Core Viewpoint - Quanta Services, Inc. is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, before market opening, accompanied by a webcast and conference call [1] Group 1: Earnings Release Details - The earnings release will be followed by a webcast and conference call scheduled for 9:00 a.m. Eastern time on February 19, 2026 [3] - Supplemental earnings materials will be posted on the Investor Relations section of Quanta's website, which will include operational and financial commentary [2] Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, renewable energy, technology, communications, pipeline, and energy [4] - The company offers comprehensive services such as designing, installing, repairing, and maintaining energy and communications infrastructure [4] - Quanta operates in the United States, Canada, Australia, and select international markets, equipped with the necessary manpower, resources, and expertise for projects of varying scopes [4]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]

Group 1 - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or sectors [2][3]

Quanta Services, Inc. (NYSE:PWR) is one of the best AI energy stocks to buy now. Wolfe Research Bullish on Quanta Services (PWR) Amid Accelerating Power Demand On January 19, 2026, Wolfe Research issued a constructive outlook for clean energy, noting that the sector entered 2026 with improving fundamentals following a volatile 2025. At the same time, the firm remains bullish on Quanta Services, Inc. (NYSE:PWR), citing a very manageable impact from President Donald Trump’s second term and less-than-expect ...

Quanta Services, Inc. (NYSE:PWR) is one of the best AI energy stocks to buy now. Wolfe Research Bullish on Quanta Services (PWR) Amid Accelerating Power Demand On January 19, 2026, Wolfe Research issued a constructive outlook for clean energy, noting that the sector entered 2026 with improving fundamentals following a volatile 2025. At the same time, the firm remains bullish on Quanta Services, Inc. (NYSE:PWR), citing a very manageable impact from President Donald Trump’s second term and less-than-expect ...

Core Insights - The focus is shifting towards energy stocks that support the AI economy as investors become more bullish on energy and infrastructure providers compared to U.S. megacap technology stocks in 2026 [1][2] Industry Overview - AI and big tech dominated equity returns in 2025, but concerns are rising over volatile returns on capital and higher borrowing costs due to aggressive data center expansions by major tech companies [2] - The semiconductor industry is projected to reach $1 trillion in revenue in 2026, marking a 29% year-over-year growth, driven by AI workloads transitioning from training to inference [3] - Deutsche Bank analysts predict 2026 will be a challenging year for AI, citing supply-chain bottlenecks and energy shortages as key constraints [4] Investment Methodology - The list of the 10 best AI energy stocks was curated based on financial media and resources, focusing on companies that supply electricity to AI data centers or provide necessary infrastructure and fuel systems [6] - Hedge fund sentiment was assessed to rank these stocks, utilizing Insider Monkey's hedge fund database tracking 978 stocks as of Q3 2025 [6] Company Highlights - **Bloom Energy Corporation (NYSE:BE)**: Shares surged to an all-time high of $147.93, climbing 470.43% over the past year due to strong investor momentum and a significant agreement with American Electric Power valued at approximately $2.65 billion [10][11][12] - **NextEra Energy, Inc. (NYSE:NEE)**: Jefferies slightly lowered its price target from $88 to $87 while maintaining a 'Hold' rating, citing large data center-related power contracts as a key catalyst for growth [15][16][17] - **Quanta Services, Inc. (NYSE:PWR)**: Wolfe Research issued a positive outlook for clean energy, highlighting Quanta Services as a preferred pick due to its strong presence in power, gas, and transmission markets amid increasing corporate spending on data centers [19][20][21][22]

