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Willdan Group: An Overlooked Beneficiary of the AI Power Buildout

Summary

  • I rate Willdan Group a Strong Buy because the company is positioned at the intersection of several long-term growth themes, including AI-driven electricity demand, grid modernization, energy efficiency, and infrastructure expansion.


  • As AI data centers consume increasing amounts of electricity, utilities, governments, and commercial customers will need more planning, engineering, energy management, and implementation services. Willdan provides solutions across all these areas.


  • The company delivered a strong start to 2026, with normalized net revenue growth of 17%, adjusted EBITDA growth of 35%, and expanding margins. Management also raised full-year guidance and increased its long-term margin target.


  • While Willdan does not own power plants or transmission assets, it helps design, plan, and implement the infrastructure needed to support growing electricity demand. That makes it an indirect but highly attractive beneficiary of the AI infrastructure buildout.

Willdan and Onsite Energy logos over a bright industrial plant with silos, towers, and buildings under a blue sky
Source: Wildan Group

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