Can HG Infra's recent transmission and BESS wins boost its stock performance?

**Hamilton Insurance (HG) is unlikely to experience a near-term boost in stock performance from its recent transmission and BESS wins**, considering the following points: 1. **Earnings Impact**: The company's recent wins are not expected to have an immediate impact on its earnings. The projected EPS of $1.01 for the upcoming report period represents a year-over-year change of -15.8%, indicating a potential decline in earnings compared to the previous year. 2. **Revenue Growth**: Although there is a slight increase in revenue expected, with a 0.64% rise to $591.68 million, this growth is modest and may not significantly impact stock performance in the short term. 3. **Market Performance**: HG's stock has already experienced a decline of 1.02% recently, lagging the S&P 500's gain. This recent underperformance suggests that the market may not be immediately responsive to the company's recent wins. 4. **Analyst Expectations**: The Zacks Rank for Hamilton Insurance is currently a #3 (Hold), indicating a neutral stance from analysts. There is no indication of a positive shift in analyst sentiment that would suggest a near-term stock price boost. 5. **Valuation**: The company's