PWR Quanta Services, Inc.

$PWR Quanta Services sits in a firm bullish posture across every horizon, anchored by a $53 billion backlog and a 26.3 percent revenue growth rate that continue to feed the grid and artificial intelligence tailwinds. We see the medium-term and long-term technicals supporting a steady uptrend well above the 200-day moving average of $596.83, while institutional sponsorship remains resilient despite recent trimming. Our read was bullish as of 26 Sep 2026 with an average conviction of 3.62 out of 5, as detailed in the chart attached. We would turn bearish if structural delays eroded the backlog or if macroeconomic tightening caused a sharp breakdown below the 200-day moving average. (Disclosure: we're and this is our own research.)

$PWR Lots of these power names (AI power infrastructure and energy)$NVT etc is setting up an incredible base

$PWR Still looking good. Washed out the early buyers, now retrying to breakout of this huge base

Quite a few of the Grid infrastructure stocks like Quanta Services ($PWR) have begun to strengthen in recent days, and this recent jump-start in momentum is particularly helpful given PWR's push back up OVER prior lows along w/ exceeding the mild downtrend from the Spring. charts found below. Stocks like this won't show up on many momenturm or breakout screens for some time, but compelling near-term strength following a selloff as part of an ongoing stellar uptrend is a good recipe for the start of gains back to all-time highs given the structural improvement This is part of my #UPTICKS list, & like and own

Jim Cramer said Quanta Services remains a stock worth buying, pointing to continued demand from data-center construction and broader infrastructure investment. He acknowledged that election-related uncertainty could temporarily slow new projects, but expects construction activity to pick up once that uncertainty passes. Cramer said he continues to favor the company because of its exposure to the ongoing infrastructure buildout. On Planet Labs, Cramer said he likes the company and its CEO Will Marshall, noting that the stock had previously surged into what he described as a speculative bubble before falling sharply. After its recent rebound, he argued that much of the downside may now be behind the stock and said investors could consider buying. For Duke Energy, Cramer said the stock has declined enough to become attractive, particularly if its dividend yield reaches around 4%. $PWR $PL $DUK

Lithium-ion batteries are projected to grow at a 17.54% CAGR from 2025 to 2032 within the stationary energy storage market, according to Fortune Business Insights, which also expects utility end-users to account for roughly 70% of the market in 2026. Bimergen Energy develops and operates utility-scale battery energy storage systems across key U.S. markets, with a development pipeline of approximately 2 GW. That pipeline is spread across 23 projects in the United States. $PWR $GNRC $NVT $BESS

$PWR is sitting about 5% under its October high of 722 after a strong run. Tuesday closed at 688.88 on quiet volume. Sales jumped 41% last quarter. Clear 722 on real volume and I'm interested.

Truist ranked Quanta Services as the highest-quality company in infrastructure services, followed by MasTec, AECOM and Fluor, as the sector positions for growth in power, communications and energy infrastructure despite persistent capacity constraints. Quanta Services is Truist’s top pick, with the firm recommending investors buy on pullbacks. Its diversified exposure across the electrical value chain supports above-market growth, potential earnings and guidance beats, and double-digit expansion in backlog and EPS. Additional upside could come from 765-kV transmission projects, gas-fired power generation and underappreciated organic growth. MasTec remains attractive despite near-term weakness following reduced communications-sector guidance. Truist expects double-digit earnings growth driven by transmission and distribution, renewables, pipelines and a potential recovery in communications. $PWR $MTZ

$PWR with all the pressure on AI data centers, is this a good buy-in point or do you think we will have a pushdown during the next quarter? 

$PWR | Snapshot 📊⚡ • Business: Quanta Services is a premier infrastructure contractor powering the energy transition, electric grid modernization, and renewable technology deployment across North America. • Financial Health & Pipeline: Benefiting from massive multi-decade backlogs driven by grid reliability upgrades, data center power demands, and federal clean energy incentives. • Bias & Conviction: Bullish Wedge Breakout | High Conviction (Pressing $655+ wedge breakout backed by $140M+ in dark pool equity prints). 🎯 Key Levels: 🐂 Bull Trigger: $655.00 / $660.00 🚀 Targets: $720.00 / $760.00 / $788.00 🛡️ Support: $630.00 / $620.00 ⚠️ Risk: $600.00 / $560.00 🔥 Volume & Flow: • 🟢 Heavy dark pool accumulation featuring $33.6M ($651.79), $41.9M ($643.50), and $28M ($634.90) block prints. #PWR #infrastructure #stocks #finance #hovdid