Zacks Investment Research
23 Jul 2026, 15:45 UTC · 15w ago
Impact · against what's priced in
The article identifies several construction and engineering firms poised to beat earnings due to tailwinds in AI data centers and public infrastructure. Since these stocks lack detailed pricing reconstructions, the positive outlook for earnings beats and high-growth tech spending acts as a modest catalyst.
No priced-in read yet
What the story claims
4 claims · scored −1 bearish … +1 bullish
AI-driven data center construction and hyperscale infrastructure are serving as major growth catalysts for the construction sector.
More positive than 93% of claims this week
Residential homebuilders and commercial construction firms are facing persistent demand pressures due to elevated mortgage rates and affordability challenges.
Continue reading
5 related stories
KBR is poised for an earnings beat, likely driven by AI-driven data center construction and hyperscale infrastructure growth.
Read from the article alone
No priced-in read yet
Owens Corning is identified as a company poised to beat earnings expectations in the current reporting cycle.
Read from the article alone
No priced-in read yet
CRH is positioned to beat earnings expectations, benefiting from a broader trend of strong public infrastructure spending.
Read from the article alone
Scored by the NIS engine · methodology.
Top 2 movers · tap to explore
More negative than 90% of claims this week
Infrastructure-oriented contractors are seeing strong support from federally funded highway, bridge, water, and aviation projects.
More positive than 76% of claims this week
Construction sector companies in the S&P 500 have seen total earnings decline by 20.4% year-over-year, though 100% of reporting companies have beaten EPS estimates so far.
More negative than 70% of claims this week
Which stocks this story touches
More positive than 74% of ticker scores this week
Identified as a company poised to beat earnings expectations in the current reporting cycle.
More positive than 74% of ticker scores this week
Identified as a company poised to beat earnings expectations in the current reporting cycle.
More positive than 74% of ticker scores this week
Identified as a company poised to beat earnings expectations in the current reporting cycle.
More positive than 74% of ticker scores this week
Identified as a company poised to beat earnings expectations in the current reporting cycle.
More positive than 74% of ticker scores this week
Identified as a company poised to beat earnings expectations in the current reporting cycle.
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
MarketBeat
4h ago
−13.3%
Price is moving against the score
$121.31 vs $139.86 close before publication (Jul 22) · not market-adjusted
OC chart →+4.4%
Price agrees with the score
$37.17 vs $35.62 close before publication (Jul 22) · not market-adjusted
KBR chart →−5.2%
Price is moving against the score
$94.81 vs $100.06 close before publication (Jul 22) · not market-adjusted
CRH chart →
