MYRG MYR Group, Inc. Loading... : Bullish and Bearish Analyst Opinions

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16:08
Aug 01
Minnvestor Tech/Semiconductor growth investor
The tweet shares a diagram of AI data center energy flow and lists 20 involved companies.
The tweet shares a diagram of AI data center energy flow and lists 20 involved companies, serving as a factual research map rather than a directional trade call.
MYRG
LOW
23:43
Jul 31
Minnvestor Tech/Semiconductor growth investor
Buy MYR Group as a new position within the author's power/grid infrastructure theme.
Buy MYR Group as a new position within the author's power/grid infrastructure theme, which they view as a durable multi-year buildout tied to AI energy demand.
MYRG
MED
23:35
Jul 31
Minnvestor Tech/Semiconductor growth investor
Buy MYR Group as a new portfolio addition within the power/grid infrastructure theme.
Buy MYR Group as a new portfolio addition within the power/grid infrastructure theme; author explicitly initiated a position, viewing electrical construction companies as beneficiaries of the energy-delivery buildout from power plant to chip.
MYRG
MED
23:31
Jul 31
Minnvestor Tech/Semiconductor growth investor
Buy MYR Group as a new position in the power/grid infrastructure theme.
Buy MYR Group as a new position in the power/grid infrastructure theme; author is widening barbell toward companies providing energy from power plant to chip, where MYRG fits as a grid/electrical contractor.
MYRG 1ST
MED
19:47
Jul 30
Minnvestor Tech/Semiconductor growth investor
MYRG management cited Deloitte and ConstructConnect data on its earnings call pointing.
MYRG management cited Deloitte and ConstructConnect data on its earnings call pointing to accelerating utility modernization and data center construction as tailwinds for T&D and commercial/industrial electrical work.
MYRG
MED
06:12
Jul 23
TheValueist Founder, Atlas Peak Research
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.
MYRG
MED
16:04
May 05
TheValueist Founder, Atlas Peak Research
Long scaled MEP contractors benefiting from demand acceleration and labor scarcity.
Long scaled MEP contractors benefiting from demand acceleration and labor scarcity, supporting sustained backlog conversion, margin resilience, and structural advantage in data center buildout.
MYRG
HIGH
15:52
May 05
TheValueist Founder, Atlas Peak Research
Long MYRG; positive read-through as consolidator in electrical space can acquire scarce labor.
Long MYRG; positive read-through as consolidator in electrical space can acquire scarce labor and expand mission-critical work.
MYRG
HIGH
15:52
May 05
TheValueist Founder, Atlas Peak Research
Long scaled MEP contractors as data center buildout demand accelerates and execution capacity.
Long scaled MEP contractors as data center buildout demand accelerates and execution capacity constraints support sustained backlog, margins, and selectivity.
MYRG
HIGH
15:33
Apr 30
TheValueist Founder, Atlas Peak Research
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.
MYRG
HIGH
02:14
Feb 21
TheValueist Founder, Atlas Peak Research
Watch late-cycle contractors on potential tail risk.
Watch late-cycle specialty contractors for potential 2027-2028 tail risk if capex intentions weaken before projects reach binding status.
MYRG
MED
04:01
Feb 20
TheValueist Founder, Atlas Peak Research
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.
MYRG
MED
21:39
Jan 15
TheValueist Founder, Atlas Peak Research
"MYRG watch until explicit long call"
Watch MYRG; the title frames a constructive research/investment-thesis write-up, but there is no explicit author position or buy call, so this is not a long.
MYRG
MED
18:52
Jan 15
TheValueist Founder, Atlas Peak Research
Author has no strong view on MYRG.
Watch MYRG as the author likes the sector but does not yet have a strong view on the specific name.
MYRG
MED

About MYRG Analyst Coverage

Buzzberg tracks MYRG (MYR Group, Inc.) across 2 sources. 3 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (21%). 14 total trade ideas tracked. Latest voices: Minnvestor, TheValueist.