---
title: "3 Hidden 'Strong Buy' Data Center Stocks with 30%+ Upside — July 2, 2026"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291580132.md"
description: "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."
datetime: "2026-07-02T18:49:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291580132.md)
  - [en](https://longbridge.com/en/news/291580132.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291580132.md)
---

# 3 Hidden 'Strong Buy' Data Center Stocks with 30%+ Upside — July 2, 2026

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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These 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.

### Related Stocks

- [STRL.US](https://longbridge.com/en/quote/STRL.US.md)
- [CLS.US](https://longbridge.com/en/quote/CLS.US.md)
- [AAON.US](https://longbridge.com/en/quote/AAON.US.md)
- [CSEX.US](https://longbridge.com/en/quote/CSEX.US.md)

## Related News & Research

- [Aaon Analysts Slash Their Forecasts Following Q2 Earnings](https://longbridge.com/en/news/295547468.md)
- [AAON declares quarterly cash dividend of $0.10 per share](https://longbridge.com/en/news/295794781.md)
- [AAON: Record sales, earnings, and backlog growth prompt raised outlook and margin improvement plans](https://longbridge.com/en/news/295398923.md)
- [Analyst Reiterates Buy on AAON as BASX Orders Set to Accelerate and Margin Expansion Plans Boost Growth Outlook](https://longbridge.com/en/news/295764890.md)
- [AAON Q2 sales more than double, beat estimates](https://longbridge.com/en/news/295397778.md)