behind-the-meter-power theme · 2 dossiers

Frac-sand legacy pivot re-rating into AI/data-center behind-the-meter power on the $840M Caterpillar 1.4GW genset deal plus an upgrade cluster (RJ Outperform $25 6/2, Citi $22). But the 6/2 breakout faded -8.6% on 6/5 as Goldman reaffirmed…

Gas-compression operator re-rated as a behind-the-meter data-center power play. Q1 (2026-05-11) cleared the binary: record EBITDA $190M, FY guide raised to $820–860M, and a disclosed 650 MW capacity + 1.3 GW pipeline replacing the old 100…