10 Best Construction Stocks for Data Center Infrastructure

Page 4 of 4

6. EMCOR Group, Inc. (NYSE:EME)

On April 30, 2026, Baird raised its price target on EMCOR Group, Inc. (NYSE:EME) to $900 from $808 and maintained an Outperform rating following the company’s Q1 results. The firm said its updated model still suggests guidance appears relatively conservative.

A day earlier, EMCOR Group, Inc. (NYSE:EME) reported Q1 EPS of $6.84, ahead of the $5.90 consensus estimate, while revenue rose to $4.63B compared to expectations of $4.2B. Chairman, President, and CEO Tony Guzzi said the company delivered record quarterly revenue and strong operating performance, supported by continued momentum across several market sectors and geographic regions. He added that EMCOR’s remaining performance obligations reached another record level, while bookings during the quarter reflected strong demand across both construction and services operations.

EMCOR Group, Inc. (NYSE:EME) raised its FY26 EPS outlook to $28.25-$29.75 from $27.25-$29.25, compared to consensus estimates of $28.25. The company also increased its FY26 revenue outlook to $18.5B-$19.25B from $17.75B-$18.5B, versus consensus estimates of $18.14B.

On April 23, 2026, Hill York Service, a subsidiary of EMCOR Group, announced a collaboration with Inter Miami CF as the official HVAC provider for Nu Stadium in Miami. Hill York provided the mechanical systems package for the 26,700-seat soccer stadium, which officially opened on April 4.

EMCOR Group, Inc. (NYSE:EME) provides electrical and mechanical construction, industrial, and facilities services across the United States and the United Kingdom.

While we acknowledge the potential of EME to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than EME and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see the 5 Best Construction Stocks for Data Center Infrastructure.

Disclosure: None. Follow Insider Monkey on Google News.

Page 4 of 4