SOLV Energy（MWH）株式概要SOLV Energy, Inc.は、米国の電力業界にインフラサービスを提供している。 詳細MWH ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より38.1%で取引されている 収益は年間19.39%増加すると予測されています 過去5年間の収益は年間79.6%増加しました。 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が62.1%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、MWH 、リスクは検出されなかった。すべてのリスクチェックを見るMWH Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW469,747 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA469,747 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$28.0456.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-114m5b2016201920222025202620282031Revenue US$5.1bEarnings US$190.3mAdvancedSet Fair ValueView all narrativesSOLV Energy, Inc. 競合他社Everus Construction GroupSymbol: NYSE:ECGMarket cap: US$6.4bConstruction PartnersSymbol: NasdaqGS:ROADMarket cap: US$6.4bMYR GroupSymbol: NasdaqGS:MYRGMarket cap: US$4.8bArcosaSymbol: NYSE:ACAMarket cap: US$7.1b価格と性能株価の高値、安値、推移の概要SOLV Energy過去の株価現在の株価US$28.0452週高値US$48.4052週安値US$23.83ベータ01ヶ月の変化2.82%3ヶ月変化-28.98%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-8.58%最新ニュースお知らせ • Aug 13SOLV Energy, Inc. Raises Earnings Guidance for the the Year Ending December 31, 2026SOLV Energy, Inc. raised earnings guidance for the the year ending December 31, 2026. For the year, the company expects revenues of $3,870 million to $3,970 million compared to previous guidance of $3,720 million to $3,820 million.ライブニュース • Aug 13SOLV Energy Raises Guidance After Roberson Waite Electric Acquisition CompletesSOLV Energy has completed its acquisition of Roberson Waite Electric as of 1 July 2026, adding utility substation construction and battery storage deployment capabilities, and has raised its full-year 2026 guidance on the back of what it describes as a strong backlog and business momentum. The company links the guidance increase to record second-quarter 2026 financial performance, which it attributes to strong business execution and increased customer demand, suggesting the Roberson Waite Electric acquisition is being layered onto an already busy project pipeline. SOLV Energy shares trade at about US$30.09, with the stock down roughly 32.9% over the past 90 days, so the improved outlook and expanded capabilities arrive against a backdrop of recent share price weakness. This combination of higher guidance and added grid and storage expertise could influence how investors evaluate SOLV Energy’s earnings mix and project risk, particularly for larger utility-scale work.New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$23.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.22 per share.お知らせ • Jul 24SOLV Energy, Inc. to Report Q2, 2026 Results on Aug 13, 2026SOLV Energy, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.最新情報をもっと見るRecent updatesお知らせ • Aug 13SOLV Energy, Inc. Raises Earnings Guidance for the the Year Ending December 31, 2026SOLV Energy, Inc. raised earnings guidance for the the year ending December 31, 2026. For the year, the company expects revenues of $3,870 million to $3,970 million compared to previous guidance of $3,720 million to $3,820 million.ライブニュース • Aug 13SOLV Energy Raises Guidance After Roberson Waite Electric Acquisition CompletesSOLV Energy has completed its acquisition of Roberson Waite Electric as of 1 July 2026, adding utility substation construction and battery storage deployment capabilities, and has raised its full-year 2026 guidance on the back of what it describes as a strong backlog and business momentum. The company links the guidance increase to record second-quarter 2026 financial performance, which it attributes to strong business execution and increased customer demand, suggesting the Roberson Waite Electric acquisition is being layered onto an already busy project pipeline. SOLV Energy shares trade at about US$30.09, with the stock down roughly 32.9% over the past 90 days, so the improved outlook and expanded capabilities arrive against a backdrop of recent share price weakness. This combination of higher guidance and added grid and storage expertise could influence how investors evaluate SOLV Energy’s earnings mix and project risk, particularly for larger utility-scale work.New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$23.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.22 per share.お知らせ • Jul 24SOLV Energy, Inc. to Report Q2, 2026 Results on Aug 13, 2026SOLV Energy, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.Seeking Alpha • Jun 25SOLV Energy: The Pullback Makes The Buy Case StrongerSummary SOLV Energy remains a Buy as the backlog converts into higher-margin earnings, and the stock trades at a compelling valuation discount. MWH's $8.2B backlog and 1.2x book-to-bill offer strong near-term revenue visibility, with O&M and lifecycle services expanding long-term runway. The RWE acquisition strengthens MWH’s grid-adjacent capabilities, enabling deeper customer relationships and a greater share of project spend. At ~15x NTM EBITDA versus peers at ~21x, MWH offers 20%–40% upside if execution and recurring revenue mix improve further. