Construction and Engineering

Mastec

Guggenheim Upgrades MasTec Rating to Buy

First National Advisers LLC Reduces Holdings in MasTec, Inc.

MasTec Director Robert C. Campbell Sells Company Stock

Ideematec and MasTec Partner to Advance Large-Scale Solar Projects in the US

FactSet Raises Target Price Valuation and Ratings for MasTec

Mastec released FY2026 Q1 earnings on April 30 After-Market EST, actual revenue USD 3.829 B (forecast USD 3.474 B), actual EPS USD 0.77 (forecast USD 0.5585)

MasTec Reports 34% Q1 Revenue Growth, Exceeding Estimates, Raises Full-Year Guidance

Mastec reports Q1 net income of $70 million and revenue of $3.829 billion

Mastec to Release FY2026 Q1 Earnings on April 30 After-Market EST, Forecast Revenue USD 3.476 B, EPS USD 0.563

KeyCorp Analyst Predicts MasTec EPS of $2.61 in Q3 2026

MasTec Releases Q1 2026 Earnings Report

Jefferies Reiterates Buy Rating on MasTec with $416 Target Price

Exchange Traded Concepts LLC Increases Stake in MasTec, Inc. and Exceeds Expectations

MasTec Director Ernst N. Csiszar Sells Company Common Stock

Several analysts raise MasTec's target price, stock price increases

MasTec Inc. Reports Strong Q4 Earnings

Banco Santander Increases Stake in Mastec

Mastec released FY2025 annual earnings on February 26 After-Market EST, actual revenue USD 14.3 B (forecast USD 14.08 B), actual EPS USD 5.07 (forecast USD 4.8077)

Mastec released FY2025 Q4 earnings on February 26 After-Market (EST), actual revenue USD 3.94 B (forecast USD 3.715 B), actual EPS USD 1.8102 (forecast USD 1.541)

MasTec Q4 Revenue Exceeds Estimates

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Silexion Therapeutics

Micware

GCL Global

MetaVia

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

HORIZON SPACE ACQUISITION II CORP COM USD0.0001 30/03/2026(SUB/RIGHTS)

Bristol-Myers Squibb Company

PAVE

Billionaire investor Daniel Loeb's Third Point LLC has reshuffled its construction stock portfolio in Q4 FY25, increasing stakes in APi Group and MasTec while reducing exposure to Comfort Systems. APi Group reported strong earnings, beating estimates and raising revenue guidance, while MasTec also exceeded expectations and raised its EPS guidance. Comfort Systems posted impressive earnings but saw a significant reduction in shares held by Third Point. Analysts have raised price forecasts for both APi Group and MasTec following their earnings reports.

benzinga_article

Invesco Building & Contruction ETF

Glob X US Infra

iShares US Home Construction

SPDR S&P Homebuilders

Comfort Systems USA

Truist Financial

Barclays

UBS Group AG

ISHRS Ms Small Growth

Adaptiv Select ETF

Capital Group U.S. Large Value ETF

Mizuho Financial

Mizuho Financial Group, Inc.

Toronto Dominion Bank

Goldman Sachs

Citigroup

First Trust RBA Amer Ind Renaissance

First Trust Industrials/Producer Durables AlphaDEX Fd

Alpha Architect US Quantitative Momentum ETF

GS Hldg R

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Billionaire Investor Quietly Loads Up On Construction Stocks As One Gets The Axe

GOOG

GOOGL

GOOW

GGLL

The Chase Growth Fund, a five-star rated fund, has seen significant gains, outperforming the S&P 500 with a 53% increase over the past year. The fund's largest holding is Alphabet, valued at nearly $5 trillion, while it has also invested in companies like MasTec and Littelfuse, benefiting from the AI and infrastructure sectors. The fund's managers emphasize their ability to adapt to market conditions, focusing on both large and smaller-cap stocks. They utilize technical indicators to guide investment decisions, aiming to minimize emotional trading.

- The Chase Growth Fund focuses on growth stocks valued from $1 billion to trillions, currently emphasizing companies benefiting from AI, such as Littelfuse and MasTec.  
- Despite the concentration in large-cap tech, the fund's all-cap strategy has outperformed the S&P 500, showing a 53% increase in the past year compared to the index's 28%.  
- The fund managers use technical indicators to guide their investment decisions, aiming to mitigate emotional responses and react accurately to market trends.

