AECOM Selected as Prime Consultant by San Diego Unified School District
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy ACM?
Aecom has been selected by the San Diego Unified School District to continue serving as a prime consultant, providing supplemental support services for the District's capital bond programs. Projects under the program include the delivery of new classrooms, safety and security upgrades, and sustainability improvements.
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Analyst Views on ACM
Wall Street analysts forecast ACM stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 83.210
Low
100.00
Averages
133.78
High
152.00
Current: 83.210
Low
100.00
Averages
133.78
High
152.00
About ACM
AECOM is a global provider of professional infrastructure consulting and advisory services for governments, businesses and organizations throughout the world. It provides advisory, planning, consulting, architectural and engineering design, construction and program management services, and investment and development services to public and private clients worldwide in major end markets, such as transportation, facilities, water, environmental, and energy. Its Americas segment provides planning, consulting, architectural and engineering design, construction management and program management services to public and private clients in the United States, Canada, and Latin America. Its International segment provides planning, consulting, architectural and engineering design services and program management to public and private clients in Europe, the Middle East, India, Africa, and the Asia-Australia-Pacific regions. Its ACAP segment primarily invests in and develops real estate 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.
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- Rising Resident Opposition: A recent Vanderbilt University survey reveals that 51% of Nashville residents disapprove of Elon Musk's tunnel project, a significant increase from 35%, indicating that public support is heavily influenced by partisanship.
- Significant Political Impact: Musk's controversial political involvement, including spending around $300 million to support Trump's 2024 campaign, has exacerbated public disdain for the tunnel project, particularly when his name is mentioned.
- Local Government Opposition: Metro Nashville Council members voted this month to formally oppose the Music City Loop project, despite state approval for Musk's company to dig under city highways, highlighting tensions between local and state authorities.
- Regulatory Power Controversy: Tennessee is considering a bill that could grant the state regulatory power over underground transit systems, potentially leaving Nashville with limited options to address safety and environmental concerns, raising alarms among local officials and residents.
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- 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.
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See More
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- Strategic Significance: The award of this contract underscores the trust placed in AECOM by the federal government, highlighting its critical role in mission-driven projects, which is expected to drive long-term growth in defense infrastructure modernization.
- Comprehensive Service Scope: The SHIELD contract encompasses a full spectrum of professional services for facility modernization, supporting operational readiness of the U.S. defense infrastructure, with AECOM leveraging over 100 years of experience to deliver innovative solutions.
- Global Service Capability: As a Fortune 500 company, AECOM reported revenues of $16.1 billion in fiscal year 2025, and with its deep technical expertise, it is committed to providing sustainable and resilient solutions for clients, further solidifying its leadership position in the global infrastructure sector.
See More
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- Operational Readiness Support: The contract aims to support the operational readiness of the agency's critical defense infrastructure, ensuring its vital role in national security and further solidifying AECOM's market position in the defense sector.
- Strong Financial Performance: AECOM reported a non-GAAP EPS of $1.29 for Q1 2026, beating expectations by $0.13, with revenue of $3.83 billion exceeding forecasts by $300 million, indicating the company's strong financial health.
- Stock Price Surge: Following the earnings beat, AECOM's shares rose, reflecting market confidence in its future growth potential and providing a positive signal for investors to consider buying into the stock.
See More
Surge in Demand for AI Data Center Construction
- Massive Investment: The four hyperscalers, including Alphabet, Microsoft, Meta, and Amazon, have committed nearly $700 billion in capital expenditures this year to support the construction of AI data centers, reflecting strong confidence in future technological infrastructure.
- Job Creation: Amazon's $12 billion investment in a new AI data center in Louisiana is expected to create 540 full-time jobs directly and generate an additional 1,700 roles for electricians, technicians, and security specialists, significantly boosting the local economy.
- Skills Shortage Intensifies: According to Randstad's analysis, demand for robotic technicians is projected to increase by 107% from 2022 to 2026, while HVAC system engineers will see a 67% rise, indicating that the shortage of skilled labor poses a significant challenge to industry growth.
- Wage Growth Trend: Due to the scarcity of specialized workers, advertised wages for HVAC engineers have risen by 10% to 15% over the past four years, while professionals moving into high-level data center roles often experience a 25% to 30% salary increase, highlighting the urgent demand for technical talent in the sector.
See More