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$34.69, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$40.87 per share.ライブニュース • Jun 14SOLV Energy Surpasses 4GW With Expanding US Solar and Battery Storage ProjectsSOLV Energy announced that its US utility-scale solar and battery storage portfolio now covers more than 4 gigawatts of capacity across multiple large projects. The expanded portfolio includes multi-phase developments in Nevada, Texas, Arizona and North Carolina, combining solar generation with battery storage, substations, transmission lines and SCADA controls. Management highlighted that this build-out reflects strong customer demand for large, complex projects and the company’s role across the full project lifecycle, from development through operations. This build-out points to SOLV Energy taking on a broader mix of technically complex projects, which can increase project revenue opportunities but also adds execution and integration risk. Investors may want to pay close attention to how the company manages construction timelines, grid interconnections and long-term service performance across such a large, geographically spread portfolio.Buy Or Sell Opportunity • Jun 10Now 27% undervaluedOver the last 90 days, the stock has risen 5.1% to US$29.99. The fair value is estimated to be US$40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.ライブニュース • Jun 04SOLV Energy Portfolio Surpasses 4 GW With Expanding U.S. Solar and Storage ProjectsSOLV Energy reported that its portfolio of large-scale solar and battery storage projects in the United States now exceeds 4 GWdc, including multiple single projects above 600 MWdc. The company’s development pipeline spans all U.S. ISO regions and is linked to nearly 22 GW of operating solar and storage assets across roughly 155 sites nationwide. These milestones were highlighted at the CLEANPOWER 2026 conference, where SOLV Energy emphasized its ability to deliver complex, integrated utility-scale solar and storage infrastructure. This scale of projects and geographic spread suggests SOLV Energy is positioned as a key player in utility-scale clean energy infrastructure across the U.S. grid regions. Investors may want to watch how effectively the company converts its pipeline into completed projects and manages execution risks on very large installations.Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.お知らせ • May 30SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million.SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $36 Discount Per Security: $1.26お知らせ • May 28SOLV Energy, Inc. has filed a Follow-on Equity Offering.SOLV Energy, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$37.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.96 per share.Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.20 loss per share. Revenue: US$676.8m (up 54% from 1Q 2025). Net loss: US$23.4m (down 339% from profit in 1Q 2025). Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US.お知らせ • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.お知らせ • May 05SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric.SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric on May 4, 2026. RWE will operate as a SOLV Energy company, retaining its current leadership team, operating model, and customer relationships. The transaction is expected to close by the third quarter of 2026.お知らせ • May 04SOLV Energy, Inc. to Report Q1, 2026 Results on May 12, 2026SOLV Energy, Inc. announced that they will report Q1, 2026 results on May 12, 2026Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$32.67, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$37.92 per share.お知らせ • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.お知らせ • Mar 16SOLV Energy, Inc. to Report Q4, 2025 Results on Mar 19, 2026SOLV Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026Board Change • Mar 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. CEO & Director George Hershman is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 13SOLV Energy, Inc. Announces Board and Committee Appointments Effective February 10, 2026SOLV Energy, Inc. announced that effective February 10, 2026, immediately following the effective time of the Company’s Amended and Restated Certificate of Incorporation (the “Charter”), J. Adam Abram, William Jackson, Steven Lerner, Daniel McQuade, David Portnoy, Nancy Stefanowicz and Laura Stern were appointed to the Company’s board of directors . The Board’s committees were also constituted as follows: Messrs. Jackson and McQuade and Ms. Stern will serve on the Audit Committee; Messrs. Sand, Lerner and Jackson and Ms. Stefanowicz will serve on the Compensation Committee; and Messrs. Abram, Portnoy, Lerner and Penn will serve on the Nominating and Corporate Governance Committee.