PWR · Analysis updated Oct 29, 2026, 10:45 AM ET

Why is Quanta Services, Inc. (PWR) stock moving?

Big tech keeps promising to spend more on AI data centers, and those data centers need power lines. Quanta builds them, just posted a record $63.7B order backlog, and raised its forecast again.

News behind the analysis

Quanta (NYSE:PWR) beats expectations in strong Q3 2026, stock soars
StockStory · Oct 28, 2026
Revenue $12.01B (+57.4%) beat by 8.8%; adj. EPS $6.06 beat by 20.5%; FY revenue guide $41.45B midpoint, 4.7% above consensus.
QUANTA SERVICES REPORTS THIRD QUARTER 2026 RESULTS
PR Newswire (company release) · Oct 28, 2026
FY26 revenue $41.3-41.6B; 'strong double-digit' adjusted EPS growth expected in 2027.
Quanta Services Q3 2026 Earnings: Revenue and Operating Margin Rise
TradingKey · Oct 28, 2026
Margins up to 8.5%; FCF $1.2B; risks: project timing, fixed-price contracts, higher debt.
Vertiv stock surges as orders double amid AI build-out: 'Evolving faster than ever'
Yahoo Finance · Oct 27, 2026
Peer read-through: data-center power/cooling orders doubled; guidance raised.
Alphabet (GOOGL) earnings Q3 2026
CNBC · Oct 27, 2026
Alphabet expects capex to increase significantly in 2027, a demand signal for power infrastructure.

In the Daily Standout

October 29, 2026: on the shortlist +6.99%

For informational and educational purposes only. Not investment advice. Prices are an intraday snapshot and move quickly; scores are model-style opinions, not guarantees. Do your own research.