Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$25.6B
79M shares
52-week range
$160.08 – $441.43
42% from low
Sector
WATER, SEWER, PIPELINE, COMM & POWER LINE CONSTRUCTION
Exchange
NYSE
CS
MasTec is a leading infrastructure construction company operating mainly in North America across a range of industries. Its primary activities include engineering, building, installing, maintaining, and upgrading communications, oil and gas, utility, renewable energy, and other infrastructure. MasTec reports its results under five segments: communications; clean energy and infrastructure; pipeline infrastructure; power delivery; and other.
www.mastec.comNo one on the platform currently holds MTZ.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,531,050 | $492.6M |
| Third Point LLCas of 2026-03-31 | 320,000 | $103.0M |
No one on the platform has traded MTZ yet.
| 66,323 |
| $11.3M |
| Bridgewater Associatesas of 2026-03-31 | 40,138 | $12.9M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $18.5B | +31.2% | $9.14 | $8.89–$9.67 | 30.4× | 7 |
| 2027 | $22.4B | +21.5% | $12.39 | $11.27–$13.92 | 22.4× | 7 |
| 2028 | $25.4B | +13.4% | $16.15 | $13.04–$18.71 | 17.2× | 5 |
| 2029 | $28.9B | +13.7% | $20.59 | $19.97–$21.54 | 13.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
| $22.3B |
| — |
| STNStantec Inc. | $69.44 | -3.04% | $7.9B | — |
| STRLSterling Infrastructure, Inc. | $580.73 | +17.50% | $17.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
MasTec reported Q2 2026 results that largely met Wall Street expectations, with adjusted EPS of $2.22 and revenue of $4.37 billion, up 23% year over year and slightly ahead of estimates. Adjusted EBITDA reached $384 million, while backlog grew 30% to a record $21.4 billion, reflecting strong demand across the company’s infrastructure and construction businesses. Management highlighted solid revenue growth, margin expansion, and continued backlog strength. The company also raised its full-year 2026 adjusted EPS guidance to $9.30, representing 42% annual growth. However, investors viewed the guidance increase as modest relative to the stock’s strong run-up ahead of earnings. Shares fell sharply in after-hours trading as the results failed to deliver a meaningful upside surprise. Investors also continued to assess the impact of MasTec’s recent $1.65 billion acquisition of The Superior Group, which increased leverage and involved new share issuance. $MTZ
View on StockTwits ↗$GH $SPXC $MMSI $MTZ $RBLX AFTER-HOURS MOVERS: Currently Higher After Earnings: - Cohu (COHU) up 17.8% - Ryan Specialty Holdings (RYAN) up 13.4% - Monolithic Power Systems (MPWR) up 10.7% - Amazon (AMZN) up 9.5% - DexCom (DXCM) up 7.4% - Guardant Health (GH) up 6.7% - SPX Technologies (SPXC) up 8.4% - Merit Medical Systems (MMSI) up 4.4% Currently Lower After Earnings: - MasTec (MTZ) down 14.0% - Roblox (RBLX) down 14.0% - Reddit (RDDT) down 10.4% - Veracyte (VCYT) down 11.3% - GoDaddy (GDDY) down 8.4% - Stryker (SYK) down 7.7% - Apple (AAPL) down 6.3% - Coinbase Global (COIN) down 5.1% - Corteva (CTVA) down 1.7%.
View on StockTwits ↗$MTZ If it’s still down big in pre, I’ll add some. Fell asleep during ah 😂
View on StockTwits ↗$MTZ HUGE overreaction here with the AH selling pressure. Market has never been more emotional/impulsive. Revenue beat, record backlog, strategic acquisition and down 20% post ER all because of in-line EPS and not another blowout quarter? Laughable.. This is a $500 stock in the next 8-12 months. Just wait till the margins from the data center driven backlog growth starts getting realized. Bookmark this post and spot check me soon ✌️ Will keep accumulating in the interim at these undervalued levels!!
View on StockTwits ↗@judgeyoung2 @Jeremymartin007 @simon58 @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @tonyctl @zuby34 $mtz one itm and one otm is akin to atm rule?🤔😅
View on StockTwits ↗$MTZ Wow surprisingly weak quarter and shorting between $267 and $275 with current trailing stop $300. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.
View on StockTwits ↗$MTZ The market doesn't like it. I do. I'll provide liquidity.
View on StockTwits ↗$MTZ Another big quarter, record 18-month backlog, record margins, insanely positive Book-to bill. Huge relief considering the moratorium in NY. Glad they operate in the South east. Love the acquisition. Coast is clear to accumulate this one.
View on StockTwits ↗$MTZ Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.67 up 51.82% YoY • Reported revenue of $4.37B up 23.38% YoY • MasTec, Inc. updated its full year 2026 financial guidance, now expecting $18.2 billion in revenue, $1,600 million in adjusted EBITDA, and adjusted diluted earnings per share of $9.30 for the year.
View on StockTwits ↗$MTZ Only 20.6k shares have traded after hours. Someone dumped 5000 shares at bid between two trades at 4:22 pm EST and tanked it down to $270.
View on StockTwits ↗$MTZ Another beat and raise for MasTec. Incredible numbers. Quarterly record on earnings and grew the backlog. As I've been saying for months, follow the money. Who is building all the data centers? These guys. (no position)
View on StockTwits ↗@simon58 @ribbey @EBE_day @zuby34 @Jeremymartin007 @cubie @jenbunn @ZY786 @TraderRapp @tonyctl $RBLX i see whales playing both ways $AMZN is mixed $AAPL i see weekly otm multileg puts $MTZ huge spread 300c / 360c
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.