Quanta Services (PWR) 주식 개요
는 전기 및 가스 유틸리티, 발전, 부하 센터, 제조, 통신, 파이프라인 및 에너지 산업을 위한 인프라 솔루션을 제공합니다. 자세히 보기
PWR Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$710
FV
1.9% 고평가 내재 할인율8.34%
Revenue growth p.a.
105
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Quanta Services, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$723.44 |
| 52주 최고가 | US$788.75 |
| 52주 최저가 | US$326.89 |
| 베타 | 1.24 |
| 1개월 변동 | 17.87% |
| 3개월 변동 | 30.90% |
| 1년 변동 | 115.72% |
| 3년 변동 | 315.77% |
| 5년 변동 | 658.72% |
| IPO 이후 변동 | 9,545.87% |
최근 뉴스 및 업데이트
Recent updates
새로운 내러티브 • May 05
The Picks-and-Shovels Leader of the Grid Supercycle
Rating: High-Quality Compounder / Buy on pullbacks Style: Infrastructure-led secular grower Core debate: Is Quanta simply an expensive contractor riding an unusually strong capex cycle, or is it the best-positioned execution platform for a multi-year grid, electrification, and AI-power buildout that deserves a premium multiple? Executive view Quanta is one of the clearest “picks-and-shovels” beneficiaries of the U.S. power infrastructure supercycle.
내러티브 업데이트 • Apr 29
PWR: Power Supercycle Backlog Dependence Will Likely Expose Downside Risk
Analysts have raised the fair value estimate for Quanta Services from $372.35 to $442.74 as recent price target increases and updated models reflect higher assumed revenue growth, a slightly lower discount rate, a richer future P/E, and some recalibration of profit margin expectations. Analyst Commentary Recent Street research around Quanta Services has centered on updated models following the company’s Q4 and FY25 results, with many firms revising fair value assumptions, target prices, and earnings trajectories.
내러티브 업데이트 • Apr 15
PWR: Power Supercycle And Backlog Visibility Will Shape Balanced Outlook
Analysts have lifted the Quanta Services fair value estimate from $479.09 to $593.30. This reflects updated assumptions for slightly faster revenue growth, modestly higher profit margins, and a higher future P/E multiple following a series of upward price target revisions tied to recent Q4 results and multi year growth opportunities in power infrastructure and related acquisitions.Seeking Alpha • Apr 01
Quanta Services: Leading The Way For U.S. Reindustrialization (Rating Upgrade)
Summary Quanta Services, Inc. is rated Strong Buy with a $713/share price target, driven by robust EPC market demand and a $44B backlog. PWR is positioned to benefit from $1.1T in U.S. power infrastructure investments through 2030, fueled by data center expansion and reindustrialization. Strategic supply chain investments and the Dynamic Systems acquisition enhance PWR’s capacity in high-voltage equipment and key growth markets. Despite a premium 30.90x EV/aEBITDA multiple, PWR’s durable growth, deep backlog, and pricing power support its forward valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 31
PWR: Power Supercycle Backlog And 2026 Guidance Will Support Compounding Earnings
Analysts have lifted their average price targets on Quanta Services by hundreds of dollars per share into a $575 to $685 range, citing stronger post Q4 modeling, higher 2026 guidance, a record $44b backlog, and exposure to long term power infrastructure projects as key drivers for the updated views. Analyst Commentary Recent Street research on Quanta Services has leaned constructive, with a cluster of target price increases into the mid 500s to high 600s and multiple reaffirmed positive ratings.내러티브 업데이트 • Mar 17
PWR: Power Supercycle Backlog And 2026 Outlook Will Drive Compounding Earnings
Analysts have lifted their average price targets on Quanta Services into a $565 to $685 range following Q4 results, citing updated models, a record $44b backlog, and expectations that the company's power infrastructure and related businesses can support compounding earnings over the next several years. Analyst Commentary Recent research updates show a cluster of higher valuation targets on Quanta Services, with many bullish analysts pointing to execution in core power infrastructure, the growing backlog, and earnings visibility as key supports for their views.내러티브 업데이트 • Mar 03
PWR: Power Supercycle And Record Backlog Will Drive Future Infrastructure Wins
Our updated fair value estimate for Quanta Services rises from $548 to $685, reflecting analysts' higher price targets following strong Q4 results, record backlog, and expectations for sustained earnings growth across key power infrastructure markets. Analyst Commentary Recent research updates show a wave of higher valuation work on Quanta Services following Q4 results, with several bullish analysts lifting price targets and, in some cases, ratings, as they factor in the latest guidance, record backlog, and earnings trajectory.
