Notícias

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]

J's Q3 revenues top estimates as record backlog and AI-related infrastructure demand support growth, even as the stock fell after results.

EME's record backlog, AI infrastructure demand and acquisitions are strengthening growth, as it lifts its 2026 revenue and earnings outlook.

EMCOR's record contracted work, higher guidance and earnings momentum support the bull case, but its premium valuation keeps the buy debate alive.

EMCOR's pullback raises the entry-point debate as record contracted work and earnings strength face off against premium valuation and execution risks.

EME's record remaining performance obligations and higher 2026 outlook highlight its growth potential as investors watch backlog conversion and execution.

Quanta Services Inc (PWR) exceeds Q2 expectations with record $53 billion backlog and raises full-year 2026 guidance across all key metrics.

Quanta Services (NYSE:PWR) reported second-quarter 2026 results that Chief Executive Officer Duke Austin said “meaningfully exceeded expectations,” citing double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, robust cash flow and record backlog. The company reported quart

WY's Q2 earnings beat as stronger Wood Products performance offset weaker Timberlands and Strategic Land Solutions, with mixed Q3 guidance ahead.

IES Holdings shot up 31% on Friday after giving a strong outlook for AI data centers. Big Tech names Microsoft and Amazon also soared.

PWR posts Q2 EPS and revenue beats as record backlog, acquisitions and broad infrastructure demand drive raised 2026 expectations.

Roblox downgraded, Quanta Services upgraded: Wall Street's top analyst calls

Can FIX's faster earnings growth, record backlog and tech exposure justify its premium valuation over MYRG?

In late July 2026, Quanta Services, Inc. reported second-quarter results showing revenue of US$9.56 billion and net income of US$451.38 million, alongside higher full-year 2026 guidance calling for US$39.30–US$39.70 billion in revenue and US$1.74–US$1.82 billion in net income, with diluted EPS projected at US$11.41–US$11.92. Management cited strong demand in its electric infrastructure business, a record backlog, and the contribution of four recent acquisitions as key reasons for the...

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Quanta beats Q2 estimates as Electric strength, record backlog and robust cash flow fuel a higher 2026 outlook.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Sterling's Q2 earnings may reflect data center momentum, improved project mix and pressure in Building Solutions.

Quanta Services Inc. (NYSE:PWR) delivered better-than-expected second-quarter results, comfortably beating Wall Street forecasts for both revenue and earnings as demand remained robust across its electric infrastructure and underground utility businesses.

The headline numbers for Quanta Services (PWR) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Infrastructure solutions provider Quanta (NYSE:PWR) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 41.1% year on year to $9.56 billion. The company’s full-year revenue guidance of $39.5 billion at the midpoint came in 12.8% above analysts’ estimates. Its non-GAAP profit of $4.24 per share was 28.1% above analysts’ consensus estimates.

Quanta Services (PWR) delivered earnings and revenue surprises of +28.88% and +12.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Quanta Services, the nation's largest electrical infrastructure construction company, blew away second-quarter earnings forecasts and massively raised its full-year outlook amid the artificial intelligence buildout boom. Quanta said its improved visibility, record backlog and four recently completed acquisitions played into the big increase in its 2026 outlook. "We believe these results and our long-term track record are a clear differentiator of Quanta's ability to compound profitable growth as our customers accelerate investment in the electric grid, power generation and mission-critical infrastructure that underpin the economy," CEO Duke Austin said in the earnings statement.

Infrastructure solutions provider Quanta (NYSE:PWR) will be reporting earnings this Thursday before market open. Here’s what you need to know.

Comfort Systems' earnings surge and record backlog support its growth story, but a premium valuation and rising execution risks leave less room for disappointment.

FIX's record backlog, rising technology exposure and modular expansion are driving rapid growth, but capacity and valuation risks remain.

Can PWR's utility spending and data center growth offset its premium valuation and execution risks ahead of Q2 earnings?