MTZ MasTec Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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06:12
Jul 23
Jul 23
Watch electrical and transmission contractors & cable makers as installation capacity.
Watch electrical and transmission contractors & cable makers as installation capacity constraints improve pricing and backlog quality; positive read-through from GE Vernova earnings.
MED
03:50
Jul 09
Jul 09
JPMorgan raises its price target on MasTec Inc. to 549 dollars.
JPMorgan raises its price target on MasTec Inc. to 549 dollars, reflecting an updated valuation view on the stock.
12:12
Jul 08
Jul 08
Premarket movers report shows Mag 7 stocks lower.
Premarket movers report shows Mag 7 stocks lower, energy stocks rally on Iran ceasefire collapse, Alibaba surges on earnings optimism, and Bath & Body Works falls after a Goldman Sachs sell downgrade.
00:18
May 28
May 28
Watch MasTec as a rural broadband construction contractor levered to BEAD.
Watch MasTec as a rural broadband construction contractor levered to BEAD; near-term timing risk if 2026 estimates require a sharp ramp, but calendar 2027 award conversion supports a longer-duration construction revenue cycle.
MED
23:54
May 05
May 05
Mastec great data center stock
Mastec (Mtech) is a great data center stock that should have been included in the top buy list, benefiting from infrastructure build.
MED
15:33
Apr 30
Apr 30
Long electrical contractors benefiting from multi-decade grid buildout.
Long electrical contractors benefiting from multi-decade grid buildout; Quanta's scale advantage may consolidate share.
HIGH
18:05
Apr 28
Apr 28
Long specialty contractors with power and data-center exposure as behind-the-meter power.
Long specialty contractors with power and data-center exposure as behind-the-meter power deployment drives demand for engineering, procurement, and installation.
HIGH
14:53
Apr 28
Apr 28
Long MasTec as infrastructure contractor with exposure to fiber and data center buildout.
Long MasTec as infrastructure contractor with exposure to fiber and data center buildout, supported by Lumen’s agreement.
HIGH
00:04
Apr 26
Apr 26
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27.
Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but
HIGH
19:00
Mar 07
Mar 07
"Roles for electricians, a particular bottleneck for AI construction are expected to grow by 9%... negotiate things like power arrangements." The bottleneck isn't just labor; it's *specialized* labor capable of grid-scale interconnects. Quanta Services (PWR), EMCOR (EME), and MasTec (MTZ) are the primary beneficiaries of the "electrification of everything." They are the only firms with the scale to handle the complex power negotiation and installation required for GW-scale data centers in rural Texas. LONG. Pricing power has shifted to the service providers due to the scarcity of skilled electricians. Project delays due to transformer shortages or permitting issues could delay revenue recognition.
04:01
Feb 20
Feb 20
UHV contractors watch; 765kV delayed to 2027.
Watch UHV-exposed transmission contractors; Quanta delays 765kV starts to 2027+, so near-term timing is a headwind while the long-term multi-year award stack remains intact.
MED
18:20
Feb 11
Feb 11
Watch MTZ for grid infrastructure demand.
Watch MTZ as a beneficiary of incremental interconnection and substation scope required by gigawatt-scale data centers.
MED
About MTZ Analyst Coverage
Buzzberg tracks MTZ (MasTec) across 6 sources. 2 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (17%). 12 total trade ideas tracked. Latest voices: TheValueist, FirstSquawk, zerohedge.