Filtered library · Theme
industrial-power-grid theme · 46 dossiers
Dossiers in the industrial-power-grid theme cluster — 46 names moving on shared catalysts.
All dossiersXPO
XPO, Inc.
Freight-cycle upturn is the accelerating narrative: LTL volume and contract pricing re-accelerating after a multi-year trucking recession, with SAIA May tonnage +8.4% confirming the cluster. XPO layers operating-ratio self-help (Q1 LTL OR…
ATEX
Anterix Inc.
Private-wireless 900 MHz spectrum re-rating that converted from FCC policy to a first full-year GAAP profit ($18.52M) and an activated buyback; the 6→10 MHz catalyst is banked and price is extended at fresh highs, so the next leg rides…
AMSC
American Superconductor Corporation
Grid/advanced-conductor supplier to data-center and utility power; backlog still +40% YoY (~$280M), but the tape kept breaking after the 2026-05-28 beat-and-soft-guide and a late-June Russell index removal piled on passive selling. Now…
SHLS
Shoals Technologies Group, Inc.
Solar/BESS EBOS name re-rated as a 2nd-order AI-datacenter-power play on a record $758M Q1 backlog and the multi-GW ON.energy deal; price reclaimed the $10 pivot but consensus PT sits at spot (~$10.63 vs $10.02), so the confirmed…
MYRG
MYR Group, Inc.
AI/datacenter power-buildout supercycle lifting grid/electrical contractors; MYRG confirmed it with a record Q1 (rev $1.0B +20%, EPS beat ~45%, backlog $2.84B) and just broke out to fresh all-time highs ~$487 (2026-06-24/25) above the…
AAON
AAON, Inc.
BASX data-center cooling re-rating (2026-05-07 Q1: rev +54%, FY guide doubled to 40-45%, backlog +107% to $2.13B) is still accelerating, but the repricing gap already fired, insiders sold into it, and the 2026-07-30 Q2 print is the next…
CECO
CECO Environmental Corp.
2nd-order AI-power name whose order book went vertical (Q1 orders +97%, b2b 2.2x); the closed Thermon merger doubled EBITDA and lifted recurring mix to ~40%. JPM initiated Overweight $130 on 2026-07-09 (street-high). Digesting a ~17%…
CTOS
Custom Truck One Source, Inc.
Utility T&D / grid-capex cycle with CTOS as the laggard specialty-rental picks-and-shovels name; the June breakout to $11.36 has stalled, retracing ~10% to retest the ~$10 shelf into a binary 2026-07-29 Q2 print. Theme now maturing and…
HRI
Herc Holdings Inc.
Second-order AI/power play: Herc rents the cranes and gensets that build data centers. Peer United Rentals raised FY26 guidance (2026-04-23), confirming an accelerating theme but the stock sits +71% off its low and drifts into a binary…
KEEL
Keel Infrastructure Corp.
Bitfarms-reborn miner→AI/HPC-datacenter pivot has re-accelerated: stock reclaimed the $5 convert-selloff shelf and ran back to ~$6 on Citizens' 06-24 Market Outperform/$10 PT (first mark above the prior $5.50 Street cap) and…
KGS
Kodiak Gas Services, Inc.
Gas-compression operator re-rated as a behind-the-meter data-center power supplier post-DPS deal (closed 2026-04-01). Q1 (2026-05-11) cleared the binary record EBITDA $190M, FY guide raised to $820–860M, >650 MW capacity and line-of-sight…
MARA
MARA Holdings, Inc.
Bitcoin-miner-to-AI/HPC pivot is re-accelerating as its own narrative: MARA flashed a golden cross (6/23) and rallied ~20% off the June low to ~$14.70 while BTC sits ~50% below its ATH, with Citizens initiating Market Outperform/$24 (6/24)…
MEI
Methode Electronics
Data-center power-distribution pivot validated by the 2026-06-24 Q4 print: sales $298.1M crushed the $238.5M consensus and FY27 guide ($1.025–1.075B vs $952M est.) cleared the Street, driving a ~15% pop and same-day analyst re-rates to…
SPXC
freshSPX Technologies, Inc.
Data-center cooling narrative still accelerating on fundamentals (+70% DC-cooling guide, HVAC backlog +67% YoY), but price failed at the $246.68 ceiling 2026-06-26 outside-day reversal to $231.65 with no company catalyst until the…
STRL
Sterling Infrastructure, Inc.
