Steer Clear of Deere and Other Costly Industrial Stocks: Here Are 3 Alternatives to Consider.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
0mins
Source: Barron's
- Physical Goods Surge: Companies producing physical goods are experiencing significant growth this year.
- AI-Disruptible Services Lag: In contrast, shares of service and software providers that are vulnerable to AI disruption are not performing as well.
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Analyst Views on PWR
Wall Street analysts forecast PWR stock price to fall
17 Analyst Rating
12 Buy
5 Hold
0 Sell
Moderate Buy
Current: 578.440
Low
424.00
Averages
487.00
High
540.00
Current: 578.440
Low
424.00
Averages
487.00
High
540.00
About PWR
Quanta Services, Inc. is a provider of infrastructure solutions for the electric and gas utility, power generation, large load center, manufacturing, communications, pipeline and energy industries. It provides design, engineering, procurement, construction, upgrade, repair and maintenance services for industries, including electric power transmission and distribution networks; substation facilities; wind, solar, gas power generation, transmission and battery storage facilities; low voltage electrical, mechanical, plumbing and process infrastructure for large load centers, such as data center, advanced manufacturing, healthcare, pharmaceutical and industrial facilities; communications and cable multi-system operator networks; gas utility systems; pipeline transmission systems and facilities; and downstream industrial facilities. Its segments include Electric Infrastructure Solutions (Electric) and Underground Utility and Infrastructure Solutions (Underground and Infrastructure).
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.
Steer Clear of Deere and Other Costly Industrial Stocks: Here Are 3 Alternatives to Consider.
- Physical Goods Surge: Companies producing physical goods are experiencing significant growth this year.
- AI-Disruptible Services Lag: In contrast, shares of service and software providers that are vulnerable to AI disruption are not performing as well.
See More
Analysts Recommend Avoiding Deere and Other Industrial Stocks, Favoring Federal Signal and Others as Buys.
- Physical Goods Surge: This year has seen a significant increase in the production and sales of physical goods.
- AI-Disruptible Services Lag: Companies focused on AI-disruptible services and software are not keeping pace with those producing tangible products.
See More
Software Stocks Are Declining Once More: Reasons 'HALO' Companies May Not Be a Superior Investment.
Author Background: Seth Kirkham serves as the chief investment officer at Galvanize Global Equities, bringing expertise in investment strategies.
Investment Insights: The article likely discusses current trends and strategies in global equities, reflecting Kirkham's perspective on market dynamics.
Market Analysis: It may provide an analysis of economic indicators and their impact on investment decisions, emphasizing the importance of informed choices.
Future Outlook: The content could also explore predictions for market movements and investment opportunities, guiding readers on potential future trends.
See More
Industrials Post Best Start in 25 Years, Outlook Ahead
- Strong Sector Performance: In 2026, industrials have emerged as a star in the stock market, with the State Street Industrial Select Sector SPDR ETF (XLI) rallying over 5% year-to-date, showcasing robust market demand among the S&P 500 sectors.
- Significant Stock Gains: Among the top 20 stocks by market cap, 14 have risen this year, with GE Vernova up 37%, Caterpillar up 25%, and Lockheed Martin up 26%, reflecting a strong recovery in the sector and increased investor confidence.
- Market Challenges Intensify: Despite the strong performance of industrials, the S&P 500 index has declined nearly 4% due to geopolitical risks and ongoing concerns in artificial intelligence and private credit, highlighting the complexity and uncertainty of the market environment.
- Cautious Future Growth: Trivariate Research notes that industrials are trading at a forward price-to-earnings ratio of about 24, indicating high valuations, and future earnings revisions are necessary to sustain current performance, adding to investor scrutiny and challenges.
See More
Quanta Services Declares Quarterly Dividend of $0.11 per Share
- Quarterly Dividend Declaration: Quanta Services has declared a quarterly dividend of $0.11 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield for this dividend stands at 0.08%, which, while relatively low, may attract income-seeking investors, thereby reinforcing its market position through a consistent dividend policy.
- Financial Outlook: Quanta Services targets over 20% adjusted EPS growth in 2026, driven by a record backlog of $44 billion and vertical integration initiatives, showcasing strong growth potential in a competitive landscape.
- Industry Conference Participation: Quanta Services presented at the Jefferies Power, Utilities, & Clean Energy Conference, highlighting its benefits from the growing demand for AI data centers, which further enhances its influence within the industry.
See More
Quanta Services Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Quanta Services has declared a cash dividend of $0.11 per share, translating to an annualized rate of $0.44, reflecting the company's ongoing commitment to shareholder returns and likely boosting investor confidence.
