Core Insights - Quanta Services forecasts 2026 profit above Wall Street estimates due to strong demand driven by AI data center investments [1] - The company expects full-year adjusted profit per share between $12.65 and $13.35, exceeding analysts' estimate of $12.44 per share [1] - Quanta's shares rose 6% in premarket trading following the announcement [1] Financial Performance - Quanta's adjusted profit for the quarter ended December 31 increased to $3.16 per share, up from $2.94 per share a year ago, surpassing analysts' expectations of $3.02 per share [1] - The company's fourth-quarter revenue rose to $7.84 billion, compared to $6.55 billion a year earlier, exceeding analysts' expectations of $7.37 billion [1] Industry Context - The CEO highlighted significant opportunities arising from the convergence of utility, power generation, and large-load industries [1] - Quanta is well-positioned to address growing electricity and infrastructure demand from various sectors, including data centers, manufacturing, and power grid expansion [1]

Exhibit 99.1 FOR IMMEDIATE RELEASE 26-02 Contacts: Jayshree Desai, CFO Media – Noa Schwartz Kip Rupp, CFA, IRC - Investors FGS Global Quanta Services, Inc. (310) 405-4312 (713) 629-7600 QUANTA SERVICES REPORTS FOURTH QUARTER AND FULL-YEAR 2025 RESULTS Full-Year 2026 Guidance Reflects Double-Digit Growth in Revenues, Net Income and Adjusted EBITDA Full-Year 2026 Guidance Range Reflects Opportunity to Deliver Over 20% EPS Growth Expect to Achieve Record Backlog in 2026 Fourth Quarter 2025 Results Include: Ful ...

The MAG 7 stocks are done reporting except for Nvidia, but earning season is rolling on and we have a bunch of prominent names reporting this week and I picked out five as I always do. Now, the interesting thing about these stocks and I'm going to just list them out up front this video. They are Carvana, Walmart, Deer, Quanta Services, and Newmont.So quite an interesting collection of names this week that you should be watching. But the interesting thing about them is that the best performers year to date o ...

Core Insights - Hyperscalers are projected to spend $500 billion on capital expenditures in 2023, driven by the growth of artificial intelligence and the need for data center infrastructure [1] - Quanta Services is positioned to benefit from this trend as it provides essential infrastructure solutions for power and energy, particularly in the context of data center buildout [2][3] Company Overview - Quanta Services operates in two segments: electric infrastructure solutions, which focuses on modernizing the grid and constructing substations, and underground utility solutions for gas, water, and specialty pipelines [3] - The company has a market capitalization of $76 billion and a gross margin of 13.42% [3] Demand Drivers - The rapid expansion of AI technology is expected to increase U.S. data center electricity usage by 133% by 2030, necessitating grid modernization and increased energy supply [4] - Quanta Services has seen a record backlog of $39.2 billion as of September 30, reflecting strong demand across utility, renewable energy, and technology sectors [7] Strategic Acquisitions - Quanta has made significant acquisitions, including Cupertino Electric in 2024, to enhance its capabilities in serving technology and data center clients [6] - The acquisition of Dynamic Systems has further expanded Quanta's ability to service large load facilities, such as semiconductor plants [7] Market Position - Quanta Services plays a crucial role in modernizing the energy infrastructure and is expected to benefit from long-term demand as hyperscalers continue to invest heavily in data center infrastructure [9]

Core Viewpoint - Cisco Systems (CSCO) is demonstrating resilience in its stock performance amidst a broader tech sell-off, maintaining a strong position in the market ahead of its upcoming earnings report [1] Group 1: Stock Performance - Cisco stock is trading tightly and remains in a buy zone, indicating strong market interest and stability [1] - The company has experienced a technical breakout, transitioning from a legacy hardware provider to a player in artificial intelligence infrastructure [1] Group 2: Market Context - The Nasdaq composite is showing signs of distribution days clustering, which typically indicates selling pressure in the tech sector [1] - Cisco is highlighted as a leader in the Dow Jones alongside other companies like Halozyme and Toll Brothers, which are also in or near buy zones [1] Group 3: Earnings Outlook - Cisco has been upgraded based on an above-consensus profit and revenue outlook, suggesting positive expectations for its upcoming earnings report [1]

Group 1 - Cisco Systems is a global leader in networking equipment, cybersecurity, and enterprise infrastructure, making it a foundational player in the digital backbone of modern businesses [1] - The company has a steady cash flow, strong balance sheet, and a long history of dividend payments, appealing to value-focused investors [1] - Cisco is committed to returning capital to shareholders through ongoing share buybacks [1] Group 2 - Cisco's earnings have beaten expectations, with an outlook above consensus amid strong AI orders [1] - The company is currently in or near buy zones, indicating potential investment opportunities [1] - Cisco's partnership with IBM on quantum computing highlights its strategic initiatives in emerging technologies [1]

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 ...

