Author: Andrew Rocco, Zacks

While the scale of AI investment is unprecedented and growing, this “picks & shovels” play has explosive revenue growth and a massive backlog.

For investors, the convergence of favorable federal policy, triple-digit growth projections, and a massive supply-demand imbalance make it a compelling play at the heart of the AI buildout.

With year-over-year revenues surging 196%, and EPS expected to soar 600% in 2026, the underlying company is at the epicenter of the AI revolution.

Yesterday’s 15% gap on massive volume (5x the norm), coupled with a new catalyst, means that its gap up is buyable.

The company has crushed expectations again, raised guidance, and is seeing accelerating growth as developers lean on a flexible, cloud-first platform to build the next wave of AI applications.