Everything tagged "infrastructure" across research, earnings, and macro.
5 articles
Core & Main is compounding through water infrastructure demand, share gains, and higher-value product mix. The stock looks constructive, but valuation and leverage keep it from being a clear bargain.
Applied Digital is moving from concept to monetized AI infrastructure, with revenue surging and major campuses now online or under construction. The stock offers real growth, but heavy capex, losses, and a rich valuation keep execution risk high.
Telkom Indonesia remains a defensive telecom franchise with strong cash generation and a credible transformation plan, but revenue and margins are still under pressure. The stock looks more attractive on weakness than at a full premium.
Blackstone’s scale in alternatives, rising perpetual capital, and AI-linked infrastructure exposure are driving durable fee growth. Valuation is rich, but the franchise still supports a Buy call.
Ciena’s AI-era bandwidth demand is driving record revenue, a bigger backlog, and sharp EPS growth. The stock looks high quality but expensive, so the report lands on a Hold with upside only on pullbacks.
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