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NVEE looks like the rocket ship, actual news of new contract
Basically that list below has a ton of great names. STRL is like a pure play on data center builds. They have a segment for E-infrastructure. The E-Infrastructure Solutions segment provides site development services for the blue-chip end users in the e-commerce distribution center, data center, manufacturing, warehousing, and power generation sectors. A few other names to look into that the other user didn’t list: $FLEX and $JBL for reshoring plays. Also $CRH and $EXP for concrete plays. I’ve looked into them but $AYI is really cheap and offers lighting solutions. I don’t own these but on my watchlist: $NVEE and $J. Both do like government contracting and I think data center should be part of their line of business.
$NVEE * Q1 Non-GAAP EPS of $0.66 misses by $0.13. * Revenue of $213.29M (+15.7% Y/Y) beats by $4.11M. >NV5 delivered strong first quarter results in revenue and profitability, exceeding our budget and analyst consensus for revenue and growing cash flows from operations 73% versus the first quarter of 2023. The company is seeing tremendous revenue growth in services for artificial intelligence (AI) data centers, and we believe we have become a leader in infrastructure design and commissioning for the AI data center market, with customers coming to us for their international and domestic data center facilities. >Our accelerated organic growth initiative has resulted in 8% organic growth^(1) for the quarter. We have completed four acquisitions in 2024 to date, enhancing our Florida operations, structural and forensics engineering, geospatial DOT asset management, and engineering solutions for Middle East mega projects. The M&A pipeline is strong, and we anticipate completing additional acquisitions throughout 2024 to densify our existing platform and enhance the tech-enabled solutions that have become a cornerstone of NV5’s service offerings. We have exceeded our consolidated 2024 budget to date and are raising guidance for gross revenues and EPS," said Dickerson Wright, Executive Chairman of NV5. [https://ir.nv5.com/news-events/news-releases/news-details/2024/NV5-Announces-First-Quarter-Results-and-Raises-Guidance/default.aspx](https://ir.nv5.com/news-events/news-releases/news-details/2024/NV5-Announces-First-Quarter-Results-and-Raises-Guidance/default.aspx)
Yeah, I've really come to love them. They give great breakdowns of the company, what they do, how much they are making. Yeah, excited to see those numbers for PRIM and NVEE after the market closes today.
I've been following them, but their last quarter wasn't too great, which is kind of concerning. * Q1 GAAP EPS of $1.12 misses by $0.03. * Revenue of $815.6M (+0.5% Y/Y) misses by $38.53M. I'm looking at $NVEE after hours. They are still kind of cheap, but seems like they had a bad year last year, but last quarter saw growth come back and they started talking data center work as well, which the market should like. I'm almost tempted to want to play their earnings, since looking at $AMRC report from yesterday and how the market reacted, seems like some of the names might have bottomed or come close to it. Kind of simliar to MYRG, I own $PRIM. They are a bit more expensive, but they are seeing a lot more growth and focus on a lot of different industries. PRIM also reports after the bell close today, but you know I'm a sucker for an investor slide deck and this was their last one from Feb: [https://ir.prim.com/\~/media/Files/P/Primoris-IR-v2/presentations/2023/4q-2023-earnings-presentation.pdf](https://ir.prim.com/~/media/Files/P/Primoris-IR-v2/presentations/2023/4q-2023-earnings-presentation.pdf)
Anyone here follow $NVEE? They report after bell close today. I remember solve mentioning them here like a year ago. Seems like they had not a great 2023, but last quarter saw some solid growth. Seems like the valuation has become reasonable. Should be interesting to see the market reacts to earnings.
$NVEE Q2 Non-GAAP EPS of $1.29 beats by $0.04. Revenue of $222.6M (+9.8% Y/Y) beats by $0.35M. Gross profit in the second quarter of 2023 was $110.3 million compared to $99.2 million in the second quarter of 2022, an 11% increase.
Love $IESC being up like 4% with no news lol. Excited for a few names i own or follow after the bell today: $ALTG, $ENS, $HCCI, $LMB, $NVEE
I forgot who talked about NVEE here, but they got crushed on their earnings. It’s down like 20% today.
Looking at companies that deal with safety and deal with supplying construction companies like FAST, GWW, and ATKR. Also looking at companies that deal with automation and machinery like AIT and APH. Also like companies like MLI. Then with the grids needing to be updated, looking at companies like NVEE. Also playing the strong agricultural market with TITN. What's interesting is some of these companies are beating and raising guidance in this climate.
Let me know if you like any of these: ITRI, NVEE, PWR 
One of my highest conviction companies reported earnings today, ShockWave Medical (SWAV). I wanted to include graphics from my spreadsheet so I posted the write-up on Commonstock instead of here (as I have done in the past with MEDP, INSP, PGNY, GLOB, NVEE, etc. etc.). Commonstock is free so give it a look if you want to see how they did. CC /u/_hiddenscout /u/AluminiumCaffeine /u/AP9384629344432 this one may be up your alley if you've never given it a look. https://commonstock.com/post/bc120575-ecf1-4ebc-b91f-7fa058e7c760
Naw actually it's NVEE today, after earnings which were solid, and WCC. :(
$NVEE numbers looking good $1.50 per share on revenue of $204.1 million. The consensus earnings estimate was $1.43 per share on revenue of $202.0 million. Revenue grew 10.0% on a year-over-year basis.
