GVA

Granite Construction IncorporatINFRA

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$116.49

Market Cap

N/A

Scanner Status

Noisepolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

72 /100

Policy-catalyst strength, 0–100

Investment Thesis

Secured a massive $495M direct-award contract for Texas border infrastructure.

Provides tangible revenue visibility tied directly to expanding federal policy shifts.

Recent thirteen percent pullback offers an attractive entry for quality infrastructure.

Granite Construction offers a highly verifiable, policy-driven catalyst with its $495M border infrastructure contract. Unlike crowded tech trades, this provides a tangible revenue stream in a CAUTION market regime where physical infrastructure and quality balance sheets are rewarded.

Policy Rationale

The $495M award from U.S. Customs and Border Protection directly anchors GVA to the administration's aggressive border security expansion.

Technical Setup

Trading 15% below its 52-week high after a recent 13% pullback, GVA offers a derisked entry point with strong mean-reversion potential.

Key Risks

–Delays in federal funding disbursement

–Margin compression from labor or material cost inflation

Competitive Field — considered, not selected

USAU

Catalyst appears mismatched to operations, and historical ties to SEC-charged financiers present severe red flags.

GNT

Pipeline mismatch where the provided border contract catalyst actually belongs to Granite Construction.

Recent Performance History

38 total picks · 33% win (7d) · 23% win (30d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-03-27	DRS	DEFENSE	$44.84	$43.25	-3.55%	N/A	N/A	N/A
2026-03-26	LUNR	SPACE	$19.23	$16.35	-14.98%	N/A	N/A	N/A
2026-03-25	LUNR	SPACE	$20.55	$16.35	-20.44%	N/A	N/A	N/A
2026-03-24	CXW	BORDER	$19.94	$19.07	-4.36%	N/A	N/A	N/A
2026-03-23	ACM	INFRA	$90.06	$83.21	-7.61%	-7.61%	N/A	N/A
2026-03-20	ORN	INFRA	$10.39	$10.65	+2.50%	+4.72%	N/A	N/A
2026-03-19	ACM	DEFENSE	$90.32	$83.21	-7.87%	-3.73%	N/A	N/A
2026-03-18	RS	BORDER	$295.94	$300.49	+1.54%	+1.03%	N/A	N/A
2026-03-17	HUBB	ENERGY	$471.22	$472.07	+0.18%	+7.30%	N/A	N/A
2026-03-16	DCO	DEFENSE	$126.91	$117.10	-7.73%	-3.29%	N/A	N/A
2026-03-13	BWXT	ENERGY	$194.13	$191.59	-1.31%	+2.89%	N/A	N/A
2026-03-12	RS	INFRA	$299.28	$300.49	+0.40%	-1.50%	N/A	N/A
2026-03-11	RS	BORDER	$308.09	$300.49	-2.47%	-3.94%	N/A	N/A
2026-03-10	PSN	BORDER	$59.33	$52.21	-12.00%	-8.68%	N/A	N/A
2026-03-05	KBR	SPACE	$40.13	$35.81	-10.77%	-8.32%	N/A	N/A

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Schema v1.0 | Pipeline v1.2.0