TPC
Trump PickENERGYTutor Perini Corporation
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
82
Current Price
$82.69
Market Cap
N/A
Signal52 Status
Watchlist
As of Close 2026-05-12
Key Takeaways
- •$2B shared DoD award vs $4.36B mcap; trades 17.3% below 52w high with flat 1mo return.
- •Secured a prime spot on a $2B DoD energy resilience and microgrid contract
- •Directly benefits from the Pentagon's urgent push to harden domestic military grid infrastructure
- •Analysis from 2026-05-12.
Policy Edge
$2B shared DoD award vs $4.36B mcap; trades 17.3% below 52w high with flat 1mo return.
Investment Thesis
- Secured a prime spot on a $2B DoD energy resilience and microgrid contract
- Directly benefits from the Pentagon's urgent push to harden domestic military grid infrastructure
- Flat one-month return and 17% distance from highs offer a clean technical entry
Tutor Perini offers the best asymmetric setup due to its commanding Signal52 score of 82 and direct exposure to the DoD's urgent energy resilience mandate. While the $2B contract is shared among 14 firms, TPC's legacy construction profile masks its growing role in critical infrastructure hardening, and the stock's flat one-month performance provides a clean entry in a Risk-On market.
Policy Context
Policy Rationale
The $2B multiple-award DoD contract anchors TPC to a major policy shift prioritizing domestic military grid stability and infrastructure hardening.
Technical Setup
Trading 17.3% below its 52-week high with a flat -1.3% one-month return, TPC avoids the crowding seen in momentum tech plays.
Key Risks
- •Multiple-award structure dilutes the total $2B contract value for TPC
- •Legacy construction margins may drag overall profitability despite new high-value awards
Status Indicators
VerifiedTIER_1_14DCONTRACT
Recent Performance History
67 Total Picks • 47% Win Rate (7d) • 50% (30d)
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | RDW | SPACE | $12.16 | $11.56 | -4.93% | N/A | N/A | N/A |
| 2026-05-08 | TPC | INFRA | $82.85 | $82.69 | -0.19% | N/A | N/A | N/A |
| 2026-05-07 | GVA | INFRA | $141.23 | $140.42 | -0.57% | N/A | N/A | N/A |
| 2026-05-06 | LUNR | SPACE | $26.33 | $32.09 | +21.88% | N/A | N/A | N/A |
| 2026-05-04 | LUNR | SPACE | $25.35 | $32.09 | +26.59% | +27.89% | N/A | N/A |
| 2026-05-01 | LUNR | SPACE | $25.62 | $32.09 | +25.25% | +13.08% | N/A | N/A |
| 2026-04-30 | DCO | DEFENSE | $141.93 | $145.03 | +2.18% | -2.95% | N/A | N/A |
| 2026-04-29 | TPC | INFRA | $86.04 | $82.69 | -3.89% | +11.66% | N/A | N/A |
| 2026-04-28 | ALMU | SPACE | $18.91 | $27.11 | +43.36% | +44.76% | N/A | N/A |
| 2026-04-27 | GEO | BORDER | $18.67 | $21.41 | +14.68% | -0.48% | N/A | N/A |
| 2026-04-24 | GEO | BORDER | $18.83 | $21.41 | +13.70% | -0.42% | N/A | N/A |
| 2026-04-23 | GEO | BORDER | $18.48 | $21.41 | +15.85% | +0.16% | N/A | N/A |
| 2026-04-22 | GEO | BORDER | $18.91 | $21.41 | +13.22% | +0.21% | N/A | N/A |
| 2026-04-21 | RDW | SPACE | $10.31 | $11.56 | +12.12% | -12.32% | N/A | N/A |
| 2026-04-20 | BKSY | SPACE | $37.42 | $40.31 | +7.72% | -11.25% | N/A | N/A |
Schema v1.0 | Pipeline v1.2.0