Vertiv and Seagate both reported strong earnings driven by AI infrastructure demand, but their approaches differ significantly. Vertiv focuses on power and cooling solutions for AI data centers, expanding capacity and acquisitions to support growth, while Seagate sells high-capacity hard drives and is nearly fully allocated through 2027, relying on technology improvements rather than new capacity. Vertiv’s growth depends on executing complex projects and supply chain management, whereas Seagate’s outlook hinges on new product qualifications. Investors see Seagate as a stable near-term earnings play and Vertiv as a higher-risk bet on AI infrastructure buildout.
Vertiv's stock has fallen nearly 10% in one session and slid over three months, but a Wall Street firm, GLJ Research, set a high price target of $381, implying a 45% rebound. Despite recent selloffs due to project timing shifts and supply-chain issue...
Vertiv, an electrical power equipment maker for data centers, reported a 24% increase in net sales and raised its full-year 2026 guidance, citing strong and accelerating momentum. Despite a temporary stock dip due to supply-chain delays pushing some ...
AI is rapidly becoming part of everyday business operations, with nearly half of firms expected to use AI soon, driving a surge in demand for data center power and infrastructure. Companies like NVIDIA, Broadcom, Arista Networks, Vertiv Holdings, and...
