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MYR Group and UFP Industries have been highlighted as Zacks Bull and Bear of the Day
Read MoreHide Full Article
For Immediate Release
Chicago, IL – December 5, 2025 – Zacks Equity Research shares MYR Group Inc. (MYRG - Free Report) as the Bull of the Day and UFP Industries, Inc. (UFPI - Free Report) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on USA Rare Earth, Inc. (USAR - Free Report) , NioCorp Developments Ltd. (NB - Free Report) and Trilogy Metals Inc. (TMQ - Free Report) .
MYR Group Inc. is one of the largest specialty electrical construction contractors in the U.S. and one of the best pure-play stocks to buy within an increasingly critical behind-the-scenes industry required to fuel the artificial intelligence age.
MYRG is benefiting from the once-in-a-generation energy boom that’s just starting to help run the power-hungry AI arms race and a thriving growth economy aiming to electrify more and more.
The Colorado-based firm, which already doubled its revenue between 2018 and 2022, is projected to post strong sales growth in the coming years and triple-digit earnings expansion in 2025.
MYRG’s upbeat earnings outlook earns the AI-boosted electric utility infrastructure stock a Zacks Rank #1 (Strong Buy).
Investors should also be pleased that MYR Group works under longer-term master service agreements and other long-term deals that provide high visibility and larger margins.
MYRG stock has soared over 300% in the past five years to blow away its sector and the S&P 500’s 90%. The electric infrastructure powerhouse has also doubled the benchmark over the past 15 years, up 997%. The stock looks to be on the brink of a technical breakout to new all-time highs.
The simplest bull case for MYR Group is that it’s one of the go-to electrical construction contractors for critical projects such as grid hardening and expansion, renewable energy integration, electrification, and the explosion of power-hungry AI data centers.
Why Long-Term Investors Should Buy MYRG Stock
MYR Group is one of the largest specialty electrical construction contractors in the U.S., focused on two main segments: Transmission & Distribution (T&D) and Commercial & Industrial (C&I).
The Colorado-based company builds, maintains, and repairs the high-voltage power lines, substations, and other key electrical infrastructure that keep the grid running.
On top of that, MYRG helps build large-scale electrical work inside renewable energy projects, EV charging networks, industrial facilities, airports, hospitals, and increasingly, AI data centers.
MYR Group’s growth runway is massive as the U.S. races to expand the energy and electricity infrastructure across the country to support the AI arms race, electrification, and a thriving growth economy.
The U.S. energy sector faces a ~$578 billion investment gap by 2033, according to the American Society of Civil Engineers. The AI age is projected to help drive a 25% increase in U.S. electricity demand by 2030 and a 75% increase by 2050.
Big tech, big government, and Wall Street are all-in on helping the U.S. win the AI arms race. Massive and rapid energy and electricity expansion are increasingly looking like the most difficult part of the AI growth equation.
The U.S. government, AI hyperscalers, and other key pillars of the economy are attempting to quadruple nuclear energy capacity by 2050, double transmission capacity, and achieve other costly and difficult efforts that are essential to revamping and expanding the U.S. energy ecosystem and broader economy.
The Electric Utility Infrastructure Company’s Growth Outlook
The company went on a massive run between 2017 and 2023 (including doubling its revenue between 2018 and 2022). MYRG faced short-term setbacks in 2024, driven by project delays, cost overruns in clean energy contracts, and more.
But MYR Group is back on track, having crushed our earnings per share estimates by an average of 67% in the past four quarters.
MYRG’s 2026 earnings estimate surged 6% since its Q3 FY25 release at the end of October. The company’s upbeat earnings outlook earns it a Zacks Rank #1 (Strong Buy).
“The accelerating pace of electrification, future project demand, load growth, and the need for resilient infrastructure are driving investment in electrical infrastructure, which positions us well for continued success in the future,” CEO Rick Swartz said in prepared Q3 remarks.
MYR Group is projected to grow its adjusted EPS by 275% in 2025 to hit $6.87 a share, up from $1.83 in 2024.
