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PRPRIM

Primoris Services Corporation

$PRIM·$4.7B·Engineering & Construction·Industrials
$85.96-2.3%YTD-30.8%1Y-1.6%
Mentions · last 7 days
2026-07-11: 4 posts2026-07-12: 13 posts2026-07-13: 14 posts2026-07-14: 8 posts2026-07-15: 14 posts2026-07-16: 20 posts2026-07-17: 12 posts85+28%
Price updated 6h ago·X counts updated 6h ago
PRPRIM
$PRIMPrimoris Services Corporation
$85.96-2.33%85 posts+28%
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 storyWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Primoris cut fiscal 2026 EPS guidance to $2.05-$2.60 from $4.80-$5.00 after renewables cost overruns and COO departure.

Primoris Services is a specialty contractor for renewables, utilities, power delivery, and pipelines, $4.70B market cap, with Q2 2026 earnings due 2026-08-03.

  • Q1 revenue was $1.56B, down 5.4% year-over-year and 16.0% sequentially, and EPS $0.59 versus $0.85 consensus (31% miss) — reflecting the emerging renewables cost overruns.
  • Consensus models 2026 revenue $7.37B rising to $8.25B in 2027 and $9.01B in 2028, EPS $2.19 (post-guide-cut) rising to $5.47 in 2027 and $6.56 in 2028.
  • On July 9-15, PRIM shares cratered 40% intraday amid additional renewables revenue shock and a COO departure — real operational and governance breakdown.
  • Fiscal 2026 EPS guidance cut to $2.05-$2.60 from prior $4.80-$5.00 after cost overruns on six fixed-price Renewables projects.
  • Multiple securities-fraud investigations from Pomerantz and Portnoy — reactive-litigation cycle after the guidance collapse.
  • JPMorgan upgraded to Overweight with $116 PT — sell-side sees the drawdown as excessive given the underlying utility-and-pipeline businesses.
  • The stock is up 5% over twelve months but down 27% year-to-date, at 17% of the 52-week range and 20% below the 50-day — coiled after the shock.

The setup is a broken-story specialty contractor with renewables headwinds and JPMorgan upgrade — August 3 sets the fiscal 2027 recovery trajectory.

Agrees with X sentimentX posters cite Primoris cutting FY26 EPS guidance to $2.05-$2.60 from $4.80-$5.00 (versus $4.00 consensus), identifying cost overruns and delays on six fixed-price Renewables projects, sending shares down 21-35% in a session. JPMorgan upgraded to Overweight with a $116 target framing the drawdown as an entry point. That aligns directly with the July 9-15 disclosure sequence and the sell-side response to the collapse.

What to watch: August 3 Q2 earnings — revenue trajectory versus the -5.4% Q1 pace, renewables-segment margin and any additional cost overruns, gross-margin sustainability, updated fiscal 2026 guidance versus the just-lowered $2.05-$2.60 EPS range, and utility-and-pipeline segment performance. Litigation-status updates from Pomerantz and Portnoy are separate signals.

On the calendar: 2026-08-03 Q2 2026 earnings; renewables-segment margin and fiscal 2026 guidance trajectory drive the print.

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

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 $PRIM

Neutral — Specialty infrastructure contractor building utility power transmission, renewable energy, and pipeline systems; end markets and revenue mix have limited overlap with the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+53.0%YTD
+82.7%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
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%
Q2 2025Aug 4, 2025$1.68$1.06+58.5%
Next earningsMon, Aug 3·consensus EPS $-0.32

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 – $7.5B$2.19$2.04 – $2.3411
FY27$8.3B$7.8B – $8.7B$5.47$4.57 – $5.9411
FY28$9.0B$8.9B – $9.1B$6.56$5.14 – $7.159
FY29$9.5B$9.1B – $10.2B$6.72$6.27 – $7.354
FY30$10.2B$9.7B – $11.0B$7.44$6.94 – $8.144

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.1.3×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.15%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.-17.7%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.-35.5%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 today5.7% 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.β1.425-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
+ 37 other (22 awards · 7 inkinds · 7 exempts · 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

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
+ 9 other (4 13Gs · 1 10-Q · 1 ARS · 1 proxy) 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·16h agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Primoris Services Corporation - PRIMprnewswire.com·2d agoPrimoris Services (PRIM) Shares Crater 40% Intraday Amid Additional Renewables Revenue Shock, COO Departure – HBSSglobenewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Primoris Services Corporation - PRIMglobenewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Primoris Services Corporation - PRIMprnewswire.com·8d 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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