Pinnbrook Capital Management LP Sells 14,425 Shares of MasTec, Inc. $MTZ
Pinnbrook Capital Management LP significantly reduced its stake in MasTec, Inc. (NYSE: MTZ) by selling 14,425 shares, decreasing its holdings by 35.5% to 26,185 shares valued at $5.69 million. Despite this, other institutional investors have increased their positions, leading to 78.10% institutional ownership. MasTec recently exceeded earnings and revenue expectations, and analysts maintain a "Moderate Buy" rating with a target price of $459.28.
Mitsubishi UFJ Asset Management UK Ltd. Takes $1.30 Million Position in MasTec, Inc. $MTZ
Mitsubishi UFJ Asset Management UK Ltd. reported a new stake in MasTec, Inc. (NYSE:MTZ) during the fourth quarter, purchasing 6,000 shares valued at approximately $1.30 million. This comes as MasTec announced strong quarterly results, with EPS of $1.39 against an expected $0.98 and revenue of $3.83 billion, marking a 34.5% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating with a target price of $458.06 for the construction company.
Gables Capital Management Inc. Has $4.58 Million Stock Holdings in MasTec, Inc. $MTZ
Gables Capital Management Inc. significantly increased its stake in MasTec, Inc. (NYSE:MTZ) during the fourth quarter, now holding 21,054 shares valued at approximately $4.58 million, making it their 10th largest holding. The construction company reported strong Q4 results, surpassing analyst expectations with an EPS of $1.39 and revenue of $3.83 billion, representing a 34.5% year-over-year increase. Analysts maintain a bullish outlook on MasTec, with a "Moderate Buy" consensus rating and an average price target of $458.06, supported by recent target increases from several firms.
Stephens Inc. AR Raises Position in MasTec, Inc. $MTZ
Stephens Inc. AR significantly increased its holdings in MasTec, Inc. (NYSE:MTZ) by 74.7% in the fourth quarter, reaching a total of 43,793 shares valued at approximately $9.5 million. This coincides with MasTec reporting strong Q1 results, surpassing revenue and EPS expectations, and receiving bullish price target adjustments from several analysts. The construction company's stock has an average "Moderate Buy" rating with an average target price of $458.06.
Assessing MasTec (MTZ) Valuation After Strong Q1 Update And Upgraded 2026 Outlook
MasTec (MTZ) shares have seen a significant rebound after a strong Q1 update, exhibiting 34% year-over-year revenue growth and an upgraded 2026 outlook. Despite this strong performance and momentum, Simply Wall St's analysis suggests the stock is currently 19% overvalued, with a fair value pegged at $348.72 against its current trading price of $414.90. The report highlights both growth drivers like utility grid modernization and potential risks such as customer concentration.
Ameritas Advisory Services LLC Acquires 2,703 Shares of MasTec, Inc. $MTZ
Ameritas Advisory Services LLC significantly increased its stake in MasTec, Inc. by purchasing 2,703 additional shares in Q4, bringing its total holdings to 2,767 shares valued at $601,000. Wall Street analysts maintain a "Moderate Buy" rating for MasTec, with an average price target of $458.06, following strong Q1 results that exceeded EPS and revenue estimates. Despite some insider selling, institutional ownership remains high at 78.10%, and the company's financial performance has shown substantial year-over-year revenue growth.
VIRGINIA RETIREMENT SYSTEMS ET Al Sells 13,200 Shares of MasTec, Inc. $MTZ
Virginia Retirement Systems Et Al reduced its stake in MasTec, Inc. by 62.6% in Q4, selling 13,200 shares. Despite this, other institutional investors have increased their holdings, and the company recently outperformed earnings and revenue estimates. Analysts mostly maintain a "Moderate Buy" rating for MasTec, with a consensus price target of $458.06.
MasTec Inc (MTZ) Shares Fall 4.6% -- GF Value Says Still Overvalued
MasTec Inc (MTZ) shares dropped 4.6% to $414.90, but a GF Value™ of $162.26 indicates the stock remains significantly overvalued by 155.7%. Despite a strong GF Score™ of 82/100, particularly in growth, its valuation rank is 1/10, and insiders have sold $3.5 million worth of shares with no buying activity in the last three months, signaling potential caution for investors.
