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DY's record backlog, fiber demand and rising data center exposure support growth, but its valuation premium and cash flow trends warrant attention.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]

AGX's $2.8B backlog and debt-free balance sheet support growth, but project concentration and execution risks cloud the outlook.

Can mission-critical demand and record backlog keep STRL's rally going?

PWR and INOD stand out as AI-led R&D services stocks with strong growth prospects and significant price upside potential.

The stock gave back part of its earnings pop once the market saw where the quarter's profit actually came from.

FIX's record backlog, rising estimates and strong cash flow support a buy stance despite a premium valuation and heavy technology exposure.

PWR's record backlog, strong execution and raised 2026 outlook support long-term growth despite near-term macro and project risks.

Can MTZ's 26% YTD rally keep running as record backlog and AI-related growth offset Communications weakness and valuation concerns?

Can EME stock build on its strong Q2 results, record RPOs and rising data center demand to drive further growth?

Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror.

INOD tops Q2 earnings and revenue estimates as AI demand and margin expansion fuel record profitability, sending shares up about 14.6% after hours.

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?

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

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

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

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.

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

Quanta Services Inc. (NYSE:PWR) delivered better-than-expected second-quarter results, comfortably beating Wall Street forecasts for both revenue and earnings as demand remained robust across its electric infrastructure and underground utility businesses.

Infrastructure solutions provider Quanta (NYSE:PWR) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 41.1% year on year to $9.56 billion. The company’s full-year revenue guidance of $39.5 billion at the midpoint came in 12.8% above analysts’ estimates. Its non-GAAP profit of $4.24 per share was 28.1% above analysts’ consensus estimates.

Quanta Services, the nation's largest electrical infrastructure construction company, blew away second-quarter earnings forecasts and massively raised its full-year outlook amid the artificial intelligence buildout boom. Quanta said its improved visibility, record backlog and four recently completed acquisitions played into the big increase in its 2026 outlook. "We believe these results and our long-term track record are a clear differentiator of Quanta's ability to compound profitable growth as our customers accelerate investment in the electric grid, power generation and mission-critical infrastructure that underpin the economy," CEO Duke Austin said in the earnings statement.

Comfort Systems' earnings surge and record backlog support its growth story, but a premium valuation and rising execution risks leave less room for disappointment.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Argan's 92% 2026 rally rests on strong earnings, backlog and power demand, but a richer valuation and execution risks may limit upside.

GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.

FIX Q2 earnings are likely to benefit from a record backlog, strong data-center demand and healthy margins, despite its premium valuation.