Willdan Group, Inc. (WLDN)

Willdan Group, Inc. stock has experienced positive momentum, surging by 62.05% over the past six months and 237.91% over the past year, reaching an all-time high in January 2026, attributed to demand for AI data centers and electrification infrastructure. In Q2 2025, Willdan reported a 23% increase in contract revenue and a 31% increase in net revenue, surpassing analyst expectations and leading to a 28% jump in shares. In Q3 2025, the company reported adjusted EPS of $1.21, beating analyst estimates, though revenue fell short of expectations; management raised its full-year 2025 guidance. Analysts have maintained a generally positive outlook, with a consensus rating of "Moderate Buy" and price targets as high as $125.00, though Zacks Research downgraded Willdan Group from a "strong-buy" to a "hold" rating in January 2026.

Willdan Group, Inc. benefits from structurally high demand driven by the growth of AI-driven data centers, economy-wide electrification, and grid upgrades. The company's long-term utility contracts provide a stable revenue stream, suggesting that demand for its core services may be less susceptible to short-term seasonal fluctuations.

Willdan Group, Inc. provides professional technical and consulting services to public and private utilities, government agencies, and commercial and industrial firms, operating through Energy, and Engineering and Consulting segments. The Energy segment focuses on energy efficiency programs, grid modernization, and sustainability initiatives, offering services such as audits, program design, master planning, and software analytics. The Engineering and Consulting segment provides services like building and safety, city engineering, disaster recovery, and water resources services. Willdan's acquisition of APG in March 2025 enhanced its electrical engineering and construction management services.

Willdan Group, Inc. primarily operates in the United States, with offices in more than a dozen states, with key operational hubs in California and New York. The company also has operations in Alberta, Canada.

Willdan Group, Inc. has a strong and positive brand reputation, recognized as a critical enabler of AI-era power infrastructure and a go-to engineer for utilities, data centers, and municipalities. This is supported by positive analyst ratings and the company's long history and expansion into complex challenges.

Institutional investors hold a significant majority stake in Willdan Group, Inc., accounting for approximately 74% to 75.32% of the company's ownership, with major shareholders including BlackRock, Inc. and Vanguard Group Inc. The general public holds about 21% of the company's shares. Insiders, including CEO Michael Bieber, hold a notable stake, with overall insider ownership around 6.55%. Linda L. Heil owns 1.69 million shares, equating to 11.68% of the company in 2025.