Jim Cramer on MasTec: “It’s Such a Great One for the Data Center”
Jim Cramer calls MasTec a top AI data-center play even as one major fund dumps its shares for better upside elsewhere.
Jim Cramer just put MasTec on the 2026 shopping list for anyone chasing AI infrastructure winners, declaring the engineering-and-construction firm "such a great one for the data center." The stock has already climbed in recent weeks, yet a caller on his show still wanted to know how much runway remains.
Cramer’s enthusiasm traces back to hosting MasTec’s leadership during a University of Miami broadcast he called “terrific.” He suggested the company belonged at the very top of any AI-infrastructure portfolio, a claim that lands with extra weight because MasTec builds the fiber networks and physical plants powering hyperscale data centers.
Yet not every investor is all-in. Invesco’s Small Cap Value Fund held MasTec through the fourth quarter of 2025, watched the shares rise, then sold the entire position. The fund’s letter was blunt: while it “acknowledge[s] the potential of MTZ,” it believes “certain AI stocks offer greater upside potential and carry less downside risk.”
The contrast is instructive. MasTec delivers concrete services across communications, energy, power and water systems; it is not a pure software bet. That real-world exposure helped the stock in late 2025, but it also makes the company vulnerable to execution risk and cyclical construction margins that pure-play AI names can sidestep.
Cramer’s cheerleading may keep retail money flowing in, yet the quiet exit by a value-oriented institutional holder signals that not every sophisticated investor sees MasTec as the clearest path to AI profits. The data-center boom is real; the debate is which contractors will capture the most durable share of it.
What happens when the next earnings report tests whether MasTec’s order book can outrun Wall Street’s rotating affections?
Original reporting: Yahoo Finance.
Original reporting: Yahoo Entertainment.
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