Solv Energy Inc (MWH)
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-11-04
$26.35-1.72%
Close 2026-11-04 · 1-day change
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-11-04
Research Workspace
Put MWH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain adjusted gross margin between 16.4% and 17.0% in FY26: Comparison needs review.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskMWH's 77% revenue growth must keep compounding to justify the price. The company beat its Q2 earnings estimate by 15.4%. It trades at 2.1 times sales versus a 2.8 peer median. The price is roughly in line with the growth we forecast. The adjusted gross margin target is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price about 4% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. MWH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering MWH (as of Nov 2026).
Based on 3 Wall Street analysts offering 12-month price targets for MWH in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MWH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Renewable Electricity — fair value, gap to price, and forward P/E.
Compare the value case
Put MWH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Raised guidance supports revenue growth expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $26.35
The last 12 months of price, then the range of analyst 12-month targets from today’s $26.35.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve full-year 2026 revenue guidance of $3.87B to $3.97B
Record revenue supports 2026 revenue guidance.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Revenue forecast exceeds management's guidance.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Increased revenue outlook supports growth objectives for 2026.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
4GW project portfolio supports revenue growth objective.
Advances: Maintain adjusted gross margin of 16.4% to 17.0% for 2026
Higher price target indicates confidence in margin strength.
Stock offering may dilute shares and impact margins.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Strong revenue growth aligns with revenue guidance.