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PRPRIM

Primoris Services Corporation

$PRIM·$4.5B·Engineering & Construction·Industrials
$73.21-0.7%YTD-33.6%1Y-47.3%
Price updated 7h ago·X counts updated 5d ago
PRPRIM
$PRIMPrimoris Services Corporation
$73.21-0.73%59 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PRIM 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.

59X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PRIM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-06-30

Primoris Services Group cuts FY26 EPS guidance to $2.05-$2.60 from $4.80-$5.00, versus $4.00 consensus, after identifying cost overruns and delays on six fixed-price Renewables projects, sending shares down 21-35% in a session. JPMorgan upgrades to Overweight with a $116 target from $105 the same week and calls PRIM the most topical stock at its infrastructure conference. The mismatch between analyst upgrade and management guidance leaves the setup tactically split.

Read what X is saying about $PRIM

  • 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 $PRIM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Primoris slashed FY26 EPS guide to $2.05-$2.60 (vs $4.80-$5.00) on Renewables cost overruns — JPMorgan upgrades anyway.

Primoris Services is a specialty contractor for infrastructure projects — electric transmission, telecom, pipeline, Renewables (solar). The stock is at 8% of its 52-week range on a specific major guidance cut on cost overruns.

  • The P&L is in distress: revenue fell 5.4% YoY to $1.56B last quarter at a 1.9% operating margin and EPS $0.32 — the Renewables segment is the primary problem, with specific cost overruns and delays on six fixed-price projects.
  • The FY26 EPS guidance was slashed to $2.05-$2.60 from $4.80-$5.00 (vs $4.00 consensus) — a dramatic cut that sent the stock down 21-35% in a session; the Nov 2 EPS estimate at $0.78 reflects the new reality.
  • JPMorgan upgrading to Overweight at $116 PT (from $105) at an infrastructure conference the same week is the specific analyst-counter-signal — the mismatch between the guidance cut and the Street upgrade is honest tension.

Breaking-down holds unless Nov 2 earnings confirm the FY26 guide range and provide specific color on the six fixed-price Renewables projects. Another downward revision, or any specific commentary on additional project-cost overruns, is what seals the de-rating; a signed major transmission or data-center-related contract plus a FY27 EPS guide-up is what breaks the tape higher.

Agrees with X sentimentThe X mixed read is accurate — the FY26 EPS guidance cut to $2.05-$2.60 from $4.80-$5.00 (vs $4.00 consensus) is the dominant signal, with JPMorgan's upgrade to Overweight at $116 as the honest counter. The breaking-down tape reflects the former over the latter.

What to watch: Nov 2 earnings — FY26 EPS guide confirmation at $2.05-$2.60, specific Renewables-project cost-overrun progress, FY27 preliminary trajectory, any new large contract wins. Another downward revision is what seals the breaking-down.

On the calendar: 2026-11-02 — Q3 FY26 earnings

Read the AI verdict on $PRIM

  • 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.

Specialty infrastructure contractor building utility power transmission, renewable energy, and pipeline systems.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PRIM

Neutral — Specialty infrastructure contractor building utility power transmission, renewable energy, and pipeline systems.

Industry benchmark

21-name peer basket
+8.5%YTD
+0.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
26.6How 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
9.8%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
5.0%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
2.5%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
0.9Same 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
15.2%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
10.4%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
0.6Total 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 2026Aug 4, 2026$-0.27$-0.35+23.8%
Q1 2026May 5, 2026$0.59$0.85-30.6%
Q4 2025Feb 23, 2026$1.08$0.95+13.7%
Q3 2025Nov 3, 2025$1.88$1.32+42.4%
Next earningsMon, Nov 2·consensus EPS $0.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B-5.4%8.6%1.9%$0.32$-150.4M
Q4 FY25$1.9B+6.7%9.4%4.2%$0.96$121.1M
Q3 FY25$2.2B+32.1%10.8%6.3%$1.75$148.4M
Q2 FY25$1.9B+20.9%12.3%6.7%$1.56$45.3M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.3B$6.8B – $7.5B$2.15$1.36 – $2.4812
FY27$8.1B$7.6B – $8.5B$5.21$3.83 – $5.9812
FY28$8.9B$8.2B – $9.7B$6.17$5.26 – $7.1511
FY29$9.8B$9.2B – $10.3B$7.23$6.58 – $7.715
FY30$10.7B$9.9B – $11.2B$8.04$7.32 – $8.575

