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Additional Reading from MarketBeat.com

3 Picks-and-Shovels Ways to Invest in AI Without Betting on Chipmakers

Author: Leo Miller. Date Posted: 12/29/2025. 

Summary

• While headlines swirl around chip developers and hyperscalers, many other stocks are benefiting from AI under the surface.
• EMCOR Group, Cummins, and GE Vernova each provide critical products and services that allow data centers and AI to proliferate.
• These stocks are up more than 35% in 2025, and analysts continue to see upside.

High-end semiconductors and large language models (LLMs) dominate the discussion when it comes to artificial intelligence (AI).

Advanced chips are arguably the most important resource for developing AI, and LLMs are the main way people interact with it today. But building AI requires many industries to work together—from energy to construction to engineering.

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AI may be built on cutting-edge chips and headline-grabbing models, but it ultimately runs on something far less glamorous: concrete, copper, turbines, transformers and redundant power. Every new rack of GPUs needs a building to house it, cooling to keep it stable, and electricity that can’t blink—even for a second.

That’s why a different class of winners is emerging from the AI boom: the companies that build data centers, keep them online, and expand the grid to feed rising load. Three “pick-and-shovel” stocks positioned to benefit are EMCOR Group (NYSE: EME), Cummins (NYSE: CMI), and GE Vernova (NYSE: GEV). Even after strong runs, Wall Street analysts still see meaningful upside in each name. 

EMCOR Group: Data Center Buildouts Are Pushing Contract Backlogs Higher

EMCOR is one of the largest specialty contractors in the United States, providing electrical and mechanical construction services.

The stock has performed very well in 2025, delivering a total return of approximately 38%.

With one quarter left in 2025, analysts expect EMCOR’s revenue to rise about 15% for the year. That would be its second-fastest annual revenue growth in the last decade, behind only 2024’s 16% growth.

Data centers have been a key driver. Last quarter, the company said data center demand pushed remaining performance obligations (RPOs) in its Network and Communications end market to a record $4.3 billion—nearly double the level from a year ago.

Currently, the MarketBeat consensus price target on EMCOR sits near $693, implying roughly 11% upside for the shares. Two price targets updated after the company’s Oct. 30 earnings release are considerably more bullish: DA Davidson and Robert W. Baird’s Oct. 31 targets average nearly $757, suggesting about 21% potential upside.

Cummins: Backup Power Demand Is Offsetting a Softer Truck Cycle

Many investors know Cummins for the heavy-duty diesel engines it builds for trucks, but the company operates across several businesses.

While heavy-duty truck component sales fell 38% last quarter, the stock has still delivered a total return of over 51% in 2025. That performance has been supported by strength in the company’s power systems segment.

The power systems segment grew revenue 18% last quarter, with North American power generation equipment sales rising 27%, driven by data center demand. Cummins sells extremely powerful backup generators that allow data centers to keep operating if they lose their main power source—critical equipment when even short outages can disrupt cloud services and business operations.

The MarketBeat consensus price targetof $493 implies roughly 5% downside for CMI. However, price targets updated after the company’s Nov. 7 earnings release average about $578, implying roughly 11% upside.

Analysts See About 22% Upside in GEV After Outlook Update

GE Vernova, which serves data center demand through its power and electrification segments, has delivered a total return of 103% in 2025.

The company is a direct play on rising electricity demand from AI workloads. Its power and electrification businesses cover the full chain from generation—including gas turbines—to delivery, including transformers and broader grid equipment.

Last quarter, orders increased by 55%, and the company reported a total backlog exceeding $135 billion. By 2028, GE Vernova expects its backlog to grow to $200 billion, with both its gas power equipment and electrification backlog roughly doubling. The company also participates in the small modular nuclear reactor space and sees potential order opportunities there in coming years.

The MarketBeat consensus price targetof $691 implies less than 4% upside. However, GEV issued a substantial long-term outlook update on Dec. 9; price targets released after that date average around $817, suggesting about 22% upside potential.

Three Ways to Own the Physical Infrastructure Behind AI

EMCOR, Cummins and GE Vernova illustrate a useful way to think about AI exposure: not just software and chips, but the real-world infrastructure required to build, power and connect compute at scale.

The trade-off is that these remain cyclical businesses. Data center capex can slow, project timing can slip, and power-grid bottlenecks can shift demand between quarters. Still, with backlogs, order momentum and analyst targets that remain constructive even after strong runs, these three names sit squarely in the “picks and shovels” lane of the AI buildout.

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