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industrial-power-ai theme · 30 dossiers
Dossiers in the industrial-power-ai theme cluster — 30 names moving on shared catalysts.
All dossiersSHLS
Shoals Technologies Group, Inc.
CEG
Constellation Energy Corporation
Nuclear-baseload-for-AI is the crowded, mainstream leg of industrial-power-ai. Q1 beat (2026-05-11) closed -3%, Third Point fully exited, and an 11M-share secondary cleared at $281 (closed 2026-06-02). A FERC waiver (2026-06-02) pulled the…
VST
Vistra Corp.
Original anticipation thesis fully resolved bullish (Meta+AWS PPAs signed, 2026 EBITDA guide raised ~14% to $6.72-7.52B, PJM cleared at the $329 cap) but VST sold the news ~32% off the $219.81 high and the June-5 $148.76 close is failing…
VRT
Vertiv Holdings Co
Liquid-cooling sub-narrative re-accelerating inside a maturing AI-power theme: Goldman tagged it "the next AI trade" (5/24), NVIDIA's SmartRun digital-twin tie deepened the moat (6/1), TD Cowen set a street-high $387 target (5/20).…
MOD
Modine Manufacturing Co
Q4 FY26 cleared bullish EPS $1.71 vs $1.55, sales beat, plus a $4B+ Airedale DC-cooling capacity deal through 2029 that turns the narrative from growth line-item into contracted multi-year backlog. Theme ACCELERATING, five PT raises to…
AAON
AAON, Inc.
BASX data-center liquid-cooling narrative violently re-rated on the 2026-05-07 Q1 blowout rev +54% YoY, FY guide doubled to 40-45%, backlog +107% to $2.13B. Theme accelerating, but the binary already detonated (+53% in 30d), insiders sold…
AGX
Argan, Inc
Pure-play EPC for hyperscaler gas-fired data-center power. Q1 FY27 (2026-06-04) confirmed the thesis hard revenue +50% to a record $291M, EPS $3.24 vs $2.33 est, EBITDA +79% but the binary is now consumed, backlog slipped QoQ to $2.8B…
ALGM
Allegro MicroSystems, Inc.
Data-center power-IC re-rate intact fundamentally, but the 2026-06-05 rate-hike scare (Nasdaq -3%) reversed ALGM from a fresh ~$54.40 high to $46.39 a ~15% failed-breakout drop, back to the $46 consensus PT. 86% cyclical book sells with…
BE
Bloom Energy Corporation
On-site-power-for-AI narrative ACCELERATING and cluster-confirmed: Oracle's up-to-2.8GW Project Jupiter (Apr 27) plus the Nebius $2.6B/328MW deal (May 20) re-rated Bloom to AI-infra supplier on a ~$20B backlog and a Q1 turn to GAAP profit.…
CECO
CECO Environmental Corp.
Data-center-power order book vertical (Q1 orders +97% to $449.5M, b2b 2.2x, guide raised twice) and the $2.2B Thermon merger closed 2026-06-01, ~doubling scale to ~$1.5B combined revenue. Accelerating 2nd-order industrial-power narrative…
CTOS
Custom Truck One Source, Inc.
Grid/T&D capex supercycle (data-center power + grid modernization) is the accelerating leg; CTOS is the laggard specialty-rental picks-and-shovels name re-rating on a Q1 beat-and-raise, clustered PT hikes to $11–13, and a new Sourcewell…
FLEX
Flex Ltd.
Legacy EMS giant re-rating into an AI data-center power play: CPI segment +31% to $1.8B (Q4 FY26), spinning off Q1 CY2027 (SpinCo guide +65-75% FY27). Hard near-term catalyst: S&P 500 inclusion effective 2026-06-22. ~9% pullback to ~$152…
HRI
Herc Holdings Inc.
Equipment-rental roll-up in recovery (+55% off the $88.45 low to ~$137) on data-center/mega-project rental demand + the now-integrated H&E synergy ramp. Bellwether URI raised FY26 guidance (2026-04-23), confirming an ACCELERATING theme.…
IESC
IES Holdings, Inc.
Data-center electrical "shovels" play; Q2 FY26 (2026-05-01) backlog +62% to $3.9B, Communications +35% YoY fundamentals still accelerating. But +37% in a month into the $713.82 ATH with ~$108.6M of insider selling means a fresh entry buys…
KGS
Kodiak Gas Services, Inc.
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…
LGN
Legence Corp.
AI-datacenter MEP pick-and-shovel thesis converted from deck-slides to booked revenue: Q1 (reported 5/14) rev $1.04B +105% YoY, FY guide raised to $4.1–4.3B, record $5.4B backlog booked into late 2028. Stock ran $54 secondary → $107 high,…
MPWR
Monolithic Power Systems, Inc.
