Jim Cramer Recommends Quanta Services Over AECOM

AECOM (NYSE:ACM) is one of the stocks on which Jim Cramer gave his opinions. A caller asked whether ACM is a buy and, if not, what a good alternative would be. In response, Cramer said:

Yeah, they didn’t have a good quarter, and it’s a good company, but they did not have a good quarter. And if you’re going to be in that group, you want to be in a company… PWR okay, that’s the symbol. It’s called Quanta Services… It’s same business, better run.

AECOM (NYSE:ACM) provides infrastructure consulting, design, and management services to public and private clients across the transportation, water, energy, and environmental sectors. Cramer discussed the stock in light of the AI data center boom during the episode aired on October 7, 2025. He stated:

So, who else benefits from the AI data center boom? Hey, how about an old favorite of the show, AECOM… which is another engineering construction firm that’s best known for its public sector work, particularly infrastructure construction, although it does plenty of commercial business, too. Lately, AECOM has been calling out the AI data center boom as a major tailwind for its business.

On… the most recent conference call, one of the first things cited by President Lara Poloni as she talked about future opportunities with data center, she mentioned that data center investment is expected to triple by 2030. And as with Jacobs, she said that AECOM’s expertise in specific functions like environmental permitting, sighting, stakeholder engagement, energy, and water gives the company a significant advantage in this space.

Apparently, AECOM’s data center practice has seen its net service revenue double over the past two years, and Poloni’s betting that the growth here will continue to accelerate. This stock has been on a roll. It’s up 52% from its April lows. But you know what? I think this one has more room to run. Every time you hear about another one of these massive data center projects from the hyperscalers, you’ve got to remember that somebody needs to build these things. And oftentimes that’s going to be AECOM.

While we acknowledge the potential of ACM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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