Notícias

One commands a $15B backlog while the other pivots toward AI cooling, but valuation tells a different story.

Vertiv is riding the wave of AI data center build-outs. Here's what's driving its surge, what the numbers say, and the valuation risk to watch.

Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.

GE Vernova reports earnings on July 22, and one corner of its order book suggests Wall Street may be underestimating just how far ahead of its closest rival it has already pulled.

The latest trading day saw Vertiv Holdings Co. (VRT) settling at $305.87, representing a -4.07% change from its previous close.

Applied Digital faces pressure as heavy AI data center expansion, customer concentration and premium valuation cloud its near-term outlook despite strong growth.

EXLS vs. VRT: Which Stock Is the Better Value Option?

nVent Electric gains an edge over Vertiv as strong data center demand, record backlog and a more attractive valuation strengthen its investment appeal.

Vertiv Holdings Co (NYSE:VRT) has completed its acquisition of Italian cooling specialist ThermoKey. The deal adds dry coolers and heat exchangers compatible with natural refrigerants to Vertiv's portfolio for AI data centers in EMEA. The acquisition expands Vertiv's manufacturing footprint in Europe to address denser AI and high performance computing workloads. Vertiv enters this ThermoKey deal with recent stock performance that includes NYSE:VRT trading at $318.86 and very large multi...

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Skip all the drama with chips and memory and buy these steady compounders instead.

Vertiv Holdings Co (NYSE:VRT) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 134%. On June 12, Vertiv completed its acquisition of ThermoKey, an Italian provider of heat-rejection and heat-exchange equipment. The transaction adds dry coolers, heat exchangers, and systems compatible with low-global-warming-potential and natural refrigerants. […]

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Best Data Center Stocks to Buy in July. Of the 31 analyst ratings compiled by CNN, 77% assigned Vertiv a Buy rating, while 16% rated it Hold. The stock has an average price target of $380, a 24.35% upside from the current price of $305.58. Among […]

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

TER's AI-driven data center demand, record revenue surge and test-solution launches signal momentum as competition heats up.

Goldman Sachs began coverage of the electrical contracting giant Comfort Systems USA. The stock jumped as much as 9% on Thursday.

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT) did none of those things on June 30, yet its shares climbed 9.1%, adding nearly $11 billion in market value in a single trading session. The catalyst originated more than 6,000 miles away in Seoul, where the South ... South Korea’s $576 Billion AI Bet Shows Why Vertiv Is More Than a Cooling Company

Vertiv Holdings Co (VRT) stock is back in focus after the company opened a major manufacturing facility in Johor, Malaysia. The new site targets rising AI and high-density computing infrastructure demand across Asia. See our latest analysis for Vertiv Holdings Co. Vertiv’s share price momentum has been strong, with a 1-day share price return of 4.00%, a 30-day share price return of 5.74%, and an 80.97% year to date share price return. The 1-year total shareholder return stands at 147.84%,...

Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.

VRT's Johor facility aims to boost AI infrastructure capacity as demand rises, though competition and its premium valuation remain in focus.

With VRT stock suffering an extended period of underperformance, market psychology could be pointing to a reactive upside move.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

Vertiv Holdings Co. (VRT) closed at $305.58 in the latest trading session, marking a -4.05% move from the prior day.

VRT and QUBT stand out for exposure to AI infrastructure and quantum computing as hyperscale spending and U.S. policy support fuel 2026 momentum.

Vertiv (VRT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

ACN's 29.3% drop reflects a weaker revenue outlook, soft bookings and AI disruption fears, making the stock risky despite a discounted valuation.

Vertiv is expected to announce its second-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.