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3 Must-Buy Non-Tech Stocks for the Long Term Amid AI Data Center Boom
ZACKS· 2025-09-22 13:10
Group 1: AI and Data Center Growth - The demand for data center capacity is surging due to the growth of AI and cloud computing, with global AI-powered data center infrastructure capex projected to reach around $7 trillion by 2030 [1] - Data centers are expected to increase from 4% of total U.S. power demand in 2023 to over 12% by 2030, necessitating a significant expansion of electricity supply [10] Group 2: Company Recommendations - Three non-technology U.S. companies are recommended for investment due to their potential benefits from the AI-driven data center boom: MasTec Inc. (MTZ), Comfort Systems USA Inc. (FIX), and Talen Energy Corp. (TLN) [2] Group 3: Comfort Systems USA Inc. (FIX) - Comfort Systems USA is a national provider of HVAC services, primarily in commercial and industrial markets, and is well-positioned to benefit from the demand for specialized HVAC solutions in data centers [3][4] - The company has an expected revenue growth rate of 15.5% and an earnings growth rate of 52.4% for the current year, with a recent 2% improvement in the Zacks Consensus Estimate for current-year earnings [5] Group 4: Talen Energy Corp. (TLN) - Talen Energy is an independent power producer that operates various types of power plants and is developing battery storage projects [6] - The company has expanded its nuclear energy partnership with Amazon to supply 1,920 megawatts of carbon-free power to AWS data centers through 2042, benefiting from the demand for reliable and clean energy [7][8] - Talen Energy has an expected revenue growth rate of 11.7% but a negative earnings growth rate of -38.8% for the current year, with a recent 0.9% improvement in the Zacks Consensus Estimate for current-year earnings [11] Group 5: MasTec Inc. (MTZ) - MasTec is an infrastructure construction company that provides services for communications, energy, and utility infrastructure, benefiting from the expansion of the energy industry to support AI and reshoring [12] - The company is a leading provider of design, construction, and maintenance services in the wireless network space, which is crucial for AI-driven products [13] - MasTec has an expected revenue growth rate of 13.6% and an earnings growth rate of 58% for the current year, with a recent 2.6% improvement in the Zacks Consensus Estimate for next year's earnings [15]
Endeavour Silver (EXK) Surges 9.4%: Is This an Indication of Further Gains?
ZACKS· 2025-09-22 13:10
Endeavour Silver (EXK) shares rallied 9.4% in the last trading session to close at $6.76. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 9.8% gain over the past four weeks.The company’s shares have gained as gold and silver prices soared to record highs, fueled by rising expectations of additional U.S. Federal Reserve rate cuts. The Fed lowered interest rates by 25 basis points last week and indicated the po ...
Idaho Strategic Resources (IDR) Moves 6.0% Higher: Will This Strength Last?
ZACKS· 2025-09-22 13:10
Idaho Strategic Resources, Inc. (IDR) shares ended the last trading session 6% higher at $30.91. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 19.7% gain over the past four weeks.The company’s shares have gained as gold prices soared to record highs, fueled by rising expectations of additional U.S. Federal Reserve rate cuts. The Fed lowered interest rates by 25 basis points last week and indicated the potential f ...
Strength Seen in Coeur Mining (CDE): Can Its 7.0% Jump Turn into More Strength?
