Top Stock Picks for Week of September 8, 2025

Build-A-Bear Workshop (BBW) has demonstrated strong momentum, gaining 29.5% over 12 weeks, supported by a 'Strong Buy' broker recommendation, consistent earnings beats averaging 21.3% surprise, and upward revisions to fiscal 2026 earnings estimates. Concurrently, infrastructure firm MasTec (MTZ) has outperformed its industry year-to-date, driven by a robust 18-month backlog of $16.45 billion (up 23.3% year-over-year), which has led to increased 2025 guidance and heightened analyst optimism.

Analysis

Build-A-Bear Workshop (BBW) is exhibiting strong bullish signals, underscored by both technical momentum and fundamental strength. The stock has appreciated 29.5% over the last 12 weeks and is trading at 86.8% of its 52-week high-low range, suggesting potential for a technical breakout. This price action is supported by robust fundamentals, including a history of surpassing the Zacks Consensus Estimate for four consecutive quarters with an average surprise of 21.3%. Furthermore, Wall Street sentiment is highly positive, reflected in a #1 (Strong Buy) average broker recommendation and recent upward revisions to fiscal 2026 earnings estimates. Separately, infrastructure construction firm MasTec (MTZ) demonstrates a strong growth trajectory, having outperformed its industry year-to-date. The company's health is substantiated by a significant 18-month backlog of $16.45 billion, which represents a 23.3% year-over-year increase and provides strong revenue visibility. This operational strength has prompted management to raise its 2025 guidance and has fueled analyst optimism, as seen in recently increased earnings estimates for 2025.

Key Decisions for Investors

• Given Build-A-Bear's combination of strong price momentum, consistent earnings beats averaging 21.3%, and upward analyst revisions, investors may consider the stock's potential for continued upside.
• For MasTec, the 23.3% year-over-year growth in its $16.45 billion backlog serves as a key forward-looking indicator, suggesting revenue visibility that supports the company’s recently upgraded 2025 guidance.
• While both companies present a bullish outlook, investors should monitor BBW's ability to sustain its high earnings surprise streak and MTZ's project execution against its large backlog to validate the ongoing investment thesis.