Data-center site-development narrative still intact Q1 rev +92% to $825.7M, FY26 EPS guide $16.50–17.15, $6.5B work pool, analyst PTs clustered $884–956 but the June-4 parabolic blowoff to a $993.74 close has rolled over ~20%, capped by an…
TLN
Talen Energy Corporation
Cleanest listed AI-power IPP: 1,920-MW AWS nuclear PPA through 2042 (~$18B) plus record PJM capacity pricing ($329.17/MW-day cap) gives a contracted floor. But discovery is spent Goldman ($499) was last to initiate, Wells Fargo reaffirmed…
VICR
freshVicor Corporation
AI-datacenter power-delivery story intact Q2 guide raised to ~$142M (2026-05-26) with book-to-bill >2.0 and the Street chasing PTs to $375–$450 (2026-06-22) but momentum is cooling: the power theme flipped to maturing 2026-07-13, a July…
ADI
Analog Devices, Inc.
Broad-line analog franchise with a bolted-on AI-datacenter power option (Empower, $1.5B). The cyclical-trough-plus-AI leg fired and fully repriced in one May window; the sell-side wall now crests Cantor's $550 top-tick, 7+ weeks past…
AEIS
freshAdvanced Energy Industries, Inc.
Datacenter-power picks-and-shovels re-rating has matured into mainstream coverage: the late-June upgrade wave (Wells Fargo bear-to-bull Overweight $465 on 07-01, Susquehanna Street-high $535 on 06-30) confirms the 800V HVDC rack story…
AGX
Argan, Inc
Listed pure-play gas EPC on the AI data-center power buildout theme ACCELERATING ($2.8B backlog, 4.1+ GW gas pipeline) but the stock blew off to an $805.75 ATH and has round-tripped the entire Q1 pop, closing $630.32 on 2026-07-10 and…
ALGM
Allegro MicroSystems, Inc.
Analog/power-IC re-rate on the AI data-center power-attach story stays analyst-confirmed Mizuho PT $67 (6/29), TD Cowen $70 (6/22) after the record ~$60 print but the stock sits ~10% above the ~$54 consensus fair value, ~2x GF Value, is…
ATKR
Atkore Inc.
Cyclical electrical-products recovery first net-sales growth since FY2022 (Q2 reported 5/5) ran to a fresh 52w high $90.16 — then failed back near $81 as the 30Y broke 5% and stripped the grid-infra rate tailwind. Cheap at ~13.8x fwd, but…
AZZ
freshAZZ Inc.
Beat-and-raise fired 2026-07-08 Q1 adj EPS $1.85 vs $1.69, FY27 guide lifted twice on Metal Coatings momentum but the catalyst is now behind the stock, which sits at all-time highs (~$157), ~23x forward and above consensus, with Wells…
BE
Bloom Energy Corporation
On-site SOFC power for AI datacenters is ACCELERATING and cluster-confirmed (Oracle 2.8GW, Nebius $2.6B, FERC large-load order, record $328.91 on 6/18), but two July short reports Hunterbrook (7/8) on China-free supply, Crossroads (7/9) on…
BLDP
Ballard Power Systems, Inc.
The +80% Q1 turnaround re-rate has fully round-tripped from the $6.57 high: BLDP lost the 20-EMA near $5.00 and the $4.80 breakout shelf, sits in a catalyst vacuum until the 2026-08-12 Q2 print, and Susquehanna's 2026-07-10 cut to $3.50…
BTDR
Bitdeer Technologies Group
Spring miner-to-AI re-rate has fully unwound: BTDR lost the $15 shelf to $12.56 (2026-07-09) as AI-cloud ARR plateaued at ~$69M for a 2nd month. A signed-but-not-effective Tydal colocation lease (2026-06-29) and a $36M Nevada plant are the…
DIOD
Diodes Incorporated
The AI-server/auto power-content re-rate that carried DIOD to a ~$126 all-time high (June 18) has round-tripped: a double-top, an analyst downgrade, more insider selling and a sector-wide semi selloff pushed it to ~$96 by July 10, through…
ENPH
Enphase Energy, Inc.
IQ SST AI-data-center pivot (announced 2026-04-28) that drove a spring squeeze has stalled stock de-rated ~16% in a month to ~$45 (2026-07-09), sell-side uniformly neutral with PTs on top of price (Susquehanna $45, 2026-07-10), and SST…
FCEL
FuelCell Energy, Inc.
Data-center-power narrative intact, but the June re-rating just met a $225M equity raise (10.71M sh at $21.00, July 8) that capped the move; a Siemens design/supply partnership (July 9) stabilized the tape, yet a fresh entry near $21…
FLEX
Flex Ltd.
AI-manufacturing re-acceleration: the 2026-07-09 Cerebras CS-3 production expansion is the first company-specific bid since the S&P-inclusion +6% pop round-tripped to ~$147, refreshing the data-center power/EMS narrative into the ~07-29 Q1…
FPS
Forgent Power Solutions, Inc.
