Vertiv Holdings Co. reported a Q2 revenue miss but significantly expanded its profit margins by 410 basis points and grew adjusted earnings per share by 60%. The company benefits from a strong $15 billion backlog and a high book-to-bill ratio of 2.9x, reflecting robust demand in AI infrastructure. Management has raised its full-year guidance, signaling confidence in continued backlog conversion and margin expansion. The recent stock selloff is seen as an overreaction, with a buy recommendation on dips due to the company's premium valuation and growth prospects.
Vertiv Holdings Co announced its CEO Giordano Albertazzi and CFO Craig Chamberlin will participate in a fireside chat at the Baird 2026 Global Industrial Conference on November 10, 2026, in Chicago. The event will be webcast live and available for re...
Shares of GE Vernova dropped 11% following Meta Platforms' earnings call, which highlighted increased AI spending but left financing plans unclear. This uncertainty has spooked investors in power-equipment suppliers like GE Vernova, Vertiv Holdings, ...
Vertiv Holdings and NVIDIA introduced a new AI factory approach that combines rapid configuration and virtual validation of pre-engineered reference designs with factory-built infrastructure deployment. This method can reduce design and deployment ti...
Vertiv, a supplier of power and cooling systems for data centers, is benefiting from rising AI infrastructure investments. Its revenue more than doubled from $5 billion in 2021 to $10.23 billion in 2025, driven by demand for AI chips that require adv...