お知らせ • Feb 11SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million.SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 20,500,000 Price\Range: $25 Discount Per Security: $1.5625 Transaction Features: Sponsor Backed Offering株主還元MWHUS ConstructionUS 市場7D-11.1%-9.8%-1.2%1Yn/a47.3%18.3%株主還元を見る業界別リターン: MWHがUS Construction業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: MWH US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is MWH's price volatile compared to industry and market?MWH volatilityMWH Average Weekly Movement10.7%Construction Industry Average Movement10.4%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: MWH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MWHの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20082,600George Hershmanwww.solvenergy.comSOLV Energy, Inc.は、米国の電力業界にインフラサービスを提供している。エンジニアリング、調達、建設、試験、試運転、運用、保守、リパワリングサービスを提供している。同社は、公益事業規模の太陽光発電や蓄電池プロジェクト、関連する送配電インフラの設計、建設、保守を行っている。また、運用・保守サービスも提供している。プロジェクト開発者、独立系発電事業者、電力会社にサービスを提供している。は2008年に設立され、カリフォルニア州サンディエゴに本社を置いている。もっと見るSOLV Energy, Inc. 基礎のまとめSOLV Energy の収益と売上を時価総額と比較するとどうか。MWH 基礎統計学時価総額US$5.74b収益（TTM）US$119.25m売上高(TTM)US$3.17b29.1xPER（株価収益率1.1xP/SレシオMWH は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MWH 損益計算書（TTM）収益US$3.17b売上原価US$2.62b売上総利益US$555.99mその他の費用US$436.74m収益US$119.25m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）0.96グロス・マージン17.51%純利益率3.76%有利子負債／自己資本比率2.9%MWH の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/24 21:58終値2026/08/24 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SOLV Energy, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Benjamin KalloBairdMark JarviCIBC Capital MarketsNicholas AmicucciEvercore ISI8 その他のアナリストを表示
お知らせ • Aug 13SOLV Energy, Inc. Raises Earnings Guidance for the the Year Ending December 31, 2026SOLV Energy, Inc. raised earnings guidance for the the year ending December 31, 2026. For the year, the company expects revenues of $3,870 million to $3,970 million compared to previous guidance of $3,720 million to $3,820 million.
ライブニュース • Aug 13SOLV Energy Raises Guidance After Roberson Waite Electric Acquisition CompletesSOLV Energy has completed its acquisition of Roberson Waite Electric as of 1 July 2026, adding utility substation construction and battery storage deployment capabilities, and has raised its full-year 2026 guidance on the back of what it describes as a strong backlog and business momentum. The company links the guidance increase to record second-quarter 2026 financial performance, which it attributes to strong business execution and increased customer demand, suggesting the Roberson Waite Electric acquisition is being layered onto an already busy project pipeline. SOLV Energy shares trade at about US$30.09, with the stock down roughly 32.9% over the past 90 days, so the improved outlook and expanded capabilities arrive against a backdrop of recent share price weakness. This combination of higher guidance and added grid and storage expertise could influence how investors evaluate SOLV Energy’s earnings mix and project risk, particularly for larger utility-scale work.
New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$23.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.22 per share.
お知らせ • Jul 24SOLV Energy, Inc. to Report Q2, 2026 Results on Aug 13, 2026SOLV Energy, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.
お知らせ • Aug 13SOLV Energy, Inc. Raises Earnings Guidance for the the Year Ending December 31, 2026SOLV Energy, Inc. raised earnings guidance for the the year ending December 31, 2026. For the year, the company expects revenues of $3,870 million to $3,970 million compared to previous guidance of $3,720 million to $3,820 million.
ライブニュース • Aug 13SOLV Energy Raises Guidance After Roberson Waite Electric Acquisition CompletesSOLV Energy has completed its acquisition of Roberson Waite Electric as of 1 July 2026, adding utility substation construction and battery storage deployment capabilities, and has raised its full-year 2026 guidance on the back of what it describes as a strong backlog and business momentum. The company links the guidance increase to record second-quarter 2026 financial performance, which it attributes to strong business execution and increased customer demand, suggesting the Roberson Waite Electric acquisition is being layered onto an already busy project pipeline. SOLV Energy shares trade at about US$30.09, with the stock down roughly 32.9% over the past 90 days, so the improved outlook and expanded capabilities arrive against a backdrop of recent share price weakness. This combination of higher guidance and added grid and storage expertise could influence how investors evaluate SOLV Energy’s earnings mix and project risk, particularly for larger utility-scale work.
New Risk • Jul 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$23.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.22 per share.
お知らせ • Jul 24SOLV Energy, Inc. to Report Q2, 2026 Results on Aug 13, 2026SOLV Energy, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 13, 2026
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.
