YahooSeptember 18, 2026 at 9:10 PM NYLast Month
The Bull Case For Hubbell (HUBB) Could Change Following Backlog‑Driven Data Center Demand Signals – Learn Why
On 17 September 2026, Hubbell Incorporated’s CEO Gerben W. Bakker told investors at Morgan Stanley’s Laguna Conference that the company is seeing strong, capacity-constrained demand for its data centre offerings, with orders accelerating whenever new capacity comes online. Management’s emphasis on a backlog-driven, supply-limited ramp in data centre demand points to growth powered more by underlying volume than by pricing alone. We’ll now examine how this reaffirmed, backlog-driven data...
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