(02/19/26) Top Picks 2026: Willdan Group Inc. (WLDN)
Willdan Group, Inc. (WLDN) is highlighted as a "hidden AI Revolution stock" due to its role in modernizing the electric grid, a critical component for powering the increasing number of data centers supporting AI. The company provides professional, technical, and consulting services to utilities and government agencies, with specialties including electric grid solutions and energy efficiency. Willdan shows strong financial performance with significant revenue and earnings growth, and its valuation is considered attractive compared to other AI-related stocks.
How Willdan Group Inc. (WLDN) Affects Rotational Strategy Timing
This article analyzes Willdan Group Inc. (WLDN) using AI models to provide institutional trading strategies. It highlights divergent sentiment across various time horizons, suggesting choppy market conditions for WLDN. The analysis includes a risk-reward setup targeting a 15.8% gain versus 0.3% risk, along with specific position trading, momentum breakout, and risk hedging strategies.
Willdan Boosts Backlog With New $18M Contract in Paramount City
This article reports that Willdan Group, Inc. has secured an $18 million contract with Paramount City for energy efficiency upgrades, significantly boosting its project backlog. The ten-year contract involves implementing advanced energy solutions for municipal facilities. This agreement is expected to enhance Willdan's financial performance and expand its presence in the municipal energy services market.
Willdan Boosts Backlog With New $18M Contract in Paramount City
Willdan Group Inc. (NASDAQ: WLDN) has secured an $18 million contract with the City of Paramount for building safety, plan review, and inspection services. This new contract, which includes options for two one-year extensions, signifies Willdan's continued growth and strengthens its public agency services portfolio. It is expected to significantly contribute to the company's project backlog.
The Bull Case For Willdan Group (WLDN) Could Change Following Major San Diego Decarbonization Contract Win
Willdan Group Inc. secured a significant US$112 million energy savings performance contract with the City of San Diego, expanding its municipal decarbonization portfolio. This win, alongside a previous US$97 million contract, strengthens Willdan's investment narrative by demonstrating its ability to secure large, multi-technology projects, while also highlighting the inherent risks in public-sector program reliance. The contract could support analyst expectations for revenue and earnings growth, potentially validating a higher fair value for WLDN stock.
Stratos Wealth Partners LTD. Acquires New Position in Willdan Group, Inc. $WLDN
Stratos Wealth Partners LTD. has acquired a new stake in Willdan Group, Inc. (NASDAQ:WLDN), purchasing 19,084 shares valued at approximately $1.845 million. This move is part of broader institutional interest, with other firms like Goldman Sachs and Jane Street also increasing their positions. Analysts maintain a positive outlook on WLDN, with a "Moderate Buy" consensus and an average target price of $124.33.
Willdan Group (WLDN) Valuation After Securing A $112 Million San Diego Energy Savings Contract
Willdan Group (WLDN) recently secured a $112 million energy savings contract with the City of San Diego, a move that analysts believe positions the company for sustained revenue and EBITDA growth. Despite a high P/E ratio of 41.7x compared to the industry average, Simply Wall St pegs the fair value of WLDN at $145 per share, suggesting it is currently undervalued. This valuation is based on an anticipated expansion in energy work and a strong reputation with governmental agencies, though potential risks from policy shifts or rising costs are noted.
Can Willdan's Deal Pipeline Power 2026 EPS Growth Ahead?
Willdan Group (WLDN) demonstrated strong momentum in late 2025 with significant revenue and EPS growth, driven by an expanding deal pipeline. The company is well-positioned for continued growth in 2026 due to structural demand in the energy sector, strategic acquisitions like APG and the pending Compass Municipal Advisors deal, and a strong financial position. While facing competition from ICF International and Tetra Tech, Willdan's focus on data center-driven electricity demand could provide a significant catalyst for earnings.
