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PWPWR

Quanta Services, Inc.

$PWR·$106B·Engineering & Construction·Industrials
$631.86-1.6%YTD+62.1%1Y+44.4%
Price updated 7h ago·X counts updated 5d ago
PWPWR
$PWRQuanta Services, Inc.
$631.86-1.61%264 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PWR 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.

264X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $PWR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-12

KeyBanc upgraded Quanta Services to Overweight with a $807 PT, framing it as a higher-quality larger-diversified E&C with strong execution and positive earnings-revision story amid the reshoring/electrification/data-center build cycle. Chart watchers see wave 3 complete and wave 5 forming after a bounce off the 0.382 Fib and 200-DMA. A modest $1M September $570 put trade at the bid is the only cautious flow.

Read what X is saying about $PWR

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

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Quanta is the picks-and-shovels of US electrical infrastructure — up 60% YTD on the AI-data-center electrification capex wave.

Quanta Services is the leading US electrical-infrastructure contractor — the construction company that builds the grid, substations, and transmission lines required for AI data centers, EVs, and reshoring. The stock has +59% YTD as the AI-electrification capex wave compounds.

  • Growth is accelerating: Q1 2026 revenue of $7.9B at +26% YoY after +19.6% and +15.6% in prior quarters — the Electric Power segment is the growth engine, with 2027 consensus revenue near $31B.
  • EPS beats are enormous: last four prints at +28%, +31%, +5%, +2.5% — the operating leverage is landing on the mix shift toward higher-margin grid build-out.
  • 93x trailing earnings is paying for the AI-infrastructure cycle: 2027 forward P/E drops to ~27x on consensus $25 EPS — not cheap but reasonable for a long-duration grid-build-out franchise with real pricing power.

An Oct 29 Q3 print with Electric Power organic growth above 20% plus 2027 guide tracking consensus extends the move; any utility-capex-cycle inflection downward or a project-delay signal and the 93x multiple compresses.

Agrees with X sentimentX correctly flags KeyBanc's Overweight upgrade with $807 PT, the Wave 3 complete / Wave 5 forming framing, and the reshoring/electrification/data-center build cycle as the structural tailwind. The $570 put trade is a modest counter-signal, directionally insignificant.

What to watch: Oct 29 Q3 earnings — Electric Power organic growth above 20%, Renewable Infrastructure margin trend, 2027 revenue guide tracking consensus $31B, and any update on the data-center-related contract pipeline. A utility-capex slowdown or a project-delay signal is the hard downside.

On the calendar: 2026-10-29 — Q3 2026 earnings

Read the AI verdict on $PWR

  • 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 electric power transmission, renewable energy, telecom, and pipeline infrastructure 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 $PWR.

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 $PWR

Neutral — Builds electric power transmission, renewable energy, telecom, and pipeline infrastructure across North America.

Industry benchmark

21-name peer basket
+3.9%YTD
-4.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
93.3How 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
7.6%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
5.8%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
1.6%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
3.5Same 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
13.0%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
13.6%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 30, 2026$4.24$3.31+28.1%
Q1 2026Apr 30, 2026$2.68$2.04+31.4%
Q4 2025Feb 19, 2026$3.16$3.02+4.6%
Q3 2025Oct 30, 2025$3.33$3.25+2.5%
Next earningsThu, Oct 29·consensus EPS $4.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.9B+26.3%14.1%4.2%$1.47$171.7M
Q4 FY25$7.8B+19.6%12.6%6.2%$2.08$934.0M
Q3 FY25$7.5B+15.6%14.5%6.9%$2.28$421.0M
Q2 FY25$6.8B+21.1%13.2%5.8%$1.54$155.4M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.4B$39.0B – $39.6B$16.73$14.18 – $17.2420
FY27$45.9B$43.3B – $49.1B$19.67$16.18 – $22.9020
FY28$51.8B$46.2B – $58.5B$22.95$19.61 – $25.2515
FY29$56.6B$51.1B – $60.5B$25.72$22.48 – $28.0610
FY30$62.9B$56.8B – $67.3B$29.00$25.35 – $31.637

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.59%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.-2.9%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.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.275-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellMay 5Earl C. AustinCEO143.6K sh$110.6MSellMay 4Paul NobelChief Accounting Officer & SVP4.0K sh$3.0M
+ 23 other (10 awards · 9 exempts · 3 gifts · 1 return) in window

See when $PWR 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 changeSep 158-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Quanta Services, Inc. (PWR) elected Ellen Rubin as a new independent director on September 9, 2026, expanding the Board from 10 to 11 members. Ms. Rubin was appointed to the Audit Committee and Safety, Operations and Risk Committee, and will receive a pro-rated annual cash retainer of approximately $105,000 and RSU grant valued at approximately $131,000 for the 2026-2027 service year. This is a routine board governance action adding technology and infrastructure expertise to the large-cap utility contractor's Board.

3New insider — initial holdingsSep 113
AI summary

Ellen Rubin filed an initial Form 3 as a newly appointed Director of Quanta Services, Inc. (PWR) on September 9, 2026. No securities of any class are beneficially owned by the reporting person. Routine new-director disclosure with no equity position reported.

8-KMaterial agreementAug 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Quanta Services, Inc. (PWR) entered into a material agreement with a counterparty on 2026-08-06, involving $500,000,000 . Closing Date”), Quanta Services, Inc. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Aug 5424B5
AI summary

PWR filed a 424B5 prospectus supplement offering $500,000,000 aggregate principal in notes/securities. The offering includes 4.850% Senior. This is a live dilutive capital-markets transaction; size and pricing are material.

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

PWR entered into a material agreement with BofA Securities. The transaction involves approximately $500,000,000. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by PWR.

424B5Prospectus supplement (offering)Aug 3424B5
AI summary

PWR filed a 424B5 prospectus supplement for an offering of notes or senior debt. The securities carry a 101% coupon. Net proceeds will be used for general corporate purposes unless otherwise specified. This prospectus finalises a specific drawdown under PWR's existing shelf registration.

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Quanta Services, Inc. reported Q2 2026 financial results for the fiscal quarter ended June 30, 2026 via press release (Exhibit 99.1) on July 30, 2026. Under Reg FD, the company also posted a 'Second Quarter 2026 Operational and Financial Commentary' to its investor relations website. Specific revenues, backlog, segment margins, and earnings per share for the specialty contractor (electric power, pipeline, industrial) are in the attached exhibit. This is the routine quarterly earnings disclosure for one of the largest specialty contractors in North America.

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Quanta Services, Inc. held its 2026 Annual Meeting of Stockholders on May 21, 2026, with final vote results for director elections and other proposals disclosed. The company also disclosed other events (Item 8.01) alongside the annual meeting results. Routine annual meeting governance filing; specific other events are in the exhibits.

+ 6 other (2 10-Qs · 1 SD · 1 3 · 1 13G) in window

Recent news

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

Why Quanta Services (PWR) Dipped More Than Broader Market Todayzacks.com·9h agoWhy Quanta Services (PWR) is a Top Stock for the Long-Termzacks.com·18h agoPolen Focus Growth Portfolio Q3 2026 Portfolio Updateseekingalpha.com·2d agoQuanta Services: A Strong Backlog And An Even Bigger Opportunityseekingalpha.com·2d agoWhy Quanta Services (PWR) Dipped More Than Broader Market Todayzacks.com·2d ago

In themes

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Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $PWR 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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