Added to YB: 2025-10-29
Pitch date: 2025-09-11
TTEK [bullish]
Tetra Tech, Inc.
+3.15%
current return
Author Info
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Company Info
Tetra Tech, Inc. provides consulting and engineering services focusing on water, environment, and sustainable infrastructure in the United States and internationally.
Market Cap
$9.3B
Pitch Price
$36.02
Price Target
50.00 (+35%)
Dividend
0.73%
EV/EBITDA
13.21
P/E
26.67
EV/Sales
2.26
Sector
Commercial Services and Supplies
Category
turnaround
Tetra Tech, Inc. - $TTEK
TTEK: Stock down 40% post-election on USAID cuts fears overdone. Even worst-case $300M USAID elimination only -11% 2026 EPS impact while core federal +16%, state/local +44% growing strong. Mgmt derisked by removing all USAID from guide, kept $1.45 2025 EPS via higher-margin work. $50 target (25x 2027E $2 EPS) as margins expand 80bps ex-USAID, digital water growth, PFAS/AMP8 catalysts drive HSD organic growth resumption.
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