Stock price when the opinion was issued
Fibre cable throughout NA. 5 customers make up 66% of revenues, which can mean lumpy results, so you have to be comfortable with that prospect if you're going to buy this one. Weather can also push things off. Highly volatile, but trajectory is up and to the right. $6B backlog (or about 18 months of revenue), pushing to $7B by year's end, on the back of a $40B US infrastructure bill. Multiple is not extreme. No dividend.
(Analysts’ price target is $157.56)
Building rural communications infrastructure.
Massive recipient of Federal government spending.
Backlog of $6 billion in projects.
Expect high volatility in stock price.
Very good long term hold with strong management team.