AI-driven power demand is creating a supply bottleneck, driving capital toward companies that can expand generation, storage, and grid capabilities. Fluence Energy gained sharply after disclosing master supply agreements with two hyperscalers and reporting a record $5.6 billion backlog. Even after that surge, several peers in grid software, baseload generation, and nuclear fuel remain priced below $20. STEM is an AI-enabled clean energy software company with PowerTrack managing 37.5 GW of solar AUM, showing improving profitability and gross margin, while facing balance-sheet stress. AXIA Energia is a Brazilian utility with a fully renewable generation portfolio, reporting revenue and regulatory EBITDA growth and a swing to profit in Q1 2026.
"AXIA Energia ( NYSE:AXIA), the rebranded former Eletrobras, is Brazil's largest electric utility with a 100% renewable generation portfolio of 43,872 MW. Shares trade at $11.99, up 30.9% year to date and 112.39% over one year. Trailing PE is 13x, with three buy ratings and a $13.70 analyst target. Q1 2026 delivered IFRS net revenue of R$12.71 billion (+22.1%) and adjusted regulatory EBITDA of R$8.60 billion (+60%), swinging to a R$3.71 billion profit from a year-ago loss."
#ai-energy-infrastructure #grid-software #energy-storage-and-solar #renewable-utilities #nuclear-fuel
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