Is PWR a good stock to buy? We came across a bullish thesis on Quanta Services, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on PWR. Quanta Services, Inc.’s share was trading at $691.95 as of May 13th. PWR’s trailing and forward P/E were 95.35 and 50.00 respectively according to Yahoo Finance.
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Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries. PWR is positioning itself as one of the most important infrastructure beneficiaries of the accelerating AI and electrification cycle, with management arguing that the company is no longer simply a contractor tied to utility spending but a critical enabler of large-scale power and data center development.
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At its 2026 Investor Day, the company outlined a $2.4 trillion total addressable market through 2030, driven by surging AI data center demand, grid modernization, renewable integration, and industrial reshoring trends occurring simultaneously.
Quanta has built a strong execution track record over the past decade, compounding adjusted EPS at roughly 25% annually while consistently outperforming long-term guidance. That credibility is reinforcing investor confidence in management’s updated framework, which targets adjusted EPS of $21.60 to $26.75 by 2030 after already delivering $10.75 in 2025 and expecting to exceed its prior 2026 EPS target of $12.
AI-related infrastructure is emerging as the company’s fastest-growing opportunity, with management estimating Quanta can participate in roughly 50% to 60% of a data center build through its electrical, mechanical, and power infrastructure capabilities. Strategic customer relationships with utilities such as NiSource and American Electric Power provide additional visibility into long-term growth, particularly as AEP advances a $72 billion capital investment plan.
With strong operational execution, expanding competitive advantages, and durable secular tailwinds tied to AI infrastructure and grid investment, Quanta appears well positioned for sustained earnings growth and further multiple expansion over the coming years.
Previously, we covered a bullish thesis on Quanta Services (PWR) by Bulls On Parade in May 2025, which highlighted the company’s role in AI infrastructure growth, grid modernization, and data center power demand supported by strategic acquisitions and strong execution. PWR’s stock price has appreciated by approximately 136.66% since our coverage. @MoneyShow shares a similar view but emphasizes on Quanta’s long-term EPS expansion and its $2.4 trillion infrastructure opportunity through 2030.
Quanta Services, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge fund portfolios held PWR at the end of the first quarter which was 90 in the previous quarter. While we acknowledge the risk and potential of PWR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PWR and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
