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Stocks•17 April 2026•

1 min read

Heavy Construction Stocks Poised for Growth Amid Data Center and Energy Boom

Key Facts

1Heavy construction companies are expected to benefit from growth in telecom, data centers, and energy sectors.

2Key companies to watch include EME, MTZ, DY, PRIM, and ORN.

Heavy construction and infrastructure companies are positioned for significant growth, according to the latest analysis from Zacks Investment Research. The sector is benefiting from a surge in demand across telecommunications, data centers, and energy transition projects. Key industry players such as EMCOR Group (EME), MasTec (MTZ), and Dycom Industries (DY) are highlighted as essential stocks to watch in this expanding landscape. Additionally, Primoris Services (PRIM) and Orion Group Holdings (ORN) are expected to capture opportunities arising from increased infrastructure spending. The ongoing expansion of digital and energy infrastructure serves as a primary tailwind for these firms. While the outlook remains bullish, the impact is considered moderate as it follows an existing narrative of infrastructure development. Investors are closely monitoring these firms as they execute on high-demand technology and energy contracts.