Vertiv Holdings Co. reported a strong third quarter with net sales up 61% year-over-year and earnings per share beating expectations. The company raised its guidance for Q4 and its outlook for fiscal years 2026 and 2027, supported by a solid backlog and continued order growth. Despite this, shares have fallen 24% since July, as the market prices in risks related to 2028 including permits, interest rates, and policy uncertainties. The analyst recommends buying on weakness with a staged approach due to high volatility and unresolved revenue risks for 2028.
Vertiv Holdings currently has a market cap of $70.41 billion and a dividend yield of 0.14% on Pluang as of November 9, 2026, 23:11 WIB. Despite a recent 24% drop since July mentioned in the article, the stock price on Pluang has rebounded with a 10.03% gain in the last day, trading at USD 201.21. The volume of shares traded is 9,617,315, indicating active investor interest amid ongoing volatility and future uncertainties.
Texas's new moratorium on data center approvals threatens to delay billions in AI infrastructure investment, impacting companies like Vistra and Vertiv differently. Vistra, which generates electricity for data centers mainly in Texas, saw its shares ...
Vertiv Holdings Co reported a strong Q3 2026 with revenue rising 61% year-over-year to $4.31 billion and an improved adjusted operating margin of 25.2%. Despite concerns over election-driven market volatility and data center permitting issues, the co...
Vertiv's stock dropped nearly 40% over six months, mainly due to political concerns despite the company posting a record quarter with strong revenue and earnings growth. Analysts highlight that the market is pricing in risks that haven't yet affected...
Democrats' midterm wins led to concerns over a moratorium on new data center construction, especially in Texas where 30% of projects are planned. This has caused a selloff in stocks tied to AI infrastructure, particularly power and cooling companies ...
