Keel Infrastructure Corp. KEEL shares have performed impressively on the bourse of late. The company’s shares have risen 27.7% over the past year, outperforming the Zacks Technology Services industry’s 23% decline.
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Given the impressive price performance, let's take a deeper look at the factors driving growth at this digital and energy infrastructure company, which currently carries a Zacks Rank #3 (Hold), and assess its potential for continued gains.
Keel’s high-performance computing (HPC) strategy is showing tangible progress, with all three priority sites moving closer to full permitting and prospective tenants actively engaged in negotiations. In the June end quarter of 2026, the company also advanced zoning and environmental approvals, finalized fiber contracts and began receiving long-lead equipment at Moses Lake and Sharon, providing further visibility into infrastructure development timelines.
Keel’s $819 million in liquidity provides financial flexibility to continue developing its sites and pursue expansion opportunities. The company has an encouraging history of robust liquidity, with its current ratio improving substantially over the past several years. The ratio rose from 1.88 in 2023 to 7.59 in 2024 and 5.58 in 2025 before reaching 9.60 in the first quarter of 2026 and 16.26 in the second quarter of 2026. This sharp improvement indicates that the company has significantly strengthened its ability to cover short-term obligations with current assets.
KEEL’s complete exit from U.S. Bitcoin mining also allows it to concentrate more fully on HPC data-center projects, while the Sherbrooke, Quebec, project adds another potential growth opportunity.
Moreover, Keel Infrastructure’s support for Pennsylvania’s GRID standards underscores its focus on responsible HPC data center development, with its Panther Creek and Sharon projects continuing on schedule. The company said its approach prioritizes community engagement, energy-cost responsibility, local job creation and environmental protection, including closed-loop cooling and energy-storage initiatives. Its Pennsylvania projects are expected to generate skilled employment and support local economic development.
Estimate Revisions to Head North
Driven by the positives discussed above, the Zacks Consensus Estimate for the December end quarter of 2026 and for the full year 2027 has been revised upwards by 62.5% and 27%, respectively, over the past 60 days.
Stocks to Consider
Some better-ranked stocks for investors’ consideration are Palantir Technologies PLTR and Paycom Software PAYC.
PLTR currently sports a Zacks Rank #1 (Strong Buy). The company has an expected earnings growth rate of more than 100% and 40.2% for 2026 and 2027, respectively.
PLTR has an encouraging earnings surprise history, as it has surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 15.79%.
PAYC sports a Zacks Rank #1. The company has an expected earnings growth rate of 28.7% and 15.1% for fiscal 2026 and 2027, respectively. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company has an encouraging earnings surprise history, as it has topped the Zacks Consensus Estimate in three of the trailing four quarters, missing in the remaining one, delivering an average earnings surprise of 7.21%.
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This article originally published on Zacks Investment Research (zacks.com).