During my tour of the DC World Frankfurt today
https://www.techshowfrankfurt.de/data-centre-world
I noticed a few companies that may be of interest to some or where some are already invested.
First of all, I noticed $JCI (-1,37%) because they simply drove a big truck into the trade fair, right in front of the corner where everyone could eat. Top visibility and the stand was also very conspicuous. And if you research the company, which is a classic blade manufacturer for data centers, the first thing that comes up is of course the new business figures from today. EPS raised from USD 4.70 to USD 4.85. Organic sales growth of 6% and operating leverage of 50%. The 5th beat in a row. Nevertheless, P/E ratio of 27.5 and thus below the industry average. YTD "only" 15.6% and thus also below some peers. Sounds like an interesting value to me. Share price currently € 120.40.
An even higher level had $LR (+2,84%) . Also a great shovel manufacturer, albeit with a slightly higher P/E ratio of 31.9, but with a much better dividend performance. YTD also already up 25.2%. The figures are due today. You can keep an eye on them. I suspect this will also be a beat. Share price currently €160
Then I noticed another company that is less on the technical side, namely $SNOW (-2,07%) . They had a mini stand that you could quickly walk past. I've seen them in the community from time to time. The share price YTD was thrashed by just under -36%, like software in general. Analysts see price targets above €200, current price €118.70. So that would be a decent uplift. However, there are probably open legal disputes regarding misstatements of consumer revenues and a few personnel changes. I would definitely not recommend buying in here and wait for the quarterly figures on May 20. But from what the company offers, it is still exciting and certainly not a bad investment in the long term.
https://www.tikr.com/blog/snowflake-stock-is-down-35-in-2026-heres-whats-driving-the-pressure
