Sach336699 / Shutterstock.com The artificial intelligence (AI) boom relies on more than just chips and software -- it's built on robust physical infrastructure that handles massive data loads, power demands, and connectivity. As tech giants like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) expand data centers to fuel AI growth, a quieter group of companies provides essential components. Amphenol (NYSE:APH), Vertiv (NYSE:VRT), and Quanta Services (NYSE:PWR) supply interconnects, cooling systems, and po ...

On CNBC's “Halftime Report Final Trades,” on Thursday, Jim Lebenthal, partner at Cerity Partners, said many fundamental things are going right at Cisco Systems, Inc. (NASDAQ:CSCO), but the company's shares just have great momentum.As per recent news, Cisco, on Sept. 8, rolled out a suite of Splunk-powered offerings—including new Enterprise Security editions, agentic artificial intelligence observability tools, and the Cisco Data Fabric—to unify security, monitoring, and machine data management under one arc ...

Core Insights - High-rolling investors are taking a bearish position on Quanta Services (NYSE:PWR), indicating potential insider knowledge or significant market sentiment shifts [1] - The sentiment among major traders shows 25% bullish and 62% bearish, with a notable disparity in options trades [2] - The trading volumes and open interest suggest a price target range for Quanta Services between $300.0 and $480.0 over the last three months [3] Options Activity - Recent options activity includes 8 trades, with one put option valued at $55,200 and seven call options totaling $399,000, indicating a mixed sentiment [2] - Noteworthy options trades include a bearish call for a strike price of $450.00 and a bullish call for $480.00, reflecting diverse trader expectations [9] Company Overview - Quanta Services is a leading provider of specialty contracting services, focusing on infrastructure solutions for electric and gas utilities, communications, pipelines, and energy sectors in the U.S., Canada, and Australia [10] - The company operates under two segments: electric infrastructure and underground utility and infrastructure [10] Analyst Opinions - Analysts have set an average price target of $487.25 for Quanta Services, with varying ratings from different firms: JP Morgan maintains a Neutral rating at $436, Citigroup has a Buy rating at $517, Truist Securities at $521, and Stifel at $475 [12][13] Current Market Position - Quanta Services' stock price is currently at $439.97, down 1.94%, with a trading volume of 782,604 [15] - RSI indicators suggest that the stock may be approaching overbought conditions [15]

Key Takeaways Quanta's Q3 revenues rose 17.6% to $7.63B, topping estimates on broad Electric and Underground gains.Adjusted EPS grew 22.4% to $3.33, aided by operating leverage, acquisitions and solid project execution.A record $32.64B backlog and raised 2025 guidance underscore robust demand and acquisition benefits.Quanta Services, Inc. (PWR) posted a robust third-quarter 2025 performance, highlighted by double-digit revenue growth and margin expansion. The company benefited primarily from heightened dema ...

quantaservices.com Quanta Services (NYSE: PWR) delivered a quarter that justified its elevated valuation. The infrastructure contractor beat on both earnings and revenue this morning, posting adjusted EPS of $3.33 against a $3.26 estimate and revenue of $7.63 billion versus $7.42 billion expected. The stock rose 2.1% in early trading, reaching a new 52-week high as investors absorbed record backlog and accelerating Electric segment demand. Electric Segment Powers Growth Revenue climbed 17.5% year over ye ...

Core Insights - Quanta Services, Inc. is a leading provider of infrastructure solutions in the electric power, renewable energy, and underground utility sectors, known for its diverse range of services including design, installation, and maintenance [1] - The company has demonstrated strong performance and positive analyst sentiment due to its strategic initiatives and market position [1] Price Target Trends - The consensus price target for Quanta Services has shown a notable upward trend, with the average price target rising from $442.75 three months ago to $470.33 last month, an increase of $27.58 [2] - A year ago, the average price target was $389.58, indicating a significant increase of $80.75 over the year, reflecting a strong upward trajectory in analyst expectations [3] - Analysts expect Quanta to outperform due to favorable earnings projections, positioning it as a key construction stock [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025. or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-13831 Quanta Services, Inc. (Exact name of registrant as specified in its charter) Delaware 74-2851603 (State or other j ...

Quanta Services (NYSE:PWR) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsAlex Rygiel - Managing DirectorNick Amicucci - Head of Power, Utility and Clean Energy Equity ResearchAti Modak - VP of Equity ResearchJoe Osha - Senior Managing Director and Equity ResearchLaura Maher - Equity Research AssociateDuke Austin - President and CEOKip Rupp - VP of Investor RelationsAdam Thalhimer - Director of ResearchMaheep Mandloi - Director of Clean Energy Equity ResearchJayshree Desai - CFOConfe ...

Quanta Services (NYSE:PWR) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsAlex Rygiel - Managing DirectorNick Amicucci - Head of Power, Utility and Clean Energy Equity ResearchAti Modak - VP of Equity ResearchJoe Osha - Senior Managing Director and Equity ResearchLaura Maher - Equity Research AssociateDuke Austin - President and CEOKip Rupp - VP of Investor RelationsAdam Thalhimer - Director of ResearchMaheep Mandloi - Director of Clean Energy Equity ResearchJayshree Desai - CFOConfe ...

Quanta Services (NYSE:PWR) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker3Good morning and welcome to Quanta Services third quarter 2025 earnings call.Speaker0At this time, all participants are in.Speaker3A listen-only mode. A question and answer session will follow Management's prepared remarks, and we will ask that you please hold all questions until that time. I will then provide instructions for the question and answer session. As a reminder, this conference call is being recorded. If you ha ...