MasTec Stock And 2 More High Growth Picks Backed By Infrastructure Spending

With central banks watching energy driven inflation risks closely, markets are paying more attention to companies that can grow earnings without relying on easy money. That is where the Healthy high growth potential screener comes in. It highlights businesses that analysts expect to grow earnings while keeping balance sheets in check. This article walks through 3 stocks from the screener that stand out right now.

The 3 stocks covered below are just a sample from this theme, while the full screen surfaced 1,536 more companies that analysts expect to show healthy earnings growth and maintain acceptable balance sheets. To identify and analyze the opportunities that best fit your own criteria, head straight to the Healthy high growth potential screener.

Unusual Machines (UMAC)

Unusual Machines is a US commercial drone company that sells small drones and key components to enterprise and government customers through B2B channels, its own e-commerce site and retail partners. All of its roughly $31.9 million in revenue currently comes from Aerospace & Defense activity in the United States. The stock sits at about $1.51b in market value.

Investors are watching Unusual Machines because it sits at the intersection of new US drone policy, onshoring and edge AI hardware. The company is lining up government and defense orders, backed by rapid capacity expansion and a cash position that management characterizes as healthy. Analysts covering the stock expect increases in revenue and earnings over the next few years. At the same time, the stock trades on an expensive valuation, the business is still loss making and recent dilution and insider selling add extra risk. For investors seeking exposure to the domestic drone supply chain, this is a company that may warrant further independent research and analysis before making any investment decisions.

Unusual Machines is lining up US drone demand, yet the real story sits in how growth, cash and dilution fit together. Before you decide how it all stacks up, scan the 2 key rewards and 3 important warning signs (2 are major!)

Build your own high growth shortlist around Unusual Machines

Unusual Machines and the other two stocks in this article all came from the same type of screener, but the real edge is in setting your own rules. Use our flexible Screener to mix filters like valuation, growth and balance sheet strength, or start with any of our curated Investing Ideas.

MasTec (MTZ)

MasTec is a large infrastructure engineering and construction company that designs, builds, and maintains critical assets for communications networks, power grids, pipelines, and clean energy projects across North America. Most of its revenue comes from Clean Energy and Infrastructure at about $5.6b, followed by Power Delivery at about $4.5b, Communications at about $3.5b, and Pipeline Infrastructure at about $2.6b, with smaller internal eliminations. The stock is a large cap at roughly $23.6b in market value.

MasTec operates in the middle of multi year spending on grid upgrades, renewables, data centers, and pipelines, supported by record backlog, higher 2026 guidance and the recent Superior Group acquisition that deepens exposure to electrical work for data centers and other mission critical projects. Analysts expect revenue and earnings growth with improving margins, and some see potential upside to their DCF and price targets if management continues converting backlog into profitable work. The trade off is a leveraged balance sheet, rising fixed costs, client concentration, and sensitivity to policy shifts, which can quickly affect earnings if major projects are delayed. For investors evaluating infrastructure driven growth with identifiable catalysts, MasTec may warrant closer, independent scrutiny.

MasTec’s backlog, guidance and data center exposure suggest a growth story that many investors may still be underestimating. Get the full picture in the 4 key rewards and 2 important warning signs

Nu Holdings (NU)

Nu Holdings runs a large digital banking platform that started in Brazil and now spans Mexico, Colombia and other markets, offering app based cards, accounts, loans, insurance, crypto trading and travel and mobile services. The company generated about US$8.4b from banking activities and has grown into a major regional player, with a market value of roughly US$73.6b.

Nu Holdings has attracted attention because it combines very high profitability metrics, such as a 42.7% net margin and strong recent earnings growth, with a business model built on low-cost digital distribution and very high customer satisfaction in markets that have historically had expensive, inconvenient banking. At the same time, the stock trades on a premium P/E and carries meaningful credit risk, with bad loans at 8.6%. For investors tracking healthy high growth companies, the mix of a fast expanding customer base, rising returns and tighter credit quality questions makes Nu a story worth looking at more closely.

Nu Holdings combines a 42.7% net margin with a premium P/E that many investors may only see on the surface. Get the full story behind that mix in the 4 key rewards and 1 important warning sign

Seeking Alternatives Before The Crowd Moves

Fresh stock ideas can move from quiet to crowded quickly. Spot potential breakouts while they are still under the radar for now, before momentum is fully caught.

• Track where institutional money could head next by scanning the 80 resilient stocks with low risk scores that aims to spotlight companies built to hold up when sentiment suddenly drops.
• Explore trends in capital spending by reviewing the curated 40 power grid technology and infrastructure stocks that focuses on businesses tied to grid upgrades and electrical infrastructure activity.
• Review potential AI build outs by checking the hand picked 56 AI infrastructure stocks that targets companies supplying the hardware and services under current AI demand.

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.

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