It is set to follow that up with another 21% bottom-line expansion in 2026 to $8.32 a share. Meanwhile, MYRG is expected to grow its revenue by 6% in 2025 and 8% next year to pull in $3.82 billion.
Buy AI Energy Infrastructure Stock MYRG Before It Soars?
The electric utility construction stock climbed nearly 1,000% (997%) in the past 15 years, crushing the Utilities sector’s 55% and doubling the S&P 500’s 478%. MYR Group’s run includes a 315% charge in the past five years, to more than triple the benchmark.
The stock has surged 55% in 2025. MYRG stock jumped nearly 5% on Thursday as it fights to return to its early November highs.
The nearby chart shows that it found buyers at its 50-day moving average and near its brief summer breakout highs. Once MYR Group overtakes its November highs, it could break out into a brand-new trading range.
On the valuation front, MYRG trades at a 15% discount to its highs at 26.8X forward 12-month earnings. The stock is also trading at only a relatively small premium to the S&P 500 despite its long-term and short-term outperformance.
All in, MYR Group is set to ride the massive energy and electrification infrastructure spending boom that’s just kicking off due to soaring AI-boosted demand and decades of underspending across critical infrastructure.
UFP Industries, Inc. is one of the biggest converters of softwood lumber and a top pressure-treater. The stock tanked 30% in the past year as its earnings outlook faded while it struggles against major industry headwinds.
UFP Industries lands a Zacks Rank #5 (Strong Sell) on the back of its tanking earnings revisions.
Why Investors Should Consider Staying Away from UFPI Stock
The Grand Rapids, Michigan-based company designs, manufactures, and sells wood-based products like treated lumber, decking, fencing, and packaging materials. UFP Industries works with customers across construction, retail, industrials, and beyond.
It operates through three main segments: Retail (e.g., outdoor decking and more), Packaging (e.g., custom pallets and beyond), and Construction (e.g., roof trusses, concrete forms, and more), serving big customers in North America's softwood market.
UFP Industries boasts that it is “North America’s largest converter of softwood lumber, and the world’s largest pressure-treater.”
UFP Industries went on a massive run between 2010 and 2022, capped off by a post-Covid boom, boosted by the housing, home improvement, and construction spending spree.
Some of its core markets have changed dramatically since then as mortgage rates soared off their lows. Housing prices and inflation have skyrocketed as well, hitting the housing and construction markets hard.
On top of that, commodity prices are hurting UFP Industries and the broader industry. It is also worth stressing just how much the Covid-era pull forward shocked the Building Products–Wood industry and many other areas tied to housing and construction.
UFPI’s revenue tanked 25% in 2023 and 8% in 2024, while its GAAP earnings fell 27% and 16%, respectively.
The firm missed our Q3 FY25 earnings per share estimate by 6% in late October, marking its fifth straight miss. The firm also provided another round of downbeat guidance, with its FY26 EPS estimate 10% lower.
UFP Industries is projected to see its revenue fall another 4% in 2025 and its adjusted EPS tank 23%. Plus, its negative earnings revisions earn UFPI a Zacks Rank #5 (Strong Sell) and extend its massive downward EPS trend that began in late 2022.
The company’s longer-term outlook likely remains on track since the housing and construction markets are bound to rebound at some point. Plus, UFP Industries pays a dividend and buys back its stock to help return value to shareholders amid its current struggles.
That said, investors likely want to stay away from UFPI stock for now and wait until there are more signs of a turnaround across its various end markets.
Additional content:
Can USA Rare Earth's Stillwater Facility Fuel Its Near-Term Momentum?
USA Rare Earth, Inc. is working to move its Stillwater magnet manufacturing facility in Oklahoma closer to commercial production. The plant is designed to produce Neodymium Iron Boron (NdFeB) magnets, which are essential for defense, domestic, aviation, automotive and other high-growth applications. The Stillwater facility is likely to become one of the first large-scale magnet plants in the United States, supporting the country's efforts to build a domestic rare earth supply chain.
