Insider selling: $19,837,925 sold by 12 insiders (30d)
Est. revisions:
+0.1%
(6 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.3)
Factor Model
net +1.3 3.6 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0
Stifel lifts MTZ target on record transmission growth
Watch: Monitor Q1 earnings execution and project backlog updates for signs of margin resilience and sustained order flow in infrastructure buildout.
Stifel raised MasTec's price target to $401 from $335, maintaining a Buy rating amid record-high Q1 transmission and distribution project activity. MasTec reported FY 2025 revenue of $14.3 billion, up 16% YoY, and beat estimates with adjusted EPS of $6.55. The 2026 guidance forecasts 19% revenue growth to $17 billion and adjusted EPS of $8.40, signaling strong operational momentum despite decelerating revenue growth and insider selling pressure.
Record project activity and strong guidance underpin continued growth, suggesting MTZ can capitalize on infrastructure demand despite recent profit-taking and insider selling signals.
Evidence
3h ago
Stifel Raises MasTec's Price Target as Transmission Surveys Hit Record Highs: Is This Infrastructure Stock About to Break Out? - 24/7 Wall St.
google-news-ai-infra
7h ago
Clear Street main MTZ: Buy → Buy
7h ago
Stifel main MTZ: Buy → Buy
21h ago
JP Morgan main MTZ: Overweight → Overweight
3d ago
UBS main MTZ: Buy → Buy
41d ago
Coatue 13F (2025Q4):. New position in MTZ ($147,357,080) +12 more. Exited CRWV +
Fundamentals & Data ▾
MasTec, Inc.
Industrials · Engineering & Construction
Mkt Cap
$29B
P/E
72.2 fwd 34.0
Beta
1.80
52w Range
$109.68 - $367.85
Short Interest
2.8M 4.58%
Days to Cover
2.6 +10%
Technicals
downtrend
from 52w Hi
-2.1%
1w return
+0.2%
Insiders
selling
0B / 8S
Analysts
mixed
EPS Estimate
$0.99
+0.1% 30d
6up / 1dn
Est. Dispersion
14%
15 analysts
Analyst Target
$360
$205 - $440
Options P/C
0.66
Insider Cluster
strong sell
0B / 6S
Fund Convergence
strong
Coatue, Citadel, Two Sigma, Soros, Bridgewater
Financials
Revenue
$3.9B +16% YoY
FCF
$293M
Gross Margin
13%
Op Margin
5%
Momentum:
decelerating
Top Holders
Coatue
$147M
Citadel
$45M
Two Sigma
$9M
Soros
$3M
Bridgewater
$2M
Recent Filings & Data
insider trade
79
net selling
· $19,837,925 sold
12 insiders · 79 transactions (30d)
Recent transactions
APPLE ROBERT E · sell · $2,580,006
MAS JORGE · award
DE CARDENAS ALBERTO IGNACIO · award
MAS JOSE RAMON · award
APPLE ROBERT E · award
DIMARCO PAUL · award
CSISZAR ERNST N · sell · $1,952,600
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
LOVE TIMOTHY MICHAEL · sell · $397,663
CAMPBELL CHARLES ROBERT · sell · $420,780
APPLE ROBERT E · sell · $2,004,363
CAMPBELL CHARLES ROBERT · sell · $571,170
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
DE CARDENAS ALBERTO IGNACIO · sell · $1,806,950
APPLE ROBERT E · sell · $1,750,000
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
CAMPBELL CHARLES ROBERT · sell · $771,670
CSISZAR ERNST N · sell · $331,321
MAS JORGE · award
DE CARDENAS ALBERTO IGNACIO · award
LOVE TIMOTHY MICHAEL · award
MAS JOSE RAMON · award
APPLE ROBERT E · award
DIMARCO PAUL · award
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
PALOMAREZ JAVIER ALBERTO · sell · $28,600
CAMPBELL CHARLES ROBERT · sell · $435,000
APPLE ROBERT E · sell · $1,500,000
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
CAMPBELL CHARLES ROBERT · sell · $436,245
LOVE TIMOTHY MICHAEL · sell · $84,485
PALOMAREZ JAVIER ALBERTO · sell · $309,158
APPLE ROBERT E · sell · $127,038
APPLE ROBERT E · sell · $2,525,400
CAMPBELL CHARLES ROBERT · sell · $348,777
CSISZAR ERNST N · sell · $538,481
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
JOHNSON JULIA LOUISE · award
DWYER ROBERT J · award
PARKER AVA L · award
PALOMAREZ JAVIER ALBERTO · award
CAMPBELL CHARLES ROBERT · sell · $220,000
CAMPBELL CHARLES ROBERT · award
CSISZAR ERNST N · award
PARKER AVA L · award
CAMPBELL CHARLES ROBERT · sell · $324,000
PALOMAREZ JAVIER ALBERTO · sell · $374,218
7 signals · latest 3h ago
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