Three Lesser-Known AI Infrastructure Stocks Driving the Upcoming Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BKH?
Source: Marketbeat
AI Investment Trends: The focus in AI investment is shifting from major tech companies to the supporting businesses that provide essential resources like land, power, and infrastructure for data centers, indicating a broader understanding of the AI ecosystem.
Prologis and Gladsone Land: Prologis is positioned to become a significant player in the data center market due to its extensive land and power resources, while Gladstone Land Corporation is leveraging its agricultural land investments to benefit from the AI economy.
Black Hills Corporation: Black Hills Corporation is highlighted for its potential in the data center space, particularly in regions like Wyoming, where land and electricity costs are favorable for data center operations.
Market Outlook: Investors are encouraged to consider these infrastructure-related stocks as they may offer substantial returns, especially as the demand for data centers continues to grow in the AI sector.
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Analyst Views on BKH
Wall Street analysts forecast BKH stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 73.090
Low
72.00
Averages
81.00
High
87.00
Current: 73.090
Low
72.00
Averages
81.00
High
87.00
About BKH
Black Hills Corporation is a customer-focused, growth-oriented utility company. It serves 1.35 million natural gas and electric utility customers in eight states: Arkansas, Colorado, Iowa, Kansas, Montana, Nebraska, South Dakota and Wyoming. Its segments include Electric Utilities and Gas Utilities. Its Electric Utilities segment generates, transmits and distributes electricity to approximately 225,000 electric utility customers in Colorado, Montana, South Dakota, and Wyoming. Its Electric Utilities own 1,394 megawatts of generation and 9,196 miles of electric transmission and distribution lines. Its Gas Utilities segment serves over 1,128,000 natural gas utility customers in Arkansas, Colorado, Iowa, Kansas, Nebraska, and Wyoming. Its Gas Utilities own and operate 4,648 miles of intrastate gas transmission pipelines and 44,524 miles of gas distribution mains and service lines, seven natural gas storage sites, over 50,000 horsepower of compression, and 516 miles of gathering lines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Investor Rights Law Firm Investigates Multiple Companies
- Merger Investigation: Halper Sadeh LLC is investigating the merger between Black Hills Corp. (NYSE: BKH) and NorthWestern Energy Group, Inc., where Black Hills shareholders will own approximately 56% of the combined entity upon completion, potentially impacting shareholder rights and future returns.
- Cash Acquisition Analysis: Clearwater Analytics Holdings, Inc. (NYSE: CWAN) is being sold to Permira and Warburg Pincus for $24.55 per share in cash, a transaction that may not fully reflect the company's true value, prompting Halper Sadeh LLC to seek increased consideration to protect shareholder interests.
- Legal Rights Reminder: European Wax Center, Inc. (NASDAQ: EWCZ) is being sold to General Atlantic for $5.80 per share in cash, with Halper Sadeh LLC urging shareholders to understand their legal rights and options to ensure fair treatment in the transaction.
- Investor Protection Advocacy: Halper Sadeh LLC represents investors globally, focusing on combating securities fraud and corporate misconduct, having successfully recovered millions of dollars for defrauded investors, highlighting its crucial role in safeguarding investor rights.
See More
Three Lesser-Known AI Infrastructure Stocks Driving the Upcoming Expansion
AI Investment Trends: The focus in AI investment is shifting from major tech companies to the supporting businesses that provide essential resources like land, power, and infrastructure for data centers, indicating a broader understanding of the AI ecosystem.
Prologis and Gladsone Land: Prologis is positioned to become a significant player in the data center market due to its extensive land and power resources, while Gladstone Land Corporation is leveraging its agricultural land investments to benefit from the AI economy.
Black Hills Corporation: Black Hills Corporation is highlighted for its potential in the data center space, particularly in regions like Wyoming, where land and electricity costs are favorable for data center operations.
Market Outlook: Investors are encouraged to consider these infrastructure-related stocks as they may offer substantial returns, especially as the demand for data centers continues to grow in the AI sector.
See More
Dividend Kings: Reliable Sources of Passive Income
- Dividend Growth Record: Federal Realty Investment Trust (FRT) has increased its dividend for 58 consecutive years, making it a leader in the REIT sector with 104 properties and 28.8 million square feet of commercial space, focusing on high-quality shopping centers to ensure steady earnings growth that supports ongoing dividend increases.
- Global Beverage Giant: PepsiCo (PEP) recently raised its dividend by 4%, extending its growth streak to 54 years, and with its strong brand portfolio and consistent cash flow, it is expected to continue achieving 4% to 6% annual organic revenue growth, ensuring the sustainability of its dividends.
