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Energy, Grids & Cooling (20)

Thematic Narrative Collections #5 - Energy, Grids & Cooling

The power, transmission and thermal systems the AI buildout runs on, from nuclear and offshore to grid hardware. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.

Narratives are community opinions, not recommendations or financial advice. Do your own research.

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		FV & Narrative	Valuation	Growth	Analyst Target
SBMO SBM Offshore €36.6017.8% undervalued intrinsic discount 2.4%7D 11.6%3M I €44.5author fair value 06 Julauthor updated this narrative Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog
HON Honeywell International US$206.4635.5% undervalued intrinsic discount 2.0%7D -54.9%3M N US$320.19author fair value 21 Mayauthor updated this narrative Honeywell - The Demand-Side of the AI Infrastructure
TTE TotalEnergies €79.3210.2% undervalued intrinsic discount 0.7%7D 11.6%3M C €88.29author fair value 22 Marauthor updated this narrative Is This strategic transformation of TTE? Significant re-rating potential
EOSE Eos Energy Enterprises US$3.9623.7% overvalued intrinsic discount 0.3%7D -48.2%3M L US$3.2author fair value 14 Junauthor updated this narrative EOS Energy: The Zinc Rocket with Two Classes on
RIG Transocean US$5.6437.3% undervalued intrinsic discount -0.5%7D 6.2%3M C US$9author fair value 08 Sepauthor updated this narrative The Last Drillship Was Built Years Ago. Transocean Just Bought a Third of the Ones That Exist
5110 Saudi Energy ر.س16.1310.4% undervalued intrinsic discount -0.9%7D -10.3%3M A ر.س18author fair value 10 Junauthor updated this narrative Expect a Revenue Jump of 22.08% from Saudi Energy's Ambitious Plans
GEV GE Vernova US$940.3325.9% undervalued intrinsic discount -1.8%7D -15.3%3M P US$1.27kauthor fair value 22 Mayauthor updated this narrative GE Vernova will shine with a projected profit margin boost of 23.8%
SU Schneider Electric €285.7524.7% undervalued intrinsic discount -1.8%7D -1.2%3M C €379.32author fair value 07 Marauthor updated this narrative The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out
PWR Quanta Services US$636.7110.3% undervalued intrinsic discount -2.1%7D -9.3%3M H US$710author fair value 05 Mayauthor updated this narrative The Picks-and-Shovels Leader of the Grid Supercycle
NEE NextEra Energy US$80.4714.1% undervalued intrinsic discount -2.2%7D -7.2%3M C US$93.71author fair value 09 Augauthor updated this narrative Investor Thesis: Why the NextEra Energy / Dominion Energy Merger Could Be a Major AI Power Infrastructure Event
VRT Vertiv Holdings Co US$249.3932.8% undervalued intrinsic discount -3.0%7D -25.1%3M I US$370.89author fair value 11 Sepauthor updated this narrative Every Watt Needs Cooling — Vertiv Is Buying Its Way Upstream To The Real Bottleneck
VIVO VivoPower US$3.8657.1% undervalued intrinsic discount -3.3%7D -29.2%3M P US$9author fair value 24 Junauthor updated this narrative Rating: Speculative Buy
AROC Archrock US$31.5629.7% undervalued intrinsic discount -3.7%7D -14.6%3M C US$44.88author fair value 08 Sepauthor updated this narrative AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
SMR NuScale Power US$8.278.1% undervalued intrinsic discount -3.9%7D -29.6%3M T US$9author fair value 17 Julauthor updated this narrative NuScale Faces Growing Skepticism Amid Revenue Collapse and Project Delays
XIFR XPLR Infrastructure US$10.9494.8% undervalued intrinsic discount -4.0%7D -7.4%3M C US$209.02author fair value 02 Augauthor updated this narrative Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle
PDN Paladin Energy AU$9.8348.6% undervalued intrinsic discount -4.4%7D -1.9%3M T AU$19.14author fair value 21 Febauthor updated this narrative Paladin Energy will ride the uranium resurgence with increasing production and secure contracts
LEU Centrus Energy US$145.2323.6% undervalued intrinsic discount -4.6%7D -24.1%3M C US$190author fair value 17 Julauthor updated this narrative Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.
VST Vistra US$140.6751.8% undervalued intrinsic discount -5.2%7D -14.1%3M J US$291.87author fair value 31 Augauthor updated this narrative Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.
SPXC SPX Technologies US$181.7710.5% undervalued intrinsic discount -5.2%7D -25.2%3M J US$203author fair value 08 Augauthor updated this narrative I Fell in Love With a Data-Center Cooling Stock. Then I Opened the Filings.
AEIS Advanced Energy Industries US$262.2053.8% undervalued intrinsic discount -8.7%7D -29.6%3M J US$567.86author fair value 31 Augauthor updated this narrative AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

