UBS Initiates Coverage on Five AI Data Center Stocks With Buy Ratings

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Summary · why it matters

UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. In a September 22, 2026 research note, Gravett said these companies' legacy cryptomining operations have provided favorable grid access, already translating into approximately 5 gigawatts of leased capacity representing roughly $125 billion in contracted revenues. The analyst forecasts average annual EBITDA growth of approximately 80% across the coverage group from 2027 to 2029, about 10% above consensus estimates for 2029, and sees an average upside potential of 36% across the five stocks despite recent share price declines of around 45% from recent highs. The five names are Hut 8 Corp with a Buy rating and $143 price target implying 45% upside, Terawulf Inc with a Buy rating and $24 price target for 41% upside, Applied Digital Corp with a Buy rating and $38 price target for 35% upside, Core Scientific Inc with a Buy rating and $24 price target for 33% upside, and Cipher Mining Inc with a Buy rating and $23 price target for 25% upside.

Impact on assets 8

Artificial Intelligence▲ · 4 stocks
Cipher Mining Inc
CIFR
▲ PositiveCapitalrelevance

UBS initiated coverage with a Buy rating and $23 price target implying 25% upside.

Digital Finance & Tokenization▲ · 2 stocks
Terawulf Inc
WULF
▲ PositiveCapitalrelevance

UBS initiated coverage with a Buy rating and $24 price target implying 41% upside.

Aging Population▲ · 1 stocks
Financials▲ · 1 stocks

Theme Impact 2

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