MTZ MasTec, Inc.

bullish · high conviction SHIFT track record → $358.14 -6.93 (-1.9%)
Mkt Cap $29B P/E 72.2 fwd 34.0 52wk $109.68 - $367.85 Earnings 2026-04-30 3h ago
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

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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