Key Takeaways Vertiv benefits from strong orders, $8.5B backlog, and new launches like OneCore data center solutions.Amphenol expands with acquisitions and new liquid cooling connectors for AI data centers and EV charging.APH earnings estimates rose 59.79% year over year, outpacing VRT's 34.04% growth in 2025 projections.Vertiv (VRT) and Amphenol (APH) are major players in the AI Infrastructure space. While Vertiv delivers critical power and cooling solutions for data centers fueling the AI boom, Amphenol p ...

Key Takeaways VRT shares are up 10.6% YTD, beating IT Services peers but lagging the tech sector overall.Backlog climbed 21% year over year to $8.5B, with Q2 book-to-bill at 1.2 signaling strong demand.2025 revenue outlook raised to $9.93B-$10.08B with organic growth of 23%-25% and EPS of $3.75-$3.85.Vertiv (VRT) shares have gained 10.6% year to date, underperforming the broader Zacks Computer and Technology sector’s increase of 14.1%. The underperformance can be attributed to a challenging macroeconomic en ...

Key Takeaways Markets rose despite weak job data, with optimism over possible Federal Reserve rate cuts.Strong interest coverage ratios highlight Vertiv, Stride, Ralph Lauren and Cheesecake Factory.All four companies show double-digit stock gains and consensus estimates of further sales and EPS growth.The U.S. equity markets closed higher yesterday as optimism about potential monetary easing outweighed concerns about softening labor data. The S&P 500 advanced 0.83% to finish at 6,502.08. The Nasdaq Composit ...

维谛技术(Vertiv)连续多年稳居中国精密空调、UPS、微模块市场排名第一，这不仅是产品层面的领先， 更是系统能力的胜出，凭借全链系统能力+单点优势成就维谛技术行业第一标杆。 维谛技术连续20年精密空调市场排名第一：全链热管理，高效可靠满足智算中心需求 维谛技术的核心优势在于全链产品力与持续进化力。在智算时代，维谛技术能够为不同场景提供最契 合、最具长期价值的热管理解决方案。 全链覆盖：维谛技术构建了"风冷+液冷"全链热管理解决方案，从 "芯片"直达"户外"全面适配不同场景 能效领先："预冷+补冷"混动双擎自然冷却、磁悬浮技术、智能高效控制系统、机房级群控系统等创新 节能技术应用，助力实现可信PUE交付 风液融合：领先的风液混合方案以及丰富的落地经验，保障高密机柜可靠散热与业务持续稳定运行 Vertiv™ CoolChip CDU 1350，支持100kW+高密机柜，英伟达认证；二次侧水温控制精度±1℃，确保高 可靠运行，满足智算中心高热密需求 维谛技术连续17年UPS市场排名第一：不止于可靠，更是全链电能保障 维谛技术的领先，不在于单一UPS，而是覆盖"电网到芯片"的全链电能管理体系，全面适配数据中心、 ...

Vertiv Holdings Co. (VRT) closed the most recent trading day at $127.73, moving -4.84% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.64%. On the other hand, the Dow registered a loss of 0.2%, and the technology-centric Nasdaq decreased by 1.15%. The stock of company has fallen by 7.81% in the past month, lagging the Computer and Technology sector's gain of 2.91% and the S&P 500's gain of 1.91%.The investment community will be closely monitoring the perf ...

Key Takeaways VRT's organic orders grew 15% YoY and 11% sequentially in Q2, surpassing $3B for the first time.The backlog hit $8.5B, rising 21% YoY, with a 1.2x book-to-bill ratio showing sustained demand.The Americas led with mid-40% growth, APAC posted mid-30% gains, and EMEA saw high single-digit growth.Vertiv (VRT) is benefiting from strong organic order growth, which signals promising upside potential. In the second quarter of 2025, organic orders grew 15% year over year and 11% sequentially, surpassin ...

