So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

So Kevin, you bought a company called MCOR. This was I don't know exactly when, but it was since your last appearance, so it's newsworthy, at least for us and and our viewers to know about. Tell us more.>> So playing right off of Stephanie's theme, we look at MCOR as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it.We're up a few dollars, but there's still plenty of upside here. And when you look at the numbers underneath the surface, ...

The artificial intelligence revolution continues to drive demand far beyond the likes of Nvidia (NVDA), Palantir Technologies (PLTR) and Alphabet (GOOGL). AI infrastructure stocks like Quanta Services (PWR) and Emcor (EME) have also attracted big bets from Wall Street. Showing unabated demand for AI stocks, Quanta Services and Emcor joined Nvidia, Alphabet, Palantir on the latest monthly report on new buys by the best mutual funds, As Quanta trades near a buy point and Emcor remains in buy range, they also ...

Core Viewpoint - Goldman Sachs upgraded Emcor Group (NYSE:EME) from Sell to Neutral due to faster-than-expected growth in data center revenues, which have mitigated the weakness in the broader non-residential construction sector [2] Company Summary - The upgrade reflects a positive shift in the outlook for Emcor Group, driven by strong performance in data center revenues [2] - Analyst Adam Bubes highlighted that the growth in data center revenues was unexpected and significant enough to influence the overall rating [2]

Emcor Group (EME) closed the most recent trading day at $670.00, moving +2.38% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.37% for the day. Elsewhere, the Dow lost 0.14%, while the tech-heavy Nasdaq added 0.71%. Heading into today, shares of the construction and maintenance company had gained 4.64% over the past month, outpacing the Construction sector's gain of 2.79% and the S&P 500's gain of 4.26%.The investment community will be closely monitoring the p ...

Core Insights - EMCOR Group, Inc. (EME) is enhancing its position in the construction and building services industry, driven by opportunities in manufacturing and industrial markets [1] - The company's involvement in onshoring and reshoring initiatives is increasing project visibility, as manufacturers invest in new facilities and capacity upgrades in the U.S. [1] - EMCOR's engagement in food processing and renewable energy projects is contributing to a consistent flow of work, showcasing its alignment with industry trends [1] Financial Performance - In Q2 2025, manufacturing and industrial Remaining Performance Obligations (RPOs) reached approximately $1 billion, indicating strong demand from customer onshoring efforts [2] - Total RPOs hit a record $11.9 billion, with manufacturing-related projects being a significant contributor to backlog growth [2] - The Mechanical Construction segment reported increased revenues from industrial facilities, supported by effective project execution [2] Future Outlook - Ongoing onshoring and manufacturing expansion are anticipated to sustain demand for EMCOR's electrical and mechanical services [3] - The company's strengths in prefabrication, design coordination, and disciplined project management position it favorably to capture growth opportunities from U.S.-based manufacturing investments [3] Industry Trends - The construction and building services sector is experiencing steady growth due to rising project activity across key end-markets [4] - Peers like Comfort Systems USA, Inc. and Sterling Infrastructure, Inc. are also benefiting from strong demand for mechanical, electrical, and service-driven projects [4] Peer Performance - Comfort Systems reported double-digit revenue growth, with backlog reaching record levels due to customer investments in energy-efficient upgrades [5] - Sterling Infrastructure achieved 21% year-over-year revenue growth in Q2 2025, with a 24% increase in backlog to $2 billion, driven by data centers and manufacturing projects [6] Stock Performance and Valuation - EMCOR's shares have increased by 86.7% over the past six months, slightly trailing the Zacks Building Products - Heavy Construction industry's growth of 87.7% [7] - The company trades at a forward 12-month price-to-earnings ratio of 24.65X, compared to the industry's 23.14X [10] Earnings Estimates - Earnings estimates for EMCOR for 2025 and 2026 have risen by 4.4% to $25.11 per share and 4.2% to $27, respectively [11] - The projected growth rates for 2025 and 2026 are 16.7% and 7.5% year-over-year, respectively [11]

