Core Viewpoint - Quanta Services, Inc. will participate in two institutional investor conferences in March 2026, highlighting its commitment to engaging with investors and showcasing its industry leadership in infrastructure solutions [1]. Group 1: Conference Participation - Quanta Services will attend the Jefferies Power, Energy, Clean Energy, and Utilities Conference on March 3, 2026, in New York City, where CEO Duke Austin and CFO Jayshree Desai will meet with institutional investors [1]. - During the Jefferies conference, Austin and Desai will participate in a fireside chat hosted by analyst Julien Dumoulin-Smith, scheduled for 2:45 p.m. Eastern time, which will be broadcast live [1]. - The Daiwa Investment Conference in Tokyo will take place on March 2 and 3, 2026, where Kip Rupp, Vice President of Investor Relations, will also meet with institutional investors [1]. Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, power generation, communications, and energy [1]. - The company offers a comprehensive range of services, including the design, installation, repair, and maintenance of energy and communications infrastructure [1]. - Quanta operates in the United States, Canada, Australia, and select international markets, possessing the manpower and expertise to handle projects of varying scopes [1].

Citi Research Global Technology, Communications, Real Estate, Energy, and Industrials February 23, 2026 Data Center GAINs (Gen AI Names) Multi-Asset Strong Absorption Supports Solid 2026 and LT Data Center Demand | Equities | | | | | ABS | | --- | --- | --- | --- | --- | --- | | Michael Rollins, CFAAC +1 212 816-3116 | Heath TerryAC +1 212 723-4624 | Caitlyn Walsh caitlyn.walsh@citi.com | | | | | michael.rollins@citi.com | heath.terry@citi.com | | | | | | Siraj Ahmed AC | AC Scott Gruber | Andrew KaplowitzA ...

Company Overview - Quanta Services, Inc. is a leading provider of specialized contracting services in the electric power and oil and gas industries, offering infrastructure solutions including design, installation, and maintenance services [1] - The company competes with major players in the construction and engineering sector such as Fluor Corporation and Jacobs Engineering Group [1] Market Performance - As of February 23, 2026, Stifel Nicolaus set a new price target for PWR at $647, indicating a potential increase of 17.57% from its trading price of $550.29 [2] - Currently, PWR is trading at $549.78, reflecting a slight decrease of 0.52% or $2.88, with a trading range today between $546.30 and $562.10 [2] - PWR's market capitalization is approximately $81.98 billion, with a 52-week high of $565.93 and a low of $227.08, showcasing its volatility [4][6] - Today's trading volume on the NYSE is 428,041 shares, indicating active investor interest [4] Institutional Investor Activity - Institutional investors are showing increased interest in Quanta Services, with Lansforsakringar Fondforvaltning AB increasing its stake by 5.4% in Q3, now owning 46,609 shares valued at $19.3 million [3] - Darwin Wealth Management LLC acquired a new stake valued at $26,000, while Activest Wealth Management increased its position by 94.1%, holding 66 shares worth $27,000 [3] - The adjustments by institutional investors and the new price target by Stifel Nicolaus highlight the market's confidence in Quanta Services' growth potential [5][6]

Core Insights - Quanta Services, Inc. has seen increased institutional investment, with AMJ Financial Wealth Management raising its stake by 4.3% in Q3, now holding 29,703 shares valued at $12.31 million [2] - Several large investors have also increased their positions, including Mediolanum International Funds Ltd (up 15.5%), Calamos Advisors LLC (up 17.1%), and Chilton Capital Management LLC (up 63.3%) [3] - Analysts have raised price targets for Quanta Services, with UBS increasing its target from $518 to $646 and JPMorgan from $457 to $515, reflecting positive sentiment around the company's growth prospects [4][5] Investment Activity - AMJ Financial Wealth Management's holdings in Quanta Services represent 2.9% of its total portfolio, making it the 7th largest holding [2] - Institutional ownership is significant, with hedge funds and other institutional investors owning 90.49% of the company's stock [3] Financial Performance - Quanta Services reported Q4 revenue of $7.84 billion and adjusted EPS of $3.16, exceeding estimates, with a year-end backlog of nearly $44 billion [6][8] - The company has set FY 2026 guidance for adjusted EPS between $12.65 and $13.35, indicating strong growth expectations [6][8] Analyst Ratings - Fourteen analysts have rated Quanta Services as a "Buy," while seven have assigned a "Hold" rating, leading to an average rating of "Moderate Buy" with a consensus price target of $525.85 [4][5] Market Performance - Quanta Services stock opened at $552.59, with a market capitalization of $82.40 billion and a P/E ratio of 81.26 [7] - The stock has experienced a 12-month low of $227.08 and a high of $565.93, indicating significant volatility [7] Company Overview - Quanta Services is a leading specialty contractor providing infrastructure solutions for electric power, pipeline, and communications markets, headquartered in Houston, Texas [9] - The company focuses on engineering, procurement, construction, installation, maintenance, and repair services for critical energy and communications networks [9]

Quanta Services, Inc. ( PWR ) just reported its Q4 and has been on a roll due to the massive surge in AI data center demand for power. I wanted to go through the earningsMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no stock, option ...

