What Happened?
Shares of general contracting company Tutor Perini (NYSE: TPC) jumped 24.8% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' EPS expectations and delivered revenue that outperformed Wall Street's estimates by a wide margin. Revenue increased 19% year over year to $1.25 billion, with growth recorded across all major business lines, driven by newer project starts and better backlog conversion. Zooming out, we think this was a good print with some key areas of upside.
Is now the time to buy Tutor Perini? Access our full analysis report here, it’s free.
What The Market Is Telling Us
Tutor Perini’s shares are extremely volatile and have had 31 moves greater than 5% over the last year. But moves this big are rare even for Tutor Perini and indicate this news significantly impacted the market’s perception of the business.
Tutor Perini is up 22.5% since the beginning of the year, but at $29.59 per share, it is still trading 11% below its 52-week high of $33.24 from November 2024. Investors who bought $1,000 worth of Tutor Perini’s shares 5 years ago would now be looking at an investment worth $3,485.
Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
