Three AI Data Center Stocks Poised for a Q4 2026 Rebound

Despite a strong shift toward AI-powered data center infrastructure, some key players in the sector underperformed in the third quarter of 2026. Three stocks, Caterpillar Inc. (CAT), Corning Inc. (GLW), and Jabil Inc. (JBL), stand out as potential rebound candidates for the fourth quarter of 2026. Each of these companies carries a favorable Zacks Rank, signaling a strong potential for recovery.

Caterpillar is benefiting from increased demand for power solutions in AI data centers, driven by the expansion of generative AI applications by major tech firms. The company expects significant growth in power generation sales by 2030, supported by robust order levels and capacity additions. Caterpillar's long-term plans include tripling its reciprocating engine capacity and Power Generation sales by 2030. The company's collaboration with NVIDIA and other partners is enhancing its digital and AI capabilities, positioning it for future growth.

Corning is leveraging its strengths in optical connectivity and advanced glass applications to capitalize on AI infrastructure demand. The company's revenue growth is being fueled by its Optical Communications and Solar segments, with strong partnerships with Amazon and NVIDIA driving further expansion. Corning aims to achieve a $20 billion annual sales run rate by the end of 2026, with even more ambitious targets for 2028 and 2030.

Jabil is experiencing sustained growth in AI infrastructure demand, particularly in its Intelligent Infrastructure business. The company expects significant revenue contributions from AI-related markets, with six key customers projected to each generate over $1 billion in fiscal 2027. Jabil's diversification strategy across multiple markets is enhancing its stability and growth potential, supported by strong guidance for the third quarter and fiscal 2027.