Everything tagged "data centers" across research, earnings, and macro.
29 articles
Bloom Energy is scaling fast on surging AI and industrial demand, with record revenue, a $6B product backlog, and raised 2026 guidance. The stock looks compelling operationally, but its premium valuation keeps the rating at Hold.
American Tower combines durable tower cash flows with a faster-growing data center business, but leverage and DISH churn keep the valuation in check. The stock looks like a Buy for investors who want quality infrastructure exposure with a medium-term catalyst mix.
CBRE is a high-quality commercial real estate services franchise with growing recurring revenue and strong exposure to data centers. The stock is a Buy, but valuation already prices in much of the recovery.
Super Micro Computer is scaling rapidly on AI infrastructure demand, but execution, margins, and customer concentration remain key risks. The stock looks inexpensive versus its forward earnings power if management can stabilize profitability.
IES Holdings has transformed into a higher-quality infrastructure and data center contractor with strong growth, expanding margins, and a clean balance sheet. The stock remains attractive operationally, but valuation is already reflecting much of the good news.
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