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Jim Cramer Notes “Forgent Became an Incredible Performer”
Insider Monkey99d agoneutral
Jim Cramer Notes “Forgent Became an Incredible Performer”

Forgent Power Solutions, Inc. (NYSE:FPS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Cramer called it a “home run,” as he commented: Now, second, in early March, I recommended Forgent Power Solutions. That’s a maker of electrical distribution equipment used in […]

Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else
24/7 Wall St.100d agoneutral
Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

Everyone is watching NVIDIA (NASDAQ:NVDA) because it remains the default proxy for every AI headline that hits the wire. But here’s what you should actually be watching. The chip story is the most crowded trade on Earth. Every retirement portfolio, every momentum fund, every cab driver with a Robinhood account already owns it. I’ve held ... Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

3 Stocks Estimated To Be Up To 46.2% Below Fair Value Offering A 12.2% Discount Opportunity
Simply Wall St.101d agoneutral
3 Stocks Estimated To Be Up To 46.2% Below Fair Value Offering A 12.2% Discount Opportunity

In the last week, the United States market has stayed flat, yet it has seen a significant increase of 24% over the past year with earnings forecasted to grow by 19% annually. In this context, identifying stocks that are estimated to be undervalued can offer investors potential opportunities for capitalizing on price discrepancies relative to their fair value.

Vertiv Expands AI Data Center Cooling With ThermoKey Deal And Shares Slip
Simply Wall St.101d agoneutral
Vertiv Expands AI Data Center Cooling With ThermoKey Deal And Shares Slip

Vertiv Holdings Co (NYSE:VRT) has completed its acquisition of ThermoKey. The deal expands Vertiv's thermal management product range and European manufacturing footprint. The acquisition is aimed at serving growing cooling needs for AI factories and high density data centers across EMEA. Vertiv focuses on digital infrastructure and thermal management solutions, and ThermoKey adds more system level cooling options to that portfolio. For readers tracking AI related hardware, this move ties...

Vertiv Stock Eyes $400 on AI Data Center Surge
24/7 Wall St.101d agobullish
Vertiv Stock Eyes $400 on AI Data Center Surge

Vertiv (NYSE:VRT) has become one of the purest ways to bet on the AI infrastructure buildout. The company sells the power, cooling, and rack systems that keep hyperscale data centers running, and the order book tells you everything. Backlog hit $15 billion at year-end, up 109% YoY, with a book-to-bill near 2.9x. Shares are up ... Vertiv Stock Eyes $400 on AI Data Center Surge

One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’
24/7 Wall St.101d agoneutral
One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’

The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the chart as a textbook setup. Comfort Systems USA (NYSE:FIX) Comfort Systems carries a composite rating of 97, an EPS rating of 99, and ... One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’

A Boring Data Center Stock That Is Set To Deliver On Its 7x Revenue Target By 2028
Insider Monkey102d agoneutral
A Boring Data Center Stock That Is Set To Deliver On Its 7x Revenue Target By 2028

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 5, Bank of America Securities analyst Andrew Obin reaffirmed a Buy rating on Vertiv Holdings Co. (NYSE:VRT) stock. While the analyst hasn’t assigned a price target, according to CNN’s compilation of analyst price targets, […]

Vertiv (VRT) Stock After 173% Yearly Surge Is The AI Infrastructure Story Priced In
Simply Wall St.103d agobullish
Vertiv (VRT) Stock After 173% Yearly Surge Is The AI Infrastructure Story Priced In

If you are wondering whether Vertiv Holdings Co at around US$302.87 is still offering value after its big run, the next sections will help you frame that question clearly. The stock has delivered a 0.8% gain over the last week, is down 18.1% over the past month, but is up 72.5% year to date and 173.3% over the past year, with a very large 3 year and 5 year return profile that suggests the price has already moved a long way. Recent coverage has focused on Vertiv as a key player in critical...

