Vertiv Holdings (VRT) experienced a 3% revenue miss in Q2 2026 due to timing shifts but saw a 44% year-over-year surge in operating profit and margin expansion to 22.6%. Adjusted earnings per share beat estimates by 6.4%. Management raised full-year 2026 guidance, supported by a $15 billion backlog, plant expansions, and strong demand for AI and data center solutions, including proprietary fluid management technology. The stock is viewed as having 27% upside over the next 12 months if execution risks are managed, making it attractive for growth-at-a-reasonable-price (GARP) investors.
Vertiv, a key AI infrastructure company, reported strong Q2 2026 results with 24.1% revenue growth and $1.52 adjusted EPS, beating estimates. Despite this, its stock fell over 27% in the past month due to volatility and concerns over sales sustainabi...
Jim Cramer highlighted the recent strong rebound in enterprise software stocks, noting how quickly Wall Street sentiment can shift. After a period of decline due to fears AI would disrupt software-as-a-service models, companies like ServiceNow and Sa...
Vertiv Holdings Co reported strong second quarter 2026 results with net sales rising 24% to $3.27 billion and operating profit increasing 44% to $638 million compared to Q2 2025. Adjusted operating margin improved by 410 basis points to 22.6%, driven...
This week, U.S. markets focus on the Federal Reserve's July meeting, key inflation data like Core PCE, and second-quarter GDP figures, alongside major tech earnings from Microsoft, Meta, Apple, and Amazon. Rising oil prices and geopolitical tensions ...
