Core Insights - Vertiv (VRT) and Hewlett Packard Enterprise (HPE) are significant players in the data center infrastructure market, with Vertiv focusing on thermal and power management systems, while HPE provides integrated data center solutions [1][2] Market Overview - The data center infrastructure management market was valued at approximately $3.06 billion in 2024 and is projected to grow at a CAGR of 17.3% from 2025 to 2030, presenting substantial growth opportunities for both companies [2] Vertiv's Position - Vertiv has a diverse product portfolio that includes thermal systems, liquid cooling, UPS, switchgear, busbars, and modular solutions, with organic orders increasing by about 11% and a book-to-bill ratio of 1.2 for Q2 2025 [3][10] - The backlog for Vertiv grew 7% sequentially and 21% year-over-year, reaching $8.5 billion [3][10] - The company is enhancing its capabilities through acquisitions, such as the purchase of Waylay NV, which focuses on hyperautomation and generative AI software, aimed at improving AI-driven monitoring and control technologies [5][10] - Vertiv's partnership with NVIDIA is strategic, allowing it to provide efficient power solutions for next-generation AI data centers [6] Hewlett Packard Enterprise's Position - HPE is expanding its offerings with advancements in its HPE Cray and ProLiant servers, which now include liquid-cooled solutions and high-speed interconnects [7] - The company has introduced new features in its HPE Juniper Networking portfolio and AI-native Mist platform, enhancing IT operations and user experiences [8] Stock Performance and Valuation - Year-to-date, Vertiv's shares have increased by 39.8%, while HPE's shares have appreciated by 16.7%, with Vertiv's performance attributed to its robust product portfolio and partnerships [11] - Vertiv shares are currently considered overvalued with a Value Score of D, while HPE shares are viewed as undervalued with a Value Score of B [14] - The trailing 12-month Price/Book ratio for Vertiv is 19.41X, significantly higher than HPE's 1.34X [14] Earnings Estimates - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $3.83 per share, reflecting a year-over-year increase of 34.39% [16] - In contrast, HPE's 2025 earnings estimate is $1.90 per share, indicating a year-over-year decline of 4.52% [16] - Vertiv has consistently beaten earnings estimates, with an average surprise of 10.65%, compared to HPE's average surprise of 4.39% [17] Conclusion - Both companies are positioned to benefit from the data center infrastructure boom, but Vertiv's stronger earnings momentum and diversified growth drivers suggest it may offer greater upside potential in the near term [18][20]

Core Viewpoint - Vertiv Holdings Co. will report its third quarter 2025 results on October 22, 2025, before market open, with a conference call scheduled for the same day at 11 a.m. Eastern Time [1]. Company Overview - Vertiv is a global leader in critical digital infrastructure, providing hardware, software, analytics, and ongoing services to ensure vital applications run continuously and optimally [3]. - The company addresses challenges in data centers, communication networks, and commercial and industrial facilities with a comprehensive portfolio of power, cooling, and IT infrastructure solutions [3]. - Vertiv operates in over 130 countries and is headquartered in Westerville, Ohio, USA [3].

Group 1: AI Market Overview - Artificial intelligence (AI) is a leading market topic, with significant investor interest in exposure, particularly in large-cap technology stocks [1] - The data center angle is highlighted as a key area for investment, with specific stocks such as Vertiv, Super Micro Computer, and Arista Networks being mentioned [1][2] Group 2: Company Summaries - **Vertiv**: Provides services for data centers and communication networks, with a portfolio of power, cooling, and IT infrastructure solutions. The stock has gained over 40% in 2025, outperforming the S&P 500 [3] - **Arista Networks**: An industry leader in data-driven networking for AI and data center environments. The stock has benefited from the AI trend, with analysts raising EPS expectations, currently holding a Zacks Rank 1 (Strong Buy) [4] - **Super Micro Computer**: A total IT solution provider for AI, Cloud, Storage, and 5G/Edge services, with shares up nearly 80% in 2025 [6] Group 3: Investment Considerations - Vertiv, Arista Networks, and Super Micro Computer are identified as prime considerations for investors seeking data center exposure [7]

Vertiv Holdings Co. (VRT) closed the most recent trading day at $162.80, moving +1.62% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.37%. At the same time, the Dow lost 0.14%, and the tech-heavy Nasdaq gained 0.71%. The stock of company has risen by 29.19% in the past month, leading the Computer and Technology sector's gain of 8.04% and the S&P 500's gain of 4.26%.The investment community will be paying close attention to the earnings performance of Vertiv Holdings Co. ...

