Wall St Engine(@wallstengine):Bernstein Upgrades Quanta Services $PWR to Outperform, Raises PT to $775 from $748 • Sees EPS growing at ~25% CAGR vs. ~15% expected by the Street • Says the AI data center bottleneck is shifting from power availability to skilled labor, an area where Quanta has scale • Large transmission project pipeline has grown ~25% to $170B since 2025 • Expects higher-value transmission, MEP and fabrication work to support margin expansion • Forecasts ~$15B of free cash flow through 2030, giving $PWR more capacity for acquisitions and expansion Analyst: Chad Dillard

Wall St Engine

@wallstengine

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Wall St Engine@wallstengine

2026.09.24 10:23

Bernstein Upgrades Quanta Services $PWR to Outperform, Raises PT to $775 from $748 • Sees EPS growing at ~25% CAGR vs. ~15% expected by the Street • Says the AI data center bottleneck is shifting from power availability to skilled labor, an area where Quanta has scale • Large transmission project pipeline has grown ~25% to $170B since 2025 • Expects higher-value transmission, MEP and fabrication work to support margin expansion • Forecasts ~$15B of free cash flow through 2030, giving $PWR more capacity for acquisitions and expansion Analyst: Chad Dillard