Willdan Helps Keep Lights On In The New Era Of AI
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Kennedy Njagi1.3K FollowersFollow5ShareSavePlay(14min)CommentsSummaryWilldan Group is positioned as a critical enabler of AI-era power infrastructure, capitalizing on surging data center electricity demand.Recent execution is robust: Q3 2025 net revenue rose 26% and EPS jumped 66% y/y, with management twice raising 2025 guidance.Strategic acquisitions, notably APG, and marquee data center contracts are accelerating WLDN's growth and expanding its commercial reach.I maintain a strong Buy rating, as WLDN's PEG of 0.53x signals the market underappreciates its explosive earnings growth trajectory.Gannet77/iStock via Getty Images Investment Thesis Willdan Group, Inc. (WLDN) has emerged as a critical enabler of the AI era's power infrastructure. Massive AI-focused data centers are straining the electric grid and driving surging demand for power upgrades and efficiencyThis article was written byKennedy Njagi1.3K FollowersFollowKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of WLDN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.