Shares in hardware reseller Computacenter PLC climbed 6% after the company announced that it is on track to deliver full‑year adjusted pre‑tax profit of £314 mn, comfortably ahead of the £314 mn consensus. The forecast roughly doubles the £81.5 mn achieved in the first half of 2025.

The 44‑year‑old Hertfordshire‑based firm has ridden the AI infrastructure wave, seeing its revenue jump 32% to £9.2 bn in 2025. Strong demand from hyperscalers such as Tesla, Meta Platforms and x AI has driven the surge, while recent acquisitions—Government Acquisitions Inc and Agree Ya Solutions—have broadened its U.S. presence.

Computacenter’s share price has nearly doubled over the past year and, at a 50% gain, it sits as the second‑best‑performing company in the FTSE 100, which it joined in June. The growth signals that UK tech stocks can still capture momentum from the global AI boom, offering investors a high‑growth play in a traditionally defensive sector.

The firm’s expansion into higher‑margin data‑centre services positions it to secure large hyperscaler contracts, strengthening its earnings profile and providing a template for other value‑added resellers seeking to capitalize on AI demand.