Jim Cramer Recommends Quanta Services Over AECOM
AECOM (NYSE:
Yeah, they didn’t have a good quarter, and it’s a good company, but they did not have a good quarter. And if you’re going to be in that group, you want to be in a company… PWR okay, that’s the symbol. It’s called Quanta Services… It’s same business, better run.
AECOM (NYSE:ACM) provides infrastructure consulting, design, and management services to public and private clients across the transportation, water, energy, and environmental sectors. Cramer discussed the stock in light of the AI data center boom during the episode aired on October 7, 2025. He stated:
So, who else benefits from the AI data center boom? Hey, how about an old favorite of the show, AECOM… which is another engineering construction firm that’s best known for its public sector work, particularly infrastructure construction, although it does plenty of commercial business, too. Lately, AECOM has been calling out the AI data center boom as a major tailwind for its business.
On… the most recent conference call, one of the first things cited by President Lara Poloni as she talked about future opportunities with data center, she mentioned that data center investment is expected to triple by 2030. And as with Jacobs, she said that AECOM’s expertise in specific functions like environmental permitting, sighting, stakeholder engagement, energy, and water gives the company a significant advantage in this space.
Apparently, AECOM’s data center practice has seen its net service revenue double over the past two years, and Poloni’s betting that the growth here will continue to accelerate. This stock has been on a roll. It’s up 52% from its April lows. But you know what? I think this one has more room to run. Every time you hear about another one of these massive data center projects from the hyperscalers, you’ve got to remember that somebody needs to build these things. And oftentimes that’s going to be AECOM.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Ripple Partner Reaches One Million People With Safe Water
NASDAQ TRADE HALT CONTINUES <UCFIW.O> REASON NOT AVAILABLE AT 03:58 AM
VIPCross-Asset Positioning Amid AI Earnings Scrutiny and the US Election
1. Markets diverged during the week. Between the October 23 and October 30 closes, BTC fell 4.78%, the Nasdaq 100 declined 1.98%, and gold and silver dropped 2.72% and 8.59%, respectively. The DAX, KOSPI, Nikkei 225 and Hang Seng advanced. We focus on differences in growth prospects, valuation sensitivity and risk exposures rather than applying a single directional view across assets. 2. Market reactions to Alphabet's and Intel's earnings brought returns on AI investment into focus. Attention is shifting from the scale of capital expenditure to revenue realization, margins and free cash flow. Lower interest rates can ease discount-rate pressure, but a sustained valuation recovery still requires support from both operating performance and financing conditions. 3. The November 3 US midterm elections and November 6 employment report are key events in the coming week. We monitor how post-election fiscal and legislative agendas may affect interest rates, the dollar and industry operating conditions. Our execution priorities are to manage leverage and concentration, retain margin and exit-liquidity buffers, and avoid treating a single political outcome as an automatic trading signal. 4. Following Binance's disclosure of a security incident, industry attention to endpoint protection, access segregation and coordinated incident response has increased. Key assets to monitor: BTC, the Nasdaq 100, crude oil and gold, alongside upcoming earnings from AAPL, AMD, PLTR, ARM, ANET and QCOM.
HYATT HOTELS CORP <H.N>: JEFFERIES RAISES TARGET PRICE TO $188 FROM $167
Crypto prices
More
