Goodman Group (ASX: GMG) $26.64
We discussed GMG at length 2-weeks ago here, after they delivered a solid FY26 result, with operating EPS increasing 10%, although FY27 growth guidance of 9% was slightly below expectations. Its data centre opportunity continues to expand rapidly, with development work in progress (WIP) up 53% to $19.7bn, of which 78% is allocated to data centres. The strategic shift towards fully fitted facilities should allow GMG to capture a greater share of the AI infrastructure investment boom, although this also comes with higher capital requirements and increased execution risk.