News

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...

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.

The United States market has experienced a notable uptrend, climbing 1.2% in the last week and an impressive 29% over the past year, with earnings forecasted to grow by 17% annually. In this robust environment, identifying stocks that are not only poised for growth but also remain under the radar can offer unique opportunities for investors seeking to capitalize on these favorable conditions.

Ford Energy will supply EDF power solutions North America with access to up to 20 GWh of battery energy storage systems over five years under a new framework agreement.

Earlier this week, Solaris Energy Infrastructure, Inc. completed nearly US$2.00 billion of new financing, including US$1.30 billion of 6.375% senior unsecured notes and a US$650.00 million credit facility, while also expanding a key customer contract by 130 MW and broadening its balance-of-plant responsibilities. The financing is expected to fully cover current capital expenditure commitments, and the amended contract lifts Solaris’ total contracted project investment by more than 60%,...

We remain in the early stages of the artificial intelligence revolution. And this AI stock is offering an entry as earnings zoom.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

Power Solutions International (PSIX) reported late Monday lower-than-expected adjusted EPS and reven

Power Solutions International, Inc. recently reported past first-quarter 2026 results showing net sales of US$128.59 million and net income of US$7.3 million, both lower than a year earlier, as softer demand and elevated production costs weighed on performance. At the same time, multiple securities class action lawsuits were filed alleging that the company misrepresented its ability to capture data center demand and underplayed manufacturing inefficiencies, adding legal uncertainty to its...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...

Despite a decline in net sales, Power Solutions International Inc (PSIX) showcases improved profitability, strategic acquisitions, and robust cash flow in its Q1 2026 earnings call.

Earning a spot on the IBD 50, Stock Spotlight and IBD Leaderboard, AI data center play Dycom looks to reconnect with buy zone.

NN (NASDAQ:NNBR) reported higher first-quarter 2026 sales and profitability and raised its full-year outlook, with executives pointing to an improving sales mix, strength in electrical grid and data center end markets, and benefits from multi-year cost-out actions. First-quarter results show sales

Forgent Power Solutions, Inc. recently presented its electrical distribution solutions for data centers at the 2026 Data Center World Trade Show in Washington, D.C., and plans to report fiscal third quarter 2026 results before the market opens on May 14, 2026. The combination of a high-profile industry trade show presence and an upcoming earnings release highlights Forgent Power Solutions’ effort to communicate its role in powering data centers, the grid and energy-intensive industrial...