So far in 2025, at the Stillwater facility, USAR focused on installing equipment, assembling Line 1a and preparing for commissioning in early 2026. The company also began hiring and training engineers and technicians to operate the facility. These efforts are expected to improve USAR's ability to reach commercial-scale production and help it secure long-term customer contracts.
To support its progress, USA Rare Earth strengthened its balance sheet by raising significant capital through PIPE financing and warrant exercises, bringing its total cash position to more than $400 million as of November 2025. This funding is being used to make upgrades at the Stillwater plant, expand magnet finishing capabilities and complete Line 1b to increase total NdFeB magnet-producing capacity to roughly 1,200 metric tons.
Also, in November 2025, USAR completed the acquisition of Less Common Metals, which will supply critical metal and alloy feedstock for the Stillwater plant. With this addition and steady progress across its development plans, the company is well-positioned to expand its capacity and scale production in the quarters ahead.
Snapshot of USA Rare Earth's Peers
Among its major peers, NioCorp Developments Ltd. is working to move its Elk Creek Project in Nebraska closer to production. In August 2025, NioCorp completed its first drilling program at the Elk Creek Project on schedule and within budget. Because the campaign was timely and cost-effective, NioCorp is launching a second phase with up to six additional drill holes to further improve resource quality and gather data to reduce risks in the mine design.
Another peer, Trilogy Metals Inc. continues to make steady progress at the Ambler mining district. Although Trilogy is not yet in production, it is taking a step ahead with Ambler Metals LLC, which is a joint venture with South32 Limited. In July 2025, Trilogy began a multi-year core re-boxing program to protect drill core for long-term future use.
USAR's Price Performance, Valuation and Estimates
Shares of USAR have surged 27.1% in the past year compared with the industry's growth of 15.4%.
From a valuation standpoint, USAR is trading at a forward price-to-earnings ratio of negative 31.79X against the industry's average of 15.21X. USA Rare Earth carries a Value Score of D.
The Zacks Consensus Estimate for USAR's 2025 earnings has declined over the past 30 days.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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MYR Group and UFP Industries have been highlighted as Zacks Bull and Bear of the Day
For Immediate Release
Chicago, IL – December 5, 2025 – Zacks Equity Research shares MYR Group Inc. (MYRG - Free Report) as the Bull of the Day and UFP Industries, Inc. (UFPI - Free Report) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on USA Rare Earth, Inc. (USAR - Free Report) , NioCorp Developments Ltd. (NB - Free Report) and Trilogy Metals Inc. (TMQ - Free Report) .
Here is a synopsis of all five stocks:
Bull of the Day:
MYR Group Inc. is one of the largest specialty electrical construction contractors in the U.S. and one of the best pure-play stocks to buy within an increasingly critical behind-the-scenes industry required to fuel the artificial intelligence age.
MYRG is benefiting from the once-in-a-generation energy boom that’s just starting to help run the power-hungry AI arms race and a thriving growth economy aiming to electrify more and more.
The Colorado-based firm, which already doubled its revenue between 2018 and 2022, is projected to post strong sales growth in the coming years and triple-digit earnings expansion in 2025.
MYRG’s upbeat earnings outlook earns the AI-boosted electric utility infrastructure stock a Zacks Rank #1 (Strong Buy).
Investors should also be pleased that MYR Group works under longer-term master service agreements and other long-term deals that provide high visibility and larger margins.
MYRG stock has soared over 300% in the past five years to blow away its sector and the S&P 500’s 90%. The electric infrastructure powerhouse has also doubled the benchmark over the past 15 years, up 997%. The stock looks to be on the brink of a technical breakout to new all-time highs.
The simplest bull case for MYR Group is that it’s one of the go-to electrical construction contractors for critical projects such as grid hardening and expansion, renewable energy integration, electrification, and the explosion of power-hungry AI data centers.
Why Long-Term Investors Should Buy MYRG Stock
MYR Group is one of the largest specialty electrical construction contractors in the U.S., focused on two main segments: Transmission & Distribution (T&D) and Commercial & Industrial (C&I).
