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Source document· May 13, 2026

Billionaire Investor Quietly Loads Up On Construction Stocks As One Gets The Axe

View original at finance.yahoo.com
“Also, APi priced a private offering of $500 million in 5.75% senior unsecured notes due 2034.”
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What we drew from this source

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  • MasTec Q1 2026 EPS was $1.39, surpassing analyst estimates of $0.99 and rising sharply from $0.51 a year earlier

    60% confidence
  • MasTec expects Q2 2026 adjusted EPS of $2.20, above analyst projections of $2.12

    60% confidence
  • Robert W. Baird raised its MasTec forecast from $348 to $473

    60% confidence
  • UBS raised its APi Group price forecast from $54 to $56

    60% confidence
  • Citigroup raised its MasTec forecast from $440 to $483

    60% confidence
  • APi Group Q1 2026 revenue increased 15.3% YoY to $1.98 billion, ahead of the $1.92 billion consensus estimate

    60% confidence
  • Truist Securities raised its APi Group price forecast from $53 to $55

    60% confidence
  • MasTec Q1 2026 revenue climbed 34.5% YoY to $3.83 billion, ahead of the $3.49 billion consensus estimate

    60% confidence
  • Mizuho raised its MasTec price forecast from $428 to $498

    60% confidence
  • Barclays raised its APi Group price forecast from $52 to $54

    60% confidence
  • APi Group raised its FY2026 revenue guidance to $8.48B–$8.68B from the prior range of $8.40B–$8.60B, versus analyst estimates of $8.53B

    60% confidence
  • APi Group Q1 2026 EPS was $0.32, beating analyst estimates of $0.30 and rising 28% year over year

    60% confidence
  • Truist Financial raised its MasTec forecast from $425 to $518

    60% confidence
  • MasTec sees full-year FY26 revenue of about $17.5 billion, above Wall Street expectations of $17.04 billion

    60% confidence
  • Goldman Sachs raised its MasTec forecast from $348 to $487

    60% confidence
  • MasTec raised its FY26 adjusted EPS guidance from $8.40 to $8.79, above the analyst consensus of $8.51

    60% confidence
  • TD Cowen raised its MasTec estimate from $320 to $445

    60% confidence
  • APi Group forecasts Q2 2026 revenue of $2.18B–$2.23B, above the consensus estimate of $2.16B

    60% confidence
  • MasTec anticipates Q2 2026 revenue of approximately $4.3 billion versus the $4.2 billion consensus estimate

    60% confidence
  • APi Group priced a private offering of $500M in 5.75% senior unsecured notes due 2034, with proceeds primarily funding acquisitions of Onyx-Fire Protection Services and Wtech Fire Group

    60% confidence

Data points we hold from this source

Barclays · analyst price target54 USD
UBS Group AG · analyst price target56 USD
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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