ROAD Stock Paves AI-Assisted Path To Breakout | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Nvidia (NVDA) and Alphabet (GOOGL) make headlines as artificial intelligence stocks to watch, but an asphalt-centered infrastructure company has paved its way into that conversation. Now shares of Construction Partners (ROAD) stand poised to drive right into a new buy zone. A force to be reckoned with in the heavy construction industry, alongside peers like MasTec (MTZ), Sterl ...

Industry Overview - AI-powered data centers are experiencing significant growth, driven by a bullish demand scenario for managing and storing cloud computing data [1] - Global data center capital expenditure (capex) is projected to reach $1.7 trillion by 2030, with McKinsey estimating a requirement of $5.2 trillion to $6.7 trillion in capex to support AI data center development [2] Company Analysis MasTec Inc. (MTZ) - MasTec is positioned as a leading provider of infrastructure services, benefiting from the AI data center boom and the expansion of the energy industry [6][7] - The company operates in four segments: Communications, Power Delivery, Pipeline Infrastructure, and Clean Energy, all of which are growing alongside infrastructure spending trends [8][10] - Expected revenue and earnings growth rates for MasTec are 9.2% and 29.9%, respectively, for the current year [10] EMCOR Group Inc. (EME) - EMCOR is a key player in providing critical infrastructure for AI-powered data centers, focusing on electrical, mechanical, and cooling systems [11] - The company is gaining traction in the data center construction market, which is enhancing its remaining performance obligations (RPOs) and future revenue visibility [12][13] - Expected revenue and earnings growth rates for EMCOR are 5.4% and 8.6%, respectively, for the current year [14] AECOM (ACM) - AECOM benefits from strong demand across various markets, supported by government-funded infrastructure programs and opportunities in the Middle East [15] - The company is investing in AI and technology-enabled engineering solutions, leading to significant project wins in water infrastructure and transportation [16][17] - Expected revenue and earnings growth rates for AECOM are 4.8% and 13.5%, respectively, for the current year [18] Jacobs Solutions Inc. (J) - Jacobs Solutions has a record backlog of $26.3 billion and is benefiting from rising demand for digital and advisory services [19] - The company’s performance is supported by long-term public funding and private-sector investments, allowing it to capitalize on multi-cycle growth themes [20][21] - Expected revenue and earnings growth rates for Jacobs are 9.4% and 16.5%, respectively, for the current year [21] Sterling Infrastructure Inc. (STRL) - Sterling Infrastructure specializes in constructing complex data centers and is a major provider of high-density, AI-powered data centers [22][23] - The company operates in E-Infrastructure, Building, and Transportation Solutions, focusing on advanced site development for data centers and e-commerce distribution [22][24] - Expected revenue and earnings growth rates for Sterling are 18.8% and 17.2%, respectively, for the current year [25]

在英伟达最新的销售指引未能令投资者满意、以及在美伊即将展开高风险核谈判之际交易员纷纷降低仓 位的背景下，周四全球股市涨势开始停滞。 截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 市场恐低估美伊会谈 投资者还将聚焦在日内于日内瓦举行的美伊会谈。布伦特原油突破每桶71美元，接近自7月以来的最高 水平，因为美国准备在日内瓦审查伊朗最新提案，以推动达成协议。美国总统唐纳德·特朗普此前给德 黑兰设定了3月1日至6日的达成协议期限，并威胁若对方未能遵守，将采取军事打击。 杰富瑞欧洲首席策略师Mohit Kumar写道："市场对短期风险过于掉以轻心。不能排除有限打击以及短期 紧张升级的可能性。我们在周末前降低了风险敞口。我们的中期观点仍然看多。" 欧洲股市企稳，市场消化密集的财报信息。泛欧STOXX 600指数基本持平，报633.34点，徘徊在纪录高 位附近。劳斯莱斯股价跳升至历史新高；而Syensqo SA因业绩不及预期而大跌。 德国DAX跌0.2%，医疗保健板块走弱，拜耳跌2.1%。意大利富时MIB在公用事业股上涨与金融股下跌 相互抵消下基本持平。西班牙IBEX跌0.3%，公用 ...

Dow Jones Futures Rise; Nvidia Climbs In Buy Zone After Strong Earnings, Guidance | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Dow Jones futures rose slightly early Thursday, along with S&P 500 futures. Nasdaq futures were little changed. Nvidia (NVDA) climbed slightly after the AI giant reported accelerating earnings growth and bullish guidance. FTAI Aviation (FTAI), Salesforce.com (CRM), Snowflake (SNOW) and Sterling Construction (STRL) were among the many notable ...

| STRL Sterling Infrastructure | | | | --- | --- | --- | | 455,250 ↓ -4.470 -0.97% | | | | 489.000↑ 33.750 +7.41% | | 盘前价 02/26 04:19 美东 | | 三 7 24 华 S 9 日 ♥ 白 ♥ 白 ♥ 白 ♥ 白 ♥ 白 | | ● 快捷交易 | | 最高价 467.525 | 开盘价 463.070 | 成交量 91.71万 | | 最低价 445.010 | 昨收价 459.720 | 成交额 4.21亿 | | 平均价 459.310 | 市容率 48.53 | 总市值 139.85亿 (…) | | 振 幅 4.90% | 市盈率(静) 48.53 | 总股本 3071.94万 | | 换手率 3.07% | 市净率 12.616 | 流通值 135.97亿 | | 52周最高 470.000 | 委 比 84.05% | 流通股 2986.7万 | | 52周最低 96.340 | 量 比 1.61 | 色 主 1股 | | 历史最高 470.000 | 股息TTM -- ...

