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ECL Stock Gains Following Latest Launch to Boost Data Center Cooling

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Key Takeaways

  • ECL launched 3D TRASAR for Direct-to-Chip Liquid Cooling to boost data center performance.
  • Ecolab's tech uses AI and supports water and energy savings across the cooling lifecycle.
  • ECL shares rose 0.7% as the launch strengthens its presence in data center cooling solutions.

Ecolab Inc. (ECL - Free Report) announced the launch of a transformative technology, 3D TRASAR Technology for Direct-to-Chip Liquid Cooling, to boost high-performance data center cooling. Its full portfolio of cooling management solutions now equips operators to optimize performance at every stage of operation. This integrated system supports water and energy savings and enables better performance.

With the latest offering, Ecolab now covers the entire data center cooling landscape and uses AI-powered proprietary technology and powerful insights to deliver growth while reducing demand on vital natural resources.

The latest launch is expected to significantly strengthen ECL’s portfolio of cooling management solutions and solidify its foothold in the niche space.

Likely Trend of ECL Stock Following the News

Following the announcement, shares of the company gained nearly 0.7% till yesterday’s closing.

Historically, the company has gained a top-line boost from its various product launches. We expect market sentiment on the stock to remain positive around this announcement, too.

Ecolab currently has a market capitalization of $75.71 billion. It has a return on equity of 22.5%, favorable than the industry’s 11.6%. In the last reported quarter, ECL delivered a breakeven earnings surprise.

Significance of Ecolab’s Product Launch

Per Ecolab, data centers’ requirement for reliable water and power to cool high-performance computing systems is on an upward trajectory with the increasing expansion of the centers to support the acceleration of AI technology. Data centers play a critical role in enabling industries to thrive in today’s digital world, which underscores the importance of optimizing water use while driving business growth.

Ecolab’s management believes that there are unparalleled opportunities associated with leveraging AI to reduce, reuse and repurpose water throughout one’s business operations. Management expects that the latest cooling management technology will likely unlock growth for global high-tech companies by addressing water and performance demands.

Industry Prospects in Favor of ECL

Per a report by MarketsandMarkets, the global data center cooling market was valued at $12.7 billion in 2023 and is anticipated to reach $29.6 billion by 2030, witnessing a CAGR of 12.8% between 2023 and 2030. Factors like the increasing demand for enhancing the efficiency of cooling systems and technological advancements are likely to drive the market.

Given the market potential, the latest launch is expected to significantly boost Ecolab’s Global Water business.

Ecolab’s Notable Development

In April, Ecolab announced its first-quarter 2025 results, wherein its Global Water segment’s robust fixed currency sales reflected encouraging organic growth and benefited from the acquisition of Barclay Water Management. Organic growth was primarily driven by continued solid growth in Light & Heavy and Food & Beverage. Light & Heavy’s growth was led by accelerating strong growth in high tech and solid gains in manufacturing and downstream. Good new business gains in Food & Beverage, which leveraged the company’s One Ecolab growth initiative, were also recorded.

ECL’s Share Price Performance

Shares of the company have gained 10.7% in the past year compared with the industry’s 1.4% rise and the S&P 500’s gain of 11.4%.

Zacks Investment Research
Image Source: Zacks Investment Research

Ecolab’s Zacks Rank & Key Picks

Currently, ECL carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader medical space are HealthEquity, Inc. (HQY - Free Report) , Cencora, Inc. (COR - Free Report) and Integer Holdings Corporation (ITGR - Free Report) .

HealthEquity, carrying a Zacks Rank #2 (Buy) at present, has an estimated long-term growth rate of 20.3%. HQY’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 12.4%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

HealthEquity’s shares have gained 37.8% against the industry’s 21.2% decline in the past year.

Cencora, carrying a Zacks Rank of 2 at present, has an estimated long-term growth rate of 12.8%. COR’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6%.

Cencora has rallied 22% against the industry’s 21.2% decline in the past year.

Integer Holdings, sporting a Zacks Rank of 1 at present, has an estimated long-term growth rate of 18.4%. ITGR’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 2.8%.

Integer Holdings’ shares have lost 1.3% compared with the industry’s 12.8% plunge in the past year.

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