Category: US Stock Analysis
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Constellation Energy (CEG) a Beneficiary of Nuclear Power? AI Data Center Power Demand Analysis
Constellation Energy (CEG) 12-month target price $360 (approx. 547,200 KRW), Buy rating. Analysis of the largest U.S. power beneficiary stock, having secured 55GW of generation capacity through the acquisition of Kalpine and 5,650MW of long-term nuclear power contracts for AI data centers.
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EME Group: A Hidden Powerhouse in Data Center Infrastructure? Growth Outlook for Electrical and Mechanical Equipment
The 12-month baseline target price for Emcore Group (EME) is 1,000 KRW (approximately 1,510,000 KRW). The investment rating is Buy. Analysis based on growth visibility derived from an AI data center order backlog of 15.62 billion KRW and the lowest valuation in peers (Forward PE 29.3x).
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Comfort Systems (FIX): A Beneficiary of AI Data Center Construction? Cooling and Electrical Equipment Earnings
Comfort Systems (FIX)'s 12-month baseline target price is $2,000 (approx. 3,008,000 KRW). The investment rating is Hold. Analysis of growth visibility based on AI data center order backlog $12.45B.
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Quanta Services (PWR) a Leading Stock in Power Grid Construction? Expected to Benefit from AI Data Center Transmission Infrastructure
Quanta Service (PWR) is the largest power infrastructure construction company in the U.S., directly benefiting from the demand for electrification in AI data centers. Based on a record-high backlog of $48.5 billion and an earnings surprise in Q1 2026, we issue a 12-month baseline target price of $780 (approx. 1,167,660 KRW) and a Buy rating (low confidence). Analysis Date: 2026-05-21 | Base Exchange Rate: 1 USD = 1,497 KRW. The 12-month baseline target price for Quanta Service (PWR) is $780 (approx. 1,167,660 KRW). The investment rating is Buy (low confidence). The key rationale is $48.5 billion…
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Hubbell (HUBB) a Beneficiary of Expanded Grid Investment? Analysis of Demand for AI Data Center Electrical Equipment
Hubbell (HUBB) 12-month baseline target price $500 (approx. 753,500 KRW), investment rating Hold. Benefiting from the modernization of power infrastructure and grids for AI data centers, and portfolio expansion through the acquisition of NSI. DCF and multiple analysis, competitor comparison, and comprehensive risk analysis.
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Will Eaton (ETN) AI continue to benefit from power infrastructure? Distribution equipment demand and long-term growth potential
The 12-month baseline target price for Eaton (ETN) is $455. As a key provider of AI data center power infrastructure, we forecast data center orders of +240% YoY in Q1 2026 and issue a Hold rating.
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Vertiv (VRT) AI Power & Cooling Leader? Data Center Infrastructure Earnings and 2026 Outlook
Vertiv (VRT) Q1 2026 Revenue Growth 30%, Adjusted EPS +83% Earnings Surprise. Order Backlog over $15B, Annual Guidance Raised to $13.5–14B. 12-Month Target 365, Investment Rating Hold.
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Will MaxLinear (MXL) Benefit from AI Connectivity Chips? Optical Data Center Market and Stock Price Outlook
Base Exchange Rate: 1 USD = 1,470 KRW (As of 2026-05-16) | MaxLinear (MXL) Q1 2026 Revenue $137.2M (+43% YoY), Infrastructure Revenue +136% YoY - Earnings Surprise. Direct beneficiary of AI optical data centers through PAM4 DSP and Panther V. Q2 Guidance $160~170M. 12-month baseline target $105, Investment rating: Hold.
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AAOI High-Risk, High-Return AI Optical Stock? Data Center Transceiver Demand and Risk
Base Exchange Rate: 1 USD = 1,492 KRW (2026-05-15) | AAOI Q1 2026 Revenue $151.1M (+51% YoY) All-time High, 2026 Full Guidance $1.1B+. 800G/1.6T Transceiver $324M+ Orders Secured. 12-Month Target $200, Investment Rating Hold.
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Corning (GLW): A Beneficiary of AI Data Center Fiber Optics? A Comprehensive Summary of Earnings, Outlook, Fair Value, and Risks
Base Exchange Rate: 1 USD = 1,490 KRW (As of 2026-05-14) | Corning (GLW) Q1 2026 Core Revenue 4.35B (+181YY) · Core EPS 0.70 (+301YY) Earnings Surprise. Securing position as a key AI fiber supplier through partnerships with Meta 6B and NVIDIA 3.2B+. 12-month baseline target 225, Hold rating.