MWH SOLV Energy Inc.

$MWH Huge tailwinds for Solv Energy, the number two grid solar and BESS EPC. No debt, and a backlog over twice its current market cap and growing. Trading at less than 1x Revenue. Long this and $FSLR and $ARRY.

🚨⚡ CLEAN ENERGY ALERT! 🇺🇸 $MWH $ENPH $FSLR $PWR $NXT 👀🔥 $MWH just dropped news expanding its HIGH-VOLTAGE infrastructure capabilities! ⚡ AI NEEDS POWER 🇺🇸 AMERICA NEEDS GRID UPGRADES 🗳️ MIDTERMS PUT ENERGY POLICY IN FOCUS

$MWH 3rd Qtr. revs. Up 65% YOY. That’s serious growth. Profit margins will expand over next few QTRS due to bigger work jobs.

$MWH There are many high growth companies competing for the title of most ridiculously undervalued, but this might be the winner. A forward P/S ratio around .9 that's profitable and growing well over 50% top line. Massive locked in backlog with multiple high margin streams of 30 year recurring revenue.

$MWH Good entry point here for me. Seems like it completed the basis of a clean double-bottom. Has been testing this area a few times now and it is ready to go up, IMHO. Do your research as this is just my personal (lame) opinion.

$MWH The average project size of their backlog( 9B) has doubled. Think about that. And huge infrastructure development means much more repair and upgrade work. For years to come.

$MWH find me another Tech co. that has a P/S of 1.70 that’s growing like this company. ER next week. Seriously undervalued.

$MWH growing revenue, fcf, backlog, with no net debt, and good entry point for all of the above. Loading.

$MWH reported earnings before the open today. GAAP EPS missed estimates: $0.53 vs. $0.58 expected, according to Stock Meadow.

$MWH Looking strong IMHO! Strong report w/ impressive growth. 3rd straight raise of FY26 revenue and raised adjusted EBITDA guide. Let's go, baby!

$MWH Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.53 • Reported revenue of $1.24B up 64.90% YoY • SOLV Energy raised full-year 2026 guidance to revenue of $4.03B, Adjusted Gross Profit of $660M, and Adjusted EBITDA of $525M, with respective margins of 16.4%-16.7% and 13.0%-13.1%.

$MWH With the midterms coming up, and Democrats likely to gain ground, the focus will probably shift toward clean energy. STRONG BUY