Bernstein·2026-09-23CompanyMarket-Perform → Outperform▲$748 → $775▲Quanta Services Inc (PWR.US) Quanta Services: Upgrade to Outperform-Control the Craft, Control the Growth
Goldman Sachs·2026-07-01SectorUS Power Pipeline: May capacity shows strong increase, driven by solar and wind
Goldman Sachs·2026-06-15SectorPOWER & RESOURCES RELIABILITY: AZ CA meetings bullish power, infrastructure and critical materials demand, prioritization
Goldman Sachs·2026-05-29SectorAMERICAS US Power Pipeline: Strong increase in April capacity, driven by higher renewables and CCGT
Bernstein·2026-11-01ThematicOutperform$804U.S. Electrical Equipment: AI Data Centers: Valuing the Vote-Your Playbook For Navigating the 2026 Midterms
Bernstein·2026-10-11ThematicOutperform$775US Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction & Cancellations (Sept '26)
Goldman Sachs·2026-10-08Strategy$902AMERICAS ENERGY: Ten Stock Ideas We Are Constructive on Across Energy & Power Heading into the Fourth Quarter
Bernstein·2026-09-22SectorMarket-Perform$748U.S. Electrical Equipment: State of Utility Capex 2Q26-Capex intention update and sharpened messaging on rate-payer affordability
Barclays·2026-09-21ThematicSustainable Investing: Adaptation in Action: A Global Universe of Solution Providers