nice. I have seen NVEE as a holding in this fund https://www.mawer.com/funds/explore-funds/u-s-mid-cap-equity-fund/ supposed to be good stock picker running it
I bought NVEE because of you, fits into my thesis well. I always bring up really boring companies that I think will do well in the next 2-5 years. Stuff like ATKR, MLI, WCC, CLFD and CLH
Earnings season is heating up. I always try to mentioned less discussed stocks. I've hit on [NVEE](https://www.reddit.com/r/stocks/comments/x0kcx0/comment/im9obqx/?utm_source=share&utm_medium=web2x&context=3) (announced a share buyback program), [GLOB](https://www.reddit.com/r/stocks/comments/wrezrp/comment/ikuetgw/?utm_source=share&utm_medium=web2x&context=3), and [ATZAF](https://www.reddit.com/r/stocks/comments/y1za4c/comment/is2exoi/?utm_source=share&utm_medium=web2x&context=3) recently. Even if it's just an earnings recap, I'd love to see more people provide information beyond what a company did vs. a bunch of sell side analyst consensus numbers.
I bought more OLPX and MLI today. Still really liking ATKR, AIT, APH, WIRE, MLI and NVEE
So tough, I’m holding Arrival, LEV and ZEV, NVEE, only one I’ve bought recently is arrival. Feels like good upside potential but god knows
I've mentioned GLOB and NVEE recently which some people have said they never heard of before and were prompted to do some DD. I added STEM to my Do Some DD watchlist because other people here mentioned it and I had never heard of it. Would love to hear other more of that. Not to come off as a dick but be the change you want to see. Looking at your comment history, I see you discussing AAPL, JPM, GOOG/L, TGT, PLD, DKNG, MSFT. There isn't a single ticker you've mentioned that isn't a massively well-known company.
Thanks again to who ever brought up NVEE the other day, ended up opening a position today.
WCC - is a provider of electrical, industrial, communications, maintenance, repair and operating (MRO), and original equipment manufacturer (OEM) products, as well as construction materials and advanced supply chain management/logistic services. They have a fair amount of debt, but they took it on to acquire Anixter. CLFD - this one is more expensive, but they are growing like crazy and do with rural broadband. CLH - Hazard waste company that will do well with the infracture bills. ATKR - this is my worst performing one, but I'm holding for a long time. They make electrical products and safety equipment. NVEE - Someone posted about them yesterday in a daily, started to look into them, but seem like a promising play.
NV5 Global (NVEE) announced a $100MM share repurchase program. They rarely dilute except for immediately accretive acquisitions, of which they made at least four in 2021. This'll help bring share count down a bit. The stock has been a market crusher, beating SPY, QQQ, and VTI over the past 10Y, 5Y, 3Y, 1Y, YTD, 6M, 3M, basically any tenor you can think of. If you never heard of NV5, here's the [overview](https://www.sec.gov/ix?doc=/Archives/edgar/data/1532961/000162828022004406/nvee-20220101.htm#ia4c1ad024f2f43c4a633fa99dfb26bcb_16) of their business from their recent 10-K (I recommend clicking the link as it brings you to the Overview section which includes the wide range of services they offer along with a long list of public clients they work/have worked with). >NV5 Global is a provider of professional and technical engineering and consulting solutions to public and private sector clients in the infrastructure, utility services, construction, real estate, and environmental markets, operating nationwide and abroad. The Company's clients include the U.S. Federal, state and local governments, and the private sector. Public clients (federal, state, and local governments) make up 62% of their TTM revenue but that's down from 68% over the previous TTM period as private client contracts have accelerated (up 37% TTM over previous TTM). This has been one of my best performing positions since first buying nearly 4 years ago. It probably won't ever blow your socks but it'll be a FCF positive and profitable solid, steady performer with incrementally improving margins.
Assuming we are still using $300 million to $2 billion for small cap: PUBM, NLCP, NVEE, OM, SILK, TMDX, BIRD (irrational favorite; I love their product. Also like what management is doing and think they may be a good acquisition target), and BARK.
PYPL is one of my rare sells in mid-February. It was time for my annual rebalancing and I had lost conviction in the company. I didn't like that management had provided poor guidance around the eBay separation and then the *significant* pullback is user growth guidance and the change to monetizing existing customers made me wonder if they knew what direction they actually wanted to go in. It's entirely possible PYPL will trounce the market from here on out but I felt more comfortable putting my funds in another place. I used my PYPL funds to add to CRWD, ZS, OKTA, NVEE, and ABNB.
I’ll take you up on that. NVEE $130P it is. The bid ask is crazy though….
Those look good, I’ve been holding NVEE for a while. Playing these just makes me feel like a boomer
NVEE gonna pop bigly if we get infrastructure bill
NVEE - I rode it from the $30s until their dilution in March at $100. It’s been consolidating in the $90s for awhile. Should be primed for another run up soon. I’d probably wait until after their next earnings.They are well positioned in electrical and with charging stations amongst other things.
Wow. Good time to look at large infrastructure and engineering firms like AECOM (ACM), NV5 (NVEE), etc. These are companies that are going to get massive contracts out of this.
NVEE is an interesting infrastructure play.
Anyone else buy NVEE when it was cheap last week?
Boys can I get your thoughts on NVEE? The Motley Fool recommended them as a long term growth stock