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

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

    60% confidence
  • MasTec Q1 2026 EPS was $1.39, surpassing analyst estimates of $0.99 and rising sharply from $0.51 a year earlier

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

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

    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 Q1 2026 revenue increased 15.3% YoY to $1.98 billion, ahead of the $1.92 billion consensus estimate

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

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

    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

Data points we hold from this source

Barclays · analyst price target54 USD
UBS Group AG · analyst price target56 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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