The Small Cap Industrial ETF That Has Crushed the S&P 500 by 145 Points - 24/7 Wall St.[S&P 5006,942.60 +0.75%][Dow Jones49,471.00 +0.62%][Nasdaq 10025,290.80 +1.24%][Russell 20002,662.65 +0.42%][FTSE 10010,813.60 +0.93%][Nikkei 22559,625.30 +2.93%][Live Nasdaq Composite: Tech Tailwinds Boost Market Sentiment, Reclaiming Lost Ground][Investing]# The Small Cap Industrial ETF That Has Crushed the S&P 500 by 145 Points### Quick ReadFirst Trust RBA American Industrial Renaissance ETF (AIRR) returned 221.7% over ...

Key Takeaways MasTec's earnings are projected to rise 34.7% year over year to $1.94 per share in Q4.MTZ expects growth from Power Delivery and Pipeline, offset by softer Clean Energy sales.MasTec's backlog is pegged at $16.86B, up from $14.30B a year ago.MasTec, Inc. (MTZ) is scheduled to report fourth-quarter 2025 results on Feb. 26, after the closing bell.In the last reported quarter, its earnings and revenues surpassed the Zacks Consensus Estimate by 7.4% and 1.6%, respectively. Also, on a year-over-year ...

Key Takeaways EME's Q4 earnings estimate rose to $6.68, up 5.7% year over year.EMCOR expects data center and manufacturing demand to drive 13.6% revenue growth.EME faces margin pressure, project delays and lower U.K. activity amid divestiture.EMCOR Group, Inc. (EME) is scheduled to report fourth-quarter 2025 results on Feb. 26, before the opening bell.In the last reported quarter, its earnings and revenues missed the Zacks Consensus Estimate by 1.2% and 0.4%, respectively. Moreover, both the metrics increas ...

Core Insights - Primoris Services Corporation (PRIM) is set to report its fourth-quarter 2025 results on February 23, after market close, with previous quarter's adjusted EPS and revenues exceeding Zacks Consensus Estimates by 44.1% and 20.3% respectively [1] Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q4 EPS remains unchanged at 95 cents, reflecting a 15.9% year-over-year decline from $1.13 [2] - The revenue estimate for Q4 is pegged at $1.7 billion, indicating a 2.7% decrease from $1.74 billion reported in the same quarter last year [2] Group 2: Factors Influencing Q4 Results - Revenue performance is expected to be impacted by reduced contributions from the Utilities segment due to a decline in storm-related work and adverse weather affecting the Pipeline business [3][4] - The Energy segment is anticipated to show strong momentum, driven by record activity in utility-scale solar and battery storage projects, partially offsetting the downturn in other segments [4] Group 3: Segment Performance and Backlog - The Zacks Consensus Estimate for revenues in the Energy segment is $1.2 billion, indicating a year-over-year growth of 9%, while the Utilities segment is expected to decline by 9% to $604 million [5] - The backlog for the Energy segment is expected to be $4.83 billion, down 23.9% year-over-year, while the Utilities segment's backlog is projected to increase by 20.5% to $6.65 billion [10] Group 4: Earnings and Margins - The bottom line is expected to decline year-over-year due to margin compression in both segments, with Utilities margins pressured by the absence of high-margin storm restoration work [7] - Gross profit for the Utilities segment is expected to decrease by 32.3% to $54.4 million, while the Energy segment's gross profit is expected to rise by 29.8% to $134.9 million [9] Group 5: Financial Position - The company has made significant progress in deleveraging its balance sheet and generating free cash flow, positioning it to capitalize on demand for power generation and opportunities in the data center market [6]

Core Viewpoint - Quanta Services, Inc. (PWR) is set to report its fourth-quarter 2025 results on February 19, 2026, with a record backlog and raised guidance for 2025 following the third quarter [1] Financial Performance - In the last reported quarter, adjusted earnings and revenues exceeded the Zacks Consensus Estimate by 2.5% and 2.4%, respectively, with year-over-year growth of 22.4% in earnings and 17.6% in revenues [2] - The company reported revenues of $7.63 billion and a record backlog of $39.2 billion, indicating strong demand in the Electric segment [2] - The Zacks Consensus Estimate for fourth-quarter adjusted earnings per share (EPS) has decreased slightly to $3.00, reflecting a 2% increase from the previous year's EPS of $2.94, while revenue estimates are set at $7.28 billion, indicating an 11% year-over-year growth [3] Segment Performance - The Electric Infrastructure Solutions segment, which contributed 80.9% to third-quarter revenues, is expected to be the main growth driver due to ongoing demand for upgrades in transmission, substations, and distribution, as well as renewable energy integration [4] - The Underground Utility and Infrastructure Solutions segment, contributing 19.1% to revenues, may benefit from ongoing infrastructure projects and recent acquisitions, with additional support from technology and healthcare-related markets [5] - Revenue estimates for the Electric Infrastructure Solutions segment are expected to rise by 76% to $6 billion, while the Underground Utility and Infrastructure Solutions segment is projected to increase by 16.7% to $1.37 billion [8] Margin Analysis - Fourth-quarter margins are anticipated to be supported by the Electric Infrastructure Solutions segment's strength, with favorable project mix and operating leverage contributing to profitability [10] - However, margins may face pressure from inflation, supply chain constraints, and project timing variability, which could impact overall profitability [11] - Operating profit in the Electric Infrastructure Solutions segment is expected to grow to $647 million from $445 million year-over-year, while the Underground Utility and Infrastructure Solutions segment's operating profit is projected to increase to $111 million from $42.6 million [12]