Aaon

AAON

Market cap $9.13B

Here is how Aaon (AAON) and Cardinal (CDNL) have performed compared to their sector so far this year.

The AI infrastructure play has a new buy point after 75% rally this year so far.

Aaon (AAON) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.

AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pressure from capacity expansion.

Here is how Aaon (AAON) and Cardinal (CDNL) have performed compared to their sector so far this year.

ALTO, FGI, CHGG, AAON and DAVE have been added to the Zacks Rank #1 (Strong Buy) List on June 10, 2026.

Stocks like FIX, AAON, SPXC and TGEN are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.

APPS, VPG, AAON, HLIO and ASX surge on strong momentum, with sharp price gains and rising earnings estimates signaling potential for continued upside.

AAON, GRC, APC, DELL and NKSH have been added to the Zacks Rank #1 (Strong Buy) List on June 3rd, 2026.

Data center supplier's backlog more than doubled due to demand for its cooling systems.