He Ignored AI Stocks--and Made 79% on the Infrastructure Powering Them [Yahoo! Finance]
MasTec, Inc. (MTZ)
Last mastec, inc. earnings: 4/30 05:06 pm
Check Earnings Report
US:NYSE Investor Relations:
mastec.com/en/investors
Company Research
Source: Yahoo! Finance
of 2025 despite maintaining a skeptical view on the broader market. Rather than leaning into Big Tech or macro-driven trades, Harnisch concentrated more than 90% of his long exposure into three infrastructure names, led by Quanta Services ( NYSE:PWR ), alongside Dycom Industries ( NYSE:DY ) and MasTec ( NYSE:MTZ ). These companies sit behind the buildout of power lines and fiber networks supporting artificial intelligence, high-speed internet and rising electricity demand. That focused positioning helped the $3.1 billion fund return 79% this year, more than quadrupling the S&P 500, even as Harnisch kept net leverage low and expressed uncertainty about economic direction. Warning! GuruFocus has detected 4 Warning Sign with APP. Is PWR fairly valued? Test your thesis with our free DCF calculator. Harnisch characterized the performance as pure stock picking rather than a macro call, noting that conviction in individual businesses mattered more than forecasting GDP or market cycles.
Show less
Read more
Impact Snapshot
Event Time:
MTZ
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MTZ alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MTZ alerts
High impacting MasTec, Inc. news events
Weekly update
A roundup of the hottest topics
MTZ
News
- MasTec (MTZ): Buy, Sell, or Hold Post Q3 Earnings? [Yahoo! Finance]Yahoo! Finance
- MasTec: Strong Q3 Execution And Broad-Based Demand Strengthen The Bullish Case [Seeking Alpha]Seeking Alpha
- MasTec (NYSE:MTZ) had its "hold (c+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Is MasTec's 15% Pipeline Margin Just the Start of a Rebound? [Yahoo! Finance]Yahoo! Finance
- Why MasTec (MTZ) Stock Is Up Today [Yahoo! Finance]Yahoo! Finance
MTZ
Earnings
- 10/30/25 - Beat
MTZ
Sec Filings
- 11/18/25 - Form 4
- 11/18/25 - Form 4
- 11/18/25 - Form 4
- MTZ's page on the SEC website