PWR
$602.01-0.68%Delayed market dataData Centers & Power InfrastructureKey levels and trade conditions
Delayed quotes · Technical conditionsShowing the near-term range, based on the latest 5 completed sessions and updated after each close.
Hold and monitor; no addition yet
Signals require closing-price and volume confirmation; review the company research below before acting.
When does defense take priority?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close below $548.43 → consider reducing
When to consider adding?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close above $620.70 → consider a staged addition
01Newstock overall assessment
The conclusion first, followed by the evidence that matters most.
Watch — await combined confirmation. An entry assessment has not yet been established.
02What happened recently
Company events, industry developments and market conditions — facts separated from possible explanations.
US 10Y yield 5.15%2026-11-13T19:59:54.000Z
VIX 19.302026-11-13T21:15:01.000Z
Dollar index 103.422026-11-13T21:40:38.000Z
Market and sector reference
PWR -0.68% · SPY -0.36%
2026-11-13T21:00:02.000Z · Yahoo · Aligned-session reference, not a causal attribution.
Related news and impact paths
Recent news related to this stock
0 direct · 9 2nd-order · 0 thematicRanked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.
- #1Impact2.4%Favorable2nd-orderAlphabet Says Its AI Spending Will Keep Rising. 2 Data Center Stocks to Buy and Hold Through 2030.13d ago
AI datacenters and grid expansion both require substantial transmission and distribution work, which supports Quanta’s utility infrastructure business.
Also named: NVDA · AVGO · AMD · VRT · ETN · APH
If post-election infrastructure and transmission spending accelerates, tight construction and execution capacity should lift Quanta's order book and margin expectations.
Also named: BE · PLUG POWER · VRT · ETN · GNRC
- #3Impact2.2%Favorable2nd-orderRanking 4 AI Power Stocks By Balance Sheet After the Sell-off: Vertiv, GE Vernova, Bloom Energy, and Plug Power.17d ago
If AI power demand accelerates grid upgrades and interconnection work, Quanta should capture more line and substation projects as a leading utility infrastructure contractor.
Also named: VRT · GEV · BE · PLUG · ETN · AEP
- #4Impact1.9%Favorable2nd-orderMeta Plans $35 Billion Stock Offering to Power AI Buildout, Eyes $95 Billion Total Plan18d ago
Grid interconnection, transmission lines and substations are key bottlenecks for datacenter builds, benefiting engineering services orders.
Also named: NVDA · AMD · ANET · VRT · SMCI · TSM
- #5Impact2%Adverse2nd-orderNvidia stock loses $365 billion in a week: could the AI boom be running out of money?26d ago
If hyperscalers slow data-center and grid-interconnection expansion, related engineering and power-connect orders will also soften.
Also named: NVDA · AMD · AVGO · SMCI · DELL · HPE
- #6Impact1.4%Favorable2nd-orderTech Bytes: Microsoft pulls out of Aussie-founded Nscale data centre deal as power shortages hit AI boom26d ago
Grid and interconnection contractors typically win more transmission, substation and connection-upgrade work when power is tight.
Also named: MSFT · AMZN · GOOGL · NXT · EQIX · DLR
- #7Impact2.1%Favorable2nd-orderMicrosoft and Amazon combine for a $400 billion market-cap boost — and these factors show why9d ago
Power interconnects, MEP installation and infrastructure buildouts benefit from the wave of large data-center construction.
Also named: MSFT · AMZN · ORCL · NVDA · AMD · AVGO
- #8Impact1.9%Favorable2nd-orderElon Musk's SpaceX Could Build More Data Center Capacity in 18 Months Than Google Did in 27 Years, Says SemiAnalysis10d ago
If the expansion requires utility interconnects, substations and campus infrastructure work, Quanta benefits through engineering and grid-connection execution.
Also named: GOOGL · GOOG · AMZN · MSFT · NVDA · AVGO
- #9Impact1.2%Adverse2nd-orderBloom Energy Stock Upgrade Points to Staying Power for AI Data Centers10d ago
If some data center demand shifts toward on-site generation, the marginal need for grid interconnection and external transmission work can be reduced.
Also named: BE · FCEL · PLUG · VRT · EQIX · DLR
03Is the company worth considering?
Business quality, financials, valuation and analyst disagreements.
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $28.5B · latest quarter up 57.4% YoY · reported FY net income of $1.0B · short-sale volume share below its recent available-day average.
FY revenue
$28.5B
2025-12
Latest Q YoY
+57.4%
Gross margin
15%
FY net income
$1.0B
Diluted EPS
$6.91
Short-sale volume share
30.2%
2026-11-05 · Recent available-day avg 43.9% · below recent average
Short-sale volume as a share of trades covered by the FINRA file, not all market trading or outstanding short positions. Changes do not establish that short sellers are adding or covering positions.
Historical results versus analyst expectations
🎯 Market expectations
Estimate context score High · 73/100Nasdaq analyst consensus · currently available data
- Sep 2026$5.71 vs $4.68+22.01%
- Jun 2026$3.93 vs $3.03+29.7%
- Mar 2026$2.37 vs $1.76+34.66%
- Dec 2025$2.89 vs $2.77+4.33%
The takeaway
EPS exceeded the corresponding consensus estimates by an average of 22.7% in the quarters shown. This is not a hurdle for the next report or a forecast of the stock's reaction. Analysts made 4 upward revisions over the past four weeks.
Analyst estimates, not our forecast · not investment advice
Analyst consensus and disagreement
Target-price summary $701.00–$960.00 · Consensus $809.94
Buy / hold / sell 15 / 1 / 0
Nasdaq · Retrieved 2026-11-13T21:50:57.032Z · The aggregate does not provide individual report dates or original theses. It does not establish undervaluation; no analyst rationale is inferred. Targets are not guaranteed outcomes.
Next-quarter EPS estimate (Dec 2026) $4.59 · $4.22–$4.96 · 10 analysts
Four-week estimate revisions: up / down 4 / 0
Estimate dispersion 16.1%
Nasdaq EPS forecasts · retrieved 2026-11-13T21:50:53.991Z04Is now a good time?
Trend, moving averages, volume and key price levels — not the decline alone.
Technical structure · Mixed structure
MA5 $598.15
MA10 $589.93
MA20 $590.96
MA60 $625.69
Last completed-session close $602.01 (-0.68%) · Volume / prior 20-session average 0.42×
Prior 20-session range $502.04–$657.14 · MA20 change over five sessions -2.70% · CMF20 -0.13
Confirmation to watch: a close above $657.14 with volume at least 1.5× the prior 20-session average. A heavy-volume break below $502.04 weakens the setup.
Completed daily candles only. Daily OHLCV cannot establish accumulation, shakeout or manipulation intent; CMF is a price/volume proxy, not actual fund flows. Thresholds are research rules, not validated success probabilities. Yahoo · 2026-11-13
Price and news
Historical prices and volume. Drag to pan; scroll to zoom.
Related news
05What would change our assessment?
Conditions for reconsidering entry and developments that invalidate the thesis.
Complete the company and technical cross-check before defining entry and invalidation conditions.
Additional risk evidence and model detail
Market View
Crowding
Risk temperature
Tail risk
Triggers
Price and volume
Insider signals
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