ENGINEERING & CONSTRUCTION

Nov 13, 2026

Southland Holdings, Inc. (NYSE: SLND) announced that two of its Civil segment subsidiaries have secured a $34-million tunnel project in the Southwest and additional contracts for data center projects. Southland Contracting won the tunnel project, while Oscar Renda Contracting was awarded a master service agreement and two additional contracts for data center sites. Following the announcement, SLND shares increased by 10 cents, or 16.3%, to 75 cents.

Nov 13, 2026

Jacobs Solutions Inc. (NYSE:J) has declared a quarterly dividend of $0.36 per share, payable on December 18th to shareholders of record on December 3rd. This represents an annualized dividend of $1.44, yielding approximately 0.9%, and marks the company's fourth consecutive year of dividend increases. The dividend is well-covered by earnings, with a 20.9% payout ratio expected to decrease to 17.4% next year.

Nov 13, 2026

APi Group Director James Lillie sold 287,498 shares of company stock on November 9th for a total value of $12.2 million, reducing his direct stake by 3.21%. The sale was executed under a pre-arranged Rule 10b5-1 trading plan. Despite this insider sale, APi Group reported strong Q3 earnings, beating analyst expectations with $0.50 EPS and $2.55 billion in revenue, leading analysts to maintain a "Buy" rating with an average price target of $54.67.

Nov 12, 2026

Quanta Services (NYSE: PWR) has significantly outperformed the market over the past decade, achieving an average annual return of 34.2%. An initial investment of $100 in PWR stock 10 years ago would now be worth $1,847.06. This illustrates the substantial impact of compounded returns on investment growth over time.

Nov 12, 2026

Jacobs Solutions Inc. has secured a contract from Cochin International Airport Limited (CIAL) to develop a 25-year master plan for Cochin International Airport, focusing on capacity expansion, operational performance, and sustainability for the world's first fully solar-powered airport. This project further enhances Jacobs' global aviation portfolio, which includes work at over 150 airports worldwide. The company's transportation business, a key part of its Critical Infrastructure market, continues to drive growth, reflected in its record consolidated backlog and strong stock performance.

Nov 12, 2026

EMCOR Group (NYSE: EME) has significantly outperformed the market over the past two decades, with an average annual return of 16.71%. An initial investment of $1,000 in EME stock 20 years ago would now be worth over $22,000, demonstrating the power of compounded returns. The article highlights EMCOR Group's current market capitalization of $29.19 billion.

Nov 12, 2026

KBR plans to spin off its defense and space business, Trinzic, on January 4, 2027, which will list on the NYSE as TZIC. The remaining KBR, focusing on Sustainable Technology Solutions, targets over 10% organic revenue growth annually from 2026-2029. Trinzic, a $5 billion national security and space contractor, is projected for 3% to 6% revenue growth and over $700 million in cumulative operating cash flow from 2027-2029.

Nov 12, 2026

Fluor, a US-based engineering contracting giant, has announced its return to Venezuela after a 20-year absence, forming a partnership with Inelectra. This move follows the capture of former Venezuelan president Nicolás Maduro, which opened the country's oil reserves to international corporations. Fluor aims to support increasing investment by international energy companies in Venezuela, leveraging its global capabilities with Inelectra's local expertise.

Nov 12, 2026

Nine analysts have given Everus Construction Group (NYSE:ECG) a "Moderate Buy" consensus rating with an average 12-month price target of $154.17. The company recently reported strong quarterly earnings, beating estimates with EPS of $1.79 and revenue of $1.38 billion, representing a 40.3% year-over-year increase. Additionally, a company director acquired 1,000 shares, increasing his stake by 5.36%.

Nov 11, 2026

KBR's stock fell 6.7% after its investor day, where management presented medium-term targets as objectives rather than formal guidance. The market may have been disappointed by the lack of a near-term upside surprise and heightened attention to execution risk surrounding the planned Trinzic spin-off. KBR is targeting over 10% organic revenue CAGR through 2029, adjusted EBITDA margin above 12%, and free cash flow conversion above 85% for its standalone business.

