My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth.
2. $ETN ~$391 | Avg PT~$450.
Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand.
3. $SU (Schneider) ~$276 | Avg PT ~$300.
Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors.
🔋 POWER GENERATION — Grid/Utilities
4. $CEG ~$294 | Avg PT ~$366.
Strong Buy; 24% upside seen as nuclear + Calpine acquisition creates America's largest private power producer.
5. $VST ~$156 | Avg PT ~$225.
Strong Buy consensus with 44% implied upside; signed 2.1 GW nuclear deal with Meta, upgraded to investment grade by Fitch.
6. $NEE ~$90 | Avg PT ~$100.
Buy rated; $67B Dominion acquisition pending, which would create the world's largest regulated utility. StockAnalysis
🔋 BACKUP GENERATION
7. $GEV ~$1036 | Avg PT ~$1,300.
Buy consensus with 16% upside; $GS PT $1,328 on record $163B backlog and AI-driven electrification demand.
8. $CAT ~$880 | Avg PT ~$1000.
Record $63B backlog; Power & Energy revenue up 41% in Q1 2026 — AI generator demand is the structural story now.
9. $CMI ~$640 | Avg PT ~$560.
Buy consensus; data center generator exposure growing alongside core industrial recovery cycle.
⚡ DISTRIBUTED POWER
10. $BE ~$282 | Avg PT ~$217
Up 240% in 2026; record $20B backlog, Oracle 2.8 GW fuel cell deal but RBC still sees further upside despite stretched valuation.
11. $ENR (Siemens Energy) ~$134
Buy rated globally. Switchgear and grid equipment leader benefiting from same data center buildout tailwinds as peers.
⚡ELECTRICAL INFRASTRUCTURE & DISTRIBUTION
12. $ETN see above (dominant across switchgear, UPS, and power distribution)
13. $ABB (ABBNY) ~$60
Strong Buy from European desks. Switchgear/grid equipment key beneficiary of global power infrastructure buildout.
🌡️ COOLING INFRASTRUCTURE — Air Cooling
14. $TT (Trane) ~$450 | Avg PT ~$500.
Buy consensus; data center HVAC bookings "off the charts" per CEO; Q1 organic bookings +24% with record backlog.
15. $CARR ~$64 | Avg PT ~$80.
Buy rated, 19% upside seen; data center orders up 500%+ the market just hasn't rewarded it yet.
16. $JCI ~$139 | Avg PT ~$150.
Stock up 44% in a year; Morgan Stanley PT $140 on surging data center cooling backlog and Q2 orders +30% YoY.
❄️ LIQUID COOLING
17. $NVT ~$169 | Avg PT ~$165 (stock above target).
Strong Buy; Q1 revenue +53%, EPS +63%, raised growth guidance to 26-28% Citi PT $187, Barclays $190.
18. $MOD ~$261 | Avg PT ~$266.
Strong Buy; data center sales up 78% YoY pure-play liquid cooling with GLJ Research street-high $290 PT.
🔌 POWER DISTRIBUTION
19. $LR (Legrand) ~$150
European Buy consensus. Data center PDU and power distribution specialist; underowned by US investors.
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