Quanta Services, a leading energy infrastructure builder, has doubled in value over the past 12 months and continues to benefit from cloud, AI, and data center expansion. With a $44 billion backlog and expected revenue growth of 15% through 2028, the company appears reasonably valued at 27x adjusted EBITDA, positioning it to capitalize on the $1.4 trillion utilities are expected to spend on infrastructure over the next five years.

Quanta Services (NYSE: PWR) announced a quarterly cash dividend of $0.11 per share ($0.44 annualized) payable on April 10, 2026, to stockholders of record as of April 2, 2026. The company is an industry leader in specialized infrastructure solutions for utility, power generation, communications, pipeline, and energy sectors.

Five major analyst days in late March and early April will provide investors with insights into AI infrastructure, energy, consumer trends, and economic health. Generac, Quanta Services, Constellation Energy, Hershey, and FedEx will present strategic initiatives and long-term financial targets, with particular focus on data center spending, household demand, and macroeconomic outlook.

The article recommends three industrial stocks for March: Generac, capitalizing on AI data center backup power demand with a $400M backlog; Quanta Services, benefiting from electricity infrastructure expansion with a $44B backlog and 21% EPS growth guidance; and RTX, a diversified aerospace and defense company with a $268B backlog and steady recurring revenue from aftermarket services.

Major technology companies are investing $700 billion in data center capital expenditures this year to support AI and cloud services expansion. Three infrastructure companies—Quanta Services, Vertiv, and Eaton—are positioned to benefit significantly from this generational investment cycle through their power generation, cooling, and electrical infrastructure solutions.

An earnings preview highlighting four key stocks across housing, industrials, and infrastructure sectors. Toll Brothers faces pricing pressures in the homebuilding market despite a higher-end customer base. John Deere shows strong momentum in agriculture and construction with recent earnings surprises. Comfort Systems and Quanta Services benefit from infrastructure expansion and data center boom, with both positioned for continued growth.

The article discusses how AI's growing electricity demands are creating opportunities in the energy sector, highlighting three companies positioned to benefit from the massive power infrastructure requirements for AI data centers.

Wilson Asset Management completely sold its entire 805,658 share stake in Avantor, valued at $10.8 million, after the stock experienced a 45.8% decline over the past year, signaling a strategic portfolio reallocation.

The growing energy demands of AI data centers are creating opportunities for infrastructure companies that can solve power and cooling challenges, with three key companies positioned to benefit from the AI infrastructure build-out.

Quanta Services is positioned as a key infrastructure provider for AI data centers, with strong growth potential driven by increasing demand for digital transformation technologies and power infrastructure development.

As AI capabilities expand, electric grid infrastructure will require significant upgrades to support increasing power demands. Two companies well-positioned to benefit from this trend are GE Vernova and Quanta Services, which provide critical grid-related technologies and services.

Quanta Services, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share, payable on July 11, 2025, to stockholders of record as of July 1, 2025.