Group 1: Broadcom (AVGO) - Broadcom has quickly entered the AI race with a broad portfolio of technologies, reflecting a strong commitment to next-generation AI infrastructure [2][6] - The company currently offers a dividend yield of 0.8% annually, with a five-year annualized dividend growth rate of 13.3% [2] - Broadcom's free cash flow reached $6.4 billion, showing a 44% year-over-year growth, marking a quarterly record [5] - AI revenue for Broadcom was $4.4 billion, representing a 46% year-over-year increase, with expectations of $5.1 billion in AI sales for the upcoming quarter [8] Group 2: Vertiv (VRT) - Vertiv provides services for data centers and communication networks, focusing on power, cooling, and IT infrastructure solutions [10] - The current Zacks Consensus EPS estimate for Vertiv is $3.82, indicating a 35% year-over-year growth and a 15% increase over the past year [11] - Vertiv's shares yield a modest 0.1% annually, but the company is positioned as a strong growth and yield play [13] Group 3: Investment Outlook - Both Broadcom and Vertiv are identified as dividend-paying tech stocks that, while not high-yield, offer significant potential due to their AI offerings [15] - The bullish outlook for AI revenue in both companies presents an attractive opportunity for income-focused investors [15]

Market Overview - The U.S. equity markets have experienced significant volatility, reaching record highs due to Federal Reserve Chair Jerome Powell's hints at rate cuts, but also declining sharply due to concerns over NVIDIA's upcoming earnings release [1] - President Trump's actions, including threats to remove Federal Reserve Governor Lisa Cook, have contributed to market uncertainty, potentially leading to a legal battle that could escalate to the Supreme Court [1] Momentum Investing Strategy - Investors are increasingly turning to momentum stocks, such as Vertiv Holdings Co (VRT), MasTec, Inc. (MTZ), and Robinhood Markets, Inc. (HOOD), as a strategy to achieve sustained profits when traditional value or growth investing does not yield desired results [2] - Momentum investing is based on the principle of "buying high and selling higher," capitalizing on established trends that are likely to continue due to existing momentum [3] Screening Parameters for Momentum Stocks - The strategy involves selecting the top 50 stocks with the best percentage price change over the last 52 weeks to identify those that have appreciated steadily [5] - From these, the 10 worst performers over the past week are chosen to identify stocks that have experienced a short-term pullback [6] - Stocks with a Zacks Rank 1 (Strong Buy) are included, as they have a proven history of outperformance [6] - A Momentum Style Score of B or better is required, indicating favorable timing for investment [7] - Stocks must have a current price greater than $5 and be among the top 3000 by market capitalization to ensure stability [8] Selected Stocks - Vertiv has seen a price increase of 60.2% over the past year but has declined by 7.9% in the last week, with a Momentum Score of B [9] - MasTec's stock has risen by 59.7% in the past year, with a slight decrease of 0.7% in the last week, also holding a Momentum Score of B [10] - Robinhood Markets has surged by 415% over the past year but has fallen by 6.2% in the last week, boasting a Momentum Score of A [11]

Core Insights - Vertiv Holdings Co has acquired Waylay NV to enhance its digital infrastructure solutions with AI-based monitoring and predictive services [1][2] - The acquisition aims to improve real-time monitoring, predictive maintenance, and dynamic optimization of power and thermal performance in data centers [2][3] - Waylay's technology will accelerate Vertiv's vision of intelligent infrastructure, enabling data-driven and optimized operations for demanding environments [3] Company Overview - Vertiv is a global leader in critical digital infrastructure, providing a comprehensive portfolio of power, cooling, and IT infrastructure solutions [5] - The company operates in over 130 countries and focuses on enabling vital applications to run continuously and perform optimally [5] Industry Context - The demand for intelligent, adaptive infrastructure is growing due to the increasing workloads driven by AI in data centers [2] - AI-based digital services are essential for supporting high-density computing environments, which are critical for generative AI applications [2]

Core Insights - Vertiv Holdings Co, a leader in critical digital infrastructure, is participating in two investor conferences in September 2025 [1][2] - The CEO Giordano Albertazzi and CFO David Fallon will engage in fireside chats at both conferences [1][2] Group 1: Upcoming Events - The first event is the Goldman Sachs Communacopia + Technology Conference on September 9, 2025, at 8:10 a.m. Pacific time [1] - The second event is Morgan Stanley's 13th Annual Laguna Conference on September 10, 2025, at 9:15 a.m. Pacific time [2] - Live webcasts and related presentation materials will be available on Vertiv's Investor Relations website [2] Group 2: Company Overview - Vertiv integrates hardware, software, analytics, and services to support critical applications for data centers and communication networks [3] - The company operates in over 130 countries, providing solutions for power, cooling, and IT infrastructure [3] - Vertiv's offerings are designed to address challenges in data centers and commercial facilities, enhancing operational performance [3]