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PRPRIM

Primoris Services Corporation

$PRIM·$4.5B·Engineering & Construction·Industrials
$73.12-5.0%YTD-26.8%1Y-38.8%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 2 posts15+15%
Price updated 2d ago·X counts updated 8d ago
PRPRIM
$PRIMPrimoris Services Corporation
$73.12-5.04%15 posts+15%
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 $PRIM, 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.

Broken storySelling offAI verdict · as of 2026-08-21

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

Specialty contractor cut FY EPS guide roughly in half on Renewables project overruns — the tape is confirming and lawyers are circling.

Primoris Services is a specialty engineering-and-construction contractor covering utility, transmission, pipeline, industrial, and renewables markets. The 2025-26 story was supposed to be data-center and grid tailwinds; the reality has been cost overruns on fixed-price Renewables contracts.

  • Q1 revenue was down 5% year-on-year to $1.56B and Q2 EPS came in at -$0.27 vs -$0.35 consensus — technically a beat, but on a negative expected number after the guide had been cut hard.
  • Management cut FY26 EPS guidance to $2.05-$2.60 from the prior $4.80-$5.00 range against a $4.00 consensus — a ~50% cut in earnings expectations driven by identified cost overruns and delays on six fixed-price Renewables projects.
  • Sits at the 10th percentile of the 52-week range, is -37% below the 200-day trend, and -27% year-to-date — the tape has been distributing aggressively since the guide cut broke.
  • Multiple class-action law firms (Kirby McInerney with a Sep 21 lead-plaintiff deadline) are actively investigating — the standard follow-up to a large guide cut, and typically caps upside until specific allegations are addressed.

What restarts the move is Nov 2 Q3 landing at the newly-lowered guide alongside a specific completion timeline for the six problem Renewables projects — both together give the value case a floor. What confirms the breakdown is another guide cut or a specific class-action complaint with a substantive allegation; the JPMorgan Overweight upgrade to $116 is a legitimate contrarian view but requires the fundamentals to inflect, not just the tape.

Agrees with X sentimentThe mixed X read (FY26 EPS guide cut to $2.05-$2.60 from $4.80-$5.00 versus $4.00 consensus, six fixed-price Renewables projects blowing up, JPMorgan upgrade to Overweight with $116 target) captures the tactical setup exactly. The analyst-upgrade-vs-management-guide mismatch is the tension; the market has to pick a side once the Q3 print lands.

What to watch: Nov 2 Q3 earnings — Renewables project completion timeline and any incremental cost-overrun disclosure. Sep 21 class-action lead-plaintiff deadline and any first-detailed complaint.

On the calendar: 2026-09-21 — Class-action lead-plaintiff deadline

float missingbeta missing

X sentiment

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

Mixed sentiment6 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 the AI verdict + X sentiment for $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)
  • 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.

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

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $PRIM

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

18-name peer basket
+46.7%YTD
+55309.0%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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.4B$7.2B – $7.4B$2.21$2.06 – $2.3611
FY27$8.2B$7.8B – $8.7B$5.44$4.43 – $6.1211
FY28$9.0B$8.6B – $10.0B$6.57$5.15 – $7.399
FY29$9.6B$9.1B – $10.5B$6.81$6.35 – $7.594
FY30$10.4B$9.8B – $11.3B$7.60$7.08 – $8.484

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.0.6×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.-14.9%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.-41.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.475-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

BuyJul 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$2.4MBuyApr 15Terry D MccallisterDirector10 sh$2K
+ 22 other (16 awards · 2 gifts · 2 inkinds · 2 exempts) 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

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.

8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change
+ 15 other (8 13Gs · 3 8-Ks · 2 10-Qs · 1 ARS) in window

Recent news

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

Primoris Services Corporation (PRIM) Securities Fraud Class Action Lawsuit Filed; September 21, 2026, Lead Plaintiff Deadlineprnewswire.com·2d agoPrimoris Services Corporation Notice of September 21, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadlinenewsfilecorp.com·3d agoBragar Eagel & Squire, P.C. Urges Primoris Services Corporation (NYSE:PRIM) Investors to Contact the Firm Regarding Lead Plaintiff Role Before September 21stglobenewswire.com·3d agoPRIM DEADLINE NOTICE: ROSEN, A GLOBALLY RECOGNIZED LAW FIRM, Encourages Primoris Services Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - PRIMnewsfilecorp.com·3d agoKaplan Fox Reminds Primoris Services Corporation (PRIM) Investors of a Securities Class Action Deadline on September 21, 2026newsfilecorp.com·3d ago

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Voices on X · last 7 days

No standout posts about $PRIM 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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