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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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5 views
Quanta Services is positioned for strong growth, driven by rising US power demand from data centers, manufacturing reshoring, and automation trends. I see substantial upside, valuing PWR at $447/share (22.44x eFY27 EV/aEBITDA), and recommend a STRONG BUY despite its premium valuation. Quanta's robust $35B backlog, improving margins, and solid balance sheet underpin my bullish outlook, with risk mitigated by dynamic customer contracts.