Do You Believe in Quanta Services’ (PWR) Emerging Revenue Streams?

Group 1 - The Carillon Scout Mid Cap Fund's second quarter 2025 investor letter indicates that the Russell Midcap Index experienced positive returns despite an initial sell-off in April due to tariff announcements [1] - The delay in collecting additional tariffs has allowed trading partners more time to negotiate better terms, which may positively impact market conditions [1] - Quanta Services, Inc. (NYSE:PWR) is highlighted as a key stock, with a one-month return of -4.62% and a 52-week gain of 49.37%, closing at $373.47 per share with a market capitalization of $55.649 billion [2] Group 2 - Quanta Services, Inc. provides infrastructure solutions for various sectors, including electric and gas utilities, renewable energy, and communications, and is winning new business related to AI power infrastructure and renewable energy projects [3] - The company reported strong financial results for the second quarter of 2025, with revenues of $6.8 billion, net income of $229 million, adjusted diluted earnings per share of $2.48, and adjusted EBITDA of $669 million [4] - Despite its potential, some analysts believe that certain AI stocks may offer greater upside potential and less downside risk compared to Quanta Services, Inc. [4]