Market news

Celestica is riding the AI data center boom, with revenue and earnings projected to surge as demand for infrastructure products accelerates.

Detailed price information for Emcor Group (EME-N) from The Globe and Mail including charting and trades.

EMCOR Group has turned a long run in its share price into a talking point, and the question now is whether the current valuation is properly grounded in the cash the business generates. With the stock up sharply over recent years, investors are increasingly asking if the present price still lines up with its underlying cash flows. Over the past 5 years, EMCOR Group has delivered a very large total return, so any fresh buyer today needs to think carefully about what cash flow profile is now...

EMCOR Group (NYSE:EME) has outperformed the market over the past 15 years by 13.65% on an annualized basis producing an average annual return of 27.08%. Currently, EMCOR Group has a market capitalization of $33.16

Emcor Group (EME) concluded the recent trading session at $757.71, signifying a +1.02% move from its prior day's close.

EMCOR Group (EME) heads into Morgan Stanley's 14th Annual Laguna Conference on 17 September 2026, with senior leadership set to outline how this $32.4b contractor approaches earnings, cash generation, and capital deployment. Recent trading has cooled after a strong multi-year run for EMCOR Group, with the share price down 14.3% over the past month and 11.6% over 90 days. Even so, the year-to-date share price return is 15.8%, and the 3-year total shareholder return is very large, suggesting...

Detailed price information for Mastec Inc (MTZ-N) from The Globe and Mail including charting and trades.

The latest trading day saw Emcor Group (EME) settling at $748.55, representing a -4.11% change from its previous close.

EME's 19.6% organic growth, record $17.14B RPOs and surging data-center demand point to elevated growth momentum into 2027.

Zacks.com users have recently been watching Emcor Group (EME) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

EMCOR Group is rated Buy, driven by robust AI/data center infrastructure demand and record Remaining Performance Obligations. Learn more about EME stock here.

Emcor Group (EME) reached $754.16 at the closing of the latest trading day, reflecting a +1.73% change compared to its last close.

Should EME be a buy as record RPOs, strong construction demand and a raised 2026 outlook boost its growth prospects?

Can EME's Building Services growth, improving demand and leaner cost structure drive further margin expansion?

Event overview and why EMCOR Group matters now EMCOR Group (EME) is in focus after recent news highlighted strong demand from data center projects, record remaining performance obligations, a series of acquisitions, and an upgraded business outlook that together form the backdrop for the current stock discussion. Despite the positive news flow around data centers, remaining performance obligations and acquisitions, EMCOR Group’s recent share price momentum has cooled, with the 30 day share...

In recent months, EMCOR Group reported that strong data center demand, record remaining performance obligations, and disciplined execution, alongside acquisitions, have supported its decision to raise forward guidance. An interesting element for investors is how this combination of robust data center activity and a growing, well-diversified backlog may reinforce EMCOR’s positioning in complex, large-scale building projects. We’ll now explore how EMCOR’s raised guidance, underpinned by data...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

EMCOR has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Can EME turn surging Mechanical Construction demand into stronger earnings despite project-mix pressure weighing on margins?

EMCOR Group stock has delivered a very large 5 year return, yet the latest intrinsic value work using a Discounted Cash Flow (DCF) model still points to the shares trading at a sizeable discount to that estimate, while traditional multiples also lean toward an undervalued read. Over the past 5 years, EMCOR Group has returned about 5.4x an initial investment, which puts extra focus on whether the current price already reflects those gains. Expectations for continued cash generation from EMCOR...

Detailed price information for Dycom Industries (DY-N) from The Globe and Mail including charting and trades.

The average brokerage recommendation (ABR) for Emcor Group (EME) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

EMCOR's AI-driven growth, strong Q2 beat and raised outlook contrast sharply with Thor Industries' RV market headwinds.

Detailed price information for Emcor Group (EME-N) from The Globe and Mail including charting and trades.

In recent months, Polen Capital Management disclosed a new position in EMCOR Group, emphasizing its role as the largest mechanical, electrical, and plumbing specialty contractor in the U.S. and its growing exposure to data center and semiconductor fabrication projects. This move highlights EMCOR’s emerging position as a key bottleneck in the buildout of AI infrastructure, where specialized labor and complex project execution are increasingly crucial. We’ll now examine how EMCOR’s expanding...

Polen Capital Management’s decision to initiate a new position in EMCOR Group (EME) has put fresh attention on the contractor’s role in data center and semiconductor fabrication projects tied to AI infrastructure. See our latest analysis for EMCOR Group. EMCOR Group’s share price has climbed 8.65% over the past month after a period where the stock fell 8.41% over 90 days. Its 1-year total shareholder return of 38.36% and 5-year total shareholder return of 608.80% reflect sustained momentum...

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Could EME's expanding contracted work base improve revenue visibility as data center demand and broad-based bookings remain strong?

Detailed price information for Quanta Services (PWR-N) from The Globe and Mail including charting and trades.

EMCOR Group (NYSE:EME) has outperformed the market over the past 5 years by 34.35% on an annualized basis producing an average annual return of 46.06%. Currently, EMCOR Group has a market capitalization of $35.36

EME's balanced capital strategy pairs shareholder returns with disciplined acquisitions and growth investments, backed by record project visibility.

5 Revealing Analyst Questions From EMCOR’s Q2 Earnings Call

EMCOR (EME): 3 Reasons We Love This Stock

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]

Emcor Group (EME) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Detailed price information for Bloom Energy Corp Cl A (BE-N) from The Globe and Mail including charting and trades.

EME's record backlog, AI infrastructure demand and acquisitions are strengthening growth, as it lifts its 2026 revenue and earnings outlook.

Detailed price information for Emcor Group (EME-N) from The Globe and Mail including charting and trades.

EME's record remaining performance obligations and higher 2026 outlook highlight its growth potential as investors watch backlog conversion and execution.

Detailed price information for Emcor Group (EME-N) from The Globe and Mail including charting and trades.