Vertiv: Dip Buying Opportunities Like These Shouldn't Be Missed
Vertiv investors saw the stock fall off the clip into an unusual bear market following the DeepSeek rout. Investors seemed to have reallocated away as the S&P 500 powers forward while VRT's momentum stagnated. Is the AI trade over? Vertiv remains steadfast about the AI infra play, and the aggressiveness of big tech's AI infra investments should provide much needed respite.
Vertiv Holdings: A Discounted Bet On AI Potential
VRT achieved a 25.8% YoY topline growth in the fourth quarter of 2024, driven by strong demand in EMEA and double-digit growth in Americas and APAC. Robust demand, elevated backlog levels, and significant AI-driven investments are expected to sustain VRT's growth momentum into FY25 and beyond. Anticipated volume growth and benefit from operational improvements anticipated to drive margin growth in the quarters ahead.
Vertiv Stock Under Pressure: Is Opportunity Knocking?
Vertiv Holdings NYSE: VRT, a critical infrastructure provider, recently saw its stock price drop following its latest earnings release, causing investors to reevaluate the company's position. Given Vertiv's crucial role in maintaining essential digital technologies and the sector's overall growth, the key question is whether this stock price drop represents a justified market correction or an overreaction.
Vertiv Holdings Co (VRT) Q4 2024 Earnings Call Transcript
Vertiv Holdings Co (NYSE:VRT ) Q4 2024 Earnings Conference Call February 12, 2025 11:00 AM ET Corporate Participants Lynne Maxeiner - Vice President of Investor Relations Dave Cote - Executive Chairman Giordano Albertazzi - Chief Executive Officer David Fallon - Chief Financial Officer Conference Call Participants Andy Kaplowitz - Citigroup Amit Daryanani - Evercore Steve Tusa - JPMorgan Andrew Obin - Bank of America Nigel Coe - Wolfe Research Jeff Sprague - Vertical Research Nicole DeBlase - Deutsche Bank Mark Delaney - Goldman Sachs Operator Good morning, my name is Nadia and I'll be your conference operator today. At this time, I would like to welcome everyone to Vertiv's Fourth Quarter and Full Year 2024 Earnings Conference Call.
Vertiv CEO: Infrastructure buildout for AI will continue to increase despite efficiencies
Giordano Albertazzi, Vertiv CEO, joins 'The Exchange' to discuss the chief executive's thoughts on artificial intelligence, the company's earnings results, and much more.
Final Trades: Vertiv Holdings, Spotify and the IYH
The Investment Committee give you their top stocks to watch for the second half.
Trade Tracker: Steve Weiss buys more Vertiv
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to explain why he's buying more Vertiv as the stock gets hammered today.
Vertiv Holdings: Stunning Q4 Results, Muted Price Action Creates Opportunity
Vertiv Holdings' Q4 FY2024 results show strong financial performance, with a 26% YoY sales increase and a 77% rise in adjusted diluted EPS. The company's order trends and updated guidance indicate sustained growth, with a projected 17%-21% organic net sales growth for Q1 and $9.2 billion in full-year revenue. Despite a pre-market dip, Vertiv's valuation remains attractive with a 30%+ upside potential, calculated at a fair value of $150/share.
Vertiv Holdings Co. (VRT) Beats Q4 Earnings and Revenue Estimates
Vertiv Holdings Co. (VRT) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.56 per share a year ago.
The Zacks Analyst Blog Vertiv, NVIDIA and Ballard Power Systems
Vertiv, NVIDIA and Ballard Power Systems are included in this Analyst Blog.
Buy, Sell or Hold Vertiv Stock? Key Tips Ahead of Q4 Earnings
VRT's fourth-quarter 2024 results are expected to benefit from an expanding market share in the thermal management space amid growing competition.
Two Stocks for the $500 Billion AI Opportunity
Trump, AI, Self-Driving Cars and a Trillion Dollar Opportunity It has been less than three weeks since President Donald Trump's inauguration and the news is coming so fast that it's hard to keep track. Remember when we were all talking about Greenland?
