---
title: "MTZ MasTec"
canonical: "https://supercyclehq.com/stock/mastec"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "MTZ"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# MasTec (MTZ)

MasTec is one of the largest infrastructure construction companies in North America.

## AI Exposure Score

**38/100, Growing.** MasTec builds power delivery, generation, and data center site infrastructure, and management points to AI driven demand as a tailwind across its Clean Energy and Power Delivery segments. The thesis depends on that work becoming dominant within a broad mix that still spans telecom and pipeline construction.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $193.77 |
| Change 1d | +4.14% |
| Change 7d | +12.27% |
| Change 30d | -10.26% |
| Change 1y | -3.89% |
| 52-week high | $437.51 |
| 52-week low | $171.05 |
| Market cap | $15.6B |
| P/E | 31.61 |
| EPS | $6.13 |
| Next earnings | 2026-10-29 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Industrials |
| Headquarters | Coral Gables, FL |
| CEO | Jose Ramon Mas |
| Employees | 42,000 |
| Website | https://www.mastec.com |
| Buildout layers | [Utilities & Grid](https://supercyclehq.com/category/utilities-grid), [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) |

## What the company does

MasTec is one of the largest infrastructure construction companies in North America. Its crews engineer and build energy, communications, and utility infrastructure, earning revenue on contracts for electric utilities, renewable developers, telecom carriers, and pipeline operators.

Its Power Delivery segment builds transmission and distribution networks, its Clean Energy and Infrastructure segment constructs renewable generation and heavy civil projects including data center site work, its Communications segment deploys fiber and wireless networks, and its Pipeline Infrastructure segment serves energy transport. AI driven electricity and data center demand is a stated tailwind across the power facing segments.

Founded in 1994 and headquartered in Coral Gables, Florida, MasTec employs about 37,000 people and trades on the NYSE.

## Role in the AI buildout

MasTec supports the Utilities & Grid layer at scale, building the transmission lines, distribution networks, and renewable generation that rising data center load requires, and its heavy civil crews take on data center site infrastructure that touches the Data Centers layer directly. Its fiber construction business also feeds network capacity between facilities. The AI linked work is growing quickly, but it sits within one of the broadest infrastructure portfolios in the sector, spanning telecom, pipeline, and civil projects.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Stephen Mandel](https://supercyclehq.com/investors/stephen-mandel) | Lone Pine Capital | $559.7M | 3.42% | trimmed | 2026-06-30 |
| [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $215.2M | 0.44% | trimmed | 2026-06-30 |
| [Dan Loeb](https://supercyclehq.com/investors/dan-loeb) | Third Point | $120.7M | 2.59% | trimmed | 2026-06-30 |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $3.4M | 0.05% | increased | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.9M | 0.01% | trimmed | 2026-06-30 |

## FAQ

### What does MasTec, Inc. do?

MasTec is an infrastructure construction company. It builds electric transmission and distribution networks, renewable energy projects, communications networks, pipelines, and heavy civil projects, including data center site infrastructure, for utilities, developers, and carriers across North America.

### How is MasTec, Inc. exposed to AI?

MasTec builds the power delivery, generation, and site infrastructure that AI data centers depend on, and management cites AI demand as a tailwind. Supercycle rates it Growing with an AI Exposure Score of 38 out of 100.

### Which MasTec segments benefit from data center demand?

Power Delivery benefits from grid interconnection and transmission work, Clean Energy and Infrastructure from generation projects and data center site construction, and Communications from fiber routes serving data centers. Pipeline Infrastructure is largely outside the AI story.

### Who leads MasTec, Inc.?

Jose Ramon Mas serves as CEO of MasTec. The company was formed in 1994, is headquartered in Coral Gables, Florida, and employs about 37,000 people, making it one of the largest specialty contractors in North America.

### Is MTZ a pure play AI stock?

No. Supercycle scores MasTec 38 out of 100, in the Growing tier. Data center linked power and site work is growing, but telecom, pipeline, and broad civil construction still make up much of the revenue base.

---

Source: https://supercyclehq.com/stock/mastec. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.