Quanta’s Record Backlog and Data Center Push Could Be A Game Changer For Quanta Services (PWR)

Simply Wall St.

Jan 26

In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure. Behind the headlines, the company’...

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Behind the headlines, the company’...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-pwr/quanta-services/news/quantas-record-backlog-and-data-center-push-could-be-a-game\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Quanta’s Record Backlog and Data Center Push Could Be A Game Changer For Quanta Services (PWR)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuanta’s Record Backlog and Data Center Push Could Be A Game Changer For Quanta Services (PWR)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-pwr/quanta-services/news/quantas-record-backlog-and-data-center-push-could-be-a-game><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure.  Behind the headlines, the company’...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-pwr/quanta-services/news/quantas-record-backlog-and-data-center-push-could-be-a-game\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2265009873.SGD","symbol_name":"Eastspring Investments - Global Growth Equity AS SGD-H","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-pwr/quanta-services/news/quantas-record-backlog-and-data-center-push-could-be-a-game","article_id":"2606296570","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3041000-choice2-main-header/1585186777117"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-pwr/quanta-services/news/quantas-record-backlog-and-data-center-push-could-be-a-game","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606296570","pubTimestamp":1769397786,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure. \nBehind the headlines, the company’s multi‑billions project backlog and expanding presence in electrification and AI‑driven data center work have become central to how investors view its long‑term relevance.\nWe’ll now examine how Quanta’s record backlog and growing role in electrification could influence its investment narrative...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LYY.SI":"中云集团","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4129":"建筑与工程","BK7143":"汽车零售","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4588":"碎股","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","PWR.AU":"Peter Warren Automotive Holdings Ltd","BK6051":"信息科技咨询与其它服务","PWR":"广达公司","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"translate_title":"广达创纪录的积压订单和数据中心推动可能会改变广达服务(PWR)的游戏规则","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PWR.AU":1.5,"LYY.SI":1.5,"PWR":1.5},"content_text":"In recent trading, Quanta Services drew investor attention as the market looked ahead to its upcoming earnings release and evolving role in critical infrastructure.  Behind the headlines, the company’s multi‑billions project backlog and expanding presence in electrification and AI‑driven data center work have become central to how investors view its long‑term relevance. We’ll now examine how Quanta’s record backlog and growing role in electrification could influence its investment narrative for shareholders. AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementWhat Is Quanta Services' Investment Narrative?To own Quanta Services today, you really have to believe that its $39 billion-plus backlog, deep ties with utilities and hyperscalers, and execution on grid and data center projects can keep translating into solid revenue and earnings. The recent share price strength, positive analyst revisions and a favorable Zacks Rank signal that the market is increasingly focused on near term earnings as a key catalyst, but they do not meaningfully change the core story that the company is tethered to long duration electrification and AI power demand. If anything, the higher expectations sharpen existing risks: a rich earnings multiple, high debt levels, and a project mix that could feel pressure if large customers slow spending or if margins on complex transmission and data center work tighten. That is the tension current shareholders are implicitly accepting. However, there is one less obvious risk here that current and prospective investors should not ignore.\n\nQuanta Services' shares are on the way up, but they could be overextended by 27%. Uncover the fair value now.Exploring Other PerspectivesPWR 1-Year Stock Price Chart Four fair value estimates from the Simply Wall St Community span roughly US$300 to about US$477 per share, underlining how far apart private investors can be on Quanta’s worth. Set against heightened expectations around its electrification and AI related backlog, that dispersion shows why it can be useful to weigh multiple views before deciding how much of Quanta’s growth story you want in your portfolio.Explore 4 other fair value estimates on Quanta Services - why the stock might be worth as much as $477.25!Build Your Own Quanta Services NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Quanta Services research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Quanta Services research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Quanta Services' overall financial health at a glance.Contemplating Other Strategies?Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:The latest GPUs need a type of rare earth metal called Neodymium and there are only 32 companies in the world exploring or producing it. Find the list for free.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Quanta Services might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}