Calls of the Day: Robinhood, Delta Air Lines, GE Vernova, Vertiv, GE Aerospace
The Investment Committee debate the latest Calls of the Day.
Bull of the Day: Vertiv Holdings (VRT)
This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.
Vertiv Surges 57% in the Past 6 Months: Is the Stock Worth Buying?
VRT's six-month surge, booming AI-driven orders, and rapid portfolio expansion set the stage for a strong 2025 outlook.
Vertiv: The Most Reliable AI Infrastructure Bet In A Crowded Market
Vertiv Holdings (VRT) is a compelling buy, leveraging its leadership in liquid cooling and power solutions for data centers amid AI-driven secular growth. VRT's moat is reinforced by high integration costs, sticky contracts, and robust order book visibility, with a $9.5B backlog nearly matching annual revenue. Operating margins are expanding, with a 25% target by 2029, and VRT's strong balance sheet supports both organic growth and strategic acquisitions.
Vertiv Holdings Co. (VRT) Is a Trending Stock: Facts to Know Before Betting on It
Vertiv (VRT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Vertiv: How Structural Tailwinds And Mission-Critical Moats Support Sustained Growth
Vertiv's engineer-to-order customization creates strong hyperscaler lock-in through switching costs requiring 6-12 months and millions in revalidations, securing its position with lead times competitors can't match. The market is underestimating Vertiv's $18.6 B telecom retrofit opportunity, given that 77.5% of 4G sites are yet to be upgraded, and 5G power consumption demand has increased 2-3x. VRT's 1.4x book-to-bill and $7.2B backlog hides a very aggressive growth story, led by leadership in liquid cooling solutions, partnership with NVIDIA, and 90%+ service contract renewals.
VRT Rides on Accelerating AI Infrastructure Demand: What's Ahead?
Vertiv surges on soaring AI infrastructure demand as strong orders, backlog, and high-density designs fuel its growth momentum.
Why Is Vertiv Stock Surging?
Vertiv (VRT)'s stock jumped 78%, in nine months, propelled by rising revenues and margins—even as its P/E multiple decreased—triggered by consecutive earnings beats, an improved outlook, a dividend increase, and a transformative partnership with Caterpillar. Let's delve into the factors driving this momentum.
Nvidia Stock May Dip. Vertiv, SuperMicro, CoreWeave To Drop With $NVDA
Nvidia is set to report third quarter earnings after the market closes Wednesday, noted my November 15 Forbes column, with investors expecting revenue and adjusted earnings per share to grow 56% and 59%, respectively.
Vertiv Gains From AI and Data Center Growth: A Sign for More Upside?
VRT rides on surging AI and data center demand, with strong Q3 growth, rising orders, and a major cooling acquisition fueling momentum.
Investors Heavily Search Vertiv Holdings Co. (VRT): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.
Super Micro Vs. Vertiv: Picks & Shovels Of AI Boom - Maintain Hold
As picks and shovels of the ongoing AI boom, Super Micro and Vertiv offer rather different investment theses, with one being a notable laggard and another a beneficiary. Despite having the first mover advantage in late 2022, SMCI's deteriorating gross margins imply a lack of pricing power worsened by the ongoing delay in revenue recognition. VRT obviously does not experience a similar issue as that of SMCI, as observed in the former's raised FY2025 guidance and the growing multi-year backlog.
