NASDAQUtilitiesUtilities - RenewableSnapshot 2026-07-09
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Create your account →Warn: Management is running behind on a stated commitment.
SOLV Energy aims for revenue near $3.77 billion in 2026. Profit margins are expected around 16.7%. The company has a strong 4GW project portfolio supporting growth. Recent margin strength has encouraged analyst confidence.
Recent earnings misses and a key executive departure raise concerns. The stock offering may dilute shares and pressure margins. Market stress and valuation worries could limit upside.
The stock trades about 17% below our fair value estimate near $35. The market reflects cautious views on growth and margin sustainability, while we see potential if guidance targets hold.
Breaks if: Adjusted EBITDA falls below $400 million in FY26
The company aims to achieve an adjusted EBITDA between $400 million and $420 million for the fiscal year 2026.
Breaks if: Gross margin falls below 16.4% in FY26
The company aims to maintain an adjusted gross margin between 16.4% and 17.0% for the fiscal year 2026.
Breaks if: Annual revenue falls below $3.72 billion in FY26
Management aims to achieve the updated revenue guidance range of $3.72 billion to $3.82 billion for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue for 2026-Q1 was $676.805 million. The company has set a full-year revenue guidance of $3.72 billion to $3.82 billion. Current trajectory shows progress towards the lower end of the guidance range.
“The Company is updating its full year 2026 financial guidance with expected revenue of $3.720 billion to $3.820 billion.”
“Introducing our 2026 financial guidance, reflecting our focus on delivering durable, profitable growth.”
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
