The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Morgan Stanley upgraded Brookfield Infrastructure Partners (BIP) to Overweight from Equal Weight with an unchanged price target of $45. The shares do not reflect the company's accelerating growth profile, the firm tells investors in a research note.Morgan Stanley upgraded Cheniere Energy (LNG) to Overweight from E ...

Group 1: Utility Stocks Overview - Utility stocks are shares of companies providing essential public services like electricity, natural gas, and water, often operating as regulated monopolies [2] - These stocks typically offer steady, dividend-oriented income with lower growth and volatility compared to the broader market, but are sensitive to interest rate changes and regulatory decisions [2] - The highlighted companies had the highest dollar trading volume among utility stocks in recent days [2] Group 2: Company Profiles - Ford Motor Company develops and services a range of vehicles including trucks, commercial cars, and luxury vehicles, operating through multiple segments such as Ford Blue and Ford Credit [3] - American Electric Power Company engages in the generation, transmission, and distribution of electricity for retail and wholesale customers in the U.S., operating through various segments [4] - Berkshire Hathaway operates in insurance, freight rail transportation, and utility businesses, generating and distributing electricity from diverse sources including natural gas and renewable energy [5] - Quanta Services provides infrastructure solutions for electric and gas utilities, renewable energy, and communications, focusing on the design and maintenance of electric power infrastructure [6] - AutoZone retails automotive replacement parts and accessories across the U.S., Mexico, and Brazil, offering a wide range of products for various vehicle types [7]

Is PWR a good stock to buy? We came across a bullish thesis on Quanta Services, Inc. on Investomine’s Substack. In this article, we will summarize the bulls’ thesis on PWR. Quanta Services, Inc.'s share was trading at $577.95 as of March 19th. PWR’s trailing and forward P/E were 84.99 and 43.86 respectively according to Yahoo Finance. Jim Cramer Discusses His Trading Strategy & Eaton (ETN) Suwin/Shutterstock.com Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power ...

Is STRL a good stock to buy? We came across a bullish thesis on Sterling Infrastructure, Inc. on Investomine’s Substack. In this article, we will summarize the bulls’ thesis on STRL. Sterling Infrastructure, Inc.'s share was trading at $431.78 as of March 19th. STRL’s trailing and forward P/E were 46.03 and 37.17 respectively according to Yahoo Finance. 16 Best Places in New York for Young Adults Copyright: ultimagaina / 123RF Stock Photo Sterling Infrastructure, Inc. engages in the provision of e-infras ...

Company Overview - Cardinal Infrastructure Group, Inc. (NASDAQ: CDNL) is recognized as one of the Southeast's fastest-growing, full-service infrastructure service providers, delivering integrated civil and site development solutions across high growth markets [4] - The company operates through a self-performing model supported by skilled labor, specialized fleets, and market-leading subsidiaries, enabling efficient project execution while focusing on long-term client relationships [4] Index Inclusion - Cardinal Infrastructure Group will be added to the Russell 2000® and Russell 3000® Indexes, effective March 23, 2026, as part of FTSE Russell's first quarter Initial Public Offering (IPO) addition [1][2] - The inclusion in these indexes is seen as a significant milestone for the company, enhancing its visibility within the institutional investor community and expanding its reach to a broader set of investors [2] Market Impact - Russell indexes are widely utilized by investment managers and institutional investors for index funds and as benchmarks for active investment strategies, indicating that Cardinal's inclusion may lead to increased investment interest [2] - Approximately $18.1 trillion is benchmarked to FTSE Russell indexes, highlighting the substantial market influence and potential for Cardinal to attract institutional investment [5]

Market Overview - U.S. stock markets have experienced a downturn over the past three weeks due to geopolitical conflicts in the Middle East, particularly between the U.S.-Israel joint force and Iran, leading to increased crude oil and natural gas prices [1] - The Strait of Hormuz, a major oil supply line controlled by Iran, remains severely disturbed, raising concerns about global inflation [1] Stock Performance - A limited number of stocks have shown price strength during this downturn, with a focus on those that have recently been on a bull run [2] - Five stocks identified with strong price gains are Cardinal Infrastructure Group Inc. (CDNL), Escalade Inc. (ESCA), Century Aluminum Co. (CENX), BrightSpring Health Services Inc. (BTSG), and Constellium SE (CSTM) [2][7] Stock Analysis - Cardinal Infrastructure Group (CDNL) has seen a stock price increase of 34% in four weeks, with earnings estimates rising by 29.9% [7][8] - Escalade Inc. (ESCA) has experienced a price increase of 28.9% over the same period, with an expected earnings growth of 6.1% [10] - Century Aluminum Co. (CENX) has surged 15.6% in stock price, with an expected earnings growth rate exceeding 100% [13] - BrightSpring Health Services Inc. (BTSG) has advanced 9.5% in stock price, with an expected earnings growth rate of 61% [14] - Constellium SE (CSTM) has gained 7.5% in stock price, with an expected earnings growth rate of 6.8% [16] Investment Screening Criteria - Stocks were screened based on several parameters, including a percentage change in price over the last four weeks greater than zero and a percentage change over 12 weeks greater than 10% [4] - Additional criteria included a Zacks Rank of 1 (Strong Buy), an average broker rating of 1, a current price greater than $5, and a current price/52-week high-low range greater than 85% [5][6]

