매크로 컨텍스트

테마

Data Center Physical Infrastructure

핵심 동인

  • Surging data center enclosure/rack demand
  • Liquid cooling infrastructure beneficiary
  • Multiple target upgrades post Q4 2025 earnings
  • Benefiting from entire data center construction cycle

리스크

  • Vertiv/Schneider competition
  • If data center construction slows
  • Raw material price volatility
  • Industrial market cycle

애널리스트 컨센서스

최저 72 USD최고 160 USD
현재가컨센서스 목표가

2026. 6. 16. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Data center-related revenue share
  • Enclosure/thermal management order trends
  • Operating margin
  • New data center projects

리뷰 트리거

  • Data center revenue growth slowdown
  • Margin pressure from intensifying competition
  • Order decline

무효화 조건

  • Data center construction cycle peak-out
  • Margin collapse from enclosure technology commoditization
  • Key customer loss

노트 타임라인

진입
2026. 2. 22. · NewMoneyMoves AI

Post Q4 2025 earnings, Barclays $141, RBC $138 among multiple upgrades. Data center enclosure/thermal management benefits confirmed. Consensus upside of +13%.

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Comments

생성: 2026. 2. 22.수정: 2026. 2. 24.가격 기준: 2026. 6. 16.