MasTec Fair Value Estimate Raised to About $427 After Guidance and Superior Group Acquisition

Simply Wall St··US·Read original
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Summary · why it matters

MasTec's fair value estimate has been raised from about $349 to about $427, driven by updated modeling that incorporates fresh guidance and the acquisition of The Superior Group. Modeled revenue growth shifted from about 12.48% to about 18.77%, while net profit margin remained essentially flat at about 4.34% and the future P/E multiple edged up to about 40.01x. The discount rate used in the model adjusted from about 8.66% to about 9.29%. Bullish analysts at Guggenheim, Clear Street, Truist, and KeyBanc have set price targets above the revised cluster, citing the Superior Group deal for higher power delivery revenue, stronger EBITDA margins, and greater data center exposure, along with long-term financial targets and project backlog. In contrast, UBS, Mizuho, TD Cowen, Citi, Baird, and JPMorgan cut their price targets in late July and early August 2026, pointing to execution risk and weakness in the Communications segment.

Impact on assets 7

Financials▲
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MasTec Inc
MTZ
▲ PositiveCapitalrelevance

Fair value estimate raised to $427 due to updated guidance and Superior Group acquisition, with bullish analyst price targets.

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