MasTec Investor Day Targets Grid And Data Center Growth Themes
MasTec's Investor Day highlighted its focus on power delivery, clean energy, and data center infrastructure, detailing multi-year targets and a raised outlook. The company's stock has seen significant gains, and the Investor Day provided insights into management's strategy for resilient demand areas. Investors are advised to consider the company's valuation, recent momentum, and flagged risks such as insider selling and high debt levels.
MasTec Inc (MTZ) Shares Fall 4.6% -- GF Value Says Still Overvalued
MasTec Inc (MTZ) shares dropped 4.6% to $414.90, but GuruFocus's GF Value indicates the stock is still 155.7% overvalued at $162.26. Despite a strong GF Score of 82/100, driven by excellent growth and profitability, its valuation rank is very low, and insiders have sold $3.5 million worth of shares with no buying activity in the last three months, signaling potential caution for investors. The current P/E ratio of 72.7x is also significantly higher than its 5-year median, further suggesting overvaluation.
MasTec lifts 2026 EBITDA to $1.5B: Is execution catching up to demand?
This article from MSN discusses MasTec's revised 2026 EBITDA target of $1.5 billion. It raises the question of whether the company's execution capabilities are now aligning with the existing demand in its markets, suggesting a positive outlook for its financial performance.
Can MasTec balance margin expansion with aggressive growth targets?
This article discusses the challenge MasTec (MTZ) faces in simultaneously achieving margin expansion and aggressive growth. It implies that the company's efforts to increase profitability might conflict with its ambitious growth objectives, prompting a question about the sustainability or feasibility of these combined goals.
MasTec Lifts 2026 EBITDA to $1.5B: Is Execution Catching Up to Demand?
MasTec (MTZ) delivered a strong first quarter in 2026, leading to an increased adjusted EBITDA guidance of $1.5 billion for the year. The company saw significant revenue and EPS growth across all segments, driven by accelerating demand in AI-related infrastructure, clean energy, and communication. Despite trading at a premium, MasTec's earnings estimates for 2026 and 2027 show substantial year-over-year growth, indicating a robust outlook in the fast-scaling infrastructure market.
Analysts Offer Insights on Industrial Goods Companies: MasTec (MTZ) and QXO Inc (QXO)
Analysts from Truist Financial have issued bullish sentiments for MasTec (MTZ) and QXO Inc (QXO) in the Industrial Goods sector. Jamie Cook maintained a Buy rating for MasTec with an average price target indicating an 8.7% upside, while Keith Hughes also maintained a Buy rating for QXO Inc, projecting an 87.0% upside from current levels. Both companies received "Strong Buy" consensus ratings from other analysts as well.
5,234 Shares in MasTec, Inc. $MTZ Acquired by Ethic Inc.
Ethic Inc. has acquired a new stake of 5,234 shares in MasTec, Inc. (NYSE:MTZ) during the fourth quarter, valued at approximately $1.14 million, highlighting significant institutional interest in the construction company. MasTec has received bullish analyst coverage, including upgrades and higher price targets, and reported a strong quarterly beat with increased revenue and raised guidance. Despite insider selling, 78.10% of the stock is held by hedge funds and institutional investors, and analysts maintain a "Moderate Buy" rating with a consensus price target of $458.06.
MasTec upgraded at Guggenheim on expected multi-year growth runway (MTZ:NYSE)
Guggenheim upgraded MasTec (MTZ) to Buy from Neutral, citing strong long-term growth visibility and a favorable position in infrastructure trends. The company is expected to benefit from AI-driven power demand, broadband expansion, and energy transition, targeting significant revenue and EBITDA growth by 2028. Analysts project even higher figures, though risks like project timing and labor constraints exist.
Should You Buy, Hold or Sell MasTec Stock After Solid Q1 Results?
