AIB Data Centers Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY EPS (est.)
-$0.13next fiscal year
Monitoring Framework
Key Performance Indicators
Energized Utility Capacity Quarterly65.0Target: 715 MW multi-site development pipeline
Capacity Under Development Quarterly140.0
Identified Development Pipeline Quarterly570.0
Watch Items
- Conversion of non-binding Letters of Intent (LOIs) into definitive long-term leasesTrigger: Execution of CLT-01 anchor lease (e.g., 50 MW critical IT load)Action: Re-evaluate forward revenue and adjusted EBITDA models for FY2027 and FY2028
- Gross margin compression due to rising energy costsTrigger: Gross margin falling below 12%Action: Assess pricing power, billing rate adjustments, and the impact of Electric Service Agreements (ESAs)
- Capital expenditure funding and dilution riskTrigger: Additional public equity offerings beyond the June 2026 raiseAction: Monitor cash burn rate, pro forma cash balance (currently ~$60M), and progress on GP/LP project-level debt structures
Research as of 1 Jan 2024