- Dividend Payment Date: The dividend is set to be paid on April 10, 2026, to shareholders of record as of April 2, 2026, ensuring eligible shareholders receive timely benefits and further solidifying the relationship between the company and its investors.
- Industry Leadership: Quanta Services maintains a leading position in the utility, energy, and communications infrastructure sectors, offering comprehensive services such as design, installation, and maintenance, showcasing its competitive advantage and business sustainability in the market.
- Future Outlook: While the company issued forward-looking statements indicating that future dividend amounts and timing may be influenced by various risks and uncertainties, its stable cash flow and strong market position provide support for ongoing dividends.
See More
Steer Clear of Deere and Other Costly Industrial Stocks: Here Are 3 Alternatives to Consider.
- Physical Goods Surge: Companies producing physical goods are experiencing significant growth this year.
- AI-Disruptible Services Lag: In contrast, shares of service and software providers that are vulnerable to AI disruption are not performing as well.
See More
Analysts Recommend Avoiding Deere and Other Industrial Stocks, Favoring Federal Signal and Others as Buys.
- Physical Goods Surge: This year has seen a significant increase in the production and sales of physical goods.
- AI-Disruptible Services Lag: Companies focused on AI-disruptible services and software are not keeping pace with those producing tangible products.
See More
Software Stocks Are Declining Once More: Reasons 'HALO' Companies May Not Be a Superior Investment.
Author Background: Seth Kirkham serves as the chief investment officer at Galvanize Global Equities, bringing expertise in investment strategies.
Investment Insights: The article likely discusses current trends and strategies in global equities, reflecting Kirkham's perspective on market dynamics.
Market Analysis: It may provide an analysis of economic indicators and their impact on investment decisions, emphasizing the importance of informed choices.
Future Outlook: The content could also explore predictions for market movements and investment opportunities, guiding readers on potential future trends.
See More
Industrials Post Best Start in 25 Years, Outlook Ahead
- Strong Sector Performance: In 2026, industrials have emerged as a star in the stock market, with the State Street Industrial Select Sector SPDR ETF (XLI) rallying over 5% year-to-date, showcasing robust market demand among the S&P 500 sectors.
- Significant Stock Gains: Among the top 20 stocks by market cap, 14 have risen this year, with GE Vernova up 37%, Caterpillar up 25%, and Lockheed Martin up 26%, reflecting a strong recovery in the sector and increased investor confidence.
- Market Challenges Intensify: Despite the strong performance of industrials, the S&P 500 index has declined nearly 4% due to geopolitical risks and ongoing concerns in artificial intelligence and private credit, highlighting the complexity and uncertainty of the market environment.
- Cautious Future Growth: Trivariate Research notes that industrials are trading at a forward price-to-earnings ratio of about 24, indicating high valuations, and future earnings revisions are necessary to sustain current performance, adding to investor scrutiny and challenges.
See More
Quanta Services Declares Quarterly Dividend of $0.11 per Share
- Quarterly Dividend Declaration: Quanta Services has declared a quarterly dividend of $0.11 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield for this dividend stands at 0.08%, which, while relatively low, may attract income-seeking investors, thereby reinforcing its market position through a consistent dividend policy.
- Financial Outlook: Quanta Services targets over 20% adjusted EPS growth in 2026, driven by a record backlog of $44 billion and vertical integration initiatives, showcasing strong growth potential in a competitive landscape.
- Industry Conference Participation: Quanta Services presented at the Jefferies Power, Utilities, & Clean Energy Conference, highlighting its benefits from the growing demand for AI data centers, which further enhances its influence within the industry.
See More
Quanta Services Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Quanta Services has declared a cash dividend of $0.11 per share, translating to an annualized rate of $0.44, reflecting the company's ongoing commitment to shareholder returns and likely boosting investor confidence.
- Dividend Payment Date: The dividend is set to be paid on April 10, 2026, to shareholders of record as of April 2, 2026, ensuring eligible shareholders receive timely benefits and further solidifying the relationship between the company and its investors.
- Industry Leadership: Quanta Services maintains a leading position in the utility, energy, and communications infrastructure sectors, offering comprehensive services such as design, installation, and maintenance, showcasing its competitive advantage and business sustainability in the market.
- Future Outlook: While the company issued forward-looking statements indicating that future dividend amounts and timing may be influenced by various risks and uncertainties, its stable cash flow and strong market position provide support for ongoing dividends.
See More