MasTec (MTZ) reported strong first-quarter 2026 results, surpassing earnings and revenue estimates and showing significant year-over-year growth across key financial metrics. The company's performance was driven by strong demand in communication, clean energy, power delivery, and pipeline infrastructure markets, leading to a record backlog and increased full-year guidance. Despite facing some near-term cost pressures and trading at a premium valuation, MasTec's diversified infrastructure platform and growth opportunities in AI, data centers, and grid modernization position it well for long-term growth, making it a "Hold" for existing investors.
KeyBanc raises MasTec stock price target to $500 on growth outlook
KeyBanc has increased its price target for MasTec (NYSE:MTZ) stock to $500 from $460, maintaining an Overweight rating, due to the company's strong growth outlook presented at its analyst day. MasTec projects a 15% revenue CAGR, 25% EBITDA CAGR, and 30% EPS CAGR through 2028, along with significant free cash flow and borrowing capacity for growth initiatives. This positive outlook follows MasTec's stronger-than-expected first-quarter 2026 earnings, which also led other firms like Stifel, TD Cowen, Jefferies, and Clear Street to raise their price targets.
Guggenheim Upgrades MasTec to Buy From Neutral, Price Target is $480
Guggenheim has upgraded MasTec (MTZ) from Neutral to Buy, setting a new price target of $480. This upgrade comes as several other analysts have also recently adjusted their price targets for MasTec, generally maintaining a 'Buy' rating. The article highlights recent analyst activity and provides a brief company profile for MasTec, an infrastructure construction company.
MasTec Continues to See Major Growth From US Infrastructure Buildout
MasTec, a leading infrastructure construction company, is poised for significant growth driven by the ongoing US infrastructure buildout across telecom, renewable energy, utility, and oil and gas pipeline sectors. Morningstar notes that while MasTec's investor day targets appear achievable and its strong backlog growth justifies a higher fair value estimation, the stock is currently considered expensive.
10 Best Grid Modernization Stocks to Buy for AI Infrastructure
This article identifies MasTec, Inc. (NYSE:MTZ) as a top grid modernization stock for AI infrastructure due to its strong first-quarter results, rising revenue, and record backlog. The company's Power Delivery segment is particularly benefiting from increased demand related to transmission, system-hardening, and reliability spending, with AI and data centers driving further electricity demand. MasTec provides essential infrastructure construction services for various sectors, including power delivery and data centers.
MasTec : Investor Day Presentation PDF about MasTec 2026 Investor Day
MasTec hosted its 2026 Investor Day, where CEO José Mas and other executives presented the company's strategic vision. The presentation highlighted MasTec's role as a leading infrastructure capacity platform, poised to capitalize on the "New American Infrastructure Boom" driven by data centers, energy transition, and broadband universalization. The company emphasized its strategic advantages, including a scaled workforce, significant equipment fleet, long-standing customer relationships, and national scale, projecting long-term growth and value creation.
Sterling, Construction Partners, FTAI Infrastructure, MasTec, and Ameresco Stocks Trade Down, What You Need To Know
Several infrastructure and energy stocks, including Sterling, Construction Partners, FTAI Infrastructure, MasTec, and Ameresco, experienced declines after the April CPI data revealed a hot 3.8% year-over-year inflation, pushing 10-year Treasury yields to 4.43%. This inflation persistence suggests higher-for-longer mortgage rates, negatively impacting demand for homebuilders and increasing input costs for construction. The article highlights Ameresco's volatility despite a strong Q2 report nine months prior, noting its significant drop since the beginning of the year.
MasTec to Host Investor Day in New York City Today at 8:45 AM ET
MasTec, Inc. is hosting an in-person, invitation-only Investor Day in New York City today, May 12, 2026, which began at 8:45 AM ET and is expected to conclude around 12:00 PM ET. The event features presentations from senior and operational management on business strategy, growth drivers, and multi-year financial targets, including a Q&A session. A live webcast and presentation materials are available on MasTec's website, with a replay to follow.
