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Data Centers Need More Than Chips. This Company Has The Missing Piece

Updated: Jun 8

Summary 

  • I am rating this company a Strong Buy because I believe it is one of the few businesses positioned to directly monetize the growing power constraints created by AI and data center expansion.


  • Growth should be driven by accelerating large-load demand, a growing pipeline of energy infrastructure projects, and increasing investment across generation, storage, transmission, and grid modernization.


  • My valuation points to approximately 55% upside over the next 2 to 3 years, supported by double-digit EPS growth and a premium multiple that reflects the company's strategic role in solving AI's electricity bottleneck.


  • While execution, permitting, and customer timing risks remain, I believe the company's scale, contracted growth profile, and exposure to long-term power demand create an attractive risk-reward opportunity.


Aerial view of a green landscape with six wind turbines, fields, and a small village. The scene is vibrant with shades of green and brown.
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