Vertiv Holdings Co. is capitalizing on the AI-driven data center expansion by providing essential liquid cooling and power solutions. The company boasts a record $15 billion backlog and a strong book-to-bill ratio of 2.9, alongside robust quarterly free cash flow of $925 million. Its operating margins have improved to 22.6%, with a target of 27% by 2030, driven by pricing power, product mix changes, and manufacturing scale. These strengths, combined with strategic acquisitions like UtilityInnovation Group, support a positive outlook and a buy rating for long-term earnings growth.
Data center construction, crucial for supporting AI growth with over $1 trillion in capital expenditure expected, is encountering significant local resistance across the U.S. Berkshire Hathaway Energy's CEO Greg Abel highlighted increasing pushback f...
Vertiv's stock has dropped about 32% from its 52-week high despite consistent earnings beats and raised guidance, driven by concerns over project timing and supply chain issues. The company, a key supplier of power and cooling systems for AI data cen...
Vertiv Holdings posted a strong Q2 2026 with 60% year-over-year adjusted EPS growth and 24.1% revenue increase to $3.27 billion. Despite this, shares dropped due to a revenue timing miss. The company benefits from integration with NVIDIA, expanding t...
Baron Small Cap Fund gained 12.57% in the second quarter, underperforming the Russell 2000 Growth Index, which rose 25.71%. Strong Q1 results and raised guidance from Vertiv helped boost the fund, while Planet Fitness's lowered full-year outlook weig...
The AI boom is driving massive demand not just for GPUs but also for the infrastructure powering data centers, including power, cooling, and construction. Three U.S.-listed companies—Comfort Systems USA, Vertiv Holdings, and Sterling Infrastructure—a...
