Wolfe Research列出美国电力与清洁能源工程建设偏好股

Wall Street makes small moves ahead of closely-watched tech earnings for AI cues
Investing.com -- Engineering & construction companies remain the preferred way to play the power demand and clean energy theme, according to Wolfe Research. The firm highlighted six stocks positioned to benefit from robust infrastructure, renewable energy, and data center buildout activity.
1. MasTec (NYSE:MTZ) – Top Idea
Wolfe Research named MasTec its top idea in the sector. The firm expects the company to deliver a beat-and-raise quarter with the strongest upside to full-year guidance. MasTec benefits from robust demand in power, infrastructure and data centers. Organic growth remains the key focus beyond the pending Superior acquisition.
MasTec recently completed its acquisition of The Superior Group in a transaction valued at approximately $1.65 billion. Following the deal, several firms, including Guggenheim and TD Cowen, raised their price targets on the company.
2. SOLV Energy (NYSE:MWH) – Outperform
SOLV Energy is seen delivering continued margin outperformance, making it an attractive play on utility-scale solar and storage. The company’s balance sheet with no debt provides flexibility for further acquisitions. Wolfe expects backlog momentum and additional M&A opportunities.
SOLV Energy priced a public offering of 15 million shares at $36.00 per share for gross proceeds of $540 million. Additionally, JPMorgan named the stock a top pick in its coverage, while Jefferies raised its price target.
3. Quanta Services (NYSE:PWR)
Wolfe views Quanta Services as a core holding with consistent execution and strong backlog growth driven by transmission, data centers and renewables. Guidance is likely to be reiterated.
Quanta Services reported first-quarter 2026 adjusted earnings and revenue that significantly surpassed analyst expectations. The company also announced a new $1 billion stock repurchase program and declared a quarterly cash dividend.
4. Primoris Services (NYSE:PRIM)
Primoris Services is positioned as a long-term turnaround story. While solar project issues should be reflected in results, Wolfe sees bookings and execution as key catalysts going forward.
In recent developments, Primoris Services received a rating upgrade to Overweight from JPMorgan, while Needham and Cantor Fitzgerald lowered their price targets following a revision to the company’s outlook.
5. Legence (NYSE:LGN)
Strong execution supports another earnings beat for Legence, although another guidance increase is viewed as less likely. Continued data center demand should support backlog growth.
Legence reported first-quarter 2026 earnings per share that beat analyst forecasts, with revenue growing 105% year-over-year. S&P Global Ratings also upgraded the company’s credit rating to ’BB-’ from ’B+’.
6. NextPower (NYSE:NXT)
Wolfe is positive on utility-scale solar demand and expects backlog growth for NextPower. However, the firm wants greater clarity on integration of recent acquisitions and their impact on margins.
NextPower has seen varied analyst ratings following recent acquisitions, with Guggenheim upgrading the stock to Buy while firms like TD Cowen and Jefferies lowered their price targets.
The engineering and construction sector continues to attract attention as companies benefit from increased spending on power infrastructure, renewable energy projects, and data center construction across the United States.
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