EPC gas/CCGT plant builder with $3.4B backlog monetizing AI data center power demand; FY2027 guided >=950M revenue.
Conviction●●●●○4 of 5
Research target951.47Snapshot target
Thesis statusINTACTLast reviewed 6/25/26
Market cap10.73BSnapshot value
Backlog revenue recognition; new power plant awards; FY2027 EPS >=7.50 beat potential
1) AI power buildout slows or data-center capex is delayed — backlog growth stalls; 2) fixed-price EPC overruns/permitting/labor issues hit margins; 3) mega-project book converts slower than guidance — EPS miss
🐂 Bullish — X momentum-heavy; Reddit likely valuation-cautious
Snapshot · 6/25/26No positioning snapshot available.
Snapshot · 6/25/26