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data-center-buildout theme · 2 dossiers

Dossiers in the data-center-buildout theme cluster — 2 names moving on shared catalysts.

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HRI

Herc Holdings Inc.

MEDIUM

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.…

Theme leader industrial-power-ai data-center-buildout
catalyst · →

WSC

WillScot Holdings Corporation

MEDIUM

Recovering modular-leasing cyclical with a 2nd-order data-center kicker: DC vertical guided +50% rev / pipeline +70%, FY26 guide RAISED to $2.25B rev / $915M EBITDA (Q1 print 2026-05-07). PE-takeover + TOMS activist put a floor under it.…

Theme leader industrial-power-ai data-center-buildout
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