‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally？-To The Moon - Tiger Brokers Online Investing Community

‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally？

Electrical Components & Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like $GE Vernova Inc.(GEV)$ and $Eaton Corp PLC(ETN)$ .

The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat.

The best-performing concepts is Electrical Components & Equipment. Considering the different perceptions of the stock, this time TigerPicks chose $Linkers Industries limited(LNKS)$ $Nextpower(NXT)$ $SolarMax Technology(SMXT)$ $Eos Energy Enterprises Inc.(EOSE)$ $Fluence Energy, Inc.(FLNC)$ $Shoals Technologies Group(SHLS)$ $Expion360 Inc.(XPON)$ $T1 ENERGY INC(TE)$ to have a fundamental highlight to help users understand it better.

1. $Linkers Industries limited(LNKS)$ +60.35%

Massive intraday volatility and breakout from recent lows, trading from $0.42 low to $0.81 high amid renewed speculative volume.
Broader small-cap solar/electronics supply chain momentum spillover from sector rally.
Recovery momentum after prior Nasdaq minimum bid price compliance issues, attracting bargain hunters.

2. $Nextpower(NXT)$ +13.28%

Strong Q3 earnings beat with revenue up 34% YoY to $909M and adjusted EPS $1.10 vs. $0.93 expected. Raised FY2026 guidance to $3.5B revenue and $4.36 EPS midpoint, plus $500M share buyback authorization.
Multiple analyst upgrades (e.g., KeyBanc to Overweight, Wells Fargo target to $127) on JV contracts and growth visibility.

3. $SolarMax Technology(SMXT)$ +11.44%

Sector-wide solar and battery storage rally amplified by AI/data center power demand tailwinds.
Recent major EPC contract awards (e.g., $258M for 600 MWh Texas BESS project) boosting backlog visibility.
Momentum from prior momentum in battery storage deals and positive analyst sentiment on utility-scale growth.

4. $Eos Energy Enterprises Inc.(EOSE)$ +11.13%

Renewed AI data center bets driving demand for utility-scale energy storage solutions. Spillover from broader AI infrastructure optimism (e.g., Anthropic's $10B+ funding round).
Break from recent losing streak with high volume reflecting speculative interest in zinc-based batteries.

5. $Fluence Energy, Inc.(FLNC)$ +8.97%

Hit new 52-week high on strong order backlog and execution progress in U.S. manufacturing ramp-up.
Analyst price target hikes (e.g., Goldman Sachs to $30) ahead of Q1 earnings expectations.

6. $Shoals Technologies Group(SHLS)$ +6.06%

Broader solar sector momentum from AI-driven grid and BESS demand.
Analyst optimism on utility-scale eBOS market recovery and quoting volume growth.
Technical rebound with increased volume amid positive clean tech sentiment.

7. $Expion360 Inc.(XPON)$ +5.33%

Preliminary unaudited 2025 results showing revenue nearly doubling to ~$9.6M from $5.6M prior year.
Narrowed net loss to ~$6.2M from $13.5M and cash balance surging to $3M.
Management outlook for 2026 expansion into industrial/construction sectors and new LiFePO4 products.

8. $T1 ENERGY INC(TE)$ +4.06%

Renewed AI optimism boosting U.S. solar manufacturing demand for domestic modules.
Sector rally spillover from onshoring trends and potential tax credit benefits.

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