Core Points - EMCOR Group, Inc. has declared a regular quarterly cash dividend of $0.25 per common share [1] - The dividend payment is scheduled for October 30, 2025, to stockholders of record as of October 15, 2025 [1] - EMCOR Group, Inc. is recognized as a Fortune 500 leader in mechanical and electrical construction services, industrial and energy infrastructure, and building services [1]

Core Insights - EMCOR Group, Inc. is recognized as one of the 12 Best Stocks to Own for Grandchildren, highlighting its strong market position and growth potential [1] - The company has made a strategic decision to sell its U.K. building services unit for approximately $255 million, which will enhance its focus on U.S. operations and growth [2] - EMCOR Group has consistently exceeded earnings and revenue expectations, raising its 2025 guidance to an EPS of $24.50–$25.75 and revenue projections of $16.4–$16.9 billion, indicating robust financial health [3] Strategic Moves - The sale of EMCOR UK is expected to close by year-end 2025, which will improve operating margins and provide capital for expansion in the U.S. market [2] - CEO Tony Guzzi emphasized that this move aligns with the company's strategy of "local execution, national reach," allowing it to leverage domestic infrastructure spending [2][4] - Analysts predict double-digit EPS growth in 2025, further supported by the divestiture of the U.K. unit, reinforcing EMCOR's position in high-growth domestic markets [4] Financial Performance - EMCOR Group has shown strong financial results, consistently beating market expectations and raising its earnings guidance for 2025 [3] - The growth is driven by increasing demand in sectors such as data centers and mission-critical facilities, which are expected to expand in the long term [3] - The company is positioned as a top-tier infrastructure and services provider, making it an attractive long-term investment option [4]

Core Insights - Emcor Group (EME) has an average brokerage recommendation (ABR) of 1.80, indicating a consensus between Strong Buy and Buy based on recommendations from 10 brokerage firms [2] - Of the 10 recommendations, 70% are Strong Buy, reflecting a strong positive sentiment towards the stock [2] Brokerage Recommendations - The ABR suggests a favorable outlook for Emcor Group, but relying solely on this metric may not be advisable as studies indicate limited success in guiding investors towards stocks with high price appreciation potential [5] - Brokerage analysts tend to exhibit a strong positive bias in their ratings, often issuing five "Strong Buy" recommendations for every "Strong Sell" [6][10] - The interests of brokerage firms may not align with those of retail investors, making it essential to use this information to validate independent research [7] Zacks Rank Comparison - Zacks Rank, a proprietary stock rating tool, categorizes stocks from 1 (Strong Buy) to 5 (Strong Sell) and is based on earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [8][11] - Unlike the ABR, which is based solely on brokerage recommendations, Zacks Rank is a quantitative model that reflects timely earnings estimate revisions [9][12] Investment Potential - The Zacks Consensus Estimate for Emcor Group has increased by 0.5% over the past month to $25.11, indicating growing optimism among analysts regarding the company's earnings prospects [13] - The recent change in consensus estimates, along with other factors, has resulted in a Zacks Rank 2 (Buy) for Emcor Group, suggesting a positive investment outlook [14]

Core Insights - The current market is experiencing volatility due to a government shutdown, impacting futures and investor sentiment [1] - The artificial intelligence boom is driving the tech-heavy Nasdaq towards all-time highs, with a focus on stock selection and profit-taking strategies [1] Group 1: Stock Analysis - The IBD Breakout Stocks Index highlights stocks like Charles Schwab (SCHW), Hims & Hers Health (HIMS), and CrowdStrike (CRWD) as key players to watch [2] - Emcor (EME) is noted for its AI infrastructure role, currently forming a second-stage flat base with a buy point of 667.64 [3] - CrowdStrike is targeting a buy point of 507.20 in a cup with handle formation, showing strong technical indicators [4] Group 2: Market Trends - AppLovin (APP) and Alphabet (GOOGL) are extended beyond their buy ranges, indicating strong market performance [5] - TE Connectivity (TEL) is recognized for its connections in AI infrastructure and is trading within buy range after clearing a buy point of 212.76 [7] - The IBD Breakout Opportunities ETF (BOUT) allows investors to gain exposure to the entire index, providing a diversified investment option [10]