backlog growth

GE Vernova projects 12-24 GW gas power orders in Q1 2026, doubling backlog to $60B by 2028 amid surge in data center and grid modernization demand.

Planet Labs surges 25% on record Q4 revenue with 41% growth and adjusted breakeven EPS, boosted by strong 2027 guidance and AI partnerships with Nvidia and Google.

Kratos Defense partners with Airbus on AI-equipped Valkyrie drones while reporting 20% growth, record $1.57B backlog, and plans to quintuple production by 2028.

GE Vernova outperforms First Solar in 2025 with $59.3B orders and raised 2026 guidance, while First Solar faces flat outlook amid reduced federal tax credits.

Legence surges 80% since IPO as Engle Capital makes $24M bet. Record $708M quarterly revenue, $3.1B backlog fuel investor confidence.

Oracle posts robust Q3 2026 results with 21% revenue growth and 44% cloud revenue surge, as JPMorgan upgrades stock citing AI strategy success.

AeroVironment missed Q3 but projects record Q4 revenue, buoyed by counter-drone market dominance and growing backlog despite near-term government funding delays.

Bloom Energy stock surges 602% on AI data center demand, backed by $20B backlog and $5B Brookfield deal, but 63x 2027 P/E valuation warrants profit-taking despite strong long-term prospects.

Daktronics stock fell 10.37% after Q3 results missed EPS estimates despite sales beating expectations and new orders reaching $201.1 million.

Comfort Systems USA's data center MEP backlog doubles to $12B on AI demand; institutional positions surge as company scales operations.

Comfort Systems USA (FIX) delivered 876% returns over three years through data center cooling solutions for AI facilities, but forward P/E of 40 suggests high valuation expectations.

GE Vernova's stock surged 170% since spinoff with strong backlog growth, but its 50+ P/E ratio raises valuation concerns despite robust power division performance.

Redwire stock surges 20% on strong backlog expansion and 1.52x book-to-bill ratio. Company nearly doubles 2026 revenue guidance to $450-500M, though remains unprofitable.

Astec Industries reported record Q4 sales of $400.6M, with Materials Solutions surging 60%. Full-year adjusted EBITDA rose 25.8% to $140.7M, supported by infrastructure spending.

BWX Technologies beat Q4 expectations with strong nuclear and defense demand. The company's $7.3B backlog and optimistic 2026 guidance reflect robust market confidence.

Forum Energy Technologies beat Q4 earnings estimates and raised 2026 outlook, projecting 6% revenue growth and 16% EBITDA increase. Stock jumped 6.84%.

ACK Asset Management exits $29.11M Centuri stake despite record Q4 revenue of $850M and $5.9B backlog, suggesting valuation concerns over fundamental issues.

ASML positioned for sustained growth with €39 billion backlog and 48% net bookings growth, driven by AI infrastructure demand and its dominant EUV chipmaking equipment leadership.

Vertiv's backlog doubled to $15 billion with 28% sales growth and 27-29% projected growth for 2026, positioning the AI data center infrastructure supplier for sustained gains.