- Earlier in April, Quanta Services used its 2026 Investor Day to position itself as a key enabler of AI-driven infrastructure, outlining a US$2.40 trillion addressable market through 2030 across data centers, grid modernization and industrial reshoring.
- Management also indicated it expects to surpass its 2026 EPS target and pursue 15%–20% annual growth through 2030, underpinned by recently secured utility contracts with NiSource and AEP.
- We’ll now examine how Quanta’s ambition to outpace its 2026 EPS target could reshape its existing power supercycle investment narrative.
The latest GPUs need a type of rare earth metal called Neodymium and there are only 31 companies in the world exploring or producing it. Find the list for free.
Quanta Services Investment Narrative Recap
To own Quanta Services, you need to believe that the power grid “supercycle” will stay intact as AI, data…