Watching

		FV & Narrative	Valuation	Growth	Analyst Target
SBMO SBM Offshore 2.4%7D 11.6%3M	€36.60 17.8% undervalued intrinsic discount	I €44.5author fair value 06 Julauthor updated this narrative Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog	PE 7.6x	E -8.6%	€42.64
HON Honeywell International 2.0%7D -54.9%3M	US$206.46 35.5% undervalued intrinsic discount	N US$320.19author fair value 21 Mayauthor updated this narrative Honeywell - The Demand-Side of the AI Infrastructure	PE 7.9x	E -23.0%	US$263.27
TTE TotalEnergies 0.7%7D 11.6%3M	€79.32 10.2% undervalued intrinsic discount	C €88.29author fair value 22 Marauthor updated this narrative Is This strategic transformation of TTE? Significant re-rating potential	PE 11.4x	E -0.3%	€84.21
EOSE Eos Energy Enterprises 0.3%7D -48.2%3M	US$3.96 23.7% overvalued intrinsic discount	L US$3.2author fair value 14 Junauthor updated this narrative EOS Energy: The Zinc Rocket with Two Classes on	PS 6.7x	E 47.1%	US$6.61
RIG Transocean -0.5%7D 6.2%3M	US$5.64 37.3% undervalued intrinsic discount	C US$9author fair value 08 Sepauthor updated this narrative The Last Drillship Was Built Years Ago. Transocean Just Bought a Third of the Ones That Exist	PS 1.5x	E 91.3%	US$6.55
5110 Saudi Energy -0.9%7D -10.3%3M	ر.س16.13 10.4% undervalued intrinsic discount	A ر.س18author fair value 10 Junauthor updated this narrative Expect a Revenue Jump of 22.08% from Saudi Energy's Ambitious Plans	PE 15.3x	E 32.5%	ر.س16.40
GEV GE Vernova -1.8%7D -15.3%3M	US$940.33 25.9% undervalued intrinsic discount	P US$1.27kauthor fair value 22 Mayauthor updated this narrative GE Vernova will shine with a projected profit margin boost of 23.8%	PE 26.3x	E 10.1%	US$1,237.34
SU Schneider Electric -1.8%7D -1.2%3M	€285.75 24.7% undervalued intrinsic discount	C €379.32author fair value 07 Marauthor updated this narrative The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out	PE 33.9x	E 16.0%	€329.51
PWR Quanta Services -2.1%7D -9.3%3M	US$636.71 10.3% undervalued intrinsic discount	H US$710author fair value 05 Mayauthor updated this narrative The Picks-and-Shovels Leader of the Grid Supercycle	PE 72.1x	E 17.9%	US$768.70
NEE NextEra Energy -2.2%7D -7.2%3M	US$80.47 14.1% undervalued intrinsic discount	C US$93.71author fair value 09 Augauthor updated this narrative Investor Thesis: Why the NextEra Energy / Dominion Energy Merger Could Be a Major AI Power Infrastructure Event	PE 18.1x	E 6.7%	US$98.22
VRT Vertiv Holdings Co -3.0%7D -25.1%3M	US$249.39 32.8% undervalued intrinsic discount	I US$370.89author fair value 11 Sepauthor updated this narrative Every Watt Needs Cooling — Vertiv Is Buying Its Way Upstream To The Real Bottleneck	PE 55.4x	E 24.2%	US$338.15
VIVO VivoPower -3.3%7D -29.2%3M	US$3.86 57.1% undervalued intrinsic discount	P US$9author fair value 24 Junauthor updated this narrative Rating: Speculative Buy	PB 7.6x	S 68.7%	US$10.00
AROC Archrock -3.7%7D -14.6%3M	US$31.56 29.7% undervalued intrinsic discount	C US$44.88author fair value 08 Sepauthor updated this narrative AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis	PE 17x	E 11.4%	US$42.50
SMR NuScale Power -3.9%7D -29.6%3M	US$8.27 8.1% undervalued intrinsic discount	T US$9author fair value 17 Julauthor updated this narrative NuScale Faces Growing Skepticism Amid Revenue Collapse and Project Delays	PB 1.6x	E 51.4%	US$11.97
XIFR XPLR Infrastructure -4.0%7D -7.4%3M	US$10.94 94.8% undervalued intrinsic discount	C US$209.02author fair value 02 Augauthor updated this narrative Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle	PE 15.9x	E -75.7%	US$12.75
PDN Paladin Energy -4.4%7D -1.9%3M	AU$9.83 48.6% undervalued intrinsic discount	T AU$19.14author fair value 21 Febauthor updated this narrative Paladin Energy will ride the uranium resurgence with increasing production and secure contracts	PS 10.3x	E 42.3%	AU$13.45
LEU Centrus Energy -4.6%7D -24.1%3M	US$145.23 23.6% undervalued intrinsic discount	C US$190author fair value 17 Julauthor updated this narrative Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.	PE 61.2x	E 5.7%	US$247.40
VST Vistra -5.2%7D -14.1%3M	US$140.67 51.8% undervalued intrinsic discount	J US$291.87author fair value 31 Augauthor updated this narrative Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.	PE 23.3x	E 15.2%	US$217.58
SPXC SPX Technologies -5.2%7D -25.2%3M	US$181.77 10.5% undervalued intrinsic discount	J US$203author fair value 08 Augauthor updated this narrative I Fell in Love With a Data-Center Cooling Stock. Then I Opened the Filings.	PE 31.9x	E 21.4%	US$270.67
AEIS Advanced Energy Industries -8.7%7D -29.6%3M	US$262.20 53.8% undervalued intrinsic discount	J US$567.86author fair value 31 Augauthor updated this narrative AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.	PE 47.6x	E 43.5%	US$429.08