Midday Stock Roundup: Willdan Group up 5% after landing San Diego energy contract
Willdan Group's stock rose 5% after securing a $112 million energy contract with San Diego. This article is a midday stock roundup from February 13, 2026, also touching on Rivian Automotive's stock surge, Edwards Lifesciences' dip, and various other company performances and market indexes from February 2-13, 2026.
Willdan Group Secures $112 Million Energy Contract with San Diego
Willdan Group has secured a $112 million energy savings performance contract with the City of San Diego to upgrade 40 municipal facilities and 39,000 streetlight fixtures. This initiative aims to decarbonize 23 facilities, significantly enhance the city's energy efficiency and sustainability in line with San Diego's Zero Emissions policy, and improve air quality. The projects are designed to be self-funding through monthly energy and operational cost savings, demonstrating Willdan's integrated approach to economic and environmental benefits.
Willdan stock rises after securing $112 million San Diego energy contract
Willdan Group Inc.'s stock rose by 1.9% after announcing a $112 million energy savings performance contract with the City of San Diego. The contract involves implementing energy and water efficiency measures across 40 city facilities, decarbonizing 23, and upgrading 39,000 streetlights. This project aligns with San Diego’s Zero Emissions Municipal Buildings and Operations Policy, aiming for significant carbon reductions and improved air quality.
Willdan stock rises after securing $112 million San Diego energy contract By Investing.com
Willdan Group Inc. (NASDAQ:WLDN) saw its stock rise after securing a $112 million energy savings performance contract with the City of San Diego. The contract involves implementing energy and water efficiency measures across 40 city facilities, decarbonizing 23 of them, and upgrading 39,000 streetlights. These projects aim to be self-paying through energy and operational cost savings while aligning with San Diego’s Zero Emissions policy.
Willdan Selected To Implement $112 Million In Energy Savings Projects For City Of San Diego
Willdan has been chosen to undertake energy savings projects for the City of San Diego, totaling an impressive $112 million. This initiative is expected to reduce the city's energy consumption and costs through various efficiency measures. The selection highlights Willdan's expertise in large-scale energy management and sustainability efforts for municipal clients.
Willdan stock rises after securing $112 million San Diego energy contract
Willdan Group Inc. (NASDAQ:WLDN) saw its stock rise after announcing it secured a $112 million energy savings performance contract with the City of San Diego. The contract involves significant energy and water efficiency measures, decarbonization efforts, and streetlight upgrades across 40 city facilities. This project aligns with San Diego's Zero Emissions policy and aims to reduce carbon, improve air quality, and enhance building comfort, with the savings from energy and operational costs designed to pay for the project over time.
San Diego to upgrade 39,000 streetlights in $112M energy savings push
Willdan Group, Inc. has been awarded a $112 million energy savings performance contract by the City of San Diego. This project will involve upgrading 39,000 streetlights, decarbonizing 23 city facilities, and implementing various energy and water efficiency measures across 40 facilities. The initiatives include electrification, battery energy storage systems, and solar infrastructure, all designed to pay for themselves through energy and operational cost savings.
Willdan Selected to Implement $112 Million in Energy Savings Projects for City of San Diego
Willdan Group, Inc. (NASDAQ: WLDN) has been chosen by the City of San Diego to execute a $112 million energy savings performance contract. This initiative targets energy and water efficiency across 40 city facilities, decarbonization in 23 facilities, and upgrades to 39,000 streetlights. The projects are designed to be self-funding through energy and operational cost savings and align with San Diego's Zero Emissions Municipal Buildings and Operations Policy.
Willdan Group, Inc. $WLDN Shares Sold by Essex Investment Management Co. LLC
Essex Investment Management Co. LLC significantly reduced its stake in Willdan Group, Inc. by 26.4% in the third quarter, while institutional ownership remains high at 72.29%. Several other firms, including SBI Securities and AdvisorShares, have recently increased or initiated positions in the company. Willdan Group currently holds a "Moderate Buy" consensus rating from analysts, with shares trading around $117.57 and an average price target of $124.33.
Is There An Opportunity With Willdan Group, Inc.'s (NASDAQ:WLDN) 42% Undervaluation?
