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PWPWR

Quanta Services, Inc.

$PWR·$100B·Engineering & Construction·Industrials
$631.02-2.7%YTD+48.5%1Y+62.2%
Mentions · last 7 days
2026-07-10: 233 posts2026-07-11: 93 posts2026-07-12: 160 posts2026-07-13: 223 posts2026-07-14: 68 posts2026-07-15: 68 posts2026-07-16: 58 posts944+7%
Price updated 9h ago·X counts updated 8h ago
PWPWR
$PWRQuanta Services, Inc.
$631.02-2.75%944 posts+7%
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 numbersAcceleratingAI verdict · as of 2026-07-17

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

AI-power-buildout general contractor at record backlog with Q2 in two weeks and the tape confirming.

Quanta Services is a specialty contractor for electric power infrastructure — the company that actually builds transmission lines, substations, and now increasingly gigawatt-scale data-center power connections. It's the boots-on-the-ground beneficiary of the entire data-center + electrification capex cycle.

Why the tape has re-rated hard:

  • Growth has re-accelerated meaningfully: Q1 revenue up 26.3% YoY to $7.88B, and the four-quarter growth stack has moved from 21% to 16% to 20% to 26% — real acceleration, not stability.
  • Backlog is at record levels: community reporting notes PWR backlogs have 'never been larger' vs industrial peers growing 5-10% YoY — the visibility into 2027 and 2028 revenue is what the market is now paying for.
  • Multiple is very fully priced: 93x trailing earnings and 45x FY27 consensus EPS of $14.00 — this is what a market pays when it believes the AI-power buildout is a decade-long theme, not a one-quarter print.
  • Insider action is neutral: only routine director awards, no cluster of selling despite YTD +48% and t12m +62% — no vote of no-confidence at a re-rated level.
  • Position confirms the strength: 63% of the 52-week range but the momentum-following community lines PWR up with VRT, ETN, and BE as the AI-power-infrastructure basket.

The forward view: the July 30 Q2 print is the referee. A beat with commentary that backlog remains at record levels and any specific hyperscaler-project win is what extends the accelerating leg. What breaks it: a hyperscaler capex-slowdown headline (unlikely near-term), or a project execution issue that hits gross margin. What extends the run: a specific transmission-line award from a large utility for 2027-28 delivery, or a specific commentary on the labor availability that has been the industry's bottleneck.

Agrees with X sentimentThe bullish X read on the AI-power-infra basket breakout is directionally right, and the record-backlog framing matches management's disclosures. Our take agrees, with the caveat that the multiple has priced most of the story.

What to watch: July 30 Q2 earnings, especially backlog disclosure and any hyperscaler-project win; a hyperscaler capex-slowdown headline or a project-execution margin hit would end the accelerating leg.

On the calendar: 2026-07-30 — Q2 2026 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-29

Quanta Services is +5% as 'the POWER trade is BETTER THAN EVER' (VRT +6.5%, PWR +5%, AEIS +4%, BE +3.5%, VST +3%, ETN +3%, NXT +3%, BWXT +2.5%, CCJ +1.5%). PWR backlogs have NEVER been larger - average industrial stock backlogs grow 5-10% YoY but PWR/GEV/VRT are going much faster. Bulls cite PWR as one of the under-the-radar AI infrastructure names. Puerto Rico LUMA Energy update notes the countersuit. Tone is loud bullish on the AI Power infrastructure breakout.

Read the AI verdict + X sentiment for $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)
  • 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

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 $PWR

Neutral — Builds electric power transmission, renewable energy, telecom, and pipeline infrastructure across North America; the hyperscaler campus builds requiring mission-critical MEP infrastructure does not materially affect this business's near-term earnings.

Industry benchmark

14-name peer basket
+47.8%YTD
+81.5%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
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%
Q2 2025Jul 31, 2025$2.48$2.44+1.6%
Next earningsThu, Jul 30·consensus EPS $3.29

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$35.0B$33.0B – $35.9B$14.00$13.65 – $14.3920
FY27$39.8B$37.6B – $43.2B$16.39$14.76 – $18.9819
FY28$45.2B$45.0B – $45.4B$19.61$17.19 – $21.2714
FY29$49.5B$47.1B – $52.3B$22.45$21.00 – $24.089
FY30$56.3B$53.5B – $59.4B$26.24$24.55 – $28.1413

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.0.9×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.63%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.-11.1%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.+14.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.

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
+ 39 other (14 inkinds · 12 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-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.

8-KOfficer or director changeApr 168-K — Item 5.02: Officer or director change
AI summary

PWR disclosed a personnel change (8-K Item 5.02, dated 2026-04-16). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 48-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (2 13Gs · 2 proxys · 1 SD · 1 10-Q) in window

Recent news

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

Quanta Services (PWR) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·11h agoTop 3 Construction Stocks For The AI Data Center Buildoutbenzinga.com·19h agoAI Capex Crosses $1 Trillion Next Year. Here Are 2 Industrial Stocks That Will Benefitfool.com·2d agoCan Rising Utility Infrastructure Spending Support Quanta's Growth?zacks.com·3d agoJensen Huang's Blue-Collar Millionaire Prediction Lifted Quanta Services' Backlog to $48 Billionfool.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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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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