Energy, Grids & Cooling (20)

Watching

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

Honeywell - The Demand-Side of the AI Infrastructure

Is This strategic transformation of TTE? Significant re-rating potential

EOS Energy: The Zinc Rocket with Two Classes on

The Last Drillship Was Built Years Ago. Transocean Just Bought a Third of the Ones That Exist

Expect a Revenue Jump of 22.08% from Saudi Energy's Ambitious Plans

GE Vernova will shine with a projected profit margin boost of 23.8%

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

The Picks-and-Shovels Leader of the Grid Supercycle

Investor Thesis: Why the NextEra Energy / Dominion Energy Merger Could Be a Major AI Power Infrastructure Event

Every Watt Needs Cooling — Vertiv Is Buying Its Way Upstream To The Real Bottleneck

Rating: Speculative Buy

AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis

NuScale Faces Growing Skepticism Amid Revenue Collapse and Project Delays

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle

Paladin Energy will ride the uranium resurgence with increasing production and secure contracts

Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.

Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.

I Fell in Love With a Data-Center Cooling Stock. Then I Opened the Filings.

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

Watching

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

Honeywell - The Demand-Side of the AI Infrastructure

Is This strategic transformation of TTE? Significant re-rating potential

EOS Energy: The Zinc Rocket with Two Classes on

The Last Drillship Was Built Years Ago. Transocean Just Bought a Third of the Ones That Exist

Expect a Revenue Jump of 22.08% from Saudi Energy's Ambitious Plans

GE Vernova will shine with a projected profit margin boost of 23.8%

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

The Picks-and-Shovels Leader of the Grid Supercycle

Investor Thesis: Why the NextEra Energy / Dominion Energy Merger Could Be a Major AI Power Infrastructure Event

Every Watt Needs Cooling — Vertiv Is Buying Its Way Upstream To The Real Bottleneck

Rating: Speculative Buy

AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis

NuScale Faces Growing Skepticism Amid Revenue Collapse and Project Delays

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle

Paladin Energy will ride the uranium resurgence with increasing production and secure contracts

Centrus Energy: The Next Nuclear Bottleneck Isn't Reactors. It's Fuel.

Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.

I Fell in Love With a Data-Center Cooling Stock. Then I Opened the Filings.

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

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