Willdan Group, Inc. (NASDAQ:WLDN) appears to be significantly undervalued, trading at a 42% discount to its estimated fair value of US$200 based on a 2-stage Discounted Cash Flow (DCF) model. The analysis projects future cash flows, highlighting continued growth over the next decade, and offers this valuation as a starting point for potential investors. However, the article emphasizes that DCF models are not exhaustive and encourages further research into the company's financial health, future earnings, and alternative investment opportunities.
Willdan Stock at 23.75X Forward P/E: Risk or Opportunity?
Willdan Group, Inc. (WLDN) is trading at a forward P/E of 23.75X, significantly above its industry average, prompting questions about its valuation. The company's recent strong performance, driven by contract and net revenue growth and increased profitability in sectors like energy infrastructure and grid modernization, justifies some of this premium. However, risks such as competition, potential economic slowdowns, and the need for continued operational excellence mean that future upside largely depends on sustained earnings beats rather than further multiple expansion.
Willdan Stock at 23.75X Forward P/E: Risk or Opportunity?
Willdan Group, Inc. (WLDN) is trading at 23.75X forward 12-month earnings, a premium to its industry average, raising questions about whether this valuation is justified. The company has shown strong performance, with its shares gaining 20.6% in six months, driven by robust contract and net revenue growth, and expanding profitability in the energy infrastructure, electrification, and grid modernization sectors. While strong fundamentals and strategic acquisitions support the premium, the valuation leaves less room for error in a competitive market, and continued outperformance will depend on sustained earnings beats rather than multiple expansion.
With EPS Growth And More, Willdan Group (NASDAQ:WLDN) Makes An Interesting Case
Willdan Group (NASDAQ:WLDN) presents an interesting investment case due to its impressive earnings per share (EPS) growth of 69% year-on-year. The company's revenue also grew by 13% to US$652m, and insiders hold a significant US$55m worth of stock, aligning their interests with shareholders. Additionally, the CEO's compensation of US$2.4m, compared to a median of US$5.3m for similar-sized companies, suggests a shareholder-favorable remuneration policy.
Willdan Group (NASDAQ:WLDN) Shares Down 15.3% - What's Next?
Willdan Group (NASDAQ:WLDN) shares dropped 15.3% on Wednesday, closing at $107.6450 with approximately 310,153 shares traded. Analysts maintain a "Moderate Buy" rating with an average price target of $124.33, despite mixed fundamental performance where the company beat EPS estimates but missed revenue expectations. Institutional investors have significantly increased their stakes in WLDN during recent quarters.
Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group’s (WLDN) Upside
Wedbush has increased its price target for Willdan Group (WLDN) to $145 from $120, maintaining an Outperform rating due to growing opportunities in energy efficiency and infrastructure projects. The firm believes these trends align with Willdan's strengths, particularly after its recent acquisition of Compass Municipal Advisors, LLC, which is expected to expand its geographic reach and service offerings. Willdan Group provides professional and technical services primarily to utilities and government entities across its Energy and Engineering and Consulting segments.
Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group's (WLDN) Upside
Wedbush has increased its price target for Willdan Group (WLDN) to $145 from $120, maintaining an Outperform rating due to expanding infrastructure and energy demand. The firm highlighted steady growth opportunities as governments, utilities, and commercial clients invest in energy efficiency and infrastructure projects. Willdan also recently acquired Compass Municipal Advisors, strengthening its advisory services and geographic reach.
Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group’s (WLDN) Upside
Wedbush has raised its price target for Willdan Group (WLDN) to $145 from $120, maintaining an Outperform rating. The firm believes that expanding infrastructure projects and growing energy demands from government entities and utilities will fuel Willdan's growth. This outlook is supported by Willdan's recent acquisition of Compass Municipal Advisors, which is expected to extend its geographic reach and strengthen its municipal advisory services.
