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Fluor Corp rated Buy with strong growth outlook and $2.43B NuScale exit funding $1.4B share buybacks in 2026

Analyst Insights
29 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Fluor Corporation is rated Buy due to its successful business transition, strong contract wins, and effective capital allocation. The company exited its $2.43 billion NuScale investment, using the proceeds to fund aggressive share repurchases targeting $1.4 billion in 2026 after reducing its float by 11% in 2025. Management expects a 10% growth in adjusted EBITDA for 2026, while Wall Street projects 26% EPS growth and 5.5% revenue growth. Fluor's strong backlog, new awards, and strategic positioning in key industry megatrends support confidence in continued top- and bottom-line growth.

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