- Utility Stability: Black Hills Corporation (BKH) provides electric and natural gas services to nearly 1.4 million customers across eight states, boasting a 56-year dividend growth record, and plans to invest $4.7 billion by 2030 to meet growing energy demands, supporting its ongoing dividend growth.
- Acquisition Expansion Plans: Black Hills plans to expand its scale through acquisitions, recently agreeing to merge with NorthWestern Energy, which is expected to increase the combined company's annual earnings growth rate to 5% to 7%, further enhancing its dividend payment capacity.
See More
Black Hills Corporation Reports Strong Q4 2025 Earnings and Strategic Developments
- Strong Financial Performance: Black Hills Corporation reported an adjusted EPS of $4.10 for 2025, reflecting a 5% increase from $3.91 in 2024 after adjusting for merger-related costs, indicating robust financial health and growth potential.
- Strategic Merger Progress: The merger with NorthWestern Energy is advancing smoothly, with management emphasizing that this combination will create a stronger competitive utility, expected to provide long-term value for stakeholders and further solidify market position.
- Data Center Expansion: The company has expanded its data center pipeline to over 3 gigawatts, with plans to serve 600 megawatts to major clients like Meta and Microsoft by 2030, which is anticipated to drive future earnings growth and contribute over 10% to consolidated EPS by 2028.
- Optimistic Future Outlook: Black Hills has provided adjusted EPS guidance for 2026 in the range of $4.25 to $4.45, representing a projected 6% growth at the midpoint, indicating that ongoing customer growth and new rate recoveries will enhance profitability.
See More
Black Hills Corporation Reports Q4 2025 Earnings Results
- Earnings Performance: Black Hills Corporation (BKH) reported a Q4 2025 non-GAAP EPS of $1.41, meeting expectations, while revenue of $635.5 million, up 6.4% year-over-year, fell short by $174.38 million, indicating weak market demand.
- Future Guidance: The company initiated its 2026 adjusted EPS guidance in the range of $4.25 to $4.45, slightly below the consensus of $4.35, reflecting a cautious outlook with anticipated growth of 6% over 2025.
- Market Reaction: Despite missing revenue expectations, Black Hills is still viewed as a “Dividend King” worth investing in, particularly due to the potential of its data center operations, which may attract more investor interest.
- Analyst Ratings: Following the earnings report, Black Hills received an upgrade from Scotiabank, with analysts highlighting the potentially massive upside from its data center initiatives, which could support future performance.
See More
Major Earnings Reports Expected After Wednesday's Close
- Major Earnings Preview: After the market closes on Wednesday, key companies such as Alphabet, QUALCOMM, Snap, and T-Mobile US are set to report earnings, which are expected to impact market sentiment, particularly in the tech and telecom sectors.
- Diverse Company Reports: In addition to the major players, up to 70 companies including AFL, ALGN, and ALL will also release earnings, indicating heightened market activity and investor interest.
- Market Reaction Anticipation: Investors will closely monitor the outcomes of these earnings reports to assess company performance and future outlooks, which could influence stock market trends, especially in the current economic climate.
- Significance of Earnings Season: Earnings season serves as a crucial period for investors to gauge the financial health of companies and market trends, with analysts and investors leveraging this information to adjust their investment strategies.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Merger Investigation: Halper Sadeh LLC is investigating the merger between Black Hills Corp. (NYSE: BKH) and NorthWestern Energy Group, Inc., where Black Hills shareholders will own approximately 56% of the combined entity upon completion, potentially impacting shareholder rights and future returns.
- Cash Acquisition Analysis: Clearwater Analytics Holdings, Inc. (NYSE: CWAN) is being sold to Permira and Warburg Pincus for $24.55 per share in cash, a transaction that may not fully reflect the company's true value, prompting Halper Sadeh LLC to seek increased consideration to protect shareholder interests.
- Legal Rights Reminder: European Wax Center, Inc. (NASDAQ: EWCZ) is being sold to General Atlantic for $5.80 per share in cash, with Halper Sadeh LLC urging shareholders to understand their legal rights and options to ensure fair treatment in the transaction.
- Investor Protection Advocacy: Halper Sadeh LLC represents investors globally, focusing on combating securities fraud and corporate misconduct, having successfully recovered millions of dollars for defrauded investors, highlighting its crucial role in safeguarding investor rights.
See More
Three Lesser-Known AI Infrastructure Stocks Driving the Upcoming Expansion
AI Investment Trends: The focus in AI investment is shifting from major tech companies to the supporting businesses that provide essential resources like land, power, and infrastructure for data centers, indicating a broader understanding of the AI ecosystem.
