MasTec (MTZ) is up 7.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued momentum from MasTec’s strong first-quarter results, raised 2026 outlook, and upbeat long-term targets tied to power, grid, and data center infrastructure demand. I did not find a clearly identifiable fresh company announcement for June 22, 2026, so part of today’s move may be a follow-through rally as investors continue to re-rate the shares.
Details:
MasTec reported first-quarter 2026 revenue of about $3.8 billion, up 34% year over year, and increased its full-year 2026 guidance, including adjusted diluted EPS guidance of $8.79.The company’s second-quarter outlook also pointed to further year-over-year growth, with guidance implying higher revenue, EBITDA, and earnings versus the prior-year period.At its May 2026 investor day, management outlined longer-range goals that included roughly $22 billion in revenue and more than $15 in EPS by 2028, reinforcing the view that demand remains strong across major infrastructure categories.Recent analyst actions also stayed supportive after those updates, with multiple firms lifting price targets in May following the earnings release and investor day.Sources:
MasTec Investor Relations, Stock Analysis, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MTZ Insider Trading Activity
$MTZ insiders have traded $MTZ stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MTZ stock by insiders over the last 6 months:
- ERNST N CSISZAR sold 6,500 shares for an estimated $2,412,605
- C ROBERT CAMPBELL sold 3,000 shares for an estimated $1,251,000
- JAVIER ALBERTO PALOMAREZ sold 950 shares for an estimated $309,158
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$MTZ Hedge Fund Activity
We have seen 421 institutional investors add shares of $MTZ stock to their portfolio, and 355 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PECONIC PARTNERS LLC added 1,978,431 shares (+123.7%) to their portfolio in Q1 2026, for an estimated $636,540,389
- VICTORY CAPITAL MANAGEMENT INC added 1,690,896 shares (+178.6%) to their portfolio in Q4 2025, for an estimated $367,550,063
- LONE PINE CAPITAL LLC added 1,531,050 shares (+inf%) to their portfolio in Q1 2026, for an estimated $492,600,027
- MACQUARIE GROUP LTD removed 615,973 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $133,894,051
- THIRD POINT LLC removed 605,000 shares (-65.4%) from their portfolio in Q1 2026, for an estimated $194,652,700
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 596,913 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $192,050,788
- CANADA PENSION PLAN INVESTMENT BOARD added 488,849 shares (+325.6%) to their portfolio in Q1 2026, for an estimated $157,282,277
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MTZ Congressional Stock Trading
Members of Congress have traded $MTZ stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MTZ stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MTZ Price Targets
Multiple analysts have issued price targets for $MTZ recently. We have seen 18 analysts offer price targets for $MTZ in the last 6 months, with a median target of $476.5.
Here are some recent targets:
- An analyst from CICC set a target price of $480.0 on 05/21/2026
- Sangita Jain from Keybanc set a target price of $500.0 on 05/13/2026
- Drew Chamberlain from JP Morgan set a target price of $491.0 on 05/13/2026
- Joseph Osha from Guggenheim set a target price of $480.0 on 05/13/2026
- Manish A. Somaiya from Cantor Fitzgerald set a target price of $545.0 on 05/11/2026
- Maheep Mandloi from Mizuho set a target price of $498.0 on 05/05/2026
- Justin Hauke from Baird set a target price of $473.0 on 05/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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MasTec shares rise as investors continue to price in stronger 2026 guidance and long-term infrastructure demand
MasTec (MTZ) is up 7.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued momentum from MasTec’s strong first-quarter results, raised 2026 outlook, and upbeat long-term targets tied to power, grid, and data center infrastructure demand. I did not find a clearly identifiable fresh company announcement for June 22, 2026, so part of today’s move may be a follow-through rally as investors continue to re-rate the shares.
Details:
Sources:
MasTec Investor Relations, Stock Analysis, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MTZ Insider Trading Activity
$MTZ insiders have traded $MTZ stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MTZ stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MTZ Hedge Fund Activity
We have seen 421 institutional investors add shares of $MTZ stock to their portfolio, and 355 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MTZ Congressional Stock Trading
Members of Congress have traded $MTZ stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MTZ stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MTZ Price Targets
Multiple analysts have issued price targets for $MTZ recently. We have seen 18 analysts offer price targets for $MTZ in the last 6 months, with a median target of $476.5.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »