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MYMYRG

MYR Group Inc.

$MYRG·$4.9B·Engineering & Construction·Industrials
$280.16-1.9%YTD+40.0%1Y+33.5%
Price updated 7h ago·X counts updated 5d ago
MYMYRG
$MYRGMYR Group Inc.
$280.16-1.89%20 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MYRG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

20X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-07-01

MYR Group is up 8-10% this week hitting fresh ATHs, and bulls describe $484.71 as the pivot to clear with breakout setups. The stock is starting to creep over resistance and traders view MYRG as top setup for AI infrastructure with a follow-through target. Sentiment is uniformly bullish on the breakout momentum.

Read what X is saying about $MYRG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MYRG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

MYR Group is a specialty electrical-construction compounder — up 8-10% this week on fresh highs with AI-infra positioning.

MYR Group provides electrical-construction services — transmission and distribution utility work plus commercial / industrial build-outs including data-center build-outs.

  • The business is accelerating: Q1 revenue +20% YoY at a 5.1% operating margin and ROIC of 16.5% — top-decile capital efficiency, with the data-center and T&D opportunities driving continued top-line growth.
  • At 48.8x PE and 1.8x sales the valuation is reasonable for the growth and ROIC profile — the market is paying for continued AI-infrastructure electrical-construction demand.
  • 52-week range position is 34% with vol at 53% of average — unusually mid-range for a stock at fresh ATHs; the thread's $484.71 pivot level suggests the X poster may be tracking a different share-class or incorrect price reference versus the current $297.92.

Oct 28 Q3 is the gate — any continued data-center-related revenue plus margin expansion extends the move. A soft commercial-construction print or margin reversion and the stock gives back some gain.

Agrees with X sentimentThe thread's bullish momentum framing is directionally right (fresh ATHs, breakout setup, AI-infra positioning) but the specific $484.71 pivot level is inconsistent with the current share price around $297.92 — treat the specific pivot as possibly referencing a different share-class or stale data.

What to watch: Oct 28 Q3 — data-center-related revenue, T&D segment growth, operating-margin trajectory, and FY27 guide. A margin reversion is the clear invalidator.

On the calendar: 2026-10-28 — Q3 earnings

price inconsistency

Read the AI verdict on $MYRG

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Builds and maintains electric transmission, distribution infrastructure, and commercial electrical systems across North America.

Industry overviewAI analysisGenerated by AI from underlying data

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

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $MYRG

Direct beneficiary — Builds and maintains electric transmission, distribution infrastructure, and commercial electrical systems across North America.

Industry benchmark

21-name peer basket
+5.0%YTD
-3.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
48.8How 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
16.5%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
5.1%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
3.3%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
1.8Same 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
22.1%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
11.9%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
0.1Total 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
Q2 2026Jul 29, 2026$3.17$2.62+21.0%
Q1 2026Apr 29, 2026$2.99$2.09+43.1%
Q4 2025Feb 25, 2026$2.33$1.73+34.7%
Q3 2025Oct 29, 2025$2.05$1.82+12.6%
Next earningsWed, Oct 28·consensus EPS $2.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+20.0%13.3%6.4%$3.01$68.6M
Q4 FY25$973.5M+17.3%11.3%4.7%$2.35$84.9M
Q3 FY25$950.4M+7.0%11.6%4.7%$2.07$65.4M
Q2 FY25$900.3M+8.6%11.4%4.4%$1.70$11.6M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.4B – $4.4B$12.20$11.93 – $12.354
FY27$5.1B$4.9B – $5.3B$14.45$13.79 – $15.584
FY28$5.7B$5.4B – $6.0B$17.65$17.13 – $18.163
FY29$6.5B$6.2B – $6.7B$20.64$19.60 – $21.521
FY30$7.2B$6.9B – $7.4B$24.34$23.12 – $25.382

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.1.0×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.29%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.-7.0%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.-16.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellJun 3Lucky Donald C.i.Director14.7K sh$6.6MSellJun 3Hartwick Kenneth MichaelDirector3.5K sh$1.6MSellJun 1Huntington Kelly MichelleCFO2.0K sh$915KSellJun 1Shirin O'connorDirector3.2K sh$1.4M
+ 15 other (7 awards · 6 exempts · 2 inkinds) in window

See when $MYRG 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

8-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

MYR Group entered a new 5-year senior credit facility: a $690 million revolving facility, $150 million USD term loan, and C$70 million Canadian dollar term loan, syndicated by JPMorgan, Bank of America, and Wells Fargo. The facility provides substantial liquidity for MYR Group's electrical and mechanical construction operations and reflects its growing cross-border project portfolio in the US and Canada. The refinancing extends MYR Group's debt maturity profile.

8-KPress release / Reg FDAug 78-K — Item 7.01: Press release / Reg FD
AI summary

MYR GROUP INC. (MYRG) filed a Reg FD disclosure (Item 7.01) on 2026-08-07, furnishing presentation materials on the investor relations section of MYR’s website at https://investor. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary

MYR Group Inc. disclosed updated investor presentation materials posted to its IR website on May 27, 2026, relating to the company's previously announced agreement to acquire Valley Holdings I, Inc. The Reg FD disclosure provides updated deal information for existing and prospective investors ahead of the acquisition closing. The core transaction — Valley, a full-service electrical contractor — was announced on May 27 and the updated deck is a standard accompaniment to the announcement.

8-KPress release / Reg FDMay 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

MYR Group Inc. entered into an agreement on May 27, 2026 to acquire Valley Holdings I, Inc. and its subsidiaries (Valley), a full-service electrical contractor based in Everett, Washington, for approximately $328 million, subject to post-closing adjustments and regulatory approval. MYR Group expects to fund the acquisition with cash on hand and revolving credit facility borrowings; additional contingent consideration and executive retention payments may apply based on performance targets. This is a material acquisition for the electrical construction contractor — Valley expands MYR's geographic footprint into the Pacific Northwest and adds electrical contracting capacity.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
AI summary

MYRG filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-14. Covers: presentation materials on the investor relations section of MYR's website at https://investor. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KShareholder voteApr 288-K — Item 5.07: Shareholder vote
AI summary

MYRG held its Annual Meeting of stockholders around 2026-04-28 (8-K Item 5.07). Stockholders elected 6 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 8 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

MYR Group Inc. Announces Third Quarter 2026 Earnings Release and Conference Call Scheduleglobenewswire.com·3d agoMYR Group Inc. to Attend Baird 2026 Global Industrial Conference in Novemberglobenewswire.com·4d agoMYR Group Inc. to Attend Cantor Convergence: 4th Annual Crypto, FinTech, AI & Energy Infrastructure Conference in Novemberglobenewswire.com·5d agoFinancial Review: Everus Construction Group (NYSE:ECG) and MYR Group (NASDAQ:MYRG)defenseworld.net·5d agoINNOVATE (NYSE:VATE) and MYR Group (NASDAQ:MYRG) Critical Contrastdefenseworld.net·5d ago

In themes

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Voices on X · last 7 days

No standout posts about $MYRG 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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