Actualités

Apple's fiscal Q3 showed broad iPhone, Mac and Services demand, but rising costs, supply constraints and policy risks cloud the near-term outlook.

EME's balanced capital strategy pairs shareholder returns with disciplined acquisitions and growth investments, backed by record project visibility.

PWR's raised 2026 outlook and record backlog highlight accelerating infrastructure demand, with acquisitions expanding its reach into power and data centers.

Quanta Services (PWR) could produce exceptional returns because of its solid growth attributes.

PWR lifts its 2026 revenue, earnings and cash flow outlook after a strong quarter. Can sustained execution keep pace with its bigger growth targets?

Quanta pairs surging earnings, record backlog and stronger cash flow with a rich valuation. Can growth continue fast enough to justify the premium?

Quanta falls 11.7% despite record backlog, stronger earnings and a higher 2026 outlook. Can operating momentum outweigh valuation and execution risks?

STRL's 19.7% monthly slide clashes with surging results and a $4.33B backlog as labor, timing and valuation risks test the growth story.

Sterling lifts its 2026 outlook as Q2 revenue jumps 90%, adjusted earnings more than double and backlog reaches $5.62 billion.

Quanta Services stock has delivered a very large 5 year gain while current valuation checks and an intrinsic value estimate from a Discounted Cash Flow (DCF) model both indicate the shares trade at a premium to that estimate. Quanta Services has returned about 6.4x over the past 5 years, which sets a high bar for any further upside to be justified by fundamentals. Recent acquisitions and higher investor expectations for future revenue and cash flow can support the current share price. At the...

Can FIX sustain industry-leading margins through disciplined bidding, strong demand and its record backlog?

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]

J's Q3 revenues top estimates as record backlog and AI-related infrastructure demand support growth, even as the stock fell after results.

EME's record backlog, AI infrastructure demand and acquisitions are strengthening growth, as it lifts its 2026 revenue and earnings outlook.

EMCOR's record contracted work, higher guidance and earnings momentum support the bull case, but its premium valuation keeps the buy debate alive.

EMCOR's pullback raises the entry-point debate as record contracted work and earnings strength face off against premium valuation and execution risks.

EME's record remaining performance obligations and higher 2026 outlook highlight its growth potential as investors watch backlog conversion and execution.

Quanta Services Inc (PWR) exceeds Q2 expectations with record $53 billion backlog and raises full-year 2026 guidance across all key metrics.

Quanta Services (NYSE:PWR) reported second-quarter 2026 results that Chief Executive Officer Duke Austin said “meaningfully exceeded expectations,” citing double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, robust cash flow and record backlog. The company reported quart

WY's Q2 earnings beat as stronger Wood Products performance offset weaker Timberlands and Strategic Land Solutions, with mixed Q3 guidance ahead.

IES Holdings shot up 31% on Friday after giving a strong outlook for AI data centers. Big Tech names Microsoft and Amazon also soared.

PWR posts Q2 EPS and revenue beats as record backlog, acquisitions and broad infrastructure demand drive raised 2026 expectations.

Roblox downgraded, Quanta Services upgraded: Wall Street's top analyst calls

Can FIX's faster earnings growth, record backlog and tech exposure justify its premium valuation over MYRG?

In late July 2026, Quanta Services, Inc. reported second-quarter results showing revenue of US$9.56 billion and net income of US$451.38 million, alongside higher full-year 2026 guidance calling for US$39.30–US$39.70 billion in revenue and US$1.74–US$1.82 billion in net income, with diluted EPS projected at US$11.41–US$11.92. Management cited strong demand in its electric infrastructure business, a record backlog, and the contribution of four recent acquisitions as key reasons for the...

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Quanta beats Q2 estimates as Electric strength, record backlog and robust cash flow fuel a higher 2026 outlook.

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.