Vertiv Holdings (VRT) has been upgraded to a Buy due to its strategic partnership with Nvidia, enabling new revenue streams from 800VDC technology and increased content per megawatt. The company raised its 2026 and 2030 guidance amid a multi-year data center investment boom driven by AI demand. Despite some supply chain and project timing challenges, Vertiv's expanding backlog, strong free cash flow, and healthier balance sheet support robust long-term growth prospects. The stock's valuation has become more attractive following recent price declines and oversold technical indicators, signaling potential upside to a long-term price target of $343.20.
Vertiv Holdings reported Q2 2026 sales of $3.27 billion, missing estimates due to supply chain delays and complex project execution. Following the earnings miss, Vertiv's stock dropped 17.26% to $223.04. Pomerantz LLP has launched an investigation in...
Eaton is emerging as a key beneficiary of the growing AI infrastructure buildout, driven by increased demand for data center and power equipment. Its Electrical Americas segment reported a 16% revenue growth in 2025 and a 31% year-over-year backlog i...