ZACKS· 2025-09-22 13:01
Company Overview - Coeur Mining (CDE) shares increased by 7% to close at $17.42, with trading volume significantly higher than usual, reflecting a 39.5% gain over the past four weeks [1][2] Market Conditions - The rise in Coeur Mining's shares is attributed to record-high gold and silver prices, driven by expectations of further U.S. Federal Reserve rate cuts, including a recent 25 basis point reduction [2] - Year-to-date, gold prices have risen by 40.4%, supported by safe-haven buying amid geopolitical tensions and strong central bank purchases, while silver demand is bolstered by industries such as solar, electric vehicles, and electronics [2] Company Performance - Coeur Mining's recent drilling results from its Las Chispas and Kensington mines indicate some of the highest grades, with expected quarterly earnings of $0.22 per share, representing an 83.3% year-over-year increase [3] - Revenue is projected to be $511.2 million, reflecting a 63.1% increase from the same quarter last year [3] Earnings Estimates - The consensus EPS estimate for Coeur Mining has been revised 4.7% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [5] - The company is currently ranked 3 (Hold) by Zacks, while another company in the same industry, United States Antimony Corporation, has a Zacks Rank of 4 (Sell) [6][7]
New Strong Buy Stocks for September 22nd
ZACKS· 2025-09-22 12:46
Group 1 - Newmont Corporation (NEM) has seen a 14.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Simmons First National Corporation (SFNC) has experienced a 7.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Vertiv Holdings Co (VRT) has recorded a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dorman Products, Inc. (DORM) has seen an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Masco Corporation (MAS) has also experienced an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]
New Strong Sell Stocks for September 22nd
ZACKS· 2025-09-22 12:26
Group 1 - AdaptHealth Corp. (AHCO) specializes in home medical equipment, healthcare supplies, and related in-home services [1] - The Zacks Consensus Estimate for AdaptHealth's current year earnings has been revised 13.1% downward over the last 60 days [1] - Alexander's, Inc. (ALX) is a real estate investment trust [1] - The Zacks Consensus Estimate for Alexander's current year earnings has been revised 5.5% downward over the last 60 days [1] Group 2 - Conagra Brands, Inc. (CAG) is a packaged food company [2] - The Zacks Consensus Estimate for Conagra's current year earnings has been revised 7.9% downward over the last 60 days [2]
Best Growth Stocks to Buy for September 22nd
ZACKS· 2025-09-22 12:15
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, September 22nd:PHINIA Inc. (PHIN) : This company that provides fuel systems, electrical systems, and aftermarket solutions for both internal combustion engine vehicles and industrial applications carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 9.4% over the last 60 days.PHINIA has a PEG ratio of 0.52 compared with 1.15 for the industry. The ...
Best Value Stocks to Buy for September 22nd
ZACKS· 2025-09-22 12:11
Group 1: Newmont Corporation (NEM) - Newmont Corporation is a producer and explorer of gold and other metals with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 14.8% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 15.01, compared to 24.63 for the S&P 500 [1] - Newmont possesses a Value Score of B [1] Group 2: Dorman Products, Inc. (DORM) - Dorman Products, Inc. provides replacement and enhancement components for motor vehicles and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 11.5% over the last 60 days [2] - Dorman has a price-to-earnings ratio (P/E) of 17.88, compared to 24.63 for the S&P 500 [2] - The company also possesses a Value Score of B [2]
Best Income Stocks to Buy for September 22nd
ZACKS· 2025-09-22 12:01
Here are three stocks with buy rank and strong income characteristics for investors to consider today, September 22nd:Simmons First National Corporation (SFNC) : This holding company for Simmons Bank has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.5% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 4.2%, compared with the industry average of 2.3%.Newmont Corporation (NEM) : This producer and explorer of gold and other metals has witnessed the Zac ...
Mesa Labs (MLAB) Stock Jumps 5.7%: Will It Continue to Soar?
ZACKS· 2025-09-22 11:56
Company Overview - Mesa Labs (MLAB) shares increased by 5.7% to close at $73.14, with notable trading volume compared to typical sessions, and a 3.4% gain over the past four weeks [1] - The company is recognized for its quality control instruments and disposable products [3] Financial Performance - Mesa Labs is expected to report quarterly earnings of $2.59 per share, reflecting a year-over-year increase of 5.7%, with revenues projected at $61.3 million, up 6% from the previous year [3] - The company recently repaid $97.5 million of its 1.375% Convertible Senior Notes due August 2025, indicating a strong execution of its strategic financial plan [2] Market Sentiment - Investor optimism is driven by Mesa Labs' steady commercial success, ongoing traction with key initiatives, and a resilient operating model [2] - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, suggesting that stock price movements may be influenced by trends in earnings estimate revisions [4] Industry Context - Mesa Labs operates within the Zacks Medical - Instruments industry, where Waters (WAT) is another player, closing 1.8% lower at $300.87, with a 5.5% return over the past month [4] - Waters' consensus EPS estimate has also remained unchanged at $3.22, representing a year-over-year change of 9.9% [5]