Willdan Increases 2025 Net Revenue and EPS Projections Amid Rising Demand for Data Centers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy WLDN?
Source: SeekingAlpha
Management Insights: Willdan Group reported a 26% year-over-year increase in net revenue for Q3 2025, with organic growth at 20%. CEO Michael Bieber noted strong demand from utilities, commercial customers, and government sectors, particularly in data center electrification.
Financial Performance: The company raised its full-year 2025 financial targets, expecting net revenue between $360 million and $365 million, with adjusted EBITDA projected at $77 million to $78 million. Q3 adjusted EBITDA reached a record $23.1 million, reflecting a 53% increase from the previous year.
Contract Wins and Growth Outlook: Willdan secured significant contracts, including a $97 million project in Alameda County, contributing to a strong backlog and anticipated growth from the APG acquisition, which is expected to drive over 50% growth in 2026.
Analyst Sentiment and Risk Management: Analysts expressed positive sentiment regarding Willdan's growth and operational execution, while management emphasized proactive risk management and a disciplined approach to project selection amidst rapid growth.
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Analyst Views on WLDN
Wall Street analysts forecast WLDN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 112.500
Low
125.00
Averages
135.00
High
145.00
Current: 112.500
Low
125.00
Averages
135.00
High
145.00
About WLDN
Willdan Group, Inc. is a provider of professional, technical and consulting services to utilities, government agencies, and private industry. The Company’s segments include Energy, and Engineering and Consulting. Its Energy segment provides specialized, and comprehensive energy solutions to businesses, utilities, state agencies, municipalities, and non-profit organizations. Its Energy segment services include comprehensive audit and surveys, program design, master planning, demand reduction, grid optimization, benchmarking analyses, design engineering, and others. Its Engineering and Consulting segment provides civil engineering-related construction management, building and safety, city engineering office management, city planning, civil design, geotechnical, material testing and other engineering consulting services to its clients. Its Engineering and Consulting segment services include traffic, bridges, rail, port, water, mining and other civil engineering projects.
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.
Willdan Group Secures $112 Million Energy Contract with San Diego
- Significant Contract Value: Willdan Group has been selected by the City of San Diego to implement a $112 million energy savings performance contract, covering 40 municipal facilities, showcasing the company's strong position in public sector energy management.
- Facility Upgrades and Decarbonization: The contract will decarbonize 23 facilities and upgrade 39,000 city-owned streetlight fixtures, expected to significantly enhance the city's energy efficiency and sustainability, aligning with San Diego's Zero Emissions policy.
- Self-Funding Projects: The projects are strategically designed to pay for themselves over time through monthly savings in energy and operational costs, indicating Willdan's strategic approach to balancing economic benefits with environmental responsibility.
- Air Quality Improvement: These initiatives will not only reduce carbon emissions but also improve air quality and enhance the comfort of work environments, further boosting San Diego's appeal as an innovative city.
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- Earnings Release Schedule: Willdan Group is set to announce its financial results for Q4 2025 after market close on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and strengthen investor relations.
- Online Webcast Availability: The investor conference call will be available via a live audio webcast on Willdan's website, ensuring all investors can easily access the latest financial information and enhancing information dissemination efficiency.
- Replay Feature: An online replay of the earnings webcast will be available a few hours after the call concludes, allowing investors who could not participate live to review the information at their convenience, further improving accessibility and transparency.
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- Earnings Release Schedule: Willdan Group has announced that it will release its financial results for the fourth quarter of 2025 after the market closes on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and enhance investor relations.
- Online Webcast Availability: Investors can listen to the live audio webcast on Willdan's website, ensuring broad investor participation, and an online replay of the earnings call will be available shortly after its conclusion for those unable to attend live.
- Company Overview: Willdan is a nationwide provider of professional, technical, and consulting services to utilities, government agencies, and private industry, with a service portfolio that includes electric grid solutions, energy efficiency, and sustainability, showcasing its diverse capabilities in the industry.
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- Analyst Reactions: As the stock exceeds the target price, analysts may either downgrade their valuations or raise their target prices, reflecting confidence in improving fundamentals, which could attract more investor interest.
- Target Price Distribution: Among analysts covered by Zacks, Willdan's target prices range from $120 to $145, with a standard deviation of $13.228, indicating varying market perspectives on the company's future performance, necessitating cautious investor assessment.
