Willdan Group (WLDN) Is Up 7.6% After Raising 2025 Targets And Buying AI Power Firm

• Recently, Willdan Group reported strong earnings, raised its 2025 financial targets, and completed the acquisition of Alternative Power Generation, Inc., expanding its AI-driven energy infrastructure capabilities.
• This combination of upgraded guidance, growing utility-focused software and analytics contracts, and enhanced data-center solutions highlights Willdan’s emerging role in supporting the U.S. energy transition.
• Next, we’ll explore how Willdan’s upgraded guidance and AI-focused acquisition influence its existing investment narrative and long-term growth assumptions.

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Willdan Group Investment Narrative Recap

To own Willdan Group, you need to believe that rising U.S. electricity demand, grid modernization, and decarbonization will keep driving multi year contracts for its software and consulting services. The latest strong earnings and higher 2025 targets support that thesis and appear to reinforce the key near term catalyst of sustained utility and government spending, while leaving core risks such as policy dependence and acquisition integration very much in focus rather than fundamentally changed.

Among recent announcements, Willdan’s acquisition of Alternative Power Generation, Inc. stands out as most relevant here, because it deepens the company’s AI driven data center and energy infrastructure capabilities at a time when electricity demand from AI workloads is surging. This addition complements Willdan’s existing analytics and long term utility contracts, potentially strengthening its position in higher margin, software enabled projects that tie directly into the same demand trends supporting its upgraded guidance.

Yet despite these positives, investors should also be aware that Willdan’s heavy reliance on utility and government funded energy projects could...

Read the full narrative on Willdan Group (it's free!)

Willdan Group's narrative projects $867.2 million revenue and $76.9 million earnings by 2028.

Uncover how Willdan Group's forecasts yield a $132.50 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently estimate Willdan’s fair value between US$100.01 and US$191.86, underlining how far opinions can vary. Against this wide band, the company’s raised 2025 revenue guidance and expanding AI focused infrastructure work give you a concrete catalyst to weigh alongside those differing views on its long term performance.

Explore 4 other fair value estimates on Willdan Group - why the stock might be worth as much as 72% more than the current price!

Build Your Own Willdan Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Willdan Group research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Willdan Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Willdan Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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