Fluor Corporation FLR

Zacks Investment Research 9 nov

TeraWulf (WULF) reported Q3 2026 earnings with narrower-than-expected losses and revenue beats, driven by nearly doubled HPC lease revenue. The company targets $700M in annualized leasing revenue by Q1 2027 as Lake Mariner capacity comes online. Google's credit support backs the $19B Anthropic lease at Justified, while Fluor advances construction. With $2.4B in cash, WULF aims for first 500 MW power delivery at Muskie in 2028 while maintaining capital discipline and avoiding shareholder dilution.

Zacks Investment Research 4 nov

Fluor Corporation is set to report Q3 2026 results on November 6 with EPS expected to rise 25% to 85 cents. Urban Solutions is expected to benefit from strong mining, copper, and life sciences projects, while Energy Solutions may see lower profitability as favorable closeout gains normalize. The company carries a Zacks Rank #2 with 0% Earnings ESP, suggesting no conclusive earnings beat prediction.

The Motley Fool 17 oct

NuScale Power stock has plunged over 90% from its $57 peak despite growing demand for nuclear energy in data centers. The company's outlook could be transformed by a potential binding deal with the Tennessee Valley Authority for up to 6 GW of power deployment, which would require up to 72 NuScale Power Modules. Until such a firm commitment materializes, NuScale remains a risky, story-driven stock with significant downside risk.

Zacks Investment Research 13 oct

Tutor Perini Corporation (TPC) trades at a discount to peers with a strong $19.9 billion backlog and improving margins, supported by robust infrastructure spending. The company's nine mega-projects worth ~$16B and $200B+ bid pipeline offer growth potential, while record first-half cash flow of $334.1M strengthens its financial position. However, execution risks, contract disputes, and a 6% year-over-year backlog decline warrant caution. TPC receives a Zacks Rank #3 (Hold) rating.

The Motley Fool 9 oct

Quanta Services stock rose 3% on Friday after Citigroup analysts identified it as one of four construction stocks that historically outperform the S&P 500 by ~2% in the 10 days following major storms. The analysts cited Hurricane Isaias as a potential catalyst. However, the article cautions that investors should focus on Quanta's broader business fundamentals, particularly its $50+ billion project backlog driven by AI data center build-outs and power grid work, rather than relying solely on post-storm reconstruction opportunities.