Company Performance - Quanta Services (PWR) has seen strong stock performance, with an increase of 8.1% over the past month and reaching a new 52-week high of $483.29 [1] - The stock has gained 11.1% since the beginning of the year, matching the Zacks Construction sector's performance but lagging behind the Zacks Engineering - R and D Services industry's 18.5% return [1] Earnings and Revenue Expectations - Quanta Services has a strong record of positive earnings surprises, beating the Zacks Consensus Estimate in the last four quarters, with the latest EPS reported at $3.33 against an estimate of $3.25 [2] - For the current fiscal year, the company is expected to post earnings of $12.41 per share on revenues of $27.95 billion, with a year-over-year earnings growth of 17.23% [3] - For the next fiscal year, earnings are projected to be $14.66 per share on revenues of $31.15 billion, reflecting an 11.44% year-over-year change [3] Valuation Metrics - Quanta Services currently trades at a valuation of 37.8X current fiscal year EPS estimates, which is above the peer industry average of 25.1X [7] - On a trailing cash flow basis, the stock trades at 35X compared to the peer group's average of 15.5X, and it has a PEG ratio of 2.08, indicating it is not in the top echelon from a value perspective [7] Zacks Rank and Style Scores - Quanta Services holds a Zacks Rank of 2 (Buy) due to favorable earnings estimate revisions from analysts [8] - The company has a Value Score of D, a Growth Score of A, and a Momentum Score of C, resulting in a combined VGM Score of B [6] Industry Comparison - The Engineering - R and D Services industry is performing well, ranking in the top 16% of all industries, providing a favorable environment for both Quanta Services and its peer, Fluor Corporation (FLR) [12] - Fluor Corporation also has a Zacks Rank of 2 (Buy) and has shown strong earnings performance, beating consensus estimates by 54.55% [11]

Company Performance - Quanta Services (PWR) closed at $473.24, with a daily increase of +2.1%, outperforming the S&P 500's gain of 1.16% [1] - The stock has gained 6.5% over the past month, while the Construction sector increased by 5.32% and the S&P 500 decreased by 0.42% [1] Upcoming Earnings - Quanta Services is expected to report earnings of $3 per share, reflecting a year-over-year growth of 2.04% [2] - Projected quarterly revenue is $7.31 billion, which represents an increase of 11.57% from the previous year [2] Full Year Projections - For the full year, earnings are projected at $10.59 per share, indicating an increase of +18.06%, while revenue is expected to remain at $27.95 billion, showing no change from the prior year [3] Analyst Estimates - Recent revisions to analyst estimates for Quanta Services are important, as positive revisions typically indicate favorable business outlooks [3] - The Zacks Consensus EPS estimate has increased by 0.31% over the last 30 days [5] Valuation Metrics - Quanta Services has a Forward P/E ratio of 37.34, which is higher than the industry average of 24.33 [6] - The company has a PEG ratio of 2.06, compared to the industry average PEG ratio of 1.95 [6] Industry Context - The Engineering - R and D Services industry, part of the Construction sector, has a Zacks Industry Rank of 37, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Quanta Services (PWR) closed at $422.57, marking a +2.28% move from the previous day, outperforming the S&P 500 which gained 0.65% [1] - The company’s shares have lost 11.51% in the past month, while the Construction sector gained 0.07% and the S&P 500 gained 1.15% [2] Earnings Projections - The upcoming EPS for Quanta Services is projected at $3, indicating a 2.04% increase compared to the same quarter of the previous year, with quarterly revenue expected to be $7.31 billion, up 11.57% from the year-ago period [3] - For the full year, earnings are projected at $10.59 per share and revenue at $27.95 billion, representing changes of +18.06% and 0% respectively from the prior year [4] Analyst Estimates and Rankings - Recent changes to analyst estimates for Quanta Services reflect short-term business trends, with positive revisions indicating a favorable business outlook [4] - The Zacks Rank system currently rates Quanta Services at 3 (Hold), with an unchanged EPS estimate over the last 30 days [6] Valuation Metrics - Quanta Services has a Forward P/E ratio of 33.37, indicating a premium compared to its industry's Forward P/E of 23.99 [7] - The company has a PEG ratio of 1.84, compared to the Engineering - R and D Services industry average PEG ratio of 1.7 [8] Industry Context - The Engineering - R and D Services industry, part of the Construction sector, holds a Zacks Industry Rank of 103, placing it in the top 43% of all 250+ industries [9]