Added to YB: 2026-07-29
Pitch date: 2026-07-02
WLDN [bullish]
Willdan Group, Inc.
+7.38%
current return
Author Info
No bio for this author
Company Info
Willdan Group, Inc., a technical services company, focuses on the provision of energy and infrastructure solutions in the United States and Canada.
Market Cap
$1.3B
Pitch Price
$76.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.61
P/E
20.55
EV/Sales
1.86
Sector
Professional Services
Category
growth
We initiated a position in $WLDN
WLDN: Engineering/utility consulting play on AI power infrastructure. Sits across entire power lifecycle — monetizes utilities, hyperscalers, developers & operators on same data-center campus. APG & Burton acquisitions add substation & commercial energy exposure. Big multi-year wins: $330M LADWP, $112M San Diego. Hiring power engineers, not municipal staff. Risk: slight premium valuation vs peers.
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