- Investor Signal: The stock's breach of the target price provides a good signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.
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- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
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- Significant Contract Value: Willdan Group has been selected by the City of San Diego to implement a $112 million energy savings performance contract, covering 40 municipal facilities, showcasing the company's strong position in public sector energy management.
- Facility Upgrades and Decarbonization: The contract will decarbonize 23 facilities and upgrade 39,000 city-owned streetlight fixtures, expected to significantly enhance the city's energy efficiency and sustainability, aligning with San Diego's Zero Emissions policy.
- Self-Funding Projects: The projects are strategically designed to pay for themselves over time through monthly savings in energy and operational costs, indicating Willdan's strategic approach to balancing economic benefits with environmental responsibility.
- Air Quality Improvement: These initiatives will not only reduce carbon emissions but also improve air quality and enhance the comfort of work environments, further boosting San Diego's appeal as an innovative city.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group is set to announce its financial results for Q4 2025 after market close on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and strengthen investor relations.
- Online Webcast Availability: The investor conference call will be available via a live audio webcast on Willdan's website, ensuring all investors can easily access the latest financial information and enhancing information dissemination efficiency.
- Replay Feature: An online replay of the earnings webcast will be available a few hours after the call concludes, allowing investors who could not participate live to review the information at their convenience, further improving accessibility and transparency.
See More
Willdan Group to Release Q4 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Willdan Group has announced that it will release its financial results for the fourth quarter of 2025 after the market closes on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Investor Conference Call: Following the earnings release, Willdan will host an investor conference call at 5:30 p.m. ET (2:30 p.m. PT), providing a real-time interactive platform to address investor inquiries and enhance investor relations.
- Online Webcast Availability: Investors can listen to the live audio webcast on Willdan's website, ensuring broad investor participation, and an online replay of the earnings call will be available shortly after its conclusion for those unable to attend live.
- Company Overview: Willdan is a nationwide provider of professional, technical, and consulting services to utilities, government agencies, and private industry, with a service portfolio that includes electric grid solutions, energy efficiency, and sustainability, showcasing its diverse capabilities in the industry.
See More
Willdan Group Inc (WLDN) Stock Surpasses Analyst Target Price of $130
- Price Breakthrough: Willdan Group's stock price reached $133.99 per share in recent trading, surpassing the analyst-set 12-month target price of $130, indicating market optimism about the company's future performance.
- Analyst Reactions: As the stock exceeds the target price, analysts may either downgrade their valuations or raise their target prices, reflecting confidence in improving fundamentals, which could attract more investor interest.
- Target Price Distribution: Among analysts covered by Zacks, Willdan's target prices range from $120 to $145, with a standard deviation of $13.228, indicating varying market perspectives on the company's future performance, necessitating cautious investor assessment.
- Investor Signal: The stock's breach of the target price provides a good signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.
See More
FIGS Inc Sees Options Trading Volume Surge to 9,198 Contracts
- Active Options Trading: FIGS Inc's options trading volume surged to 9,198 contracts, representing approximately 919,800 shares, which is about 43.5% of its average daily trading volume of 2.1 million shares over the past month, indicating heightened market interest in the stock.
- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
See More
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- Growth and Momentum Synergy: Aris Mining focuses on underground gold mining in Colombia, and its sustained operational improvements and rising investor interest are reflected in strong relative price performance, indicating market recognition and potential transition to industry leadership.
- Industrial Equipment Demand Recovery: Twin Disc manufactures heavy-duty power transmission equipment, and as demand for industrial equipment and marine activity strengthens, its revenue and earnings have consistently improved, with persistent price strength reflecting market confidence in its long-term growth and suggesting a broader re-rating.
- Steady Growth in Consulting Services: Willdan Group provides engineering and energy efficiency consulting services, and with long-term public sector demand for infrastructure and energy-related services, the company has demonstrated steady revenue growth, while its price action reflects steady accumulation, indicating market confidence in forward earnings under the combined growth and momentum framework.
- Energy Market Recovery: Tetra Technologies provides products and services to the energy industry, and with a recovery in earnings paired with sustained price strength, market confidence in its operational improvements is increasing, showcasing a strong alignment of growth and momentum in smaller energy services companies.
See More
