
NYSE:EME
This summary was created by AI, based on 8 opinions in the last 12 months.
EMCOR Group (EME-N) has garnered positive attention from various analysts, particularly due to its strategic positioning within the growing data center market. Despite broader concerns surrounding hardware, experts believe EMCOR is well-placed to benefit from increased infrastructure spending, especially in construction and mechanical engineering systems. With a strong backlog and consistent revenue growth, the company is expected to see continued margin improvements. Analysts highlight a 23% projected growth in data center construction this year, and while the stock trades at a relatively high PE ratio, its ongoing performance and share buybacks make it an attractive option. With its diversified presence in infrastructure, particularly in the context of U.S. government spending, EMCOR demonstrates resilience and a robust business model.
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)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
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.
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
In the last year, 8 stock analysts issued a Buy, Sell, or Hold rating on EME (previously EME-N on Stockchase). 6 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for EMCOR Group.
EMCOR Group was recommended as a Top Pick by Gordon Reid on 2019-10-17. Read the latest stock experts ratings for EMCOR Group.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for EMCOR Group.
EMCOR Group is followed by 29 investors on Stockchase and is a trending stock that is worth watching.
On 2026-07-02, EMCOR Group (EME) stock closed at a price of $775.50.
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.