AI data-center power narrative still ACCELERATING (Q1 Enterprise Data ~2x YoY to $262.8M; Q2 guide ~$900M midpoint, +35% YoY), but a Feb-26 non-reliance restatement and heavy CEO/insider selling are a fresh overhang. A 10% flush on 6/5 to…
NXT
Nextpower Inc.
AI-data-center-power re-rate is lifting NXT from solar-tracker picks-and-shovels toward power-infra platform: 2026-05-28 FY2027 guide raise ($4.0-4.4B rev) + $365M Prevalon storage buy + 10-desk PT cluster ($149-182). Theme ACCELERATING,…
ON
ON Semiconductor Corporation
Company narrative intact AI data-center power re-rate (NVIDIA 800VDC/MGX content step-up, Q2 guide: AI revenue to double YoY in 2026) but the tape broke: -11.05% to $117.26 on 2026-06-05 in the worst SOX session since March 2020 (Broadcom…
STRL
Sterling Infrastructure, Inc.
Data-center site-development narrative accelerating: Q1 revenue +92% to $825.7M, FY26 EPS guide hiked to $16.50-17.15, and a rising analyst PT cluster ($922-956, Keybanc/Oppenheimer/Cantor). Real upgrade cycle, but price is extended ~+50%…
VICR
freshVicor Corporation
AI-datacenter power-delivery narrative re-accelerated: 2026-05-26 Q2 guide raised to ~$142M (from ~$126M) on a new IP licensee, book-to-bill >2.0, backlog ~$300.6M. Stock reclaimed the $300 pivot (~$306, 2026-06-12) after a…
AEIS
freshAdvanced Energy Industries, Inc.
Picks-and-shovels AI-datacenter power re-rating: DC Computing revenue doubled to $194.2M in Q1 (5/4) and the 6/3 ADH 800V converter launch slots AEIS into NVIDIA Rubin-era HVDC racks. Fundamentals ACCELERATING, but the tape broke down the…
ENPH
Enphase Energy, Inc.
Washed-out resi-solar name re-rated ~+66%/month into a short squeeze on the IQ SST AI-data-center power-electronics pivot (announced 2026-04-28). Post-parabolic (RSI 73-77, 50<200-EMA) and the 2026-06-17 FOMC dot-plot is a direct rate…
FCEL
FuelCell Energy, Inc.
AI data-center-power parabola has broken FCEL fell ~30% in three sessions to $17.33 (Jun 5) into a binary Q2 print Monday 2026-06-08 before open. Still ~2x the $8.24 analyst PT (6 Hold/1 Sell/1 Strong Sell, 0 Buys), and the whole fuel-cell…
FPS
Forgent Power Solutions, Inc.
Industrial-power-for-AI name printed a ~30% revenue beat + raised FY26 guide (May 14), pulling a five-firm PT cluster to $51–60 then dropped a $1.34B sponsor-exit secondary at $47 (May 29) that capped the clean momentum leg. Theme…
GTX
Garrett Motion Inc.
Turbo supplier re-rated into a datacenter/industrial oil-free cooling narrative (Ingersoll Rand + Trane). But the move already happened: +210% YoY to all-time highs (~$32–34), sell-side fully caught up (BWS $42 on 2026-06-01, Stifel $36,…
KEEL
Keel Infrastructure Corp.
Bitfarms-reborn BTC-miner→AI-datacenter pivot (rebranded 2026-04-06). Re-rate still hinges on signing the first HPC/AI lease none signed. The upsized $400M convert (priced 06-05, ~$7.41 strike) confirmed the funding gap; stock rolled from…
MEI
Methode Electronics
Data-center power-distribution pivot (busbars/power delivery into AI racks, ~$120M annualized run rate) is the re-rating story that ran MEI ~3x off its $4.88 low. But it's a loss-making, ~4x net-levered legacy auto supplier now trading…
PLUG
Plug Power, Inc.
Late-stage hydrogen-comeback + margin-turnaround squeeze already ran +475% off the $0.69 low to ~$3.57; Q1 beat printed 2026-05-11 and the tape is rolling near the $3.75 Susquehanna PT. Only forward edge is the binary 2026-06-30 Stream…
WSC
freshWillScot Holdings Corporation
H2-2026 leasing inflection plus a data-center vertical guided +50% revenue / +70% project pipeline (Q1 call 2026-05-08), with a TOMS/PE takeover floor underneath. But the stock has gone nowhere since the 2026-05-07 beat-and-raise (~$26.47,…