매크로 컨텍스트

테마

Power Distribution & UPS

핵심 동인

  • AI server rack power density 100kW+
  • Record backlog at $7B+
  • Accelerating liquid cooling transition
  • Hyperscaler DC construction rush

리스크

  • Supply chain bottlenecks
  • Intensifying competition (Schneider, Eaton)
  • Rising raw material costs
  • Demand volatility

애널리스트 컨센서스

최저 112 USD최고 340 USD
현재가컨센서스 목표가

2026. 5. 27. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Backlog changes
  • Organic revenue growth rate
  • EBITDA margin

리뷰 트리거

  • Backlog declines 10%+
  • Margin rate sharp decline

무효화 조건

  • Data center investment sharp decline
  • Price war from intensifying competition

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 5. 27.