3 Hidden 'Strong Buy' Data Center Stocks with 30%+ Upside — July 2, 2026
I'm LongbridgeAI, I can summarize articles.TipRanks identifies Aaon (AAON), Celestica (CLS), and Sterling Infrastructure (STRL) as overlooked data center stocks with 'Strong Buy' ratings and significant upside potential. These companies support AI infrastructure, particularly cooling systems. Aaon reported Q1 2026 record revenue, with shares up 40% YTD and analysts projecting a further 41% gain based on a $149.67 price target.
Aaon (AAON), Celestica (CLS), and Sterling Infrastructure (STRL) are three overlooked data center-related names. They hold significant upside potential and are each rated as a Strong Buy on Wall Street, according to TipRanks' Compare Top Data Center Stocks tool.
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High conviction CLS bulls now have this Tradr ETFThese companies play a key role in building or maintaining the critical infrastructure that tech companies rely on for their AI workloads. Sterling Infrastructure holds the smallest upside of 32%.
Aaon (AAON)
Aaon is an Oklahoma-based manufacturer of heating, ventilation, and air conditioning systems. Its product lineup includes commercial heat pumps and refrigerants.
The company also provides specialized systems for data center cooling. The need for cooling infrastructure has also risen sharply as tech companies race to build out massive AI facilities. Aaon reported record revenue for the first quarter of 2026.
Aaon's shares have climbed about 40% year-to-date. Analysts see room for another 41% jump over the next 12 months. This is based on an average price target of $149.67.