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Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.
Sequential revenue jumped 18.6% as data center demand accelerated production scaling.
SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.
The wind turbine maker’s shares surged after orders rebounded, margins beat expectations and management handed investors a €400 million buyback.
Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.
Solaris Energy Infrastructure, Inc. reported past second-quarter 2026 results showing sales of US$105.72 million and net income of US$20.49 million, alongside approval of a US$0.12 per-share third-quarter dividend set for payment on September 25, 2026. These results coincided with Solaris’s equity investment in Deployable Energy to commercialize deployable microreactor technology, marking a step toward advanced nuclear energy solutions within its power generation portfolio. Next, we’ll...
Atmus Filtration Technologies Inc. reported past second-quarter 2026 results with record sales of US$527.9 million and net income of US$63.9 million, and raised its full-year 2026 net sales guidance to a range of US$1.98 billion to US$2.03 billion. The quarter highlighted the contribution from the Koch Filter acquisition and Power Solutions growth, alongside active capital returns through share repurchases and dividends while the company continued to integrate Koch Filter and pursue...
Atmus Filtration Technologies (NYSE:ATMU) reported record second-quarter sales of $528 million, up 16.4% from $454 million a year earlier, driven by the acquisition of Koch Filter and growth in its Power Solutions business. The company also reported adjusted EBITDA of $109 million, adjusted earnings
Atmus Filtration Technologies Inc (ATMU) posts record Q2 sales of $528 million, up 16.4% year-over-year, while navigating Middle East conflict impacts and narrowing full-year margin guidance.
Moby summary of Atmus Filtration Technologies Inc.'s Q2 2026 earnings call
Can DY's acquisition strategy unlock new growth as it expands into electrical infrastructure and data center connectivity?
Moby summary of Power Solutions International, Inc.'s Q2 2026 earnings call
NN (NASDAQ:NNBR) reported second-quarter sales growth of 19% and adjusted EBITDA growth of 36%, while raising its full-year outlook and completing a refinancing transaction that retired a substantial portion of its preferred stock. President and Chief Executive Officer Harold Bevis said the company
DY's record backlog and expanding data center capabilities put it at the intersection of AI, fiber and digital infrastructure growth.
In recent days, Dycom Industries reported a record backlog and raised its fiscal 2027 revenue outlook, supported by escalating demand for AI-driven digital infrastructure and data center projects, alongside recent acquisitions such as Power Solutions and National Technology Integrators that broaden its capabilities. This combination of enhanced long-term revenue visibility, rising cash flows, and increasingly positive analyst earnings estimates is reshaping how the company is perceived...
Solaris Energy Infrastructure (SEI) is back in focus after analysts flagged its upcoming inclusion in the S&P SmallCap 600 and highlighted growth related to its Power Solutions segment and long term contracts with major technology clients. See our latest analysis for Solaris Energy Infrastructure. Despite the latest share price pullback, with a 1 day share price return of 6.18% down and a 30 day share price return of 9.27% down, Solaris Energy Infrastructure still shows strong momentum over...
Dycom Industries (NYSE:DY) Chief Executive Officer Dan Peyovich said the company is seeing broad-based demand across fiber, long-haul networks and data center-related services, arguing that the company’s recent backlog growth reflects more than a short-term cyclical upturn. Speaking with Guggenheim
SEI will replace Catalyst Pharmaceuticals in the index, effective prior to the open of trading on Wednesday, July 15.
Forgent Power Solutions (FPS) has just closed a follow on equity offering of its Class A common stock, raising about $2.14b at a public price of $49 per share. This marks a key capital markets milestone. See our latest analysis for Forgent Power Solutions. The follow on equity offering comes after a sharp run up in Forgent Power Solutions' share price, with a 90 day share price return of 59.13% and a year to date share price return of 63.79%. However, the 30 day share price return is down...
Power Solutions International (NASDAQ:PSIX) has become one of the more polarizing small-cap industrials of 2026. The Wood Dale, Illinois engine and power-systems maker sits squarely in the data center backup power theme, yet its stock has moved in the opposite direction of larger peers riding the same wave. Shares closed at $37.08 on July 2, ... Why Power Solutions International Is Drawing Investor Attention
EDF power solutions’ North American renewable energy business ranks among the top 10 U.S. renewable capacity owners and operates solar, wind and battery storage assets across the U.S. and Canada.
EDF Power Solutions develops, builds and operates renewable plants, storage, EV charging infrastructure and microgrids across the US and Canada.
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Power Solutions International (NASDAQ:PSIX) ranks #8 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $26,318,424 Power Solutions International (NASDAQ:PSIX) is a small-cap industrial company with a market cap of roughly $866 million that makes engines and power […]
This AI data center power provider is expected to have two straight years of triple-digit profit growth. Shares are nearing a buy point.
Power Solutions International, Inc. (NASDAQ:PSIX) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Noting that the last reported quarter was “terrible” and that the company lowered guidance, a caller asked whether they should hold, buy more, or sell their position in the stock. Cramer commented: […]
Why Power Solutions International is on investors’ radar Power Solutions International (PSIX) has caught attention after a period of weak share performance, with the stock down 40% over the past month and 25% over the past 3 months. Despite that pressure, the company reports revenue of US$715.6 million and net income of US$102.2 million. This gives it a market value of about US$935.6 million and a value score of 6. See our latest analysis for Power Solutions International. At a share price of...
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Power Solutions International, Inc. (NASDAQ:PSIX) ranks 22nd on this list. Power Solutions International, Inc. (NASDAQ:PSIX) first appeared in the 13F portfolio of Situational Awareness LP in the fourth quarter of 2025. Back then, this stake […]
Moby summary of Dycom Industries, Inc.'s Q1 2027 earnings call
Dycom reports adjusted earnings per share of $4.42 from sales of $2 billion. Wall Street was looking for EPS of $2.72 from sales of $1.7 billion.
Dycom stock popped on fiscal Q1 earnings that handily beat estimates. The company raised full year guidance and announced an acquisition.
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