MasTec to Host Investor Day in New York City
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy MTZ?
Source: Newsfilter
- Investor Day Announcement: MasTec will host an Investor Day in New York City on May 12, 2026, where CEO José Mas and CFO Paul DiMarco will provide a comprehensive overview of the company's strategy and financial objectives, likely drawing significant investor interest.
- Event Format: The event will feature formal presentations and Q&A sessions with senior leadership, aimed at exploring the company's growth drivers and future direction, thereby enhancing investor confidence in MasTec.
- Participation Limitations: Due to space constraints, in-person attendance will be limited and registration is required, reflecting the company's commitment to investor relations and laying the groundwork for future investor engagement.
- Live Webcast: A live webcast will be available for those unable to attend in person, ensuring broad dissemination of information and transparency, which further enhances the company's image among investors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MTZ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 297.810
Low
225.00
Averages
252.20
High
270.00
Current: 297.810
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.
Hood River Exits Entire Stake in Varonis Systems
- Complete Exit: Hood River Capital Management sold its entire stake of 1,908,011 shares in Varonis Systems during Q4 2025 for approximately $109.65 million, indicating a pessimistic outlook on the stock's future performance.
- Asset Management Shift: Following this transaction, Varonis now represents 0% of Hood River's 13F assets, significantly reducing its importance in the portfolio and potentially impacting future capital inflows.
- Poor Stock Performance: As of February 16, 2026, Varonis shares were priced at $25.36, down 41.99% over the past year, trailing the S&P 500 by 53.79 percentage points, reflecting market concerns over its transformation strategy.
- Transformation Challenges: Varonis is transitioning from software license sales to a subscription model, and despite the long-term potential in AI security, the short-term losses of $129.32 million may deter risk-averse investors, with Hood River's exit further validating this concern.
See More
Challenging Stock Market Conditions, Yet These 5 Funds Are Thriving.
Positive Market News: Despite recent negative headlines regarding Iran, oil prices, market losses, and poor job numbers, there is encouraging news in the financial sector.
High-Performing Funds: Five investment funds are currently performing exceptionally well, providing a bright spot in an otherwise challenging economic landscape.
See More
Sen. Markwayne Mullin Resumes Stock Purchases, Focuses on Defense Stocks
- Stock Transaction Overview: Senator Mullin resumed stock purchases on February 4, 2026, acquiring shares in companies like Adobe, Citigroup, and Carpenter Technology, indicating his ongoing market engagement and investment confidence.
- Defense Stock Investment: His purchase of Carpenter Technology ($CRS), which manufactures alloys for defense contractors, has already seen a 22% increase in value, suggesting that his strategy in the defense sector could yield significant returns.
- Increased Market Scrutiny: Given his position on the Senate Armed Services Committee, Mullin's investment portfolio is under heightened scrutiny, particularly regarding potential conflicts of interest in his investments in defense and oil sectors.
- Historical Trade Review: Mullin previously bought six out of the seven Magnificent Seven stocks on December 29, 2025, reflecting his interest in large-cap tech stocks, although his past violations of the STOCK Act regarding transaction disclosures have raised concerns about his trading transparency.
See More
Boyne Capital Sells McKee Utility to MasTec for $276 Million
- Transaction Overview: Boyne Capital announced the sale of its portfolio company McKee Utility Contractors to MasTec for an enterprise value of $276 million, marking a successful exit for Boyne in the infrastructure services sector.
- Company Growth: Since partnering with Boyne in 2022, McKee has nearly doubled its crew count through investments in personnel and equipment, significantly enhancing its competitive position in Texas, Oklahoma, and Arkansas.
- Performance Improvement: With Boyne's support, McKee laid over 700,000 feet of large diameter pipe, with revenue more than doubling and EBITDA tripling from 2022 to 2025, demonstrating robust business expansion capabilities.
- Strategic Partnership: McKee's CEO Shane McKee noted that the partnership with Boyne not only expanded project capabilities but also preserved the core values that have guided the company for over 40 years, laying the groundwork for future large-scale water infrastructure projects in the Southern United States.
See More
Geopolitical Tensions Heighten Market Volatility
- Market Reaction Pattern: The weekend attacks on Iran have triggered emotional market responses, with oil prices rising and gold gaining traction, indicating investors' sensitivity to uncertainty, which may lead to a short-term shift towards energy and defense assets.
- Historical Lessons: Historical data shows that after major U.S. military events since World War II, stocks typically decline initially but recover over the following 12 months, with the S&P 500 often higher, suggesting that the long-term impact of geopolitical conflicts is limited and primarily driven by corporate earnings and economic fundamentals.
- Investment Strategy Advice: In times of geopolitical tension, investors should focus on oil price trends, credit spreads, and earnings revisions rather than media headlines to avoid emotional decision-making and maintain the stability of long-term investment strategies.
- Value Investment Opportunities: Current market volatility presents deep value investors with opportunities to identify undervalued assets, as history shows that companies with low price-to-earnings and price-to-book ratios are often irrationally priced during panic, offering potential for long-term returns.
See More
MasTec Exceeds Guidance with Record 2025 Results
- Strong Performance: MasTec reported a record full-year revenue of $14.3 billion for 2025, reflecting a 16% year-over-year increase, with Q4 revenue just shy of $4 billion and adjusted EBITDA of $338 million, up 25%, indicating robust growth in the infrastructure sector.
- Significant Backlog Growth: The company's backlog expanded by over $4.5 billion, or 33% year-over-year, including nearly $1 billion in data center-related projects, showcasing MasTec's competitive edge and strong market demand in emerging sectors.
