Vertiv Holdings Co Stock News

Vertiv Holdings Co. is a critical enabler of AI-driven data center growth, providing essential power and cooling infrastructure. VRT boasts double-digit top and bottom line growth, a robust $9.5B backlog, and accelerating organic orders fueled by AI and cloud demand. Street forecasts project VRT's EPS to grow over 50% in two years, with a forward valuation below peers despite superior growth pr...

Barclays upgrades Vertiv to Overweight from Equal Weight with a $200 price target, up from $181.

Barclays sees "beat-and-raise" potential for Vertiv earnings, upgrades shares. Caterpillar leads Dow on AI power gains.

AI hyperscalers like Microsoft and Alphabet have notched double-digit revenue growth over the last three years. Top power cooling company Vertiv and connectivity provider Arista Networks have grown revenue and net income even faster.

Vertiv Holdings is now firmly upgraded to a Buy, driven by robust AI data center demand and strategic positioning in power and thermal management. VRT is increasingly focused on liquid cooling and collaborating on on-site power generation, aligning with surging AI infrastructure requirements. Despite a forward EBITDA multiple >23x, VRT's PEG ratio of 1.33 suggests a relative discount given an i...

NextEra Energy's recently-finalized contract addresses the energy needs caused by new technologies. As an electricity wholesaler, Vistra stands to benefit from the AI surge in power demand.

AI data centers are consuming more increasingly-expensive electricity than the industry anticipated. Keeping data centers cool enough to remain operational has also surfaced as a challenge.

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