Strong results and raised guidance lifted Willdan Group (WLDN)
This article highlights Willdan Group's strong financial performance and increased guidance. It suggests that these positive developments contributed to the company's stock appreciation. Further details on the specific results and guidance would be contained within the omitted content.
Independent Advisor Alliance Makes New $2.66 Million Investment in Willdan Group, Inc. $WLDN
Independent Advisor Alliance has made a significant new investment of $2.66 million in Willdan Group, Inc. (NASDAQ:WLDN), acquiring 27,492 shares. This move is part of broader institutional activity, with other hedge funds also adjusting their positions in WLDN. Analysts currently rate Willdan Group as a "Moderate Buy" with an average target price of $124.33.
Teacher Retirement System of Texas Takes $1.22 Million Position in Willdan Group, Inc. $WLDN
The Teacher Retirement System of Texas acquired a new position of 12,600 shares in Willdan Group (NASDAQ:WLDN) during Q3 2025, valued at approximately $1.22 million. Willdan Group reported strong Q3 earnings per share of $1.21, significantly beating estimates, although revenue missed expectations. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $124.33.
Willdan Group, Inc. (NASDAQ:WLDN) Short Interest Update
Willdan Group, Inc. (NASDAQ:WLDN) experienced a significant 25.6% increase in short interest during January, reaching 1,086,670 shares. The company's current short interest represents 8.1% of its shares, with a days-to-cover ratio of 2.8 days based on an average daily volume of 388,752 shares. Analysts have a "Moderate Buy" rating on the stock with a consensus price target of $124.33, and institutional investors have recently adjusted their stakes in the company.
Willdan Group and Interface Deliver Impressive Returns Amid High Valuations
Willdan Group, Inc. and Interface, Inc. have demonstrated impressive returns in the last six months, with 51.28% and 49.01% respectively, showcasing strong growth potential in their sectors. Both small-cap companies are attracting investor interest as top performers in the Miscellaneous and Building Products sectors. Their continued performance highlights them as appealing opportunities for investors seeking high returns in the small-cap market.
Summit Global Investments Reduces Holdings in Willdan Group, Inc. $WLDN
Summit Global Investments significantly reduced its stake in Willdan Group (NASDAQ:WLDN) by 69.6% in the third quarter of 2025, selling 11,854 shares and retaining 5,171 shares valued at approximately $500,000. Despite this, Willdan Group reported strong Q3 earnings per share of $1.21 against a consensus of $0.81, though revenue of $94.97 million missed estimates of $164 million. The stock is currently trading near its recent highs with a market cap of $1.86 billion, and analysts maintain a "Moderate Buy" rating with an average target price of $124.33.
Willdan Announces Date of Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call
Willdan Group, Inc. (Nasdaq: WLDN) announced that it will release its financial results for the fourth quarter and fiscal year 2025 after the stock market closes on Thursday, February 26, 2026. The company will host an investor conference call at 5:30 p.m. ET/2:30 p.m. PT following the release. A webcast of the call will be available on Willdan's website, and participants can also access it by dialing the provided numbers.
Did Willdan’s US$97 Million Grid Modernization Contract Just Shift Willdan Group's (WLDN) Investment Narrative?
Willdan Group (WLDN) recently secured a US$97 million contract for U.S. grid modernization, reinforcing its role in energy infrastructure upgrades. This win supports the company's existing revenue guidance and strengthens near-term visibility but doesn't fundamentally alter its investment narrative, which relies on a steady flow of policy-influenced projects. While the shares have risen, the long-term investment case still hinges on execution, margin discipline, and future contract wins, with valuation multiples remaining rich compared to peers.
Willdan Group stock hits all-time high at 135.27 USD By Investing.com
Willdan Group's stock reached an all-time high of $135.27, marking a 259% increase over the past year. This growth follows strong Q3 2025 financial results, the acquisition of Compass Municipal Advisors, and a significant $97 million contract with Alameda County for energy upgrades. Wedbush also raised its price target for the company to $145 with an Outperform rating.