MasTec, Inc. $MTZ Position Increased by Swedbank AB
Swedbank AB has increased its stake in MasTec, Inc. (NYSE:MTZ) by 5.2% in the fourth quarter, bringing its total holdings to 64,300 shares valued at approximately $14.0 million. This move aligns with a generally bullish Wall Street sentiment, as several analysts have raised their price targets for MasTec, which now holds a consensus "Moderate Buy" rating and an average price target of $422.29. The infrastructure construction company recently reported strong quarterly results, exceeding estimates with EPS of $1.39 and revenue of $3.83 billion, marking a 34.5% year-over-year increase.
MasTec, Inc. $MTZ Shares Sold by Makena Capital Management LLC
Makena Capital Management LLC reduced its stake in MasTec, Inc. ($MTZ) by 16.1% in the fourth quarter, selling 19,662 shares. Despite this, MasTec remains a significant holding for Makena, and Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $422.29. The company reported strong Q4 earnings, exceeding revenue and EPS estimates, and has seen notable insider selling from directors.
Stifel Raises its Price Target on MasTec (MTZ) to $455
Stifel and Jefferies have both raised their price targets for MasTec (MTZ) following the company's strong Q1 2026 results, which exceeded expectations for revenue and profitability across all segments. MasTec also increased its full-year 2026 adjusted EPS and revenue outlook, buoyed by significant year-over-year growth in Pipeline Infrastructure and Clean Energy and Infrastructure, and a robust 18-month backlog.
Stifel Raises its Price Target on MasTec (MTZ) to $455
Stifel analyst Brian Brophy raised the price target on MasTec, Inc. (MTZ) to $455 from $401, maintaining a Buy rating after the company's Q1 results exceeded expectations. Jefferies also increased its price target to $493 from $416, noting continued momentum and improved long-term growth outlook. MasTec reported strong Q1 adjusted EPS of $1.39 and revenue of $3.8B, surpassing estimates, and raised its FY26 adjusted EPS and revenue outlooks.
Can MasTec's Pipeline Business Return to $3.5B in Revenues by 2027?
MasTec's pipeline business shows strong potential to reach $3.5 billion in revenues by 2027, driven by a 92% year-over-year surge in Q1 2026 revenues and robust EBITDA margins. This optimistic outlook is fueled by increasing demand for natural gas infrastructure due to AI, data center expansion, and global LNG needs, despite current backlog figures not fully reflecting upcoming opportunities. The company faces competition from Sterling Infrastructure and Quanta Services in the energy infrastructure sector, while its stock has outperformed peers and shows positive EPS trends for 2026 and 2027.
Can MasTec's Pipeline Business Return to $3.5B in Revenues by 2027?
MasTec's pipeline business is projected to potentially reach $3.5 billion in revenues by 2027, driven by strong Q1 2026 performance and increasing demand for natural gas infrastructure. CEO Jose Mas is confident in the segment's growth, with recent results showing significant revenue and EBITDA surges. The company, alongside competitors like Sterling Infrastructure and Quanta Services, is benefiting from major investments in energy infrastructure, particularly to support the power grid and LNG exports.
Jim Cramer on MasTec: “It’s Such a Great One for the Data Center”
Jim Cramer highlighted MasTec, Inc. (NYSE: MTZ) as a strong contender in the AI landscape, particularly for its role in data center infrastructure. Despite its recent stock rise, an Invesco fund sold off its position in Q4 2025, seeking opportunities with more immediate upside, although acknowledging MasTec's potential.
Don't Ignore The Insider Selling In MasTec
An independent director at MasTec (NYSE:MTZ) recently sold US$1.3 million worth of stock, though this only represented 8.9% of their holding. This follows a larger sale of US$2.0 million by another independent director last year at a lower price. While insider ownership remains high at 22%, the recent selling without any corresponding buying might be a cautious signal for investors considering the company's strong earnings growth.
MasTec (MTZ) Valuation Check After Earnings Beat And Raised Infrastructure Guidance
MasTec (MTZ) recently reported strong first-quarter 2026 results, exceeding analyst expectations for revenue and earnings, and raised its full-year guidance due to a robust backlog and infrastructure-focused bookings. Despite a significant share price increase over the past year, the company's stock is currently considered 25.5% overvalued by the most popular narrative, trading at $437.51 against a fair value of $348.72. The article suggests investors should conduct their own due diligence to assess the balance of risks and rewards.
