Shares in data center equipment company Vertiv (VRT -1.37%) rose by 14% in the week ending Friday morning. This is an excellent performance, but the stock is still down more than 40% this year. This week's positive move helps to shed light on the key driver of the stock at the moment -- sentiment over the trade tariff skirmish and what it's likely to do to spending on data centers.Vertiv and tariffsIt's no secret that companies usually cut back on capital spending in a slowdown. This is particularly true wh ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!As you may know, Vertiv Holdings Co (NYSE: VRT ) is now a $24-billion market cap firm that develops, manufactures, and maintains key digital infrastructure tech and lifecycle solutions for data centers, communications networks, and commercial and industrial applicat ...

Three weeks ago, I rated Vertiv Holdings (NYSE: VRT ) a "Buy" with a price target of $97. Today, in the wake of "Liberation Day" and the subsequent nosedive on Wall Street, let's review Vertiv's position to see how it is poised to perform after the dustI am a Nuclear Engineer (Beng) and Amateur investor specialising in European Value and Growth investing based mainly on competitive financial analysis and deep financial modeling to arrive at a target price and rating that considers risk and market fluctuatio ...

Vertiv (VRT) has been hogging the limelight with a significant jump in the volume of shares traded over the past week. 13,774,900 VRT shares exchanged hands on March 31 compared with 6,225,200 on March 24. Image Source: Yahoo Finance However, VRT shares plunged 23% in the past week on multiple concerns that include concerns about the tariffs levied by U.S. President Donald Trump on leading trade partners, particularly China, in the technology domain, as well as sluggishness in near-term order trends. Year t ...

Shares in data center equipment maker Vertiv Holdings (VRT -10.79%) tumbled more than 11% by 3 p.m. today. The decline comes after a general sell-off in the AI/data center sector following the news that the U.S. is banning 80 companies, including many in China, from buying U.S. technology. They include customers of Vertiv's partner Nvidia. As such, the whole sector sold off today.Vertiv-specific newsIn addition, some analysts have a more negative outlook on Vertiv. An analyst at Barclays reduced the company ...

The AI gold rush is in full swing, but the real winners may not be the chipmakers themselves but the infrastructure players powering the next-gen data centers.JPMorgan analyst C. Stephen Tusa, Jr. has doubled down on his bullish stance for Vertiv Holdings Co VRT and Eaton Corporation PLC ETN, emphasizing that the data center buildout is not just in its early innings – it hasn't even taken the field yet.Overcapacity? Not So FastInvestors have been debating whether the AI-driven data center boom is peaking, w ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Vertiv Holdings Co. (VRT) .Vertiv currently has an average broker ...

Core Viewpoint - The recent market correction has led to a sell-off in AI-related stocks, driven by profit-taking, competitive concerns, and valuation issues, making it prudent to focus on companies with secure market positions and attractive valuations for potential investment opportunities [1]. Group 1: Vistra (VST) - Vistra has been a strong performer in the S&P 500, prompting profit-taking among investors, yet it remains an attractive stock to consider for purchase [3]. - The company has significantly increased its generating capacity, particularly in nuclear and renewable energy, following the acquisition of Energy Harbor and a 15% interest in Vistra Vision, leading to a notable growth in nuclear capacity by 169% from 2,400 MW to 6,448 MW [4][5]. - The demand for nuclear-powered electricity is rising, especially among hyperscaler data centers, as it provides a reliable, carbon-free power source essential for supporting AI growth [6][7]. - Vistra is actively engaging with major hyperscalers for potential deals, which could enhance its market position and value, trading at 19 times estimated 2025 earnings [8]. Group 2: Vertiv (VRT) - Vertiv, led by former Honeywell CEO David Cote, is well-positioned in the data center equipment market, competing effectively against larger companies [9]. - The company is experiencing strong demand, with organic sales increasing by 18% in 2024 and a 30% rise in orders, resulting in a backlog of $7.2 billion [10]. - The current dip in Vertiv's share price presents a favorable entry point, with the stock trading at less than 24 times the midpoint of management's 2025 earnings expectations, while the company is projected to grow earnings at a 25% annual rate over the next few years [11].

HPC Edge Computing is a flourishing sector of the embedded industry, but who will benefit the most? Platinum Equity thinks Vertiv ( VRT ) is the answer, having acquired them through an LBO inI am a Nuclear Engineer (Beng) and Amateur investor specialising in European Value and Growth investing based mainly on competitive financial analysis and DCF modeling. I am always looking for patterns in the companies that are right on the brink of bankruptcy in their financials to see if they can get back on track, re ...

After carrying the stock market higher over the last two years, Vertiv ((VRT) and Nvidia ((NVDA), two of the best performing stocks in the market, have been hammered lower by the recent stock market correction. Trade policy uncertainty, cutbacks on fiscal spending and a potential slowdown in the economy have investors feeling uneasy, adding to the volatility.Though it is impossible to know how long and how deep this correction will go, good investing principles don’t require us to predict what is going to h ...