Group 1 - Construction Partners Inc (NASDAQ:ROAD) is identified as a promising AI stock benefiting from the infrastructure boom linked to the data center revolution [1][2] - The company has achieved mid-teens revenue growth through organic growth and mergers & acquisitions (M&A), with a notable M&A deal in Texas contributing to accelerated revenue growth [2] - Anecdotal evidence suggests significant infrastructure needs, such as a 16-mile temporary road for a new data center in Idaho, highlighting the demand for road construction services [2] Group 2 - Loomis Sayles Small Cap Growth Fund acknowledges the potential of Construction Partners Inc as an investment but suggests that other AI stocks may offer higher returns with limited downside risk [2] - The company operates primarily in the southern and southeastern regions of the United States, focusing on road building and paving services [2]
Analyst Highlights ‘Off-The-Beaten Path’ AI Stock to Benefit from Data Center Boom