Is MasTec Set to Gain from Growing Telecom Infrastructure?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy MTZ?
Source: NASDAQ.COM
MasTec's Growth in Telecom Infrastructure: MasTec, Inc. is expanding its role in the U.S. telecom infrastructure market, with its Communications segment achieving $915 million in revenues, a 33% increase year-over-year, driven by high demand for broadband and AI-related services.
Primoris and Quanta's Performance: Both Primoris Services Corporation and Quanta Services, Inc. are experiencing significant growth due to rising demand for broadband and data-center connectivity, with Primoris reporting $2.2 billion in revenues and Quanta securing large contracts to enhance network reliability.
Market Position and Stock Performance: MasTec's stock has increased by 14.3% over the past three months, trading at a premium with a forward P/E ratio of 26.06, while earnings estimates for 2025 and 2026 have been revised upward, indicating strong growth potential.
AI Investment Opportunities: The article highlights the potential for significant wealth creation in the next phase of AI development, suggesting that early investors in emerging companies may benefit from substantial returns as the market evolves.
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Analyst Views on MTZ
Wall Street analysts forecast MTZ stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 265.290
Low
225.00
Averages
252.20
High
270.00
Current: 265.290
Low
225.00
Averages
252.20
High
270.00
About MTZ
MasTec, Inc. is an infrastructure construction company operating mainly throughout North America across a range of industries. The Company's segments include Communications, Clean Energy and Infrastructure, Power Delivery, Pipeline Infrastructure, and Other. Communications segment performs engineering, construction, maintenance and customer fulfillment activities related to communications infrastructure, primarily for wireless and wireline/fiber communications, wireless integration and optimization and install-to-the-home services, and others. Clean Energy and Infrastructure segment primarily serves energy, utility, government and other end-markets through the installation and construction of power generation facilities, primarily from clean energy and renewable sources, such as wind, solar, and hydrogen; various types of heavy civil and industrial infrastructure services, and others. Power Delivery segment primarily serves the energy, utility and data center infrastructure industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stake Proportion: Following the sale, Applied Digital now represents 5.7% of Hood River's assets under management, reflecting the fund's strategic adjustments while potentially locking in some profits from its substantial gains.
- Market Performance: As of November 13, Applied Digital's stock price stood at $23.06, marking a remarkable 221.6% increase over the past year, significantly outperforming the S&P 500's 17.7% and the Nasdaq's 20%, showcasing its strong market position.
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