u/FireIce31 · 4h agono track record yet
Long TTEK $45C exp Dec 31
The AI booms needs a water guy and he's on sale with ER tonight. $TTEK
Tetra Tech is the dominant water engineering play exposed to three tailwinds: explosive data center water demand (AI infrastructure build-out), mandatory PFAS treatment regulation (20-year revenue cycle), and defense spending. The backlog rebounded 8% last quarter to $4.2B, guidance was raised, and the stock trades at 19x forward earnings despite these catalysts—a re-rate to $40-45 by year-end is justified.
Now $34.571m ago
1d—
3d—
1w—
1m—
3m—
6m—
1y—