AI Data Centre Debt Exposure

Results

16

By filtering relevant IT and Software companies with a market cap above US$300m and a debt to equity ratio above 100%, this screeners looks for neocloud and AI-compute providers funding large-scale GPU buildout, businesses whose growth depends on continued access to financing and on demand holding up from a small number of major AI customers.

16 companies

CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
SHAZ
US$58.79-5.7%n/aUS$2.3bUS$115.501355.512.9%n/aSoftware
BRUN
US$19.36-17.5%87.4%US$1.3bUS$38.3335.3132.7%n/aSoftware
CIFR
US$21.655.4%251.5%US$9.5bUS$32.7942.289.2%n/aSoftware
APLD
US$26.38-12.2%160.6%US$7.5bUS$73.3223.624.2%n/aSoftware
BTDR
US$11.35-0.2%-20.0%US$2.8bUS$22.393.76.5%n/aSoftware
IREN
US$36.29-9.7%118.9%US$13.2bUS$81.7382.141.2%n/aSoftware
DOCN
US$120.200.9%312.3%US$14.4bUS$176.8659.34.6%n/aSoftware
CVLT
US$149.461.9%-8.5%US$5.9bUS$161.1587.625.6%n/aSoftware
VNET
US$7.17-6.6%-14.0%US$2.1bUS$15.251.379.2%n/aSoftware
CLSK
US$14.03-2.7%16.6%US$3.7bUS$23.044.916.2%n/aSoftware
NBIS
US$187.882.9%256.2%US$48.1bUS$258.1365.434.5%n/aSoftware
KEEL
US$4.05-12.9%226.6%US$2.5bUS$6.5511.244.1%n/aSoftware
GDS
US$31.37-2.7%-14.1%US$6.3bUS$51.9015.4-58.1%n/aSoftware
NET
US$265.61-2.5%33.2%US$93.0bUS$262.2640.539.6%n/aSoftware
YEXT
US$5.531.5%-35.3%US$501.2mUS$5.0014.012.8%n/aSoftware
CRWV
US$70.79-3.1%-35.8%US$39.2bUS$138.036.242.2%n/aSoftware
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AI Data Centre Debt Exposure - Investing Ideas - Simply Wall St