B+
Bull case
25%
Probability
Target price
$820.00
+16.1% vs current
PWR
Quanta ServicesBNYSE / Capital Goods
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$680.00
-3.7% vs current
B-
Bear case
30%
Probability
Target price
$560.00
-20.7% vs current
AI sentiment snapshot
Latest data as of 2026-05-03
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+44.9
Score
AI commentary
Near-term headline tone is clearly positive after the April 30, 2026 earnings release: primary materials showed a beat, raised guide and record backlog, and searched market coverage described a double-digit post-print rally. Delayed analyst revision evidence is only partial rather than comprehensive, though at least some target increases appeared after the release. With the stock at $742.21 on May 1, 2026 and the packet's recorded target median still near $603, sentiment is hot but follow-through now depends on additional revisions and continued execution rather than on surprise alone.
RankAlpha Sentiment Codex - 2026-05-03
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-04-30eventQ1 beat, raised 2026 outlook, and record backlog reset the operating baselineMedium impact
Quanta's April 30, 2026 earnings release reported Q1 revenue of $7.87B, adjusted EPS of $2.68, adjusted EBITDA of $686.4M, total backlog of $48.5B and substantially higher 2026 revenue and earnings expectations, giving the stock a fundamental reset higher after the print [#8-K-2026-04-30].
2026-07-30catalystElectric infrastructure and large-load demand need to hold into the next quarterMedium impact
The 10-Q says first-quarter results reflected increased demand in both segments, with especially strong utility, transmission, substation and distribution demand tied to grid modernization, data centers, reshoring and electrification; if that demand converts cleanly again, next-quarter estimates can keep moving up, but a lot of that strength is now expected [#10-Q-2026-04-30].
2026-12-31catalystBacklog and RPO conversion support a multi-year compounding story, but execution remains the governorHigh impact
Management is framing a multi-year opportunity around utility, generation and large-load markets, while current visibility is anchored by $26.2B of RPO and $48.5B of backlog; the long thesis is intact, but timing remains sensitive to permitting, weather, supply chain and project execution [#8-K-2026-04-30] [#10-K-2026-02-19].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-03 • Updated nightlySource: Internal modelMethodology