Trane Technologies plc TT

The Motley Fool 13 nov

SpaceX plans to spend $35-40 billion in Q4 2026, primarily on Nvidia GPUs for its data centers. The company is building power generation and cooling infrastructure at Starbase, creating opportunities for suppliers like GE Vernova, Caterpillar, Trane, and Vertiv to benefit from the massive capital expenditure and broader data center market growth.

The Motley Fool 13 nov

AAON stock surged 37.8% this week following record Q3 revenue of $707.4 million, driven by strong demand for data center cooling systems. The company's BASX brand saw sales surge 218% to $397.2 million. Management raised full-year sales growth guidance to 72%-75% and expanded its credit facility to $1.2 billion. However, the company disclosed material weaknesses in internal controls requiring a restatement, and gross profit margins declined from 27.8% to 26.7% due to the shift toward lower-margin BASX products.

Zacks Investment Research 13 nov

GigaCloud Technology (GCT) reported Q3 2026 earnings of $1.41 per share, beating consensus by 23.7%, with revenues of $423.6 million up 27.4% year-over-year. European expansion drove significant growth with product revenues jumping 46% and marketplace GMV surging 65%. The company projects Q4 revenues of $425-450 million and maintains a Zacks Rank #1 (Strong Buy) rating.

Zacks Investment Research 11 nov

Zeta Global delivered impressive Q3 2026 results with revenues surging 46.1% year-over-year to $492.7M and adjusted earnings jumping 58.3% to 38 cents per share, beating consensus estimates. The company raised its 2026 revenue guidance to $1.853-$1.857B, driven by strong Athena AI adoption (50%+ of super-scaled customers), 22% ARPU growth, and expanding customer relationships. Despite the strong performance, stock sentiment remained largely unchanged post-earnings.

Zacks Investment Research 4 nov

Trane Technologies is expected to maintain growth momentum in 2027, driven by strong commercial HVAC demand with over 95% of its backlog in this segment. The company benefits from a robust services business growing at low-double-digit rates since 2020, improving residential conditions, and potential recovery in transportation refrigeration. Competitors Carrier Global and Lennox International face similar opportunities but also competitive and macroeconomic challenges.