经济观察网 根据公开信息，广达服务（Quanta Services，PWR.US）在2026年2月19日披露的2025财年全 年及季度财报中，有以下亮点值得关注： 业绩经营情况 收入稳健增长：2025财年全年营业收入达284.80亿美元，同比增长20.31%；第四季度单季收入为78.42 亿美元，同比增长19.66%。收入增长主要受益于电力基础设施和地下公用业务需求的持续扩张。 地下公用事业业务贡献稳定：收入占比19.24%（54.78亿美元），覆盖通信、管道等领域，与5G部署和 能源管道投资相关。 公司基本面 资产运营效率改善：资产周转率1.31次，负债率稳定在63.78%，虽因扩张略有上升，但流动比率1.14显 示短期偿债能力充足。 机构观点 机构关注度高：截至2026年2月，33家评级机构中61%给予"买入"建议，反映市场对其在基建领域的龙 头地位和增长前景的认可。 以上内容基于公开资料整理，不构成投资建议。 盈利能力提升：全年归母净利润为10.28亿美元，同比增长13.66%；净利率为3.61%。第四季度单季净利 润3.15亿美元，净利率环比提升至4.02%，反映运营效率改善。 现金流充裕：全年经营活 ...

Group 1: Microsoft Corporation - Stifel analyst Brad Reback downgraded Microsoft from Buy to Hold and lowered the price target from $540 to $392 [1] Group 2: Quanta Services, Inc. - Quanta Services reported better-than-expected fourth-quarter financial results with earnings of $3.16 per share, beating the analyst consensus estimate of $3.02 per share [2] - The company reported quarterly sales of $7.842 billion, surpassing the analyst consensus estimate of $7.368 billion [2] - Quanta Services shares gained 6.7% to settle at $554.00 [4] Group 3: Edison International - Edison International reported quarterly earnings of $1.86 per share, exceeding the analyst consensus estimate of $1.48 per share [3] - The company reported quarterly sales of $5.213 billion, beating the analyst consensus estimate of $4.354 billion [3] - Edison International shares gained 4.3% to close at $72.66 [4]

Core Insights - The current market is characterized by a multidecade infrastructure transformation driven by the convergence of utility, power generation, and large load industries [1] - The company is focusing on self-perform capabilities and has grown its workforce to approximately 69,500 employees to position itself as a total solutions provider rather than a traditional contractor [1] Investment Strategy - A vertical supply chain strategy has been initiated with an investment of $500 million to $700 million in power transformer manufacturing to mitigate lead-time risks and ensure execution certainty [2] - The company is shifting from bidding on short-term projects to negotiating five-to-ten-year programmatic spend arrangements, enhancing long-term visibility and return on invested capital [2] Growth and Performance - The craft skill platform has been expanded through eight strategic acquisitions in 2025, targeting load-center facilities and turnkey mechanical infrastructure for technology and semiconductor markets [3] - Record results in 2025 are attributed to a diversified solution-based model that adapts to evolving load growth demands and utility modernization requirements [3] - The 2026 guidance assumes continued double-digit growth in revenue and adjusted EBITDA, supported by a record $44 billion backlog across broad-based end markets [3] - Data center-related work is expected to represent approximately 10% of the business moving forward, identified as the fastest-growing component of the current backlog [3] - Significant 765-kilovolt high-voltage transmission awards are anticipated to stack in the latter half of 2027 and beyond, which are not yet reflected in the 2026 backlog [3] - Projected free cash flow for 2026 is approximately $1.8 billion, accounting for the collection of remaining balances from a large Canadian renewable project [3] - Organic growth of approximately 6,000 employees is assumed for 2026, which may temporarily pressure margins due to onboarding and training cycles [3]

Key Takeaways PWR delivered record Q4 2025 results, with EPS up 7.5% and revenues rising 19.7% year over year.Electric Infrastructure revenue jumped to $6.43B on strong utility and load-center demand.Backlog hit a record $43.98B, with 2026 revenue guided to $33.25B-$33.75B.Quanta Services, Inc. (PWR) reported record fourth-quarter 2025 results, driven by robust demand in its Electric Infrastructure Solutions segment and contributions from recent acquisitions. Strong execution and expanding backlog supported ...

Deep-pocketed investors have adopted a bearish approach towards Quanta Services (NYSE:PWR), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PWR usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 16 extraordinary options activities for Quant ...