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Shrabana Mukherjee

Is Comfort Systems Scaling Modular Capacity for the Data Center Boom?

FIX is expanding modular capacity to meet late-cycle data center demand, targeting 4M sq ft by 2026 as backlog stretches revenue into 2027-2028.

PWRNegative Net Change EMENegative Net Change FIXNegative Net Change

Shrabana Mukherjee

Should You Buy FIX After a 6-Month Surge and Record Backlog?

FIX has surged for six months after a blowout quarter and record $11.94B backlog, but with shares near a high-30s forward P/E, future gains hinge on execution.

PWRNegative Net Change EMENegative Net Change FIXNegative Net Change

Sraddha Singha

MasTec's Backlog Up by $4.7B: Sign of Sustained Infrastructure Demand?

MTZ's backlog jumps to $18.96B. Does this surge signal a sustained infrastructure supercycle across energy, grid and data centers?

PWRNegative Net Change EMENegative Net Change MTZNegative Net Change

Amit Kr Ram

Can Fluor's $25.5B Backlog Support Revenue Growth in 2026?

Can FLR's $25.5B backlog fuel revenue growth in 2026 as projects across LNG, mining, defense and advanced technologies move closer to execution?

FLRNegative Net Change KBRNegative Net Change STRLNegative Net Change

Amit Kr Ram

Should Investors Buy Sterling Stock After Impressive Q4 Earnings?

STRL posts standout quarterly growth driven by booming data center and mission-critical projects. What could its expanding backlog mean for investors?

FLRNegative Net Change ACMPositive Net Change KBRNegative Net Change STRLNegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Lennar Stock?

Investors need to pay close attention to LEN stock based on the movements in the options market lately.

LENNegative Net Change

Shrabana Mukherjee

Can FIX's Backlog and Data Center Demand Fuel Growth in 2026?

FIX heads into 2026 with a record $11.9B backlog, rising data center exposure and modular expansion, giving the contractor clearer revenue visibility and margin momentum.

EMENegative Net Change FIXNegative Net Change CARRNegative Net Change

Zacks Equity Research

Does KBR's 10-Year Indorama Catalyst Deal Strengthen Ammonia Business?

Does KBR's new 10-year catalyst supply deal with Indorama for six global ammonia plants strengthen its long-term services presence and ammonia solutions portfolio?

FLRNegative Net Change KBRNegative Net Change STRLNegative Net Change

Zacks Equity Research

Best Momentum Stock to Buy for March 5th

STRL, PACS and HLIO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on March 5, 2026.

STRLNegative Net Change HLIONegative Net Change PACSNegative Net Change

Amit Kr Ram

Should Investors Buy, Hold or Sell MasTec Stock Post Q4 Earnings?

MTZ has delivered strong quarterly results and a rapidly expanding backlog across telecom, clean energy and data centers. What do these trends signal for investors?

PWRNegative Net Change EMENegative Net Change PRIMNegative Net Change MTZNegative Net Change