Theme watch · accelerating
Datacenter power stocks to watch · October 2026.
As of 15 October 2026
Talen Energy's $1.5 billion accelerated buyback and roughly $4.0 billion adjusted free-cash-flow outlook through 2028 lifted the shares from…
Bloom Energy's fuel-cell orders keep growing, including AEP's 702 MW plant for Google announced 14 October 2026; the 22 October third-quarter…
Forgent Power Solutions' $3.0 billion backlog and above-consensus fiscal 2027 guidance still run ahead of its shares, which fell to $32.70 on 14…
Power Solutions International's case rests on data-center generator engine demand lifting second-half 2026 sales above the first half with gross…
Solaris Energy Infrastructure's raised data-center power guidance still supports the shares after an 14 October rate-driven sell-off; the 4…
Shoals Technologies Group's recovery rests on an $801.4 million backlog and data-center battery deliveries, but second-quarter gross margin fell…
"3-mo price move" is the stock's market price change, not a FrontierPicks return. The "3-mo price move" column is one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it. A dash means the name did not place in this week’s top-50 momentum scan, so it has no published 3-month figure.
How this page is built
These are the names FrontierPicks covers in the datacenter power stocks theme, each with a dated research dossier. Names on the momentum board rank first by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closing prices, through the last completed session, then the rest by conviction. The research decides which stocks belong to each theme; this one currently reads as accelerating.
Questions
- What datacenter power stocks does FrontierPicks cover?
- As of 15 October 2026, the datacenter power stocks FrontierPicks tracks are led by TLN, BE, FPS, PSIX, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest by conviction.
- Is the datacenter power stocks theme accelerating or slowing?
- FrontierPicks reads this theme as accelerating as of 15 October 2026. Makers of on-site power and electrical equipment are moving on rising electricity demand from data centers. American Electric Power unveiled a $4 billion fuel-cell investment backed by a long-term Google deal on 14 October, Richardson Electronics (RELL) and Exelon's ComEd announced an expansion of locally produced battery storage on 12 October, and Power Solutions International (PSIX) is up 34.7% over one month. The theme is new and accelerating from a low base: Talen Energy (TLN), Forgent Power Solutions (FPS) and Shoals Technologies (SHLS) are up 33.4%, 26.3% and 22.7% over one month after three weak months, but Bloom Energy (BE) fell on 13 October and 14 on oil-price and inflation worries, and further declines there would show the theme failing.
- How does FrontierPicks rank datacenter power stocks?
- Every name links to its dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest by conviction. The full method is on the methodology page.
Related
As of 15 October 2026