Core Insights - Vertiv (VRT) shares have increased by 31.5% in the past month, significantly outperforming the broader Zacks Computer and Technology sector, which rose by 5.7% [1] - The company's performance also surpassed peers like Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE), which gained 29.8% and 3.9%, respectively [1] Company Performance - Vertiv's extensive product portfolio includes thermal systems, liquid cooling, UPS, switchgear, busbars, and modular solutions, contributing to its strong market position [2] - Organic orders grew approximately 11% over the trailing 12 months, with a book-to-bill ratio of 1.2 for Q2 2025, indicating robust demand [2] - The backlog increased by 7% sequentially and 21% year-over-year, reaching $8.5 billion [2] Strategic Acquisitions - Vertiv's acquisition of Waylay NV in August aims to enhance its AI-driven monitoring and control technologies for power and cooling systems [6] - The $200 million acquisition of Great Lakes Data Racks & Cabinets broadens Vertiv's offerings in rack, cabinet, and integrated infrastructure for digital infrastructure [7] Product Launches - The global launch of Vertiv OneCore, a scalable prefabricated data center solution, is designed to streamline high-density deployments and support energy-efficient setups for AI and enterprise applications [10] Revenue Guidance - Vertiv raised its 2025 revenue guidance to between $9.93 billion and $10.08 billion, with organic sales growth projected at 23% [9] - For Q3 2025, revenues are expected to be between $2.510 billion and $2.590 billion, with organic net sales growth anticipated in the 20% to 24% range [13] Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 earnings is currently at 99 cents per share, reflecting a year-over-year increase of 30.26% [14] - The estimate for 2025 earnings is pegged at $3.83 per share, indicating a 34.39% increase from the previous year [15] Valuation - Vertiv is currently trading at a trailing 12-month Price/Book ratio of 19.57X, which is significantly higher than the broader sector average of 11.25X [16] - Despite being overvalued, the company's strong portfolio and partner base justify its premium valuation [19]

Stephen Liang to Retire, Scott Armul to be Chief Product and Technology Officer in 2026 , /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, announced that as part of a previously announced transition, Chief Technology Officer Stephen Liang will retire after three decades of distinguished service. Liang, who will step down from his role on January 1, 2026, has been instrumental in shaping the company's technological vision since his earlier roles at Emerson and throughou ...

Core Insights - Vertiv Holdings Co is establishing a new manufacturing facility in Johor, Malaysia, to enhance its production capabilities and meet the rising demand for digital infrastructure in Southeast Asia [1][2] - Malaysia is identified as a strategic market for Vertiv's expansion due to its supportive government policies, demand from hyperscalers and cloud providers, cost competitiveness, and a skilled talent pool [3][4] Investment and Growth - Malaysia recorded RM16.2 billion in digital investments from January to mid-April 2025, with over 60% allocated to data centre and cloud developments, highlighting Johor's role as a key digital corridor [5] - The Malaysian government's proactive policies, including the Cyber Security Act 2024 and the Data Sharing Act, are fostering a strong regulatory environment that boosts investor confidence [6] Technological Advancements - There is a significant increase in demand for AI-ready data centres in Southeast Asia, with projected capacity growth of nearly 1.5 times, driven by AI workloads requiring advanced infrastructure [8] - Vertiv is investing in innovative technologies such as liquid cooling, modular facilities, and advanced energy management systems to support the sustainability and performance needs of high-density environments [9]

Core Insights - JR Research is recognized as a top analyst by TipRanks and Seeking Alpha, focusing on technology, software, internet, growth, and GARP investing [1][2] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on growth stocks with strong fundamentals and turnaround plays [3] Investment Strategy - The approach combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust growth potential [3] - The group is designed for investors looking to capitalize on growth stocks at attractive valuations, emphasizing buying momentum [3]

Core Viewpoint - Vertiv Holdings Co (NYSE:VRT) is viewed positively by Jim Cramer, who believes the stock has significant upward potential and has been a topic of discussion due to its recent performance [1]. Company Overview - Vertiv Holdings Co provides power, thermal management, and digital infrastructure solutions, along with lifecycle and professional services specifically for data centers and critical industries [2]. - The company is noted for its role in manufacturing private label air conditioning units for various other companies in the industry [2]. Market Context - The stock's potential is highlighted in relation to data center performance, particularly referencing strong numbers from Oracle, which are seen as a positive indicator for Vertiv [2]. - Despite the positive outlook for Vertiv, there is a suggestion that certain AI stocks may present greater upside potential with less downside risk, indicating a competitive investment landscape [2].

Core Insights - Vertiv Holdings (NYSE: VRT) shareholders have experienced significant volatility, with the stock price declining nearly 50% year-to-date [1] Company Analysis - The company has faced challenges in the market, leading to a substantial drop in stock value [1] - Daniel Sereda, a chief investment analyst, emphasizes the importance of filtering vast amounts of data to identify critical investment ideas [1] Investment Perspective - The investment group Beyond the Wall Investing provides insights similar to those utilized by institutional market participants, indicating a focus on high-quality analysis [1]