Modine Manufacturing Company (MOD): A Hot Stock to Buy Amid Solid Growth Metrics
Insider Monkey103d agobullish
Modine Manufacturing Company (MOD): A Hot Stock to Buy Amid Solid Growth Metrics

Modine Manufacturing Company (NYSE:MOD) is one of the best hot stocks to buy for June. On June 1, GLJ Research reiterated a Buy rating on Modine Manufacturing (NYSE:MOD) and raised its price target to $428. The price target hike comes on the heels of the company raising its 2028 guidance beyond current capacity. Modine Manufacturing […]

Here’s why Vertiv Holdings Co (VRT) is One of the Hot Stocks to Buy for June
Insider Monkey103d agobullish
Here’s why Vertiv Holdings Co (VRT) is One of the Hot Stocks to Buy for June

Vertiv Holdings Co (NYSE:VRT) is one of the best hot stocks to buy for June. On June 3, Vertiv Holdings Co (NYSE:VRT) board of directors approved a quarterly cash dividend of $0.0625 to be paid on June 25, 2026, to shareholders of record as of June 15, 2026. The company has demonstrated consistent dividend growth, […]

Should You Sell Vertiv Holdings (VRT)?
Insider Monkey103d agobearish
Should You Sell Vertiv Holdings (VRT)?

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vertiv Holdings Co (NYSE:VRT) ranks # (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 96 Top Pick Of: Leon Cooperman — Omega Advisors Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, […]

Is Vertiv Holdings Co (VRT) A Good Stock To Buy Now?
Insider Monkey103d agobullish
Is Vertiv Holdings Co (VRT) A Good Stock To Buy Now?

Is VRT a good stock to buy? We came across a bullish thesis on Vertiv Holdings Co on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co’s share was trading at $300.57 as of June 8th. VRT’s trailing and forward P/E were 81.39 and 52.36 respectively according […]

Vertiv’s Water Saving PurgeRite Launch Meets Undervalued Stock Setup
Simply Wall St.105d agoneutral
Vertiv’s Water Saving PurgeRite Launch Meets Undervalued Stock Setup

Vertiv Holdings Co (NYSE:VRT) introduced PurgeRite NearZero, a data center fluid management solution focused on reducing water consumption and haul-off needs during cooling system commissioning. The launch targets sustainability concerns tied to AI era infrastructure and high-density computing growth. PurgeRite NearZero is Vertiv’s first major product centered on water resource optimization in commissioning processes for data centers. For investors following NYSE:VRT, this launch sits...

Data Centers Want to Save Water. Vertiv Holdings Co (VRT) Has a New Solution
Insider Monkey106d agoneutral
Data Centers Want to Save Water. Vertiv Holdings Co (VRT) Has a New Solution

Vertiv Holdings Co (NYSE:VRT) is one of the best data center stocks to invest in according to billionaires. In the past six months alone, Vertiv shares have gained more than 63%. The shares have surged more than 175% over the past year. On June 3, Vertiv Holdings Co (NYSE:VRT) introduced a new fluid management service […]

7 Industrial Stocks to Buy and 1 to Avoid
Barrons.com106d agobullish
7 Industrial Stocks to Buy and 1 to Avoid

The firm has seven new Buy ratings and one Sell within what it calls the multi-industry and electrical equipment sectors. “We are positive on our data-center power/cooling names…our price targets imply about 30% to 40% upside,” wrote analyst Varun Govindaraj, adding they have technical advantages.

Investing.com106d agobullish
Bernstein flags 2 data center equipment stocks to buy

Investing.com -- Bernstein initiated coverage of the U.S. multi-industrials and electrical equipment sector in a note on Wednesday, flagging Vertiv and nVent as its outperform-rated picks in data center power and cooling, with price targets implying 30% to 40% upside for each.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
24/7 Wall St.106d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More

Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday’s action, and things didn’t work out quite as well on Tuesday. Once again, the market gapped open higher as the “Buy the dip” legions came in to ride what they thought would be another wave higher, only ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More