Group 1 - Cardinal Infrastructure Group, Inc. will release its financial results for the full year 2025 on March 19, 2026, before market open, followed by a conference call at 10:30 AM ET on the same day [1] - The company is recognized as one of the Southeast's fastest-growing full-service infrastructure service providers, delivering integrated civil and site development solutions across high-growth Sunbelt markets [1] - Cardinal's operational model is self-performing, supported by skilled labor and specialized fleets, which enables efficient and scalable project execution [1] Group 2 - The company emphasizes a strategy grounded in operational discipline, market expansion, and a commitment to integrity [1]

Core Viewpoint - Quanta Services, Inc. will host its 2026 Investor Day on March 31, 2026, in New York City, focusing on strategic initiatives and long-term financial targets [1]. Group 1: Event Details - The management presentation is scheduled to start at approximately 9:00 a.m. Eastern time and will conclude by approximately 11:30 a.m. Eastern time [1]. - A live webcast of the event will be available, along with a replay on the company's website [2]. Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, power generation, communications, and energy [3]. - The company offers comprehensive services such as designing, installing, repairing, and maintaining infrastructure [3]. - Quanta operates in the United States, Canada, Australia, and select international markets, equipped with the necessary manpower and expertise for projects of varying scopes [3].

Core Viewpoint - Dycom Industries is positioned for significant growth in the telecommunications and infrastructure services sector, with strong financial performance and a positive outlook for future revenue growth [2][3][5]. Financial Performance - In the fourth quarter of fiscal 2026, Dycom reported revenues of $1.46 billion, marking a 34% increase from the previous year and exceeding earnings per share estimates by 6.3% [2][6]. - For the entire fiscal year 2026, the company achieved contract revenues of $5.54 billion, reflecting a 17.9% increase [5]. Future Outlook - Dycom anticipates revenue growth of up to 29% for fiscal 2027, driven by strong demand in public infrastructure and strategic acquisitions [3][6]. - An analyst from UBS has set a price target of $475 for Dycom, suggesting a potential price increase of approximately 33.03% from its current price of $357.07 [2][6]. Operational Metrics - The company's total backlog increased by 23% to $9.54 billion, enhancing its visibility for the next 12 months [4]. - Dycom achieved record free cash flow, with operating cash flow reaching $419 million for the fourth quarter, and adjusted EBITDA was $162.4 million, representing 11.1% of contract revenues [4].

Core Viewpoint - Kyndryl Holdings, Inc. has faced significant internal control weaknesses and executive departures, leading to a 55% drop in share price and a pending securities class action lawsuit [1][1][1] Financial Reporting Issues - Kyndryl filed amended quarterly and annual reports revealing ineffective disclosure controls and internal control over financial reporting as of March 31, June 30, and September 30, 2025 [1][1][1] - The company admitted to a lack of transparency with senior executives and the Audit Committee, impacting cash management practices [1][1][1] Executive Departures - The company experienced abrupt departures of key executives, including CFO David Wyshner and General Counsel Edward Sebold, on February 5, 2026 [1][1][1] - Comptroller Vineet Khurana also stepped down during this period [1][1][1] Market Reaction - Following the announcement on February 9, 2026, Kyndryl's market capitalization decreased by over $2.4 billion [1][1][1] - The stock price plummeted 55% after the company disclosed it would not file its quarterly report on time and anticipated reporting material internal control weaknesses [1][1][1] Legal Implications - A securities class action lawsuit is pending, representing investors who acquired Kyndryl securities between August 7, 2024, and February 9, 2026 [1][1][1] - The lawsuit is based on allegations that Kyndryl misled investors regarding the effectiveness of its internal controls and cash management practices [1][1][1]