24/7 Wall Street
19 May 2026, 15:48 UTC · 2w ago
Fluence Energy Just Ran 98% in One Week. These 4 AI Power Stocks Under $20 Have Not Had Their Moment Yet
24/7 Wall Street
19 May 2026, 15:48 UTC · 2w ago
Story key points
5 claims · impact-rated
Fluence Energy (FLNC) reported a record $5.6 billion backlog and secured master supply agreements with two hyperscalers. — Direct evidence of massive scale and hyperscaler adoption validates the high-growth thesis for AI-driven energy infrastructure.
+0.80Babcock & Wilcox (BW) secured a $2.4 billion design-build contract for 1.2 GW of power, increasing its backlog by 470%. — A massive increase in backlog and strong insider buying indicate a successful pivot toward AI data center power needs.
+0.70Uranium Energy (UEC) launched the first new U.S. ISR uranium mine in over a decade with zero debt and $818 million in liquid assets. — Strong financial positioning and capacity expansion align with the nuclear baseload requirement for AI data centers.
+0.60Continue reading
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AXIA Energia reported a Q1 2026 adjusted regulatory EBITDA increase of 60% and is planning R$12-14 billion in annual investments through 2027. — Strong operational growth and aggressive Capex show a clear play on Brazilian data center growth.
+0.50STEM has achieved four consecutive quarters of positive adjusted EBITDA, though it maintains negative stockholders' equity of -$265.88 million. — Positive operational inflection is countered by significant balance sheet risk, limiting the overall positive impact.
+0.30Ticker attribution
Model heads
Shares surged 98% following the disclosure of master supply agreements with hyperscalers and a record $5.6 billion backlog.
Massive backlog increase due to a $2.4 billion contract and significant insider buying during an AI-driven pivot.
Strong balance sheet with zero debt and strategic positioning to supply nuclear fuel for AI data centers.
Strong revenue and EBITDA growth with a strategic position in Brazilian data center growth, despite high net debt.
Positive adjusted EBITDA for four consecutive quarters and expanding margins, though tempered by significant balance-sheet stress.
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