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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
The Benzinga Stock Whisper Index highlights five unique stocks each week that attract high reader and investor interest.
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Shares of data center infrastructure-related companies are trading lower as concerns mount about highly leveraged customers' credit health, which may weigh on expectations for demand, backlogs and margins across the sector.
Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data fuel expectations that U.S. interest rates will remain elevated. Higher financing costs could pressure capital spending on data centers, power infrastructure, and commercial building projects, potentially weighing on demand for electrical equipment and HVAC systems.
Argan's 2026 Outlook: $2.5 Billion Project Backlog Drives Reliable Power Infrastructure Expansion
Argan (AGX) has achieved a $2.5 billion project backlog driven by strong demand for power infrastructure and data center construction. The company maintains a debt-free balance sheet with over $1 billion in cash, operates an asset-light model, and delivered record Q2 revenue of $384 million (56.5% YoY growth). However, the stock trades at a trailing P/E of 31.68, which leaves limited margin for error if project awards slow or execution issues arise.
Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?
The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.
Truist Securities Maintains Hold on Bloom Energy, Raises Price Target to $240
Truist Securities analyst Christopher Souther maintains Bloom Energy (NYSE:BE) with a Hold and raises the price target from $218 to $240.