Key Takeaways VRT, RNR, AEE, CNQ and FDX are highlighted for strong sales growth and solid cash flow positions.Selection criteria include low P/S ratio, upward sales estimate revisions and high operating margin.VRT leads with a 27.5% expected sales growth for 2025, while AEE follows closely with 17.7%.As the U.S. economy continues to face sticky inflation and softening job growth, the Federal Reserve cut rates for the third time this year. Meanwhile, tariffs, supply-chain pressures and uneven business inves ...

In this article, we will take a look at the top 10 data center cooling companies to invest in.The unprecedented data center demand driven by massive investments in AI infrastructure is well-documented. According to several research reports, the total data center infrastructure market could reach $1 trillion by 2030. Companies are already trying their best to meet this surging demand.One example of this was visible during the discussion when Jacobs Solutions CEO Robert Pragada appeared on CNBC on November 24 ...

Key Takeaways NVIDIA posts a 12-month net profit margin of 53%, highlighting strong AI-driven profitability.MU delivers a 22.9% net profit margin, supported by higher-than-industry sales and income growth.VRT records a 10.7% net profit margin as demand for digital infrastructure boosts performance.As the new year approaches, investors should look for companies that generate strong returns after all operating and non-operating expenses are paid. Therefore, it’s better to invest in a profitable business rathe ...

Key Takeaways VRT benefits from rapid AI adoption, fueling strong data center sales and order growth. Backlog rose 12% sequentially and 30% YoY to $9.5B, supported by a 1.4 book-to-bill. The $1B PurgeRite acquisition boosts VRT's liquid cooling and thermal management capabilities. Vertiv (VRT) is benefiting from the accelerating growth of data centers globally, driven by the rapid adoption of AI and the increasing demand for digital infrastructure. The global acceleration of AI adoption is driving significa ...

Key Takeaways VRT's products are a massive part of the AI infrastructure build. Strong quarterly results have stemmed from snowballing demand.The stock is a Zacks Rank #1 (Strong Buy) thanks to favorable EPS revisions. Artificial intelligence (AI) remains among the hottest market topics, with investors continuing to seek ways to obtain exposure. The theme has undoubtedly been one of the strongest we’ve seen in years, with many stocks benefiting, namely large-cap technology.And for those seeking exposure, pa ...

Core Viewpoint - The report summarizes significant rating changes from Wall Street that are expected to impact the market, highlighting both upgrades and downgrades across various companies and sectors [1][6]. Upgrades - Synopsys (SNPS): Rosenblatt Securities upgraded the rating from "Neutral" to "Buy," lowering the target price from $605 to $560, anticipating that Q4 results will meet market expectations after a disappointing Q3 [5]. - Eaton Corporation (ETN): Wolfe Research upgraded the rating from "In-Line" to "Outperform," setting a target price of $413, expecting benefits from electrical business orders and easing cyclical factors in 2026 [5]. - Colgate-Palmolive (CL): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," maintaining a target price of $88, noting that earnings expectations are at a reasonable low despite challenges in 2026 [5]. - RPM International (RPM): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," raising the target price from $121 to $132, indicating that the stock price has "bottomed out" [5]. - Viking Holdings (VIK): Goldman Sachs upgraded the rating from "Neutral" to "Buy," increasing the target price from $66 to $78, citing the company's unique geographic business layout and high-income customer focus [5]. Downgrades - Warner Bros. Discovery (WBD): Harbor Research downgraded the rating from "Buy" to "Neutral" without providing a target price, following a hostile takeover bid from Paramount [5]. - Norwegian Cruise Line (NCLH): Goldman Sachs downgraded the rating from "Buy" to "Neutral," lowering the target price from $23 to $21, citing an unfavorable risk-reward ratio due to market conditions in the Caribbean [5]. - Confluent (CFLT): Royal Bank of Canada downgraded the rating from "Outperform" to "Sector Perform," raising the target price from $30 to $31, following an acquisition agreement with IBM at $31 per share [5]. - SLM Corporation (SLM): Compass Point downgraded the rating from "Buy" to "Sell," reducing the target price from $35 to $23, after revealing updated mid-term outlooks at an investor forum [5]. - Viavi Solutions (VRT): Wolfe Research downgraded the rating from "Outperform" to "In-Line," citing valuation issues as the stock price has increased 14 times since the last upgrade [5]. Initiations - Micron Technology (MU): HSBC initiated coverage with a "Buy" rating and a target price of $330, identifying the company as a core beneficiary of the storage chip supercycle [9]. - United Airlines (UAL): Montreal Bank Capital Markets initiated coverage with an "Outperform" rating and a target price of $125, noting improvements in the industry environment and recovery in business travel [12]. - Thermo Fisher Scientific (TMO): Goldman Sachs initiated coverage with a "Buy" rating and a target price of $685, expecting the market for life science tools to return to historical growth rates [12]. - Affirm (AFRM): Wolfe Research initiated coverage with a "Sector Perform" rating, setting a fair value range of $72-$82 for the end of 2026 [10]. - Urban Outfitters (URBN): Goldman Sachs initiated coverage with a "Neutral" rating and a target price of $83, acknowledging market positioning but cautioning against high valuation risks [10].

Core Insights - Wolfe Research downgraded Vertiv from "Outperform" to "Peer Perform," indicating a shift in analyst sentiment and reflecting recent market activities [2][6] - Baker Avenue Asset Management LP reduced its stake in Vertiv by 11.4%, while Avion Wealth and DiNuzzo Private Wealth Inc. increased their holdings significantly, showcasing varied investor confidence [3][4][6] - Vertiv's market capitalization is approximately $70.96 billion, with a trading volume of 4,880,797 shares, highlighting ongoing investor interest despite recent fluctuations [5][6] Company Overview - Vertiv Holdings Co. specializes in providing critical digital infrastructure and continuity solutions across various industries, ensuring uninterrupted digital operations [1] - The company competes with major firms in the technology sector, striving to maintain its position in a rapidly evolving market [1] Stock Performance - As of December 9, 2025, Vertiv's stock was priced at $185.61, experiencing a decrease of 1.80%, dropping $3.41, with a trading range between $182 and $188.50 [2] - Over the past year, Vertiv's stock has fluctuated between a high of $202.45 and a low of $53.60, indicating significant market volatility [5]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Goldman Sachs upgraded Viking Holdings (VIK) to Buy from Neutral with a price target of $78, up from $66. The firm says the company's "differentiated" geographic exposure and higher-income demographic have offset "choppier" broader cruise trends.RBC Capital upgraded RPM (RPM) to Outperform from Sector Perform with ...

Vertiv Holdings Co (NYSE:VRT) is included among the 14 Best US Stocks to Buy for Long Term. Vertiv’s (VRT) Expanding Markets Support Barclays’ Equal Weight Rating Photo by Dan Dennis on Unsplash On December 4, Barclays raised its price target on Vertiv Holdings Co (NYSE:VRT) from $170 to $181 and maintained an Equal Weight rating on the stock. The update came as part of the firm’s 2026 outlook for the company. Barclays supported the neutral view of the sector for the next year, as growth is expected in ...

ab 5 December 2025 Powered by YES UBS Evidence Lab Global Research Global Data Centre Equipment Deep dive 4.0. No signs of cooling down AI penetration / monetisation. We see clear evidence of rapid (arguably exponential) GenAI adoption as a technology and some initial evidence of monetisation ($17bn ARR, 6-7% of current total SaaS market). Hyperscalers Capex/Sales more than doubling vs 2023 to 25-30% clearly begs the question of sustainability but we highlight that even on 2026 estimates, capex represents c ...