Why Shares in Nvidia Partner Vertiv Dipped in March
Shares in data center equipment company Vertiv Holdings (VRT 2.54%) declined by 24.1% in March, according to data provided by S&P Global Market Intelligence. Given the large slump in the share price on March 26, there's little doubt that Vertiv's stock is being negatively impacted by tariff actions and bans on foreign companies buying U.S. technology.
Vertiv Shares Attracting Huge Volume: Should You Join the Rush?
VRT's strong portfolio and rich partner base, along with growing demand for AI infrastructure, are driving growth despite tariff concerns and stretched valuation.
Why Shares in Vertiv Crashed Today
Shares in data center equipment maker Vertiv Holdings (VRT -10.79%) tumbled more than 11% by 3 p.m. today. The decline comes after a general sell-off in the AI/data center sector following the news that the U.S. is banning 80 companies, including many in China, from buying U.S. technology.
Data Center Boom: Why Vertiv (VRT), Eaton (ETN) Are Still In The Sweet Spot
The AI gold rush is in full swing, but the real winners may not be the chipmakers themselves but the infrastructure players powering the next-gen data centers.
Brokers Suggest Investing in Vertiv (VRT): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Vertiv Holdings Co. (VRT) Is a Trending Stock: Facts to Know Before Betting on It
Vertiv (VRT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
2 Hidden AI Stocks to Buy in the S&P 500 Sell-Off
It's no secret that artificial intelligence (AI)-related stocks have sold off in the recent market correction. It's partly due to investors locking in gains, competitive concerns relating to Chinese start-up DeepSeek, and, most notably, valuation concerns.
Vertiv Holdings: EPS Growth Tells Us To Buy The Dip
Vertiv has had a recent price dip due to tariff wars and macroeconomic pressure. At a P/E of 69.7, they are at a premium against the industry average of 25-30, but Vertiv's forward P/E is 23.4 which sees them discounted heavily. DCF modeling has a weak discount correlation, but needs to be reinforced by other modeling like P/E ratios.
Time to Buy Shares in AI Leaders Vertiv and Nvidia?
After carrying the stock market higher over the last two years, Vertiv ( VRT ) and Nvidia ( NVDA ), two of the best performing stocks in the market, have been hammered lower by the recent stock market correction. Trade policy uncertainty, cutbacks on fiscal spending and a potential slowdown in the economy have investors feeling uneasy, adding to the volatility.
Could This Nvidia Partner Be a Hidden Gem That Boosts Your Portfolio?
It's been a while since data center equipment company Vertiv's (VRT 0.56%) stock looked like a great value, but that time has come around again. The ongoing demand for artificial intelligence (AI) applications creates unprecedented data growth, which only means more investment in data centers.
Vertiv's Selloff Is Finally Here - Upgrade To Strong Buy
Vertiv is inherently undervalued after the deep pullback, presenting a strong buy opportunity due to the robust fundamentals, expanding profit margins, and healthier balance sheet. This is especially given the increased demand for power, cooling, and IT infrastructure solutions during the multi-year cloud super cycle, as similarly reiterated by numerous top hyperscalers. The same has been observed in VRT's growing backlog and higher TTM organic orders, with it already contributing to the rich FY2025 guidance.
Vertiv: Upgrading To Buy Amid The AI Carnage
I am upgrading Vertiv Holdings Co to a buy due to strong EPS growth and undervaluation despite recent stock underperformance. Vertiv's Q4 non-GAAP EPS of $0.99 beat expectations, with revenue up 26% YoY and a robust backlog of $7.2 billion. Key risks include potential order growth lag in EMEA and data center spending slowdown, but strong free cash flow and EPS upgrades bolster confidence.
