NYSE:EME

EMCOR Group (EME)

734.26
-0.99 (0.13%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
31 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

EMCOR Group (EME) has demonstrated significant potential, especially in light of its recent operational performance and strategic positioning within the infrastructure and data center sectors. Despite facing broader market pressures, analysts suggest that the company's strong fundamentals, characterized by impressive revenue growth and a robust return on equity, support a positive outlook. With recent earnings showcasing an all-time record quarterly revenue increase of 19% and with substantial cash reserves paired with aggressive share buybacks, EME is strategically positioned for future growth. However, concerns about the recent market downturn and the company's debt levels have prompted some analysts to recommend caution, advising to buy cautiously at current oversold levels while remaining watchful of critical price thresholds. Overall, the company's strong backlog of projects, especially in data center construction, reinforces its ability to capitalize on future demand, indicating a promising trajectory for investors willing to navigate its relative risks.

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Consensus
Buy
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Valuation
Fair Value
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PARTIAL BUY

Had a really big move higher. Then over the course of June-July and the last couple of weeks, momentum areas of the market have really come under pressure. So it's broader momentum selling. Oversold, so he doesn't mind nibbling here.

Overall, concerned about the lower highs and lower lows. If it can clear ~$860-875, he'd add then.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

EME has operations involving electrical infrastructure, HVAC, energy and data centres.  It trades at 24x earnings and supports a robust ROE of 40%.  Recently reported earnings showed a all-time record quarterly revenue which grew 19%.  Cash reserves are growing while debt is retired and shares aggressively bought back.  We recommend setting a stop-loss at $670, looking to achieve $1033 -- upside potential over 30%.  Yield 0.1%

(Analysts’ price target is $1033.29)
RISKY

Looks interesting on this pullback. Hit with broader concerns about hardware, but it's actually really well positioned and should benefit from the broader trend. Business model is riskier, so she doesn't own.

PAST TOP PICK
(A Top Pick Jan 19/26, Up 32%)

(Note the short timeframe.)  Still a massive shortage of data centres. Strong backlog, so revenue stream is predictable. Pricing power is leading to margin improvement.

TOP PICK

Building of data centres will grow 23% this year as tech companies race to build them. EME is in construction, specializing in mechenical and engineering systems (HVAC, plumbing).  Revenues are up, $25 EPS and trading at 25x PE, a little high, but they outperform and buyback shares.

(Analysts’ price target is $775.20)
TOP PICK

This is essentially a construction company and has done very well over the past ten years. It has morphed into data centres but the overall infrastructure play is still very much in effect with much more spending needed from the US government, eg. airports. It continues to perform and has consistently outperformed consensus in the past 19 quarters. Trades at 23X earnings with revenue up 17% in the past year. It is in their small cap portfolio.
Buy 6  Hold 3  Sell 0 

(Analysts’ price target is $758.50)
HOLD

Has held this for a very long time.

BUY

He particularly likes the infrastructure space, and this name is involved with that.

BUY

Is up 36% this year, thanks to growth in data centres. Trades at only 23x 2026 PE. Will join the S&P this month.

HOLD

Involved in data centres and the infrastucture. Has a lower PE than APH, but the stock has moved a lot. A good company.

BUY
EME vs. PWR

He owns EME instead of Quanta Services. On a 5-year chart, PWR has outperformed. But on a 1-year chart, EME is ahead. At 28x earnings, the multiple on PWR is about 50% higher than its normalized range, so it's not as good a value today. He'd switch into EME. EME has better profitability metrics, EPS revisions are better, PE is 20x earnings. 

PAST TOP PICK
(A Top Pick Nov 18/21, Up 15%) Will benefit from future infrastructure spending. Bill has passed, but no money has been spent yet. General contractor for construction sites.
TOP PICK
Facilities services. Good timing because of the infrastructure bill. Trades at 18x earnings. Very strong balance sheet. Lots of opportunity. Yield is 0.40%. (Analysts’ price target is $142.80)
PAST TOP PICK
(A Top Pick Jul 23/20, Up 92%) Infrastructure bill will be additional fuel for this company. Reasonable multiples, growth rates are fantastic. He'd buy at these prices.
PAST TOP PICK
(A Top Pick Oct 17/19, Down 20%) An industrial services company for major projects. They provide services in hydraulics, electrical, communications, etc. With the economy slowing down and projects being differed, it has stalled. Once infrastructure programs begin, if a Democratic administration takes over, they are well positioned.
Showing 1 to 15 of 18 entries

EMCOR Group (EME) Frequently Asked Questions

What is EMCOR Group stock symbol?

EMCOR Group is a American stock, trading under the symbol EME (previously EME-N on Stockchase) on the New York Stock Exchange (EME). It is usually referred to as NYSE:EME or EME

Is EMCOR Group a buy or a sell?

In the last year, 9 stock analysts issued a Buy, Sell, or Hold rating on EME (previously EME-N on Stockchase). 8 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is PARTIAL BUY. Read the latest stock experts' ratings for EMCOR Group.

Is EMCOR Group a good investment or a top pick?

EMCOR Group was recommended as a Top Pick by Javed Mirza on 2026-08-26. Read the latest stock experts ratings for EMCOR Group.

Why is EMCOR Group stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for EMCOR Group.

Is EMCOR Group worth watching?

EMCOR Group is followed by 31 investors on Stockchase and is a trending stock that is worth watching.

What is EMCOR Group stock price?

On 2026-09-02, EMCOR Group (EME) stock closed at a price of $734.26.

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4.8(9)
Based on 9 expert opinions: 8 buy 1 hold 0 sell