Nov 11, 2026

EMCOR Group, Inc. (EME) has experienced a 17% stock decline in the past month, but strong Q3 earnings, robust infrastructure demand beyond data centers, and strategic acquisitions position it well for future growth. The company's diversified business, record backlog, improved operating margins, and optimistic analyst expectations suggest a strong buy rating for long-term investors, despite current valuation concerns.

Nov 11, 2026

This article from Zacks.com highlights Arista Networks, Western Digital Corp., and Quanta Services Inc. as top momentum stock picks based on the Driehaus investment strategy. The strategy emphasizes buying stocks with increasing prices, strong earnings growth rates, and a history of beating estimates. These three companies are presented with their respective Momentum Scores, average trailing four-quarter earnings surprises, and expected current year earnings growth rates.

Nov 11, 2026

Zacks Investment Research has identified Arista Networks (ANET), Western Digital Corp. (WDC), and Quanta Services, Inc. (PWR) as top momentum stock picks based on the Driehaus investment strategy. This strategy focuses on buying stocks with increasing prices, strong earnings growth rates, impressive earnings projections, and a history of beating estimates. The article provides a closer look at each company, highlighting their Momentum Scores and expected earnings growth.

Nov 11, 2026

This Zacks Analyst Blog recommends five growth stocks—Quanta Services Inc., BrightSpring Health Services Inc., Phillips 66, Valero Energy Corp., and HF Sinclair Corp.—that investors should consider in November. These companies, all carrying a Zacks Rank #1 (Strong Buy) and a Growth Score of A, are poised for aggressive earnings and revenue growth, driven by various market factors like infrastructure spending, healthcare shifts, and favorable energy fundamentals. The article details the specific growth drivers and financial outlook for each stock.

Nov 11, 2026

This Zacks Analyst Blog highlights five growth stocks — Quanta Services Inc. (PWR), BrightSpring Health Services Inc. (BTSG), Phillips 66 (PSX), Valero Energy Corp. (VLO), and HF Sinclair Corp. (DINO) — that investors should consider in November. These companies are identified as strong buys with a Growth Score of A, positioned to benefit from robust infrastructure spending, shifting healthcare trends, and strong refining fundamentals. The article details each company's growth drivers and positive outlook, supported by expected revenue and earnings growth.

Nov 11, 2026

This Zacks Analyst Blog highlights five growth stocks—Quanta Services Inc. (PWR), BrightSpring Health Services Inc. (BTSG), Phillips 66 (PSX), Valero Energy Corp. (VLO), and HF Sinclair Corp. (DINO)—recommended for investors in November. Each stock holds a Zacks Rank #1 (Strong Buy) and a Growth Score of A, positioned to capitalize on strong industry trends, infrastructure spending, and favorable market conditions. The article details the specific growth drivers and financial outlook for each company.

Nov 11, 2026

Zacks Equity Research identifies five growth stocks—Quanta Services Inc. (PWR), BrightSpring Health Services Inc. (BTSG), Phillips 66 (PSX), Valero Energy Corp. (VLO), and HF Sinclair Corp. (DINO)—that are strong buys for November. These companies are poised for significant revenue and earnings growth, driven by factors such as infrastructure spending, integrated healthcare platforms, diversified energy operations, and favorable market fundamentals. Each stock holds a Zacks Rank #1 (Strong Buy) and a Growth Score of A, making them attractive for investors seeking aggressive portfolio returns.

Nov 11, 2026

Zacks.com highlights Arista Networks (ANET), Western Digital (WDC), and Quanta Services (PWR) as top momentum stocks according to the Driehaus investment strategy. This strategy focuses on buying stocks with increasing prices and strong earnings growth. The article details how these three companies fit the criteria, showcasing their momentum scores, earnings surprise histories, and expected growth rates.

