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PWPWR

Quanta Services, Inc.

$PWR·$101B·Engineering & Construction·Industrials
$607.09+0.7%YTD+63.1%1Y+62.0%
Mentions · last 7 days
2026-08-21: 11 posts2026-08-22: 9 posts2026-08-23: 3 posts104+3%
Price updated 2h ago·X counts updated 8d ago
PWPWR
$PWRQuanta Services, Inc.
$607.09+0.73%104 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PWR, 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 numbersCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Quanta up 63% YTD as the AI-electrification E&C pure-play — KeyBanc lifted PT to $807 into a modest pullback.

Quanta Services is the largest US electrical and utility engineering-and-construction firm — the shovel-ready pure-play on the AI data-center buildout, electrification and grid modernization. It's up 63% YTD and digesting.

How the setup reads:

  • Growth is strong: Q1 revenue grew 26% year-on-year to $7.87B, Q4 was +20% — Quanta's backlog conversion showing through in transmission, distribution and industrial-electric work.
  • Valuation is expensive: 93x earnings, 44x EV/EBITDA on 8% ROIC — multiple prices years of continued AI-buildout demand; any deceleration compresses hard.
  • KeyBanc upgraded to Overweight at $807 PT: higher-quality larger-diversified E&C with strong execution and positive earnings-revision cycle — analyst tailwind.
  • Position is cooling: 56th percentile 52w, 9% below the 50-day, 3% above the 200-day on 75% baseline volume — digestion after a strong run.
  • Fresh $500M debt raise (Aug 5-6, 4.85% senior notes) — reasonable given growth capex.
  • Insider signal is neutral: zero recent transactions.
  • 'Wave 3 complete, wave 5 forming after 0.382 Fib and 200-DMA bounce' framing consistent with cooling-then-continuation.

The October 29 print is what breaks the cooling — a specific backlog update showing continued double-digit growth plus reiterated FY margin guidance keeps the multiple; a soft revenue print or a specific data-center customer deferral triggers a pullback back to the 200-day near $585.

Agrees with X sentimentAgree — the KeyBanc Overweight at $807 PT, the AI-buildout / reshoring / electrification / data-center thesis, wave-count framing, and JPMorgan strategist noting AI rally expanding beyond mag-7 all support the setup; the honest add is the $500M fresh debt raise and 93x P/E give the multiple almost no cushion for a soft quarter.

What to watch: October 29 earnings — a specific backlog update showing continued double-digit growth plus reiterated FY margin guidance keeps the multiple; a soft revenue print or data-center customer deferral pulls the stock back to the 200-day near $585.

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

X sentiment

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

Bullish sentiment6 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 the AI verdict + X sentiment for $PWR

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  • 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 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

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 $PWR

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

Industry benchmark

18-name peer basket
+41.7%YTD
+55308.3%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 $4.98

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 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$36.5B$34.5B – $37.3B$15.04$14.64 – $15.4315
FY27$41.8B$39.3B – $45.1B$17.52$15.72 – $20.2118
FY28$47.8B$43.7B – $53.3B$21.09$18.62 – $25.0713
FY29$52.9B$49.5B – $58.2B$24.36$22.32 – $27.5512
FY30$58.6B$54.8B – $64.5B$27.52$25.21 – $31.136

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.0.8×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.56%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.-9.0%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.+3.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.9M 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.β1.225-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. AustinCEO150.1K sh$115.7MSellMay 4Paul NobelChief Accounting Officer & SVP4.0K sh$3.0M
+ 34 other (12 inkinds · 9 exempts · 9 awards · 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-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.

3New insider — initial holdingsMay 263
AI summary

Joseph Kim filed Form 3 as a new Director of Quanta Services, Inc. (PWR), with the triggering event dated May 21, 2026. Kim reports no securities beneficially owned at the time of filing. This is a routine initial ownership statement required of new insiders upon board appointment.

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

PWR reported First Quarter 2026 Operational and Financial Commenta financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 10 other (2 10-Qs · 2 13Gs · 2 8-Ks · 2 proxys) in window

Recent news

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

Is Quanta Becoming the Biggest Winner From America's AI Buildout?zacks.com·4d agoWhy Quanta Services (PWR) is a Top Stock for the Long-Termzacks.com·5d agoJPMorgan Strategist: The AI Rally Is Expanding Far Beyond the Magnificent Seven247wallst.com·5d agoQuanta Services: Recent Selloff Creates Compelling Buyseekingalpha.com·5d agoPWR DCF Analysis: Intrinsic Value $419 vs Price $617gurufocus.com·7d ago

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