Second secondary in five weeks ~43.6M shares at $49 on July 2, now including company primary dilution confirms the recurring-supply pattern and dragged the stock from its $65.56 June-4 ATH back to the offering line. The…
IESC
IES Holdings, Inc.
Data-center electrical "shovels" fundamentals still accelerating (Q2 FY26 backlog +62% to $3.9B, Communications +35%), but the June index-inclusion parabola to a ~$800 ATH expired July 1 and a 2026-07-02 shelf prospectus on a…
IPX
IperionX Limited
Pre-revenue with an H2 dilution raise still ahead and an open securities probe momentum is broken, the name is in a clean downtrend. Stand aside until it bases and reclaims the low-$30s on volume.
LGN
Legence Corp.
AI-datacenter MEP pick-and-shovel thesis intact and the buildout theme still accelerating, but the name's tape has rolled into a ~22% maturing pullback ($107 high → ~$84). Barclays EW $80 (2026-06-22) flags a full multiple and a Blackstone…
MPWR
Monolithic Power Systems, Inc.
AI data-center power-delivery narrative still accelerating fundamentally (Q1 Enterprise Data ~2x YoY to $262.8M; Q2 guide ~$900M, +35% YoY), but the tape rolled into distribution after Broadcom's 06-03 soft AI guide three ~9-10% down days…
NWPX
NWPX Infrastructure, Inc.
Legacy steel-pipe maker re-rated into a water-infra + precast roll-up; narrative still accelerating on a record $373M WTS backlog, the Boughton's Precast deal, and the Permalok RBJ field-install win (~Jun 23). But at $148 the stock sits…
NXPI
NXP Semiconductors N.V.
Analog up-cycle re-rate wearing an "AI beyond Nvidia" jersey: fundamentals improving (Citi $370 on 6/23 citing June analog price hikes, data-center guided >$500M, NTM P/E reset to ~19x, now below the $307 Street consensus) into a…
NXT
Nextpower Inc.
May AI-power re-rate has fully unwound: NXT topped $163.13 on 2026-05-29 and sits ~$107 (-34%) as a back-to-back M&A spree (Prevalon $365M, Zimmermann €330M) is sold as strategic drift, not TAM expansion. Momentum flipped…
ON
ON Semiconductor Corporation
The AI-data-center-power re-rate that ran ON +100%+ YTD was knifed by a self-inflicted event: a 2026-06-25 all-stock ~$7B acquisition of Synaptics that the tape read as dilutive and off-strategy, gapping ON ~20% to ~$93 on 6/26. The 800V…
PLPC
freshPreformed Line Products Company
Grid/AI-power 2nd-order narrative is maturing and PLPC's June breakout has failed a marginal $414 ATH reversed ~15% into the mid-$340s as a late-June Russell Value index deletion forced selling. Q2 print ~2026-07-29 (EPS est $2.41) is the…
PLUG
Plug Power, Inc.
Hydrogen-comeback + margin-turnaround squeeze already ran +475% off the $0.688 low; now four weeks into a tight consolidation near the $3.75 Susquehanna PT. The only live forward edge is the binary 2026-06-30 Stream Data Centers $142M…
POWL
freshPowell Industries, Inc.
Grid + AI-data-center power orders still accelerating (Q2 orders +97% YoY to $490M, 1.7x book-to-bill, record $1.8B backlog, plus a post-quarter >$400M data-center order; Street Q3 EPS revised UP to ~$1.47), but the theme cooled to…
TMC
TMC the metals company Inc.
Deep-sea-mining reshoring leg has rolled over: TMC lost the $5.00 shelf and is retesting the $3.93 52-week low (~$4.37) as the theme cools. The real driver is now a far-dated NOAA license decision (end-Q1 2027), and a 2026-07-31 TMCR…
VMI
Valmont Industries, Inc.
Grid-transmission MATURING (fails), near 52w high but a compounder not a parabola; entry is a 20-EMA pullback, not a chase at the upper band.
VSH
freshVishay Intertechnology, Inc.
Analog-passives down-cycle turned and Vishay confirmed it (Q1 book-to-bill 1.34, $1.6B backlog), re-rating on AI/grid/EV power-component demand. But ~+272% YTD into "most overbought ever," a dilutive $750M raise priced at $50 (2026-06-30)…
WSC
WillScot Holdings Corporation
H2-2026 leasing inflection plus a data-center vertical guided +50% revenue, under an activist/PE takeover floor but a 2026-06-27 Russell growth-index removal forced passive selling, consensus PTs ($24.25) sit below the ~$27 tape, and the…