Nov 11, 2026

This report from Stock Traders Daily provides a detailed analysis of Comfort Systems Usa Inc. (FIX), outlining three distinct AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging. It identifies weak near and mid-term sentiment but a strong long-term positive outlook for FIX, with specific entry, target, and stop-loss levels for each strategy. The analysis also highlights elevated downside risk due to a lack of additional long-term support signals.

Nov 10, 2026

Comfort Systems USA (NYSE: FIX) has significantly outperformed the market over the past five years, achieving an average annual return of 61.5%. An initial investment of $1000 in FIX stock five years ago would now be worth $11,071.48. This demonstrates the substantial impact of compounded returns on investment growth over time.

Nov 10, 2026

Several stocks, including Nextpower, Blink Charging, FTAI Aviation, Array, and Shoals, experienced significant drops after October inflation data exceeded expectations, raising concerns about further interest rate hikes by the Federal Reserve. Higher interest rates typically negatively impact corporate valuations and investor sentiment. Array's shares, in particular, have shown extreme volatility throughout the year, being down 51% since January.

Nov 10, 2026

Gritt and MasTec Renewables have partnered to deploy physical AI robotic systems for utility-scale solar projects across the U.S. This collaboration integrates Gritt's robotic attachments, which use AI for material handling and assembly, with MasTec's construction teams to automate repetitive tasks on challenging outdoor sites. The partnership aims to enhance efficiency in solar panel installation and will explore applications in other infrastructure sectors, building on Gritt's previous installations of over 35,000 panels.

Nov 10, 2026

Gritt has announced a partnership with MasTec, a leading infrastructure builder, to deploy its AI-powered systems on MasTec Renewables projects, initially focusing on utility-scale solar portfolios. Gritt's AI-powered robotic attachments enhance safety, efficiency, and productivity by learning physical construction tasks and monitoring job site activity. This collaboration aims to transform construction speed and capability, leveraging MasTec's expertise in large-scale infrastructure.

Nov 10, 2026

GE Vernova, Vertiv, and Quanta Services experienced declines as AI power stocks gave back gains from Monday's rally, influenced by profit-taking and a higher-than-expected October inflation reading. Despite GE Vernova's strong third-quarter results and raised guidance, the sector's rich valuations and rising interest rate expectations are putting pressure on these growth-oriented companies. The article explains the differing business models of GE Vernova, Vertiv, and Quanta Services in the context of increasing global electricity demand and AI expansion.

Nov 10, 2026

Cantor Fitzgerald analyst Manish Somaiya reiterated a Buy rating on MasTec (MTZ) on November 6, setting a price target of $270.00. MasTec currently has a Strong Buy consensus among analysts, with an average price target of $329.81, suggesting an 89.44% upside. The company recently reported quarterly revenue of $5.15 billion and a net profit of $150.57 million for the quarter ending September 30.

Nov 10, 2026

JPMorgan Chase & Co. initiated coverage on Sterling Infrastructure (NASDAQ:STRL) with an "overweight" rating and a $585.00 price target, suggesting a potential upside of over 101%. The construction company also reported strong quarterly earnings, beating analyst estimates with $7.58 EPS and $1.56 billion in revenue, a 127% year-over-year increase. Analysts broadly hold a "Moderate Buy" consensus rating with an average price target of $709.14 for STRL.

Nov 10, 2026

KBR has deployed its AI solution, KBR INSITE®, across Indorama Corporation's ammonia and olefins process units in Nigeria. This operational and engineering AI platform uses physics-informed AI and plant data to monitor asset performance, identify optimization opportunities, and support decision-making, aiming to increase plant throughput and improve efficiency. KBR is also expanding the deployment of KBR INSITE to other customers, including Egypt Basic Industries Corporation (EBIC).