Can MasTec's Pipeline Business Return to $3.5B in Revenues by 2027?
MasTec's pipeline business shows strong signs of recovery, with Q1 2026 revenues up 92% and CEO Jose Mas confident in reaching or exceeding $3 billion by 2027, potentially hitting $3.5 billion. This growth is driven by increasing demand for natural gas in power generation, data centers, and LNG exports. Despite a current backlog of $1.3 billion, many significant projects are in negotiation, indicating future expansion for MasTec, which competes with Sterling Infrastructure and Quanta Services in the energy infrastructure construction sector.
MasTec (NYSE:MTZ) - Stock Analysis
This report provides a comprehensive stock analysis of MasTec (NYSE: MTZ), an infrastructure engineering and construction company. It covers the company's valuation, future growth prospects, past performance, financial health, and dividend information, alongside recent news, insider transactions, and analyst price targets. The analysis highlights MasTec's strong earnings growth forecast and record backlog, despite concerns about significant insider selling and its current overvalued status based on various intrinsic value estimates.
Clear Street Raises MasTec (MTZ) Price Target, Keeps Buy Rating
Clear Street raised its price target on MasTec, Inc. (MTZ) from $390 to $440, maintaining a Buy rating, following strong March quarter results. The company showed significant revenue and adjusted EBITDA growth, driven by broad sales and a substantial backlog, with data centers contributing $1.5 billion. MasTec, a North American infrastructure company, has nearly doubled in stock value since Clear Street named it a Top Pick last October.
Bokf Na Buys Shares of 20,030 MasTec, Inc. $MTZ
Bokf Na recently acquired 20,030 shares of MasTec (MTZ) for approximately $4.35 million in Q4, adding to significant institutional investment in the company. MasTec surpassed Q1 earnings and revenue estimates and provided strong FY 2026 guidance, reinforcing a "Moderate Buy" consensus among analysts with a target price of $422.29. The stock is trading near its 52-week high, while insider transactions show some share sales.
Mastec director Robert Campbell sells $1.25 million in stock
Mastec director Robert Campbell sold 3,000 shares of common stock totaling $1.25 million on May 4, 2026, at a price of $417.00 per share. This sale comes as Mastec shares trade near their 52-week high, having surged over 200% in the last year, and are considered overvalued by InvestingPro. Despite the insider sale, MasTec Inc. recently reported strong first-quarter 2026 earnings, surpassing expectations with robust revenue and adjusted EBITDA growth, leading several analysts to raise their price targets.
Insider Sell Alert: C Campbell Sells 3,000 Shares of MasTec Inc (MTZ)
Director C Campbell sold 3,000 shares of MasTec Inc (MTZ) on May 4, 2026, bringing his total ownership to 30,646 shares. This transaction is part of a trend with no insider buys and 10 insider sells in the past year for MasTec. The company's shares are currently trading at $417, with a price-to-GF-Value ratio of 2.79, indicating it is significantly overvalued.
MasTec (NYSE:MTZ) Director C Robert Campbell Sells 3,000 Shares
MasTec Director C. Robert Campbell sold 3,000 shares of the company's stock for over $1.25 million on May 4th, reducing his holdings by 8.92%. This sale follows strong Q1 earnings where MasTec exceeded analyst expectations for EPS and revenue, and the company has issued positive FY2026 guidance. Wall Street analysts maintain a "Moderate Buy" consensus for MTZ, with several firms recently increasing their price targets.
Mastec director Robert Campbell sells $1.25 million in stock
Mastec Inc. (NASDAQ:MTZ) Director Robert Campbell sold 3,000 shares of common stock for $1.25 million on May 4, 2026, at $417.00 per share. This insider sale comes as Mastec shares are near their 52-week high, having gained over 200% in the past year, while the company recently reported strong first-quarter 2026 earnings and received positive analyst responses with upward revised price targets. Mr. Campbell still holds 30,646 shares after these transactions.