The Colorado-based company builds, maintains, and repairs the high-voltage power lines, substations, and other key electrical infrastructure that keep the grid running.
On top of that, MYRG helps build large-scale electrical work inside renewable energy projects, EV charging networks, industrial facilities, airports, hospitals, and increasingly, AI data centers.
MYR Group’s growth runway is massive as the U.S. races to expand the energy and electricity infrastructure across the country to support the AI arms race, electrification, and a thriving growth economy.
The U.S. energy sector faces a ~$578 billion investment gap by 2033, according to the American Society of Civil Engineers. The AI age is projected to help drive a 25% increase in U.S. electricity demand by 2030 and a 75% increase by 2050.
Big tech, big government, and Wall Street are all-in on helping the U.S. win the AI arms race. Massive and rapid energy and electricity expansion are increasingly looking like the most difficult part of the AI growth equation.
The U.S. government, AI hyperscalers, and other key pillars of the economy are attempting to quadruple nuclear energy capacity by 2050, double transmission capacity, and achieve other costly and difficult efforts that are essential to revamping and expanding the U.S. energy ecosystem and broader economy.
The Electric Utility Infrastructure Company’s Growth Outlook
The company went on a massive run between 2017 and 2023 (including doubling its revenue between 2018 and 2022). MYRG faced short-term setbacks in 2024, driven by project delays, cost overruns in clean energy contracts, and more.
But MYR Group is back on track, having crushed our earnings per share estimates by an average of 67% in the past four quarters.
MYRG’s 2026 earnings estimate surged 6% since its Q3 FY25 release at the end of October. The company’s upbeat earnings outlook earns it a Zacks Rank #1 (Strong Buy).
“The accelerating pace of electrification, future project demand, load growth, and the need for resilient infrastructure are driving investment in electrical infrastructure, which positions us well for continued success in the future,” CEO Rick Swartz said in prepared Q3 remarks.
MYR Group is projected to grow its adjusted EPS by 275% in 2025 to hit $6.87 a share, up from $1.83 in 2024.
It is set to follow that up with another 21% bottom-line expansion in 2026 to $8.32 a share. Meanwhile, MYRG is expected to grow its revenue by 6% in 2025 and 8% next year to pull in $3.82 billion.
Buy AI Energy Infrastructure Stock MYRG Before It Soars?
The electric utility construction stock climbed nearly 1,000% (997%) in the past 15 years, crushing the Utilities sector’s 55% and doubling the S&P 500’s 478%. MYR Group’s run includes a 315% charge in the past five years, to more than triple the benchmark.
The stock has surged 55% in 2025. MYRG stock jumped nearly 5% on Thursday as it fights to return to its early November highs.
The nearby chart shows that it found buyers at its 50-day moving average and near its brief summer breakout highs. Once MYR Group overtakes its November highs, it could break out into a brand-new trading range.
On the valuation front, MYRG trades at a 15% discount to its highs at 26.8X forward 12-month earnings. The stock is also trading at only a relatively small premium to the S&P 500 despite its long-term and short-term outperformance.
All in, MYR Group is set to ride the massive energy and electrification infrastructure spending boom that’s just kicking off due to soaring AI-boosted demand and decades of underspending across critical infrastructure.
Bear of the Day:
UFP Industries, Inc. is one of the biggest converters of softwood lumber and a top pressure-treater. The stock tanked 30% in the past year as its earnings outlook faded while it struggles against major industry headwinds.
UFP Industries lands a Zacks Rank #5 (Strong Sell) on the back of its tanking earnings revisions.
Why Investors Should Consider Staying Away from UFPI Stock
The Grand Rapids, Michigan-based company designs, manufactures, and sells wood-based products like treated lumber, decking, fencing, and packaging materials. UFP Industries works with customers across construction, retail, industrials, and beyond.
It operates through three main segments: Retail (e.g., outdoor decking and more), Packaging (e.g., custom pallets and beyond), and Construction (e.g., roof trusses, concrete forms, and more), serving big customers in North America's softwood market.
