Innio's Margin Expected to Expand on Data Center Exposure, UBS Says

MT Newswires Live06-30

Innio's (INIO) margin is expected to expand, driven by data center equipment mix, UBS analysts said in a Monday note.

Analysts project revenue and earnings compound annual growth rate of 25% and 30%, respectively, from 2025 to 2030, driven by the company's exposure to data centers and broader demand for power.

UBS said it estimates the company's service intensity can double from $30 million per gigawatt to $60 million for data center applications, enabling meaningful and margin-accretive growth well into the 2030s.

Analysts project Innio's data center business to grow tenfold over the next three years, from $260 million last year to $2.7 billion by 2028.

UBS expects the company to more than double its earnings before interest, taxes, depreciation, and amortization by 2028.

Analysts initiated coverage on the stock with a buy rating and a $47 price target.

Price: 36.11, Change: -1.19, Percent Change: -3.18

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