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Vertiv expects the deal to be accretive to adjusted EPS in its first year

Vertiv (VRT) has agreed to acquire microgrid firm Utility Innovation in a deal worth up to $2.6 bill

Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already converting that bottleneck into record backlogs.

Vertiv stock has suffered in recent months but a new acquisition could help quieten concerns about the AI data-center revolt.

European government bond yields have climbed to multi year highs as investors price in higher policy rates for longer. That kind of backdrop often punishes weaker balance sheets and rewards companies that already manage risk conservatively. Investors who care about stability may not want to sit this out. This article highlights three low risk leaders our model flags as potential foundations for a steadier, long term portfolio. The stocks highlighted below are just a starting sample, and the...

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

VRT's AI infrastructure demand, margin gains, and upbeat outlook support growth, but execution risks, supply-chain volatility, and premium valuation remain risks.

Vertiv Holdings Co has delivered a very strong share price run over the past five years, yet current valuation checks suggest the stock is closer to fairly valued than obviously cheap or expensive. The Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples both sit in an about right zone, which provides a more balanced starting point after such a big move. The stock has returned about 8 times over 5 years, which sets a high bar for any further value creation from...

Selling the complete data-center powertrain expands what Vertiv supplies per megawatt, and it also makes a late part harder to recover from once several of its own plants feed one job.

GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.

VRT, SOUN and G are three Computers-IT Services stocks that stand out as digitization, AI, cloud and automation spending drive growth and bolster outlooks.

Broadcom, Arista Networks, and Vertiv each address a different AI infrastructure bottleneck beyond NVIDIA's GPUs, covering custom chips, networking, and power and cooling systems.

Has Vertiv Holdings Co (NYSE:VRT) hit a bottom? That’s the big question as the stock has pulled back by roughly 32% from its peak reached in May. While even after the decline, the stock remains up nearly 45% year to date, it’s been under immense pressure in recent weeks amid a broad sell-off around semiconductor […]

S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.

Vertiv (VRT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Before the stock more than doubled, Vertiv had already sold far more than it could ship, and its latest quarterly margin was going the other way.

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

nVent Electric's planned $1.75B Maverick Power deal can expand its data center portfolio, add power distribution products and drive growth.

The consensus price target hints at a 28.4% upside potential for Vertiv (VRT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Earlier this week, Vertiv Holdings Co. was highlighted in research for its strong interest coverage ratios, consistent earnings outperformance, and positive analyst sentiment, while also confirming that its CEO and CFO participated in a fireside chat at the Goldman Sachs Communacopia + Technology Conference on 8 September 2026, with materials available via its investor relations site. This combination of robust financial metrics and high-profile investor engagement underscores how Vertiv’s...

Teradyne's AI-driven datacenter growth, strong memory demand, and strategic moves strengthen its prospects against Cisco Systems and Vertiv.

Penguin Solutions' growing AI-driven backlog, predictable bookings-to-revenue cycle and stronger pipeline are improving revenue visibility into fiscal 2027.

Garrett Motion, Brinker, Vertiv and Mueller Water Products have been highlighted in this Screen of The Week article.

ADSK's Q2 results hinge on its sales reorganization, transaction-model shift and momentum in AECO, emerging markets and operations.

Garrett Motion, Brinker International, Vertiv Holdings and Mueller Water Products stand out for strong interest coverage ratios amid market volatility.

S is set to report Q2 fiscal 2027 results on Aug. 27, with revenue growth, AI-security momentum and cost savings in focus.

The average brokerage recommendation (ABR) for Vertiv (VRT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have not priced in.

The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and real estate.

First Dave Cote transformed Honeywell. Then out of retirement he placed a stunning bet on a little known company called Vertiv.