5 Best Transport Infrastructure Stocks to Buy for 2026

2. AECOM (NYSE:ACM)

Upside Potential: 50.19%

On April 27, AECOM (NYSE:ACM) was selected for a multiple-award environmental services contract by the U.S. Army Corps of Engineers (USACE), Baltimore District. The contract encompasses a broad range of environmental remediation services supporting both military and civilian programs, with coverage extending across the contiguous United States, as well as Hawaii, Alaska, and Puerto Rico.

Later that same day, Citigroup Inc. analyst Andrew Kaplowitz lowered the firm’s price target on AECOM (NYSE:ACM) to $130 from $131 while maintaining a Buy rating. The adjustment was made as part of a broader Q1 preview within the engineering and construction sector, with Citi expecting results to meet or exceed consensus estimates.

AECOM (NYSE:ACM), founded in 1990 and headquartered in Dallas, Texas, is a leading global infrastructure consulting firm providing a full suite of professional services, including planning, design, engineering, and construction management. The company plays a critical role in transportation infrastructure development by delivering complex projects such as highways, bridges, tunnels, rail systems, and aviation facilities for both public and private sector clients.

The award of a large-scale federal contract underscores AECOM’s strong positioning in government-backed infrastructure spending and enhances long-term revenue visibility. Coupled with positive analyst expectations for earnings performance, the company is well-positioned to sustain growth and deliver consistent returns.