Core Viewpoint - The article summarizes significant analyst rating changes that are expected to impact the market, highlighting upgrades, downgrades, and new coverage ratings for various companies [1][6]. Upgraded Ratings - Merril Lynch upgraded Darden Restaurants (DRI) from "Hold" to "Buy," raising the target price from $240 to $265, citing a value-driven operational strategy leading to stable customer traffic and market share growth [5]. - Mizuho Securities upgraded Procter & Gamble (PG) from "Neutral" to "Outperform," increasing the target price from $157 to $165, indicating potential for accelerated organic sales growth and improved profit margins [5]. - Royal Bank of Canada’s Cowen upgraded Fortinet (FTNT) from "Hold" to "Buy," maintaining a target price of $100, based on stable operational expectations for FY2026 [5]. - Deutsche Bank upgraded Applied Materials (AMAT) from "Hold" to "Buy," significantly raising the target price from $275 to $390, reflecting a favorable outlook for the wafer fabrication equipment industry in 2026-2027 [5]. - JPMorgan upgraded Acushnet Holdings (GOLF) from "Underweight" to "Neutral," increasing the target price from $74 to $96, due to a diversified product portfolio and pricing power [5]. Downgraded Ratings - Citizens Bank downgraded Trade Desk (TTD) from "Outperform" to "Market Perform," without providing a target price, citing increasing market competition and limited short-term catalysts for stock price appreciation [10]. - Deutsche Bank downgraded Sherwin-Williams (SHW) from "Buy" to "Hold," lowering the target price from $390 to $380, indicating potential downward pressure on valuation multiples until earnings growth can be proven [10]. - Jefferies downgraded Li Auto (LI) from "Buy" to "Hold," significantly reducing the target price from $28.80 to $17.50, due to intensified competition in the home SUV segment [10]. - Harbor Research downgraded Cleveland-Cliffs (CLF) from "Buy" to "Neutral," acknowledging improved fundamentals but noting that the current stock price reflects normalized earnings levels [10]. - JPMorgan downgraded Southern Copper (SCCO) from "Neutral" to "Underweight," slightly adjusting the target price from $119.50 to $117.50, indicating limited upside potential based on current copper spot prices [10]. New Coverage Ratings - Citigroup initiated coverage on Elf Beauty (ELF) with a "Buy" rating and a target price of $110, highlighting market share growth and potential from the acquisition of skincare brand Rhode [12]. - Freedom Capital initiated coverage on Hinge Health (HNGE) with a "Buy" rating and a target price of $59, forecasting a 23% revenue growth and an industry-leading profit margin of 82%-83% [12]. - Susquehanna Group initiated coverage on HEICO Corporation (HEI) with a "Neutral" rating and a target price of $385, projecting an 8% revenue CAGR and a 13% free cash flow CAGR from FY2026 to FY2028, while noting a significant valuation premium [12]. - Cantor Fitzgerald initiated coverage on Quanta Services (PWR) with an "Outperform" rating and a target price of $520, citing a multi-year investment cycle driven by modernization and electrification trends [12]. - Texas Capital initiated coverage on MGM China (MLCO) with a "Buy" rating and a target price of $11.50, emphasizing its unique non-gaming business model and alignment with Macau's tourism recovery [12].

Shares of Quanta Services (PWR) have been strong performers lately, with the stock up 8.1% over the past month. The stock hit a new 52-week high of $483.29 in the previous session. Quanta Services has gained 11.1% since the start of the year compared to the 11.1% gain for the Zacks Construction sector and the 18.5% return for the Zacks Engineering - R and D Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Esti ...

Quanta Services (PWR) closed the most recent trading day at $473.24, moving +2.1% from the previous trading session. The stock outpaced the S&P 500's daily gain of 1.16%. Meanwhile, the Dow experienced a rise of 1.21%, and the technology-dominated Nasdaq saw an increase of 1.18%. Coming into today, shares of the specialty contractor for utility and energy companies had gained 6.5% in the past month. In that same time, the Construction sector gained 5.32%, while the S&P 500 lost 0.42%. Investors will be eage ...

Key Takeaways PWR posted a record $39.2B backlog, up from $33.96B a year ago, signaling strong demand across end markets.Backlog growth is diversified, reducing dependence on any single project and smoothing revenue timing.Regulated utility and power projects follow defined phases, giving PWR clearer visibility into revenues.Quanta Services, Inc. (PWR) is seeing improved demand visibility as utility and power infrastructure spending remains steady. Recent project activity points to a more consistent flow of ...