MasTec (NYSE: MTZ) director sells 3,000 shares at $417.00 each
MasTec (NYSE: MTZ) director C Robert Campbell sold 3,000 shares of common stock in open-market transactions at $417.00 per share. Following these sales, Campbell directly owns 30,646 shares of MasTec. The transactions, totaling $1.25 million, were completed in 14 separate sales at the same price.
Analysts Offer Insights on Industrial Goods Companies: Woodward (WWD), MasTec (MTZ) and nVent Electric (NVT)
Three analysts from Goldman Sachs have issued bullish sentiments on several industrial goods companies. Noah Poponak maintained a Buy rating on Woodward (WWD) with a $468 price target, while Atidrip Modak reiterated a Buy rating on MasTec (MTZ) with a $487 price target. Joe Ritchie also maintained a Buy rating on nVent Electric (NVT) with a $187 price target, each highlighting strong analyst consensus ratings for these stocks.
Ideematec and MasTec Highlight EPC Partnership Supporting Utility-Scale Solar Installations in Texas
Ideematec and MasTec are strengthening their partnership to support utility-scale solar tracker installations in Texas, combining Ideematec's L:TEC® 1P tracker technology with MasTec's EPC expertise. This collaboration has already seen MasTec install over 6,000 trackers at the 480 MWac Parliament Solar Project. The companies anticipate an expanded collaboration beyond Texas, driven by shared goals and a focus on efficient deployment and long-term system performance.
MasTec (NYSE:MTZ) Price Target Raised to $487.00
MarketBeat reports that Goldman Sachs has raised its price target for MasTec (NYSE:MTZ) to $487.00 from $348.00, maintaining a "buy" rating. This comes after MasTec exceeded earnings expectations, reporting EPS of $1.39 against an estimated $0.98, and revenue of $3.83 billion. The company has also set its FY2026 EPS guidance at 8.79.
MasTec (NYSE:MTZ) Price Target Raised to $483.00
Citigroup has raised its price target for MasTec (NYSE:MTZ) to $483.00, maintaining a "buy" rating, which suggests a 13.77% upside from its current price. The construction company recently reported strong Q1 earnings, surpassing EPS and revenue estimates, and provided positive FY2026 guidance. While analysts generally hold a "Moderate Buy" consensus with a lower average target, MasTec's stock is trading near its 52-week high, and institutional ownership remains high despite recent insider selling.
[144] MASTEC INC SEC Filing
This article details a Form 144 SEC filing by MasTec Inc. (MTZ) on May 4, 2026, indicating a proposed sale of 3,000 shares of common stock by an individual for an aggregate market value of $1,250,668.26. The shares were acquired by "Director Compensation Issuer" on September 8, 2014, and are to be sold through Raymond James & Associates on the NYSE. The filing includes standard disclosures about the securities and the sale process, with no prior sales reported in the last three months by the filer.
B. Riley Raises Price Target on MasTec to $500 From $440, Keeps Buy Rating
B. Riley has increased its price target for MasTec (MTZ) to $500 from $440, while maintaining a Buy rating on the stock. This adjustment comes amidst other analyst actions, including Truist raising its target to $518 and UBS adjusting its target to $453, all while affirming Buy ratings. MasTec recently reported strong Q1 2026 earnings, with adjusted EPS and revenue exceeding estimates, and updated its full-year 2026 adjusted EPS outlook.
TD Cowen reiterated coverage on MasTec with a new price target
TD Cowen has reiterated its coverage on MasTec (MTZ) and issued a new price target. This analyst rating, disseminated by Quantisnow, highlights updated financial insights for the industrial company. Quantisnow provides real-time market data, including analyst ratings, SEC filings, and insider trading information for retail investors.
MasTec price target raised to $460 from $406 at KeyBanc
KeyBanc has increased its price target for MasTec (MTZ) shares to $460 from $406, maintaining an Overweight rating. This decision follows MasTec's strong Q1 performance, driven by significant margins in its Pipelines segment and support from other divisions. The firm anticipates further positive momentum across all MasTec's end markets and expects additional insights during the upcoming analyst day in NYC on May 12.
