3 'Strong Buy' Data Center Stocks Set to Jump by 30%+ — July 22, 2026
I'm LongbridgeAI, I can summarize articles.TipRanks identifies Dycom (DY), Celestica (CLS), and EMCOR Group (EME) as 'Strong Buy' data center stocks with over 30% upside potential. These firms provide critical infrastructure for tech companies' data centers. Dycom, a specialty contractor expanding into AI factories, has risen 28% year-to-date, with analysts projecting a further 48% gain based on an average price target of $641.11.
Dycom (DY), Celestica (CLS), and EMCOR Group (EME) are three data center-related companies to watch. These stocks are currently rated a Strong Buy on Wall Street and offer more than 30% upside, according to TipRanks' Compare Top Data Center Stocks tool.
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Explore CSEX for 2X leverage on CLSThese companies are less prominent but provide critical infrastructure. Without their services, large data center complexes operated by tech companies would not be functional.
Dycom (DY)
This is a Florida-based U.S. specialty contracting services company. Dycom engages in engineering and construction activities. It traditionally targets the telecom and utility industries but has expanded to data centers.
Dycom now provides electrical infrastructure support to AI factories and other digital infrastructure projects.
The company's shares have surged by roughly 28% year-to-date. On Wall Street, analysts expect the stock to rise by another 48% over the next 12 months. This is based on the average DY price target of $641.11.