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PWR

Quanta Services Inc

OPPORTUNISTIC BUY 2026-10-04 Data 8 days old USD 676.56 Industrials - Engineering & ConstructionAWAIT ENTRY
ACTIONABLEMethodology gates passed
57

Position levels

Currenttoday
USD 676.56
Buy <=wait / entry
USD 580.33
Trim >=take some off
USD 741.00
Thesis breakA full-year 2026 guidance cut by management, a publicly disclosed material contr...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case23%100 / 10023.0
Base case51%62 / 10031.6
Bear case26%10 / 1002.6
Weighted conviction57 / 100 - OPPORTUNISTIC BUY

Top risks

  • Strategic Cooperation and Commitment Agreement with AEP for 765 kV and high-voltage transmission projects
  • Development Services Agreement with AEP for large transformer and breaker manufacturing
  • Q2 2026 revenue of $9.56B and earnings beat with raised 2026 financial expectations
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.