Why Innventure Is Poised To Benefit From Growth In AI

Technology firm incubator Innventure Inc's INV current portfolio comprises of companies that offer "upside potential for more aggressive growth investors," according to Roth Capital Partners.

The Innventure Analyst: Analyst Chip Moore initiated coverage of Innventure with a Buy rating and a price target of $16.

The Innventure Thesis: Accelsius may drive near-term success amid “rapid commercialization of its proprietary liquid cooling technology for AI data centers," Moore said.

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Innventure has launched three new companies since its inception, of which it has completely exited Purecycle Technologies Inc PCT, has a 31% stake in privately held AeroFlexx and a stake of around 55% in Accelsius, he added.

The demand for Accelsius' liquid cooling technology is likely to accelerate starting in the back half of 2025, the analyst stated.

"Cooling the power-hungry chips inside of a data center can account for around 40% of total facility energy usage, with electricity representing the largest ongoing expense for datacenter operators," Moore wrote.

He added that liquid cooling represents "a major future driver of efficiency gains."

Price Action: Shares of Innventure had declined by 1.29% to $12.26 at the time of publication on Thursday.

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Image: Courtesy of Innventure