Possible Bearish Signals With Willdan Group Insiders Disposing Stock
In the past year, Willdan Group (NASDAQ:WLDN) insiders have sold a substantial amount of stock, which could indicate a bearish signal for shareholders. While insider selling can have various explanations, multiple insider disposals over a period may suggest a red flag. Despite this, insiders still own a notable 2.9% of the company, valued at approximately US$56 million.
Willdan Group stock hits all-time high at 135.27 USD By Investing.com
Willdan Group's stock reached an all-time high of $135.27, reflecting a 259% increase over the past year. This growth is attributed to strong third-quarter 2025 financial results, significant contract wins like the $97 million Alameda County project, and strategic acquisitions such as Compass Municipal Advisors. An analyst from Wedbush also raised the price target for Willdan Group from $120 to $145, maintaining an Outperform rating.
Kornitzer Capital Management Inc. KS Increases Holdings in Willdan Group, Inc. $WLDN
Kornitzer Capital Management Inc. significantly increased its stake in Willdan Group, Inc. (NASDAQ:WLDN) by 161.5% in the third quarter of 2025, now owning 73,220 shares valued at $7.08 million. This surge in institutional ownership coincides with Willdan Group trading near its 52-week high, despite mixed analyst ratings with a consensus of "Moderate Buy" and an average price target of $124.33. The company also surpassed EPS estimates in its last quarterly earnings but missed revenue expectations.
EFG Asset Management North America Corp. Takes Position in Willdan Group, Inc. $WLDN
EFG Asset Management North America Corp. has acquired a new position of 24,812 shares in Willdan Group, Inc. (NASDAQ:WLDN), valued at approximately $2.396 million, representing 0.17% of the company. Willdan Group has a "Moderate Buy" consensus rating from analysts with an average price target of $124.33, and the stock is trading near its 52-week high, with significant institutional ownership at 72.29%. The company recently surpassed EPS estimates but fell short on revenue expectations in its last quarterly report.
Possible Bearish Signals With Willdan Group Insiders Disposing Stock
Willdan Group (NASDAQ:WLDN) has seen substantial insider selling over the past year, with Chairman Thomas Brisbin selling US$14M worth of shares at a price below the current valuation. While insider selling doesn't always indicate a negative outlook, multiple insiders selling could be a red flag. Despite no recent insider buying, the company still has a respectable 2.9% insider ownership.
Willdan Group stock hits all-time high at 135.27 USD By Investing.com
Willdan Group Inc. stock has reached an all-time high of $135.27, marking a 259% increase over the past year. This growth follows strong third-quarter 2025 financial results, with earnings and revenue surpassing expectations, and strategic moves including the acquisition of Compass Municipal Advisors and securing a significant contract with Alameda County. Analyst firm Wedbush has also raised its price target for the company, reflecting increased confidence in its future prospects.
Willdan Group stock hits all-time high at 135.27 USD By Investing.com
Willdan Group's stock (WLDN) has reached an all-time high of $135.27, demonstrating a 259% increase over the past year. This growth is attributed to strong investor confidence, favorable market conditions, and recent positive developments including impressive Q3 2025 financial results, strategic acquisitions, and a significant contract with Alameda County. The company's prospects have been further boosted by an increased price target from analyst firm Wedbush.
Willdan Group stock hits all-time high at 135.27 USD By Investing.com
Willdan Group Inc. (WLDN) stock reached an all-time high of $135.27, demonstrating a 259% increase over the past year. This growth is attributed to strong financial performance, including surpassing Q3 2025 earnings and revenue expectations, and strategic moves like acquiring Compass Municipal Advisors and securing a $97 million contract with Alameda County. Analyst firm Wedbush raised its price target and maintained an Outperform rating, reflecting confidence in the company's future.
Willdan Group stock hits all-time high at 135.27 USD
Willdan Group Inc. (WLDN) stock reached an all-time high of $135.27, reflecting a significant 259% increase over the past year due to strong investor confidence and market growth. The company reported impressive Q3 2025 results, acquired Compass Municipal Advisors, and secured a $97 million contract with Alameda County for energy and infrastructure upgrades. Analyst firm Wedbush raised its price target to $145, maintaining an Outperform rating, signaling continued positive outlooks for the company.
