This Under-the-Radar AI Company Could Be the Best Stock You Buy in 2026.

Core Insights - The "picks and shovels" trade has historically been a profitable investment strategy, focusing on the essential services and infrastructure that support transformative industries like AI and energy [1] Company Overview - Quanta Services, founded in 1997, is a leading U.S. infrastructure services provider specializing in complex energy, utility, communications, pipeline, and renewable projects, recognized as one of the largest specialty contractors in North America [3] - The company offers a range of services including design, engineering, installation, maintenance, and repair across various infrastructure sectors [3] Financial Performance - Quanta Services has a market capitalization of $63 billion and its stock increased by 33.8% in 2025, outperforming the S&P 500's growth of 16.7% during the same period [4] - Over the past decade, Quanta has achieved steady revenue and earnings growth with compound annual growth rates (CAGRs) of 13.45% and 17.97%, respectively [5] - The company's Q3 2025 results showed revenues of $7.6 billion, a 17% increase year-over-year, with the core electric segment contributing $6.2 billion (81% of total revenues) and growing at an annual rate of 18.5% [6][7] - The Underground and Infrastructure segment reported sales of $1.46 billion, marking a year-over-year growth of 15.9% [7]