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MYMYRG

MYR Group Inc.

$MYRG·$6.5B·Engineering & Construction·Industrials
$391.51-1.8%YTD+77.3%1Y+103.9%
Mentions · last 7 days
2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 1 posts2026-07-14: 1 posts2026-07-15: 2 posts2026-07-16: 4 posts10-14%
Price updated 3h ago·X counts updated 1d ago
MYMYRG
$MYRGMYR Group Inc.
$391.51-1.83%10 posts-14%
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 $MYRG, 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 numbersAcceleratingAI verdict · as of 2026-07-16

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

Grid-services contractor at ATHs on AI-infrastructure buildout tailwind.

MYR Group is up around 88% year-to-date and 124% over twelve months as the electrical-construction and grid-services contractor rides the AI-data-center and utility-transmission buildout that has broadened its addressable market by an order of magnitude over the last two years.

  • Bulls have flagged the roughly $485 pivot level and are treating MYR Group as a preferred AI-infrastructure setup with follow-through toward the mid-$500s, which is a technically anchored rather than fundamentals-anchored view.
  • The valuation now reflects meaningful confidence in multi-year transmission and distribution capital-expenditure growth, and any slowdown in awards or margin recovery would compress the multiple faster than it took to rerate.
  • The July 29 second-quarter print is the near-term event, with segment-mix disclosure between transmission and distribution and commercial-and-industrial revenue, backlog additions and gross-margin trajectory as the items that matter.

Watch T&D revenue growth, backlog additions, and gross-margin cadence on the Q2 call.

Agrees with X sentimentBullish AI-infrastructure setup chatter aligns with the fundamentals; risk is that a technical breakdown from the pivot precedes any operating slippage.

What to watch: Transmission-and-distribution revenue, backlog additions, and gross-margin cadence.

On the calendar: Q2 earnings on July 29, 2026.

X sentiment

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

Bullish sentiment6 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 the AI verdict + X sentiment for $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)
  • 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 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 — 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 $MYRG

Neutral — Builds and maintains electric transmission, distribution infrastructure, and commercial electrical systems across North America; this business's revenue is largely decoupled from the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+45.2%YTD
+75.1%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
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%
Q2 2025Jul 30, 2025$1.70$1.56+9.0%
Next earningsWed, Jul 29·consensus EPS $2.61

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.0B – $4.2B$11.43$10.57 – $12.015
FY27$4.5B$4.3B – $4.6B$13.16$11.61 – $14.325
FY28$5.0B$5.0B – $5.0B$16.14$15.22 – $17.053
FY29$5.6B$5.5B – $5.7B$18.54$17.89 – $18.872
FY30$6.2B$6.1B – $6.3B$21.61$20.86 – $21.991

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.68%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.-11.2%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.+32.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.315-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 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
+ 35 other (14 exempts · 11 inkinds · 10 awards) 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-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-KPress release / Reg FDMar 38-K — Item 7.01: Press release / Reg FD
+ 11 other (5 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

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

MYR Group Inc. Announces Second Quarter 2026 Earnings Release and Conference Call Scheduleglobenewswire.com·2d ago2 Fast-Growing Industrial Mid-Cap Stocks to Buy Nowfool.com·10d agoIs MYR Group (MYRG) Stock Outpacing Its Utilities Peers This Year?zacks.com·16d ago5 Relative Price Strength Stocks to Buy for the Second Halfzacks.com·17d agoMYR Group (MYRG) Is Up 3.45% in One Week: What You Should Knowzacks.com·22d 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 $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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