새로운 내러티브 • Feb 22
Quanta Services (PWR) The Grid’s Backbone: Why the AI Energy Crunch Starts Here
While the market obsesses over chips, Quanta Services (PWR) is the company actually digging the trenches and stringing the high-voltage lines that make AI possible. As of February 2026, PWR is trading near $412 , acting as the primary contractor for the massive electrical infrastructure overhaul required by data center "hyperscalers." With a backlog that has swelled to over $30 billion , Quanta is effectively the "exclusive builder" of the modern American grid.내러티브 업데이트 • Feb 17
PWR: Power Supercycle And Electric Division Synergies Will Shape Balanced Outlook
Our analyst price target for Quanta Services has been revised slightly higher to reflect a fair value of about $479 per share, with analysts pointing to refreshed views on long term revenue growth, Electric division opportunities, and acquisition synergies behind recent target increases and an upgrade. Analyst Commentary Recent Street research around Quanta Services has centered on refreshed price targets and a shift toward more constructive ratings, with several bullish analysts highlighting the Electric division and acquisition integration as key parts of their thesis.내러티브 업데이트 • Feb 03
PWR: Power Supercycle Expansion And Acquisitions Will Likely Expose Downside Risk
Analysts nudged their price targets on Quanta Services higher, citing recent target increases from several firms, a refreshed view on its Electric division and acquisition benefits. Together, these factors support a revised fair value of about $372 per share and a lower assumed future P/E near 37x.내러티브 업데이트 • Jan 20
PWR: Power Supercycle And New Generation Platform Will Support Balanced Outlook
Analysts have nudged their fair value estimate for Quanta Services higher, with the price target moving from about US$474 to roughly US$477, citing stronger margin assumptions, a slightly higher future P/E, and continued support from research firms highlighting benefits from the U.S. power supercycle, growth in the Electric division, and the new Total Solutions Power Generation Platform. Analyst Commentary Bullish Takeaways Bullish analysts highlight Quanta Services as a key beneficiary of the U.S. power supercycle, pointing to the Electric division and power related work as important drivers for revenue visibility and long term growth opportunities.내러티브 업데이트 • Jan 06
PWR: Expanding Power Generation Platform Will Drive Future Infrastructure Contract Wins
Analysts lifted their fair value estimate for Quanta Services to $548 from $492, citing strong Q3 EBITDA performance, broad price target increases across the Street, and growing confidence in the company’s expanded power generation and holistic power solutions offerings. Analyst Commentary Bullish analysts have been lifting their price targets on Quanta Services following the Q3 report, pointing to solid execution and growing confidence in the company’s role across power, transmission, and energy infrastructure projects.분석 기사 • Jan 04
Getting In Cheap On Quanta Services, Inc. (NYSE:PWR) Might Be Difficult
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...내러티브 업데이트 • Dec 19
PWR: Aggressive Expansion Into Power Generation Will Likely Expose Downside Risk
Analysts have lifted their price target on Quanta Services significantly, reflecting a move from implying roughly $260 per share to the mid $370s. They cite a string of Q3 beat-and-raise results, accelerating transmission and distribution activity, and the company’s expanding role in integrated power generation and broader energy infrastructure solutions.내러티브 업데이트 • Dec 05
PWR: Expanding Power Generation And Grid Projects Will Support Balanced Long-Term Outlook
Analysts have nudged their fair value estimate for Quanta Services slightly higher to approximately $474, citing a series of price target increases toward the mid to high $400s and up to about $550. They point to strong Q3 execution, expanding power generation and energy infrastructure opportunities, and robust transmission and distribution demand as reinforcing confidence in its long term growth profile.내러티브 업데이트 • Nov 20
PWR: Expanding Power Generation Market Exposure Will Support Steady Outlook Ahead
Quanta Services’ analyst price target increased by nearly $9 to $472.80, as analysts cite robust Q3 results and expanding opportunities in power generation and infrastructure solutions as supporting factors. Analyst Commentary Recent analyst reports on Quanta Services highlight a strong consensus around the company’s robust execution and growth prospects, though a few note areas that may warrant caution for investors.내러티브 업데이트 • Nov 06
PWR: Continued Power Market Expansion Will Drive Balanced Earnings Outlook Ahead
Quanta Services’ analyst fair value estimate has increased from $432.68 to $463.88. Analysts cite strong earnings performance, continued strength across its key business segments, and expanding opportunities in power generation and infrastructure markets as critical drivers of this upward revision.내러티브 업데이트 • Oct 23
Analysts Lift Price Target for Quanta Services Amid Upbeat Outlook and Valuation Adjustments
Analysts have raised their price target for Quanta Services from $424.20 to $432.68, citing an improved outlook for transmission and distribution activity, strong survey results, and expanding opportunities across diversified energy markets. Analyst Commentary Several major Wall Street firms have recently updated their perspectives on Quanta Services, citing shifting sector dynamics and company-specific drivers.내러티브 업데이트 • Oct 08
Transmission And Renewables Investments Will Strengthen Energy Resilience
Quanta Services' analyst price target has increased significantly from $419.40 to $424.20. Analysts cite expanding market opportunities, favorable demand trends, and an improved earnings outlook as key drivers for the upward revision.분석 기사 • Sep 11
We Think Quanta Services (NYSE:PWR) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 31
Is It Time To Consider Buying Quanta Services, Inc. (NYSE:PWR)?
