2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
The article argues that AI-driven data center buildouts are boosting demand for power and cooling equipment. Vertiv reported Q1 sales up 30% to $2.6B and projects 2026 sales of $13.5B–$14B, plus free cash flow of $2.1B–$2.3B. Bloom Energy reported Q1 revenue up 130% to $751M and projects 2026 revenue of $3.4B–$3.8B and adjusted EPS around $2.05.
AI data-center build-out is translating into accelerating orders, higher visibility, and expanding production capacity for Vertiv’s cooling/power stack.
Vertiv cites 1Q sales up 30% YoY to $2.6B and 2026 guidance $13.5B–$14B plus elongated backlog into 2027.
Moderate positive bias; likely supports dip-buying/hold thesis rather than a single-day catalyst.
Background
AI infrastructure spending is increasing data-center power and cooling requirements, benefiting vendors providing liquid cooling, UPS/power management, and on-site generation/microgrids.
Why it matters
For Vertiv, the key trading takeaway is improved visibility (elongated backlog) plus explicit 2026 sales/FCF guidance and a stated production-capacity ramp. For Bloom Energy, the key takeaway is rapid top-line growth with profitability improvement and scaling capacity, supported by a large named multi-year deal mention.
Market relevance
Material company-specific fundamentals (guidance, quarterly results, backlog/deal scale) are used to justify long-term positioning in AI data-center infrastructure beneficiaries.
Market effects
Reinforces demand tailwinds for data-center power and liquid cooling suppliers tied to AI capex and higher rack densities.
No specific regional policy or grid constraint details beyond general grid interconnection delays.
Hyperscaler-driven build-out is global, supporting worldwide demand for power management and on-site generation.
Alternative perspectives
The article is a long-term buy pitch; contract values and demand “urgency” may be partially priced in, and execution/capex ramp risk remains.
Key sensitivities are manufacturing ramp timing, gross margin/working-capital effects from scaling, and whether 800V DC adoption or behind-the-meter adoption accelerates as assumed.
Key entities
- companyVertiv Holdings
Liquid cooling, power/UPS, and related data-center infrastructure provider; article cites 1Q growth and 2026 guidance.
- companyBloom Energy
Solid-oxide fuel cell and microgrid provider; article cites 1Q revenue surge, profitability turn, and scaling capacity plus a large Nebius deal mention.
- customer/partnerNebius Group
Named as having a large 10-year deal with Bloom Energy that the article says could be worth $2.6B.
- customer/partnerOracle
Mentioned as having expanded deals with Bloom Energy.
