Last mentioned: 3d ago
Market Reaction
Stock receives positive sentiment as investors pivot toward AI infrastructure 'picks and shovels' plays.
2026 Guidance Release
Quanta officially forecasts 2026 profit above estimates, citing AI-led infrastructure demand.
Q4 2025 Earnings Preview
Analysts anticipate strong results based on increased data center construction activity.
Backlog Expansion
Quanta reports steady growth in utility contracts as grid modernization efforts accelerate.
Quanta Services has issued a bullish 2026 forecast, projecting adjusted EPS growth of over 20% fueled by unprecedented demand for AI data center infrastructure. With a record $44 billion backlog, the company is positioning itself as a primary beneficiary of the massive grid modernization required to power the next generation of artificial intelligence.
Zeo Energy Corp. (Nasdaq: ZEO) has entered a Memorandum of Understanding with Creekstone Energy to develop 280 megawatts of baseload power for an AI data center in Utah. This strategic pivot signals Zeo's transition from residential solar into the high-growth industrial energy sector serving the artificial intelligence boom.