Today we're going to take a look at the well-established Quanta Services, Inc. ( NYSE:PWR ). The company's stock led...분석 기사 • Jul 11
Here's Why Quanta Services (NYSE:PWR) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jun 29
A Look At The Intrinsic Value Of Quanta Services, Inc. (NYSE:PWR)
Key Insights The projected fair value for Quanta Services is US$377 based on 2 Stage Free Cash Flow to Equity Quanta...Seeking Alpha • Apr 17
The Prime Contractor Of The New Energy Era: The Quanta Case
Summary Quanta Services, a leader in North American energy and communications infrastructure, has a $34.5 billion backlog, ensuring revenue visibility for years. Despite strong financials and growth, Quanta shares are overvalued by 22.75%, leading to a "Hold" rating, not a buy recommendation. Key risks include dependence on large infrastructure investments and potential delays in "green" projects due to political shifts. The global trend towards electrification and Quanta's robust financial position are major growth drivers, ensuring strong revenue visibility and scalability. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Priced To Perfection: Why Quanta Services May Fall Short
Summary Quanta Services' valuation is unsustainable due to over-optimistic revenue growth assumptions and significant political and sector-specific risks. Revenue growth in Electric Power and Renewable Energy segments faces headwinds from AI efficiency gains, limited TAM, and political uncertainties. Margin improvements are uncertain as the Renewable Energy segment's growth prospects are threatened. Recent insider selling and lofty valuation suggest more downside risk, making current prices unattractive for investment. Look to establish a position only when the stock falls to the low to mid-200s range. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Quanta Services: Another Year Of Robust Growth Ahead
Summary Quanta Services, Inc. has been upgraded to a Strong Buy with a one-year target price of $379.82 due to robust earnings growth. The company reported strong Q3-2024 results, with revenues up to $6.49 billion and net income growing to $293.2 million. Quanta's diverse revenue streams, significant backlog, and effective M&A strategy position it well for continued growth. Risks include potential acquisition integration issues and market competition, but overall, Quanta's fundamentals and growth prospects remain strong. Read the full article on Seeking Alpha주주 수익률
| PWR | US Construction | US 시장 | |
|---|---|---|---|
| 7D | -6.0% | -6.2% | 1.0% |
| 1Y | 115.7% | 103.5% | 28.7% |
수익률 대 산업: PWR은 지난 1년 동안 103.5%의 수익을 기록한 US Construction 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PWR은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| PWR volatility | |
|---|---|
| PWR Average Weekly Movement | 6.5% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: PWR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PWR의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1997 | 69,500 | Duke Austin | www.quantaservices.com |
는 전기 및 가스 유틸리티, 발전, 부하 센터, 제조, 통신, 파이프라인 및 에너지 산업을 위한 인프라 솔루션을 제공합니다. 회사의 전기 인프라 솔루션 부문은 전력 송배전 인프라 및 변전소 시설의 설계, 조달, 건설, 업그레이드, 수리 및 유지보수, 전력 인프라 프로젝트의 설치, 유지보수 및 업그레이드, 전력 네트워크에 스마트 그리드 기술 설치, 상업 및 산업용 배선의 설계, 설치, 유지보수 및 수리에 관여하고 있습니다. 이 부문은 항공, 긴급 항공 소방 서비스, 긴급 복구, 기타 엔지니어링 및 기술 서비스, 유선 및 무선 통신, 케이블 다중 시스템 사업자, 기술 회사 및 기타 고객을 위한 설계 및 시공 솔루션, 재생 발전 시설의 엔지니어링, 조달, 신규 건설, 수리 및 유지보수 서비스, 전기 근로자 교육, 가스 분배 및 통신 산업 교육 등을 제공합니다.
Quanta Services, Inc. 기초 지표 요약
| PWR 기초 통계 | |
|---|---|
| 시가총액 | US$107.58b |
| 순이익 (TTM) | US$1.10b |
| 매출 (TTM) | US$30.12b |
98.3x
주가수익비율(P/E)3.6x
주가매출비율(P/S)PWR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PWR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$30.12b |
| 매출원가 | US$25.57b |
| 총이익 | US$4.55b |
| 기타 비용 | US$3.44b |
| 순이익 | US$1.10b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.36 |
| 총이익률 | 15.10% |
| 순이익률 | 3.67% |
| 부채/자본 비율 | 61.8% |
PWR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.06%
현재 배당 수익률6%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 04:28 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Quanta Services, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Justin Hauke | Baird |
| Andrew Wittmann | Baird |
| Charles Albert Dillard | Bernstein |