Added to YB: 2026-02-12
Pitch date: 2026-02-10
PWR [bullish]
Quanta Services, Inc.
+6.34%
current return
Author Info
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Company Info
Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.
Market Cap
$77.4B
Pitch Price
$520.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.46
P/E
76.37
EV/Sales
N/A
Sector
Construction and Engineering
Category
growth
How to play the 'AI Energy Trade'? - Quanta Services, Inc.
PWR: Largest private employer of linemen for high-voltage transmission. Record $39.2B backlog. Revenue highly sensitive to large-load customers like Amazon/Google paying premium to bypass multi-year grid delays. Cupertino Electric acquisition expanded inside-the-fence data center work. $24B revenue, stable but steady builder vs high-margin tech play like Vertiv.
Read full article (1 min)