Nov 10, 2026

Comfort Systems USA (FIX) has outperformed the S&P 500 for five consecutive years, a rare achievement among large U.S. stocks. While its profit also grew significantly during this period, the article suggests that such a streak could largely be due to luck, as statistical probability indicates a few companies would achieve this even without superior management. Investors are advised to focus on actual profit growth and business fundamentals rather than the historical stock price streak.

Nov 10, 2026

Allspring Global Investments Holdings LLC increased its stake in APi Group Corporation (NYSE:APG) by 1.0% in the third quarter, acquiring an additional 25,455 shares. Other institutional investors like Janus Henderson Group PLC and Pictet Asset Management Holding SA also adjusted their positions in the company. APi Group reported strong third-quarter earnings, beating consensus estimates with $0.50 EPS and $2.55 billion in revenue, leading to several analyst upgrades and a consensus "Buy" rating.

Nov 10, 2026

This article from Zacks Investment Ideas discusses the recent plunge in AI-related stocks, analyzing whether it's a buying opportunity or the end of the AI bull market. It suggests that while political shifts may have accelerated the selloff, the primary cause was likely overcrowded positioning. The piece identifies Bloom Energy, Skyworks Solutions, and Quanta Services as compelling investment opportunities due to their strong fundamentals and attractive technical setups, despite the market volatility.

Nov 10, 2026

Anthropic's IPO filing reveals substantial commitments for expanding its data center infrastructure, totaling approximately $895.4 billion by 2030, which includes third-party developed facilities. While the filing doesn't name specific contractors, companies like Sterling Infrastructure, Quanta Services, and Vertiv Holdings are well-positioned to benefit from this expansion, handling site preparation, electrical infrastructure, and cooling systems, respectively. These companies have all reported significant revenue growth and substantial backlogs, indicating strong demand for their services in the rapidly expanding AI data center market.

Nov 9, 2026

Fluor Corporation reported weaker-than-expected Q3 2026 results, with adjusted EPS missing estimates at 77 cents and revenue at $3.72 billion falling short of the $4.164 billion estimate. Despite a potential $2 billion reduction in backlog due to a project scope change, the company affirmed its 2026 adjusted EBITDA and EPS guidance, while raising its adjusted operating cash flow guidance. Following these results, analysts from Baird and Truist Securities lowered their price targets on Fluor.

Nov 9, 2026

Shares of Quanta Services Inc. (PWR) rose 9.35% on Monday, outperforming the broader market. The S&P 500 Index (SPX) increased by 2.35%, and the Dow Jones Industrial Average (DJIA) climbed 2.15% on the same favorable trading day. This marks the second consecutive day of gains for Quanta Services Inc. stock.

Nov 9, 2026

This article from Zacks Investment Research highlights Bloom Energy (BE), Skyworks Solutions (SWKS), and Quanta Services (PWR) as compelling opportunities following a recent plunge in AI-related stocks. Despite market volatility and a selloff attributed to crowded positioning and midterm election results, the author remains optimistic about the long-term AI bull market due to continued infrastructure build-out and strong corporate fundamentals. The piece details why each company is well-positioned to benefit from the ongoing AI boom and offers a discussion on whether the AI bull market is actually over.

Nov 9, 2026

Elite Wealth Management Inc. significantly increased its stake in Argan, Inc. (NYSE:AGX) during the third quarter, adding 12,875 shares to hold a total of 22,348 shares valued at approximately $8.45 million. This increase makes Argan the fund's 15th largest holding, comprising about 1.6% of its portfolio. Argan recently reported strong quarterly earnings, beating analyst expectations, and also raised its quarterly dividend from $0.50 to $0.70 per share, with an average analyst price target of $509.

Nov 9, 2026

Ameresco, Inc. (NYSE:AMRC) reported its Q3 2026 financial results, with revenues of $580.3 million, an increase from Q3 2025. Net income for the quarter was $46.8 million, though diluted EPS decreased to $0.59. The company also saw significant growth in total assets and energy assets.