled workers needed to build data centers will likely accelerate Quanta Services ’ earnings at a faster rate than Wall Street expects, Bernstein analysts wrote Thursday. Bernstein upgraded Quanta to Outperform from Market Perform and raised its price target for the stock to $775 from $748, implying a 22% upside from its closing price of $634.90 on Wednesday. Labor constraints will emerge for the broader data-center buildout, to which Quanta has “invested aggressively to capture this opportunity,” the analysts wrote.

MYRG posts record Q2 earnings as higher revenues, stronger margins and a $3.16B backlog fuel growth.

PWR's record $53B backlog, stronger cash flow and raised 2026 outlook support growth, while execution risks remain.

Can EME sustain its profit momentum as stronger margins and cost absorption lift operating leverage and raise full-year expectations?

The mean of analysts' price targets for Quanta Services (PWR) points to a 26.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Quanta Services (PWR) closed at $634.9 in the latest trading session, marking a -1.2% move from the prior day.

Investors need to pay close attention to PWR stock based on the movements in the options market lately.

STRL's revised capital expenditure plan targets E-Infrastructure growth, expanding capacity and productivity as its backlog and demand surge.

J is set to advise Germany's Konrad Repository, assessing construction, schedules and costs as the mine is converted for radioactive waste disposal.

Can MTZ capitalize on rising utility spending as grid upgrades, electrification and data center demand drive stronger Power Delivery activity?

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The U.S. grid rebuild is accelerating fast enough that three very different ETFs are all chasing the same dollars, but they disagree sharply on where the real money gets made.

PWR offers broader infrastructure exposure and a $53.4B backlog, while STRL leads on momentum, valuation, ROIC and projected earnings growth.

Can FIX sustain favorable project revisions as strong pricing and disciplined oversight support execution on larger, more complex jobs?

ROAD expands its Florida footprint with the Roads, Inc. acquisition, adding asphalt capacity and strengthening regional operations.

Based on the average brokerage recommendation (ABR), Quanta Services (PWR) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The most prominent voices in AI, including Sam Altman and Dario Amodei, sent stark warnings: Development needs to slow, lest the technology outruns our ability to rein it in (or something to that effect). The thinking goes that if AI training slows, Big Tech will pull back on capital spending, which could lead to ewer data centers being built and lower electricity demand. This would be bad news for utilities, electricity providers, equipment and services companies.

Earlier this month, Quanta Services, Inc. appointed Ellen Rubin, an AI and cloud infrastructure veteran and current Operating Partner at Glasswing Ventures, to its Board of Directors, adding experience from Amazon Web Services, multiple enterprise software start-ups, and Allegion’s boardroom. Her background in AI, hybrid cloud, and security could help Quanta align its power infrastructure and utility solutions more closely with the technical needs of data centers and other AI-related...

Quanta Services (NYSE:PWR) appointed Ellen Rubin, an experienced AI and cloud technology executive, to its Board of Directors. Rubin brings leadership experience from several AI and cloud-focused companies, including roles tied to large scale data infrastructure. The board refresh comes as Quanta targets more work related to power, data centers, and energy needs linked to AI computing. Ellen Rubin’s board appointment tells only part of the story about how Quanta is reshaping its AI focused...

Key Takeaways:Record Backlog: Quanta closed Q2 with a record $53 billion backlog, and the biggest projects haven’t even hit the books yet. Price Projection: Based on current assumptions, PWR stock could reach $856 by December 2028.

KBH's fiscal third-quarter results are likely to reflect lower deliveries and ASP, while its built-to-order model supports activity.

PWR's acquisition spree adds $1.2-$1.4B of expected 2026 revenues as its $53B backlog and raised outlook support growth.

EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.

Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.

Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.

LEN stock falls as Q3 earnings and revenues miss estimates and decline year over year. Weaker deliveries, pricing and margins reflect continued housing demand pressures.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

The Aptus Capital Advisors portfolio manager sees a sentiment-driven pullback as a chance to own companies tied to AI buildout and select quality businesses whose shares have lagged.

GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.

Can EME leverage its latest acquisitions to add scale, technical expertise and reach across key regional markets?