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ai-datacenter-buildout theme · 2 dossiers
Dossiers in the ai-datacenter-buildout theme cluster — 2 names moving on shared catalysts.
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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,…
Cyclical recovery industrial-power-ai ai-datacenter-buildout
catalyst · →
TH
Target Hospitality Corp.
Workforce-housing small cap re-rated into an AI data-center landlord after a 2026-04-01 multi-year lease with a top-five hyperscaler for a North Texas campus; FY26 guide lifted to $360–370M and the stock roughly doubled off its $8–12 base.…
Special situation ai-datacenter-buildout hyperscaler-capex-beneficiary
catalyst · →