Willdan: Vertically Integrated Grid Moat (NASDAQ:WLDN)
Willdan Group (WLDN) has received a Strong Buy rating due to its vertically integrated approach to U.S. grid modernization, which capitalizes on regulatory lag and generates high-margin revenue. The company's "architect-to-builder" model, coupled with 20% organic net revenue growth and expanding EBITDA margins, supports a projected 48% price upside to $188.5 per share. While labor costs for engineers pose a risk due to the capped nature of 82% of its contracts, the strong free cash flow growth and undervaluation relative to growth and EBITDA metrics make WLDN an attractive investment.
At US$127, Is It Time To Put Willdan Group, Inc. (NASDAQ:WLDN) On Your Watch List?
Willdan Group, Inc. (NASDAQ:WLDN) has seen a significant share price rise of 49% recently but is still considered undervalued based on its intrinsic value of $191.83 compared to its current trading price of US$127. The company has a positive short-term outlook with expected profit growth of 19% in the upcoming year, suggesting potential for a higher share valuation. Investors are encouraged to consider this opportunity, as the future growth may not yet be fully priced into the stock.
Campbell & CO Investment Adviser LLC Reduces Stock Position in Willdan Group, Inc. $WLDN
Campbell & CO Investment Adviser LLC significantly reduced its stake in Willdan Group, Inc. (NASDAQ:WLDN) by 83.7% in the third quarter of 2025, selling over 20,000 shares. Despite this reduction, analysts maintain a "Moderate Buy" rating for WLDN with an average target price above its current trading value. The company recently beat EPS expectations but missed revenue forecasts in its last quarterly earnings.
Willdan vs. Jacobs: Which Engineering Stock Has More Upside?
This article compares Willdan Group, Inc. (WLDN) and Jacobs Solutions Inc. (J), two engineering stocks benefiting from U.S. infrastructure and public-sector spending. While Willdan focuses on energy, utility, and municipal consulting, Jacobs has broader exposure across transportation, water, energy, and advanced facilities. The analysis, based on stock performance, valuation, and earnings estimates, suggests Willdan has more favorable near-term prospects due to steadier demand drivers.
Willdan Group (NASDAQ:WLDN) Shares Cross Above Two Hundred Day Moving Average - Here's What Happened
Willdan Group (NASDAQ:WLDN) saw its stock price cross above its 200-day moving average, reaching as high as $133, signaling a bullish technical trend. Analysts have a "Moderate Buy" consensus rating with an average target price of $124.33, though fundamentals show mixed results with an EPS beat but a revenue miss. Institutional investors and hedge funds own approximately 72.29% of the company's stock.
Assessing Willdan Group’s Valuation After Contract Win And Compass Municipal Advisors Acquisition
Willdan Group (WLDN) has seen increased investor interest following its acquisition of Compass Municipal Advisors and a new US$97 million energy savings contract. While a narrative suggests WLDN is slightly overvalued at US$133.99 with a fair value of US$132.50, a Discounted Cash Flow (DCF) model indicates the stock is undervalued by about 30%, suggesting a fair value of US$191.18. The article encourages investors to analyze these differing valuations in the context of future growth and potential risks.
Willdan Group, Inc. (NASDAQ:WLDN) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
Willdan Group, Inc. (NASDAQ:WLDN) shares have surged 29% in the last month and 253% over the past year, leading to a high price-to-earnings (P/E) ratio of 47.6x, significantly above the market average. Despite recent strong earnings growth of 74%, the company's P/E multiple is considered high given that analysts forecast only 11% EPS growth for the coming year, lower than the broader market's 16% projection. This suggests investors are overly bullish compared to analyst expectations, potentially setting themselves up for disappointment if the P/E ratio corrects to align with future growth outlooks.
