In this article, we will take a look at some of the best names across the construction and engineering space. On March 24, KPMG published results from the Global Construction Survey 2025-2026 that highlighted the experiences of 375 executives working within engineering, construction, and real estate segments. In addition to highlighting opportunities and challenges, the results show how optimism prevails across certain sectors despite some underlying risks.
According to the survey, 71% of respondents hold optimistic views, up from 66% in 2023, owing to strong government stimulus and heightened interest in sustainability and AI initiatives. On the other hand, some executives are dealing with tough macroeconomic issues, weak and vulnerable supply chains, and more regulations, leading to a sharp contradiction between risk-taking and risk-averse tendencies.
The readiness of employees is likely to be the biggest challenge for the industry, surpassing the absence of technology solutions, as companies invest twice as much in talent management, culture, and leadership. But also, at the same time, the industry is moving from technology adoption to technology scaling, which cannot be ignored.
With that background, let’s explore our 8 Best Construction & Engineering Stocks to Buy According to Wall Street.
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Our Methodology
To identify relevant stocks for this article, we screened U.S.-listed construction and engineering companies with market capitalizations above $2 billion. Also, we only shortlisted stocks with at least 15% upside potential, based on analyst consensus as of the April 10 close. Finally, we selected 8 stocks with the highest upside and ranked them in ascending order.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
8. Granite Construction Inc. (NYSE:GVA)
Granite Construction Inc. (NYSE:GVA) is one of the 8 best construction & engineering stocks to buy according to Wall Street.
On April 2, Granite Construction Inc. (NYSE:GVA) reported signing a major infrastructure contract. Caltrans officially assigned Segment 4E North of the Highway 101 Carpinteria to Santa Barbara project to Granite Constructions.
Granite currently serves as the primary construction manager for the entire fourth phase of the venture. The significance of this achievement is demonstrated by the worth of the project, which is expected to be around $114 million. Adding to this is the successful award of the Segment 4E South venture in 2024.
Earlier, on March 27, Granite Construction Inc. (NYSE:GVA) announced it secured the LRT-4 Webb-Zapata contract from Customs and Border Protection. The $495 million project involves 27 miles of infrastructure improvements near Laredo, Texas, including mass excavation, grading, roads, fencing, and cattle guards.
The company will build 7 bridges, 8 major culvert crossings, and 68 paved concrete low-water crossings while installing electrical systems, lighting, cameras, and fiber optics. Work begins in April 2026 with completion targeted for July 2027.
Granite Construction Inc. (NYSE:GVA) provides infrastructure services to public and private organizations. It provides construction and repair services for various sectors, which include airports, municipal agencies, commercial water suppliers, and more. Additionally, it sells products like asphalt concrete, liquid asphalt, and recycled materials for commercial use.
7. Valmont Industries Inc. (NYSE:VMI)
Valmont Industries Inc. (NYSE:VMI) is one of the 8 best construction & engineering stocks to buy according to Wall Street.
As of the April 10 closing, consensus sentiment for Valmont Industries Inc. (NYSE:VMI) remained strongly bullish. The stock received coverage from 4 analysts, 3 of whom assigned Buy ratings and 1 gave a Hold call.
On March 17, Valmont Industries Inc. (NYSE:VMI) President and Chief Executive Avner Applbaum joined Chief Financial Officer Thomas Liguori and Senior Vice President Renee Campbell to outline the company’s strategic positioning at JPMorgan’s Industrials Conference.
The leadership highlighted the company’s operations across more than 100 countries, with approximately 70% of revenue generated in North America. 75% of the business is driven by infrastructure while 25% percent comes from agriculture.
The management also shared a roadmap that would result in EPS between $25 and $30 per share, over the course of the next three to four years. This would be achieved through the build-up of capacities in the utility infrastructure sector, as well as through robust growth in agriculture technologies and the aftermarket.
Valmont Industries Inc. (NYSE:VMI) is engaged in the production of goods and services for the infrastructure and agricultural industries. It produces and markets several products, including pre-stressed concrete, linear irrigation equipment, electric motors, and many more. It also provides other relevant services, which include painting, galvanizing, and powder coating.
6. APi Group Corp. (NYSE:APG)
APi Group Corp. (NYSE:APG) is one of the 8 best construction & engineering stocks to buy according to Wall Street.
On March 17, APi Group Corp. (NYSE:APG) executives outlined their path towards exceeding $10 billion in revenue by 2028 at JPMorgan’s Industrials Conference. The company targets 60% recurring revenue and more than 16% in adjusted EBITDA margin.
Chief Financial Officer David Jackola emphasized a decentralized model across more than 500 locations. A cost-saving program of around $125 million was also implemented in the organization’s Chubb International business unit. The percentage of data center revenue grew to 8% in 2025 and is expected to reach 10% in 2026.
One of the several key initiatives taken by the company leaders was a heavy investment in AI-related technology, such as those that help keep track of customer attrition, as well as voice recording for field service technicians. According to Jackola, the company would invest in bolt-on acquisitions of companies dealing in fire safety, as well as elevators, with a target of reaching $1 billion in elevator platform sales.
APi Group Corp. (NYSE:APG) delivers building safety and infrastructure services worldwide. It provides technologies for fire protection, security systems, and elevators and escalators. It serves sectors including healthcare end markets, critical infrastructure, and high-tech services by offering them development, maintenance, and monitoring of life safety systems.
While we acknowledge the potential of APG 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 APG and that has 100x upside potential, check out our report about the cheapest AI stock.
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