Prologis and Gladsone Land: Prologis is positioned to become a significant player in the data center market due to its extensive land and power resources, while Gladstone Land Corporation is leveraging its agricultural land investments to benefit from the AI economy.
Black Hills Corporation: Black Hills Corporation is highlighted for its potential in the data center space, particularly in regions like Wyoming, where land and electricity costs are favorable for data center operations.
Market Outlook: Investors are encouraged to consider these infrastructure-related stocks as they may offer substantial returns, especially as the demand for data centers continues to grow in the AI sector.
See More
Dividend Kings: Reliable Sources of Passive Income
- Dividend Growth Record: Federal Realty Investment Trust (FRT) has increased its dividend for 58 consecutive years, making it a leader in the REIT sector with 104 properties and 28.8 million square feet of commercial space, focusing on high-quality shopping centers to ensure steady earnings growth that supports ongoing dividend increases.
- Global Beverage Giant: PepsiCo (PEP) recently raised its dividend by 4%, extending its growth streak to 54 years, and with its strong brand portfolio and consistent cash flow, it is expected to continue achieving 4% to 6% annual organic revenue growth, ensuring the sustainability of its dividends.
- Utility Stability: Black Hills Corporation (BKH) provides electric and natural gas services to nearly 1.4 million customers across eight states, boasting a 56-year dividend growth record, and plans to invest $4.7 billion by 2030 to meet growing energy demands, supporting its ongoing dividend growth.
- Acquisition Expansion Plans: Black Hills plans to expand its scale through acquisitions, recently agreeing to merge with NorthWestern Energy, which is expected to increase the combined company's annual earnings growth rate to 5% to 7%, further enhancing its dividend payment capacity.
See More
Black Hills Corporation Reports Strong Q4 2025 Earnings and Strategic Developments
- Strong Financial Performance: Black Hills Corporation reported an adjusted EPS of $4.10 for 2025, reflecting a 5% increase from $3.91 in 2024 after adjusting for merger-related costs, indicating robust financial health and growth potential.
- Strategic Merger Progress: The merger with NorthWestern Energy is advancing smoothly, with management emphasizing that this combination will create a stronger competitive utility, expected to provide long-term value for stakeholders and further solidify market position.
- Data Center Expansion: The company has expanded its data center pipeline to over 3 gigawatts, with plans to serve 600 megawatts to major clients like Meta and Microsoft by 2030, which is anticipated to drive future earnings growth and contribute over 10% to consolidated EPS by 2028.
- Optimistic Future Outlook: Black Hills has provided adjusted EPS guidance for 2026 in the range of $4.25 to $4.45, representing a projected 6% growth at the midpoint, indicating that ongoing customer growth and new rate recoveries will enhance profitability.
See More
Black Hills Corporation Reports Q4 2025 Earnings Results
- Earnings Performance: Black Hills Corporation (BKH) reported a Q4 2025 non-GAAP EPS of $1.41, meeting expectations, while revenue of $635.5 million, up 6.4% year-over-year, fell short by $174.38 million, indicating weak market demand.
- Future Guidance: The company initiated its 2026 adjusted EPS guidance in the range of $4.25 to $4.45, slightly below the consensus of $4.35, reflecting a cautious outlook with anticipated growth of 6% over 2025.
- Market Reaction: Despite missing revenue expectations, Black Hills is still viewed as a “Dividend King” worth investing in, particularly due to the potential of its data center operations, which may attract more investor interest.
- Analyst Ratings: Following the earnings report, Black Hills received an upgrade from Scotiabank, with analysts highlighting the potentially massive upside from its data center initiatives, which could support future performance.
See More
Major Earnings Reports Expected After Wednesday's Close
- Major Earnings Preview: After the market closes on Wednesday, key companies such as Alphabet, QUALCOMM, Snap, and T-Mobile US are set to report earnings, which are expected to impact market sentiment, particularly in the tech and telecom sectors.
- Diverse Company Reports: In addition to the major players, up to 70 companies including AFL, ALGN, and ALL will also release earnings, indicating heightened market activity and investor interest.
- Market Reaction Anticipation: Investors will closely monitor the outcomes of these earnings reports to assess company performance and future outlooks, which could influence stock market trends, especially in the current economic climate.
- Significance of Earnings Season: Earnings season serves as a crucial period for investors to gauge the financial health of companies and market trends, with analysts and investors leveraging this information to adjust their investment strategies.
See More