- Optimistic Future Outlook: Management guided for approximately $17 billion in revenue for 2026, representing about 19% growth, with adjusted EBITDA projected at $1.45 billion, reflecting confidence in future market conditions and ongoing organic growth potential.
- Acquisitions and Cash Flow: MasTec completed acquisitions of NV2A and McKee Utility Contractors in 2025, expected to contribute around $500 million to future revenues, while the company generated free cash flow of $306 million in Q4, indicating strong financial health.
See More
Hood River Exits Entire Stake in Varonis Systems
- Complete Exit: Hood River Capital Management sold its entire stake of 1,908,011 shares in Varonis Systems during Q4 2025 for approximately $109.65 million, indicating a pessimistic outlook on the stock's future performance.
- Asset Management Shift: Following this transaction, Varonis now represents 0% of Hood River's 13F assets, significantly reducing its importance in the portfolio and potentially impacting future capital inflows.
- Poor Stock Performance: As of February 16, 2026, Varonis shares were priced at $25.36, down 41.99% over the past year, trailing the S&P 500 by 53.79 percentage points, reflecting market concerns over its transformation strategy.
- Transformation Challenges: Varonis is transitioning from software license sales to a subscription model, and despite the long-term potential in AI security, the short-term losses of $129.32 million may deter risk-averse investors, with Hood River's exit further validating this concern.
See More
Challenging Stock Market Conditions, Yet These 5 Funds Are Thriving.
Positive Market News: Despite recent negative headlines regarding Iran, oil prices, market losses, and poor job numbers, there is encouraging news in the financial sector.
High-Performing Funds: Five investment funds are currently performing exceptionally well, providing a bright spot in an otherwise challenging economic landscape.
See More
Sen. Markwayne Mullin Resumes Stock Purchases, Focuses on Defense Stocks
- Stock Transaction Overview: Senator Mullin resumed stock purchases on February 4, 2026, acquiring shares in companies like Adobe, Citigroup, and Carpenter Technology, indicating his ongoing market engagement and investment confidence.
- Defense Stock Investment: His purchase of Carpenter Technology ($CRS), which manufactures alloys for defense contractors, has already seen a 22% increase in value, suggesting that his strategy in the defense sector could yield significant returns.
- Increased Market Scrutiny: Given his position on the Senate Armed Services Committee, Mullin's investment portfolio is under heightened scrutiny, particularly regarding potential conflicts of interest in his investments in defense and oil sectors.
- Historical Trade Review: Mullin previously bought six out of the seven Magnificent Seven stocks on December 29, 2025, reflecting his interest in large-cap tech stocks, although his past violations of the STOCK Act regarding transaction disclosures have raised concerns about his trading transparency.
See More
Boyne Capital Sells McKee Utility to MasTec for $276 Million
- Transaction Overview: Boyne Capital announced the sale of its portfolio company McKee Utility Contractors to MasTec for an enterprise value of $276 million, marking a successful exit for Boyne in the infrastructure services sector.
- Company Growth: Since partnering with Boyne in 2022, McKee has nearly doubled its crew count through investments in personnel and equipment, significantly enhancing its competitive position in Texas, Oklahoma, and Arkansas.
- Performance Improvement: With Boyne's support, McKee laid over 700,000 feet of large diameter pipe, with revenue more than doubling and EBITDA tripling from 2022 to 2025, demonstrating robust business expansion capabilities.
- Strategic Partnership: McKee's CEO Shane McKee noted that the partnership with Boyne not only expanded project capabilities but also preserved the core values that have guided the company for over 40 years, laying the groundwork for future large-scale water infrastructure projects in the Southern United States.
See More
Geopolitical Tensions Heighten Market Volatility
- Market Reaction Pattern: The weekend attacks on Iran have triggered emotional market responses, with oil prices rising and gold gaining traction, indicating investors' sensitivity to uncertainty, which may lead to a short-term shift towards energy and defense assets.
- Historical Lessons: Historical data shows that after major U.S. military events since World War II, stocks typically decline initially but recover over the following 12 months, with the S&P 500 often higher, suggesting that the long-term impact of geopolitical conflicts is limited and primarily driven by corporate earnings and economic fundamentals.
- Investment Strategy Advice: In times of geopolitical tension, investors should focus on oil price trends, credit spreads, and earnings revisions rather than media headlines to avoid emotional decision-making and maintain the stability of long-term investment strategies.
- Value Investment Opportunities: Current market volatility presents deep value investors with opportunities to identify undervalued assets, as history shows that companies with low price-to-earnings and price-to-book ratios are often irrationally priced during panic, offering potential for long-term returns.
See More
MasTec Exceeds Guidance with Record 2025 Results
- Strong Performance: MasTec reported a record full-year revenue of $14.3 billion for 2025, reflecting a 16% year-over-year increase, with Q4 revenue just shy of $4 billion and adjusted EBITDA of $338 million, up 25%, indicating robust growth in the infrastructure sector.
- Significant Backlog Growth: The company's backlog expanded by over $4.5 billion, or 33% year-over-year, including nearly $1 billion in data center-related projects, showcasing MasTec's competitive edge and strong market demand in emerging sectors.
- Optimistic Future Outlook: Management guided for approximately $17 billion in revenue for 2026, representing about 19% growth, with adjusted EBITDA projected at $1.45 billion, reflecting confidence in future market conditions and ongoing organic growth potential.
- Acquisitions and Cash Flow: MasTec completed acquisitions of NV2A and McKee Utility Contractors in 2025, expected to contribute around $500 million to future revenues, while the company generated free cash flow of $306 million in Q4, indicating strong financial health.
See More
