Valuation Update With 7 Day Price Move • Jul 02
Investor 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. Valuation Update With 7 Day Price Move • Jun 17
Investor 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. 속보 • Jun 14
SOLV Energy Surpasses 4GW With Expanding US Solar and Battery Storage Projects SOLV 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 10
Now 27% undervalued Over 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. 속보 • Jun 04
SOLV Energy Portfolio Surpasses 4 GW With Expanding U.S. Solar and Storage Projects SOLV 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 01
Consensus 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. 공시 • May 30
SOLV 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 공시 • May 28
SOLV 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 20
Investor 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 13
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. 공시 • May 13
Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026 SOLV 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. 공시 • May 05
SOLV 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. 공시 • May 04
SOLV Energy, Inc. to Report Q1, 2026 Results on May 12, 2026 SOLV Energy, Inc. announced that they will report Q1, 2026 results on May 12, 2026 Valuation Update With 7 Day Price Move • Apr 14
Investor 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. 공시 • Mar 19
SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026 SOLV 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. 공시 • Mar 16
SOLV Energy, Inc. to Report Q4, 2025 Results on Mar 19, 2026 SOLV Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026 Board Change • Mar 01
High number of new and inexperienced directors There 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. 공시 • Feb 13
SOLV Energy, Inc. Announces Board and Committee Appointments Effective February 10, 2026 SOLV 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. 공시 • Feb 11
SOLV 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 
