Grid software unicorn Emerald AI has formed a coalition with Google and Nvidia that will use the startup's technology to secure space on the grid for more data centers.
The facilities will operate as flexible energy assets, supporting power grids by modulating consumption and leveraging on-site generation and storage.
Emerald Holding is now rated 'Hold' as shares trade within my FY 2026 fair value range of $3.90–$4.15. EEX's organic growth remains weak, with Q4 FY 2025 at 0.3%, and industry headwinds persist from a soft US economy and lower B2B event demand. Management's FY 2026 guidance targets modest revenue growth (5.7–6.8%) and adjusted EBITDA of $137.5–$142.5 million, with limited room for major M&A.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4 | $20 | $20.16 | $0.16 | 0.8% |
| BP Benoit Piscione Credit Industriel Et Commercial | 217,600 | $1.1M | $1.1M | - | - |
| CD Charlie Durham Sterling Capital Management LLC | 44 | $196.53 | $221.76 | $25.23 | 12.84% |
Joseph Castro Nuveen LLC | 19,910 | $78,246 | $100,346.4 | $22,100.4 | 28.24% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $15 | $15.12 | $0.12 | 0.8% |
| Media Industry | Communication Services Sector | Herve Sedky CEO | NYSE Exchange | 29103W104 CUSIP |
| US Country | 821 Employees | 21 May 2026 Last Dividend | - Last Split | 28 Apr 2017 IPO Date |
Emerald Holding, Inc. is a prominent entity in the business-to-business (B2B) trade show sector within the United States, specializing in the operation of B2B trade show franchises. With a foundation laid in 2013 and having its headquarters in New York, New York, the company has expanded its offerings to include a variety of platforms and services aimed at facilitating business operations across numerous industries. It primarily caters to the retail, design, technology, equipment, and safety & security sectors, providing essential services and solutions that foster business growth and industry networking.
The array of products and services offered by Emerald Holding, Inc. is designed to meet the diverse needs of manufacturers, retailers, and other stakeholders in various sectors. These include: