growth - The 97.5% one-year return and 426.6% EPS growth attract momentum investors betting on infrastructure spending acceleration.
Rising rates create mixed effects: negatively impact project financing costs and working capital expenses (the company carries $1.5-2B…
Watch on earnings: Utility sector capital expenditure trends and transmission/distribution spending as percentage of total utility capex, BEAD program state allocations and broadband project RFP activity (tracks federal infrastructure fund deployment), Natural gas pipeline capacity additions and LNG export facility construction starts (EIA data).
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $18.2B to $21.6B as utility capital expenditure budgets and multi-year transmission/distribution spending plans.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