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.1.6×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.6%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.-5.3%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.-37.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

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

Recent transactions

BuyOct 15Terry D MccallisterDirector22 sh$2KBuyJul 15Terry D MccallisterDirector20 sh$2KSellMay 28John M. PerisichCHIEF LEGAL AND ADMIN OFFICER29.7K sh$3.8MBuyMay 27Koti VadlamudiCEO7.8K sh$1.0MSellMay 26King David LeeDirector20.0K sh$2.4M
+ 18 other (17 awards · 1 gift) in window

See when $PRIM 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 holdingsOct 73
3New insider — initial holdingsOct 73
8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change
AI summary

Primoris Services Corporation's Board of Directors voted on August 25, 2026 to expand the Board to ten members and appointed James A. Greer (40+ years of energy delivery experience, including EVP/COO of Oncor Electric Delivery from 2011 to 2025) and Oscar K. Brown as new independent directors, effective October 1, 2026, with terms expiring at the 2027 annual meeting. Board committee assignments are pending. Strategic board expansion at a major utility and energy infrastructure contractor, adding an experienced power delivery operator at a time of significant U.S. power grid buildout driving Primoris's backlog.

8-KOfficer or director changeJun 228-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

​ ​ ​ ​ ​ ​ Delaware 001-34145 20-4743916 reported financial results for the period . Press release attached; detailed financials in the exhibit. ​ ​ ​ ​ ​ ​ Delaware 001-34145 20-4743916 reported departure or retirement of an officer: ondition On June 22, 2026, Primoris Services Corporation, a Delaware corporation (“Primoris” or the “Company”), issued a press release providing an update to its financial outlook for the full year of 2026, which it last updated in May 2026 as part of its first quarter earnings announcement, as further detailed in the press release furnished hereto as Exhibit 99.1. ​ Item 5.02 Departure of Directo. ​ ​ ​ ​ ​ ​ Delaware 001-34145 20-4743916 furnished a Reg FD disclosure covering: ondition On June 22, 2026, Primoris Services Corporation, a Delaware corporation (“Primoris” or the “Company”), issued a press release providing an update to its financial outlook for the full year of 2026, which it last updated in May 2026 as part of its first quarter earnings announcement, as further detailed in the press release furnished hereto as Exhibit 99.1. ​ Item 5.02 Departure of Directo.

8-KOfficer or director changeMay 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

PRIM reported period ending 2026-05-05 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 12 other (7 13Gs · 3 8-Ks · 2 10-Qs) in window

Recent news

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

Glancy Prongay Wolke & Rotter LLP Announces Investigation of Primoris Services Corporation (PRIM) on Behalf of Investorsgurufocus.com·8d agoGlancy Prongay Wolke & Rotter LLP Announces Investigation of Primoris Services Corporation (PRIM) on Behalf of Investorsbusinesswire.com·8d agoThe Law Offices of Frank R. Cruz Announces Investigation of Primoris Services Corporation (PRIM) on Behalf of Investorsgurufocus.com·10d agoThe Law Offices of Frank R. Cruz Announces Investigation of Primoris Services Corporation (PRIM) on Behalf of Investorsbusinesswire.com·10d agoHorizons Wealth Management Buys 6,343 Shares of Primoris Services Corporation $PRIMdefenseworld.net·12d ago

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Voices on X · top 1 · 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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