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Mark Vickery

BLS Jobs Report: +57K, Half Expectations

This is the fourth-straight month of job growth from the BLS, which we haven't seen since the spring of 2025.

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Sraddha Singha

EMCOR Trades at a Discount to the Industry: Buy the Stock Now?

EME stock trades below its industry's valuation despite a record backlog and raised guidance. Can diversified infrastructure demand unlock more upside?

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Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Wrap Up a Record First Half

STRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.

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Amit Kr Ram

Can Transportation Solutions Add More Value to Sterling's Growth?

Can Transportation Solutions add more value to STRL's growth as strong execution, backlog gains and strategic resource shifts strengthen its long-term role?

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Amit Kr Ram

Is Dycom's Backlog Expansion Improving Long-Term Revenue Visibility?

Is DY's record backlog and longer customer commitments setting the stage for stronger long-term revenue growth?

DYPositive Net Change EMENegative Net Change MTZPositive Net Change

Natasha Sharma

Argan's Data Center Business Expands: Can It Become a Growth Pillar?

AGX's data center push gains traction with a $125M contract, new fabrication capacity and rising AI-driven demand supporting long-term growth.

AGXPositive Net Change EMENegative Net Change JNegative Net Change

Natasha Sharma

Can Orion Convert $200M of New Awards Into Stronger 2026 Results?

ORN's $219M in first-quarter awards, $668M backlog and J.E. McAmis acquisition raise hopes for stronger 2026 revenues and profitability.

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Sraddha Singha

Comfort Systems' Backlog Boom: Can It Overcome Execution Challenges?

FIX's record backlog fuels growth, but can strong execution, modular investments and automation keep profitability on track as project complexity rises?

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Sraddha Singha

Is Quanta's Massive CapEx Plan a Risk or a Long-Term Gold Mine?

PWR's higher capital spending targets grid upgrades and supply-chain expansion. Can record demand and backlog turn today's investment into lasting growth?

PWRPositive Net Change ACMPositive Net Change EMENegative Net Change

Madhurima Das

Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?

CAT hits 52-week high, backed by Russell Top 50 Index inclusion, strong Q1 growth, record backlog and upbeat 2026 outlook.

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