Added to YB: 2026-10-13
Pitch date: 2026-10-09
INIO [bullish]
Innio N.V.
-15.51%
current return
Author Info
No bio for this author
Company Info
Innio N.V., through its subsidiaries, provides power generation equipment and services under the Jenbacher and Waukesha brands.
Market Cap
$14.8B
Pitch Price
$19.53
Price Target
27.00 (+64%)
Dividend
N/A
EV/EBITDA
35.59
P/E
610.80
EV/Sales
5.43
Sector
Electrical Equipment
Category
growth
INNIO Deep Dive
INIO: INNIO’s fast-start gas engines let AI data centers secure power years before grid connections; firm orders fill 2026-27, paid reservations extend into 2030-31, and $1.4B of customer prepayments funds expansion toward 10 GW. At $19.20, the shares imply capacity stalls around 5.7 GW. The 12-18-month target is $27, ~40% upside, provided equipment margins recover and the Wisconsin factory and constrained suppliers support the ramp.
Read full article (25 min)