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TickerTalks›$MTZ
MTMTZ

MasTec, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 34% YoYStreet coverage with positive forward estimatesQuiet on X (82 mentions/wk)
$MTZ·$29B·Engineering & Construction·Industrials
$329.59-3.3%YTD+49.8%1Y+86.7%
Mentions · last 7 days
2026-07-10: 10 posts2026-07-11: 6 posts2026-07-12: 14 posts2026-07-13: 14 posts2026-07-14: 11 posts2026-07-15: 15 posts2026-07-16: 11 posts82-23%
Price updated 4h ago·X counts updated 1d ago
MTMTZ
$MTZMasTec, Inc.
$329.59-3.29%82 posts-23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MTZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

MasTec at 64% of range with $1.65B Superior deal for AI infrastructure — Q2 in two weeks.

MasTec is a large-cap infrastructure construction company — engineering, construction, and installation services for AI data centers, telecom, oil/gas midstream, and electric-transmission. Direct AI-power-buildout beneficiary.

What the setup shows:

  • Growth is spectacular: Q1 revenue up 34% YoY to $3.83B, and the four-quarter growth stack is 16-34% — real acceleration.
  • Margins are thin but improving: operating margin 4% in Q1 (up from -13% in Q1 2025).
  • The multiple is rich: 62x trailing earnings and 39x FY27 consensus EPS of $8.83 — priced for continued AI-capex-driven growth.
  • The July 12 $1.65B Superior Group deal is real strategic M&A for AI-datacenter capability build-out.
  • The July 7 $700M senior unsecured delayed-draw term loan is real capital flexibility for the Superior deal.
  • Insider action: none disclosed.
  • Position: 64% of 52-week range, YTD +55%, t12m +95%.
  • Today's -4.7% is a specific mark-down.

The forward view: the July 30 Q2 print is the referee. A beat with continued 30%+ growth plus specific commentary on Superior integration timing extends the accelerating leg. What breaks it: an in-line print with maintenance guidance. What breaks it lower: a specific hyperscaler capex-slowdown or a Superior-integration friction headline.

Agrees with X sentimentThe bullish X read on MasTec as part of the E&C construction basket for AI infrastructure (STRL/AGX peer basket) is directionally right. Our take agrees the setup is genuinely accelerating.

What to watch: July 30 Q2 earnings and Superior integration commentary; a hyperscaler capex-slowdown or Superior-integration friction would break the cooling into a real reset.

On the calendar: 2026-07-30 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-12

MasTec is part of the E&C construction basket up 76% YTD, fueled by $725B in combined hyperscaler AI infrastructure capex commitments; alongside STRL and AGX, it is framed as a core 'builder of the AI boom' printing money in the infrastructure supercycle.

Read the AI verdict + X sentiment for $MTZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds electric transmission, telecom, renewable energy, and pipeline infrastructure for utilities and energy companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $MTZ.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $MTZ

Neutral — Builds electric transmission, telecom, renewable energy, and pipeline infrastructure for utilities and energy companies; this business's revenue is largely decoupled from the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+47.2%YTD
+76.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
61.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$1.39$0.99+40.5%
Q4 2025Feb 26, 2026$2.07$1.95+6.2%
Q3 2025Oct 30, 2025$2.48$2.32+6.9%
Q2 2025Jul 31, 2025$1.49$1.41+5.7%
Next earningsThu, Jul 30·consensus EPS $2.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.8B+34.5%9.3%3.7%$0.78$2.1M
Q4 FY25$3.9B+15.8%10.1%5.3%$1.83$214.4M
Q3 FY25$4.0B+22.0%13.6%9.0%$2.07$20.3M
Q2 FY25$3.5B+19.7%12.3%4.4%$1.10$-58.2M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.6B$17.4B – $17.7B$8.83$8.46 – $9.4312
FY27$19.9B$18.6B – $20.9B$11.64$9.33 – $14.1812
FY28$22.4B$22.3B – $22.4B$14.53$12.86 – $16.8311
FY29$25.2B$24.1B – $26.2B$18.60$17.56 – $19.575
FY30$27.4B$26.3B – $28.5B$20.89$19.72 – $21.975

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Ernst N CsiszarDirector6.5K sh$2.4MSellMay 4Campbell C RobertDirector3.0K sh$1.3MSellMar 25Palomarez Javier AlbertoDirector950 sh$309KSellMar 3Ernst N CsiszarDirector6.5K sh$2.0M
+ 30 other (18 awards · 12 inkinds) in window

See when $MTZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 103
AI summary

Manuel Benito Miranda filed an initial Form 3 on July 10, 2026, disclosing no beneficially owned securities of MasTec Inc. (MTZ). Miranda joined MasTec as a new officer or director. This filing initiates his reporting obligations under Section 16(a) of the Securities Exchange Act.

8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change
AI summary

MasTec, Inc. entered into a $700 million senior unsecured delayed draw term loan agreement on July 7, 2026, with Bank of America as administrative agent, structured in two tranches: $400 million at a 3-year maturity and $300 million at a 4-year maturity, both using SOFR-based interest. Borrowings are solely intended to finance a pending acquisition (the 'Acquisition') and will be automatically cancelled if that deal does not close. The 4-year tranche amortizes at 5% per annum starting one year after closing, rising to 10% in year three. This signals a sizeable M&A transaction in progress — the financing commitment is transformative in scale relative to MasTec's existing capital structure and the cancelled-if-no-close feature limits balance sheet risk if the deal falls through.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

MasTec, Inc. (MTZ) filed an 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). MasTec is a Coral Gables, Florida-based infrastructure construction company serving energy and communications sectors listed on the NYSE. Annual meeting results are routine administrative governance disclosures.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

MTZ reported period ending 2026-04-30 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 proxys · 1 11-K · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MasTec vs. Primoris: Which Infrastructure Stock Is the Better Buy?zacks.com·14h agoMasTec Schedules Second Quarter 2026 Earnings Conference Callbusinesswire.com·2d agoMasTec Bets Big on AI Infrastructure With $1.65B Superior Group Dealmarketbeat.com·6d agoHow Much Upside is Left in MasTec (MTZ)? Wall Street Analysts Think 26.92%zacks.com·8d agoMasTec stock jumps as $1.65B Superior deal boosts AI data center pushinvezz.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $MTZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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