Dow Jones

Alphabet - C

Alphabet

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Littelfuse

S&P 500

NVIDIA

BrightSpring Health Services

Apple

NVIDIA Corporation

BrightSpring Health Services - Unit

Alphabet is the top holding of this five-star fund that is also finding 240% gains in the 'unsexy' side of the AI buildout

Guggenheim upgraded MasTec (NYSE:MTZ) from a "neutral" to a "buy" rating, setting a target price of $480.00, indicating a potential upside of 14.22%. Other analysts have also raised their price targets, with a consensus rating of "Moderate Buy" and an average target of $449.53. MasTec reported strong quarterly earnings, beating estimates with $1.39 EPS and $3.83 billion in revenue, a 34.5% increase year-over-year. The stock opened at $420.26, with a market cap of $33.21 billion and a P/E ratio of 73.60.

Market Beat

Stifel Financial

PNC Financial Services

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

MasTec (NYSE:MTZ) Upgraded by Guggenheim to "Buy" Rating

MSCI

MSCI Equity Indexes May 2026 Index Review | MSCI Stock News

StockTitan

MSCI Equity Indexes May 2026 Index Review | MSCI Stock News

First National Advisers LLC reduced its stake in MasTec, Inc. (NYSE:MTZ) by 19.3% in Q4, now holding 22,139 shares valued at $4.81 million. Other institutional investors, including Stratos Wealth Partners and Versant Capital Management, also adjusted their positions. MasTec's stock opened at $420.25, with a market cap of $33.21 billion. The company reported strong earnings, exceeding estimates, and analysts have raised price targets, with a consensus rating of "Moderate Buy" and a target of $433.94.

First National Advisers LLC Reduces Stock Position in MasTec, Inc. $MTZ

MasTec to Host Investor Day in New York City Today at 8:45 AM ET | MTZ Stock News

MasTec to Host Investor Day in New York City Today at 8:45 AM ET | MTZ Stock News

MasTec's share price has surged to around $412, raising questions about its valuation. Despite strong momentum, with significant returns over various periods, the company scores 0/6 on valuation checks. A Discounted Cash Flow analysis suggests it is overvalued by 28.9%, with an intrinsic value of $319.83 per share. Additionally, its P/E ratio of 71.46x is significantly higher than industry averages, indicating overvaluation. Different narratives about MasTec's future could suggest fair values ranging from $205 to $400, impacting investment decisions.

Simplywall

Is It Too Late To Consider MasTec (MTZ) After Its Strong Share Price Surge?

Jennison Associates LLC has reduced its stake in MasTec, Inc. (NYSE:MTZ) by 58.7% in Q4, now holding 102,856 shares valued at approximately $22.36 million. Other institutional investors have also adjusted their positions, with Salomon & Ludwin LLC increasing their holdings by 344.4%. Analysts have raised target prices for MasTec, with Barclays setting it at $340 and Citigroup at $440. MasTec reported strong Q1 earnings of $1.39 EPS, exceeding estimates, and revenue of $3.83 billion, up 34.5% year-over-year. The stock has a consensus rating of "Moderate Buy" with an average target of $336.

JPMorgan Chase

KeyCorp

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

Jennison Associates LLC Lowers Stock Position in MasTec, Inc. $MTZ

Mastec(MTZ.US)

Billionaire Investor Quietly Loads Up On Construction Stocks As One Gets The Axe

Alphabet is the top holding of this five-star fund that is also finding 240% gains in the 'unsexy' side of the AI buildout

MasTec (NYSE:MTZ) Upgraded by Guggenheim to "Buy" Rating

MSCI Equity Indexes May 2026 Index Review | MSCI Stock News

First National Advisers LLC Reduces Stock Position in MasTec, Inc. $MTZ

MasTec to Host Investor Day in New York City Today at 8:45 AM ET | MTZ Stock News

Is It Too Late To Consider MasTec (MTZ) After Its Strong Share Price Surge?

Jennison Associates LLC Lowers Stock Position in MasTec, Inc. $MTZ