Seeking Alpha • Jun 25SOLV Energy: The Pullback Makes The Buy Case StrongerSummary SOLV Energy remains a Buy as the backlog converts into higher-margin earnings, and the stock trades at a compelling valuation discount. MWH's $8.2B backlog and 1.2x book-to-bill offer strong near-term revenue visibility, with O&M and lifecycle services expanding long-term runway. The RWE acquisition strengthens MWH’s grid-adjacent capabilities, enabling deeper customer relationships and a greater share of project spend. At ~15x NTM EBITDA versus peers at ~21x, MWH offers 20%–40% upside if execution and recurring revenue mix improve further. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$34.69, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$40.87 per share.
ライブニュース • Jun 14SOLV Energy Surpasses 4GW With Expanding US Solar and Battery Storage ProjectsSOLV Energy announced that its US utility-scale solar and battery storage portfolio now covers more than 4 gigawatts of capacity across multiple large projects. The expanded portfolio includes multi-phase developments in Nevada, Texas, Arizona and North Carolina, combining solar generation with battery storage, substations, transmission lines and SCADA controls. Management highlighted that this build-out reflects strong customer demand for large, complex projects and the company’s role across the full project lifecycle, from development through operations. This build-out points to SOLV Energy taking on a broader mix of technically complex projects, which can increase project revenue opportunities but also adds execution and integration risk. Investors may want to pay close attention to how the company manages construction timelines, grid interconnections and long-term service performance across such a large, geographically spread portfolio.
Buy Or Sell Opportunity • Jun 10Now 27% undervaluedOver the last 90 days, the stock has risen 5.1% to US$29.99. The fair value is estimated to be US$40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
ライブニュース • Jun 04SOLV Energy Portfolio Surpasses 4 GW With Expanding U.S. Solar and Storage ProjectsSOLV Energy reported that its portfolio of large-scale solar and battery storage projects in the United States now exceeds 4 GWdc, including multiple single projects above 600 MWdc. The company’s development pipeline spans all U.S. ISO regions and is linked to nearly 22 GW of operating solar and storage assets across roughly 155 sites nationwide. These milestones were highlighted at the CLEANPOWER 2026 conference, where SOLV Energy emphasized its ability to deliver complex, integrated utility-scale solar and storage infrastructure. This scale of projects and geographic spread suggests SOLV Energy is positioned as a key player in utility-scale clean energy infrastructure across the U.S. grid regions. Investors may want to watch how effectively the company converts its pipeline into completed projects and manages execution risks on very large installations.
Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.
お知らせ • May 30SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million.SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $36 Discount Per Security: $1.26
お知らせ • May 28SOLV Energy, Inc. has filed a Follow-on Equity Offering.SOLV Energy, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$37.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.96 per share.
Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.20 loss per share. Revenue: US$676.8m (up 54% from 1Q 2025). Net loss: US$23.4m (down 339% from profit in 1Q 2025). Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US.
お知らせ • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.
お知らせ • May 05SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric.SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric on May 4, 2026. RWE will operate as a SOLV Energy company, retaining its current leadership team, operating model, and customer relationships. The transaction is expected to close by the third quarter of 2026.
お知らせ • May 04SOLV Energy, Inc. to Report Q1, 2026 Results on May 12, 2026SOLV Energy, Inc. announced that they will report Q1, 2026 results on May 12, 2026
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$32.67, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$37.92 per share.
お知らせ • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.
お知らせ • Mar 16SOLV Energy, Inc. to Report Q4, 2025 Results on Mar 19, 2026SOLV Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026
Board Change • Mar 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. CEO & Director George Hershman is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 13SOLV Energy, Inc. Announces Board and Committee Appointments Effective February 10, 2026SOLV Energy, Inc. announced that effective February 10, 2026, immediately following the effective time of the Company’s Amended and Restated Certificate of Incorporation (the “Charter”), J. Adam Abram, William Jackson, Steven Lerner, Daniel McQuade, David Portnoy, Nancy Stefanowicz and Laura Stern were appointed to the Company’s board of directors . The Board’s committees were also constituted as follows: Messrs. Jackson and McQuade and Ms. Stern will serve on the Audit Committee; Messrs. Sand, Lerner and Jackson and Ms. Stefanowicz will serve on the Compensation Committee; and Messrs. Abram, Portnoy, Lerner and Penn will serve on the Nominating and Corporate Governance Committee.
お知らせ • Feb 11SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million.SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 20,500,000 Price\Range: $25 Discount Per Security: $1.5625 Transaction Features: Sponsor Backed Offering