UFP Industries boasts that it is “North America’s largest converter of softwood lumber, and the world’s largest pressure-treater.”
UFP Industries went on a massive run between 2010 and 2022, capped off by a post-Covid boom, boosted by the housing, home improvement, and construction spending spree.
Some of its core markets have changed dramatically since then as mortgage rates soared off their lows. Housing prices and inflation have skyrocketed as well, hitting the housing and construction markets hard.
On top of that, commodity prices are hurting UFP Industries and the broader industry. It is also worth stressing just how much the Covid-era pull forward shocked the Building Products–Wood industry and many other areas tied to housing and construction.
UFPI’s revenue tanked 25% in 2023 and 8% in 2024, while its GAAP earnings fell 27% and 16%, respectively.
The firm missed our Q3 FY25 earnings per share estimate by 6% in late October, marking its fifth straight miss. The firm also provided another round of downbeat guidance, with its FY26 EPS estimate 10% lower.
UFP Industries is projected to see its revenue fall another 4% in 2025 and its adjusted EPS tank 23%. Plus, its negative earnings revisions earn UFPI a Zacks Rank #5 (Strong Sell) and extend its massive downward EPS trend that began in late 2022.
The company’s longer-term outlook likely remains on track since the housing and construction markets are bound to rebound at some point. Plus, UFP Industries pays a dividend and buys back its stock to help return value to shareholders amid its current struggles.
That said, investors likely want to stay away from UFPI stock for now and wait until there are more signs of a turnaround across its various end markets.
Additional content:
Can USA Rare Earth's Stillwater Facility Fuel Its Near-Term Momentum?
USA Rare Earth, Inc. is working to move its Stillwater magnet manufacturing facility in Oklahoma closer to commercial production. The plant is designed to produce Neodymium Iron Boron (NdFeB) magnets, which are essential for defense, domestic, aviation, automotive and other high-growth applications. The Stillwater facility is likely to become one of the first large-scale magnet plants in the United States, supporting the country's efforts to build a domestic rare earth supply chain.
So far in 2025, at the Stillwater facility, USAR focused on installing equipment, assembling Line 1a and preparing for commissioning in early 2026. The company also began hiring and training engineers and technicians to operate the facility. These efforts are expected to improve USAR's ability to reach commercial-scale production and help it secure long-term customer contracts.
To support its progress, USA Rare Earth strengthened its balance sheet by raising significant capital through PIPE financing and warrant exercises, bringing its total cash position to more than $400 million as of November 2025. This funding is being used to make upgrades at the Stillwater plant, expand magnet finishing capabilities and complete Line 1b to increase total NdFeB magnet-producing capacity to roughly 1,200 metric tons.
Also, in November 2025, USAR completed the acquisition of Less Common Metals, which will supply critical metal and alloy feedstock for the Stillwater plant. With this addition and steady progress across its development plans, the company is well-positioned to expand its capacity and scale production in the quarters ahead.
Snapshot of USA Rare Earth's Peers
Among its major peers, NioCorp Developments Ltd. is working to move its Elk Creek Project in Nebraska closer to production. In August 2025, NioCorp completed its first drilling program at the Elk Creek Project on schedule and within budget. Because the campaign was timely and cost-effective, NioCorp is launching a second phase with up to six additional drill holes to further improve resource quality and gather data to reduce risks in the mine design.
Another peer, Trilogy Metals Inc. continues to make steady progress at the Ambler mining district. Although Trilogy is not yet in production, it is taking a step ahead with Ambler Metals LLC, which is a joint venture with South32 Limited. In July 2025, Trilogy began a multi-year core re-boxing program to protect drill core for long-term future use.
USAR's Price Performance, Valuation and Estimates
Shares of USAR have surged 27.1% in the past year compared with the industry's growth of 15.4%.
From a valuation standpoint, USAR is trading at a forward price-to-earnings ratio of negative 31.79X against the industry's average of 15.21X. USA Rare Earth carries a Value Score of D.
The Zacks Consensus Estimate for USAR's 2025 earnings has declined over the past 30 days.
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.