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    Alameda County Energy Upgrade Deal Could Be A Game Changer For Willdan Group (WLDN)

    Simply Wall St·12/13/2025 14:19:31
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    • Willdan Group, Inc. recently presented at the 14th Annual ROTH Deer Valley Event, where President Amber Mahone and CEO Michael A. Bieber highlighted the company’s latest developments, including a new US$97,000,000 Alameda County energy upgrade contract covering solar PV and EV charging infrastructure.
    • This combination of a large public-sector energy project and evidence of improved balance sheet strength and earnings quality underscores how Willdan is increasingly positioned as a key partner in infrastructure and electrification projects.
    • We’ll now examine how the Alameda County contract and highlighted balance sheet improvements may influence Willdan’s broader investment narrative.

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    Willdan Group Investment Narrative Recap

    To own Willdan, you have to believe that long term demand for electrification and infrastructure upgrades will keep translating into recurring, higher quality earnings from utility and government clients. The Alameda County win reinforces that thesis and supports the near term catalyst of sustained contract momentum, but it does not remove the key risk that policy shifts or budget cuts could still affect this largely public sector driven business.

    Among recent announcements, the US$330,000,000 Los Angeles Department of Water and Power contract stands out as especially relevant alongside Alameda County, because together they highlight Willdan’s ability to secure large, multi year utility and municipal programs. For investors focused on catalysts, this growing backlog of sizable, longer duration projects is central to the story of earnings visibility and potential margin improvement.

    Yet, despite these contract wins, investors still need to be aware of how reliant Willdan remains on government energy policies and funding...

    Read the full narrative on Willdan Group (it's free!)

    Willdan Group's narrative projects $867.2 million revenue and $76.9 million earnings by 2028. This requires 11.3% yearly revenue growth and an earnings increase of about $41.7 million from $35.2 million today.

    Uncover how Willdan Group's forecasts yield a $132.50 fair value, a 28% upside to its current price.

    Exploring Other Perspectives

    WLDN 1-Year Stock Price Chart
    WLDN 1-Year Stock Price Chart

    Four members of the Simply Wall St Community value Willdan between US$85 and about US$191.90, reflecting a wide spread in return expectations. When you set those views against Willdan’s dependence on utility and government funded projects, it underlines why many investors look at several contrasting opinions before deciding how the company might perform.

    Explore 4 other fair value estimates on Willdan Group - why the stock might be worth as much as 85% more than the current price!

    Build Your Own Willdan Group Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.