MarketBeat
05 Apr 2026, 14:36 UTC · 23w ago
Verdict
Source says Buy. We score MTZ +1.00 across five claims.
Score confirms the headline.
Buy
Rating stated in the headline
+1.00strongly bullish
What the story claims
5 claims · scored −1 bearish … +1 bullish
The U.S. faces a significant electricity deficit that could take five to ten years to resolve despite the urgent demand from AI data center buildouts.
More positive than 91% of claims this week
Natural gas is identified as the only viable baseload power source capable of scaling to meet AI data center demand over the next five years.
Continue reading
5 related stories
More positive than 98% of ticker scores this week
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More positive than 84% of claims this week
MasTec has a record $18.96 billion backlog and expects 19% revenue growth by 2026, while the market currently prices it for a normal cycle rather than an infrastructure supercycle.
So whatSuggests a valuation disconnect and significant upside potential for the stock if the market recognizes the supercycle.
More positive than 76% of claims this week
Regal Rexnord's data center power management business could grow from $120 million to $1 billion in revenue over the next two years.
More positive than 64% of claims this week
Current AI infrastructure spending is driven by cash-rich hyperscalers with unfulfilled demand, unlike the revenue-less companies of the dot-com bubble.
More positive than 53% of claims this week
Which stocks this story touches
More positive than 98% of ticker scores this week
Huge backlog and high revenue visibility due to the energy-AI infrastructure supercycle.
More positive than 95% of ticker scores this week
Positioned as the essential near-term provider of baseload power for AI data centers.
More positive than 87% of ticker scores this week
Successful pivot to data center power management with significant growth in E-Pod orders.
More positive than 68% of ticker scores this week
Strong demand for Azure services is limited only by power and data center availability.
Near neutral — 91% of ticker scores this week are stronger
Listed as a client of MasTec.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a provider of high-value chips requiring power management.
Near neutral — 91% of ticker scores this week are stronger
Listed as a client of MasTec.
Near neutral — 91% of ticker scores this week are stronger
Listed as a client of MasTec.
Near neutral — 91% of ticker scores this week are stronger
Listed as a client of MasTec.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a participant at CERAWeek discussing power demand.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a participant at CERAWeek discussing power demand.
Near neutral — 91% of ticker scores this week are stronger
Mentioned as a provider of high-value chips requiring power management.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
CNBC Television
19h ago
More positive than 57% of relationship scores this week
[a_to_b] MasTec is an engineering and construction firm for Duke Energy.
More positive than 57% of relationship scores this week
[a_to_b] MasTec provides construction services for IBM.
More positive than 57% of relationship scores this week
[a_to_b] MasTec is an engineering and construction firm for Kinder Morgan.
More positive than 57% of relationship scores this week
[a_to_b] MasTec is an engineering and construction firm for Microsoft.
More positive than 15% of relationship scores this week
[a_to_b] Regal Rexnord's E-Pod systems manage power for Micron chips.
More positive than 15% of relationship scores this week
[a_to_b] Regal Rexnord's E-Pod systems manage power for NVIDIA chips.
−36.2%
Price is moving against the score
$214.64 vs $336.25 close before publication (Apr 2) · not market-adjusted
MTZ chart →
