Core Insights - Vertiv has announced a collaboration with NVIDIA and iGenius to deploy Colosseum, a significant AI supercomputer, in Italy in 2025, aimed at transforming the digital landscape for regulated workloads [1][3][12] - Colosseum is designed to meet the needs of highly regulated industries such as finance and healthcare, combining computational power, energy efficiency, and data sovereignty [2][9] Group 1: Collaboration and Technology - The partnership between Vertiv and NVIDIA has led to the development of Colosseum, which utilizes NVIDIA's DGX SuperPOD technology and is strategically located in southern Italy [3][4] - Colosseum is engineered for efficiency, leveraging Vertiv's infrastructure management and NVIDIA's accelerated computing capabilities, marking a new era for mission-critical AI [4][10] Group 2: Infrastructure and Design - The modular and scalable design of Colosseum allows for rapid deployment of one of the fastest hyperscale AI supercomputers, supporting sovereign AI [5][6] - Vertiv's AI-ready prefabricated modular data center solution supports up to 132kW per rack initially, with scalability for future designs [10][11] Group 3: Innovation and Efficiency - The use of NVIDIA Omniverse technologies enables real-time collaboration and predictive modeling, significantly reducing design-to-deploy cycles from months to hours [7][8] - Colosseum serves as a template for scalable, repeatable sovereign AI factories, emphasizing the importance of secure and efficient data processing [12][13] Group 4: Company Backgrounds - Vertiv provides critical digital infrastructure solutions globally, addressing challenges in data centers and communication networks [15] - iGenius specializes in AI solutions for regulated industries, offering products like Unicorn and advanced language models tailored for mission-critical applications [16]

Core Viewpoint - Vertiv (VRT) is expected to report strong first-quarter 2025 results with projected net sales between $1.9 billion and $1.95 billion, reflecting an organic growth rate of 17-21% year over year, alongside anticipated non-GAAP earnings of 57 to 63 cents per share [1][2]. Group 1: Financial Expectations - The Zacks Consensus Estimate for first-quarter revenues is $1.92 billion, indicating a year-over-year growth of 16.92% [2]. - The consensus estimate for earnings is 62 cents per share, representing a 44.19% year-over-year growth [2]. - Vertiv has consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average earnings surprise of 13.67% [3]. Group 2: Market Position and Growth Drivers - Vertiv serves data center providers and is benefiting from strong AI-driven order growth, particularly in thermal management solutions [4]. - The company launched four new systems in March, enhancing its capabilities in infrastructure management and advanced thermal management [5]. - Vertiv's partnerships with major companies like NVIDIA and Intel are significant growth catalysts [5]. Group 3: Stock Performance and Valuation - Vertiv shares have declined 35.6% year to date, underperforming the Zacks Computer & Technology sector and the Computer IT Services industry [6]. - The stock is trading at a price/book ratio of 11.45, which is higher than the sector average of 8.16 and its peers like Eaton and Schneider Electric [13]. - Vertiv's stock is currently showing a bearish trend, trading below both the 50-day and 200-day moving averages [10][12]. Group 4: Capacity Expansion and Collaborations - Vertiv is expanding its manufacturing capacity globally to meet AI-driven demand, with 23 manufacturing plants in operation [16]. - The company has opened a new 215,000 square feet facility in South Carolina to support production of integrated modular solutions [17]. - Collaborations with Ballard Power and the development of backup power applications for data centers are noteworthy advancements [19].

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Core Insights - Vertiv Holdings Co. is participating in two investor conferences in May 2025, highlighting its engagement with the investment community [1][2] Group 1: Upcoming Events - Giordano Albertazzi, CEO, and David Fallon, CFO, will participate in a virtual fireside chat at Oppenheimer's 20th Annual Industrial Growth Conference on May 5, 2025, at 9:45 a.m. Eastern time [1] - Mr. Albertazzi will also participate in a fireside chat at Bank of America's Industrials, Transportation, & Airlines Key Leaders Conference in New York on May 14, 2025, at 8:00 a.m. Eastern time [2] - Live webcasts and related presentation materials will be available on Vertiv's Investor Relations website, with recordings accessible for 30 days post-event [2] Group 2: Company Overview - Vertiv provides critical digital infrastructure and continuity solutions, integrating hardware, software, analytics, and ongoing services to support vital applications [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]

Core Viewpoint - Vertiv's stock experienced a 14% increase in the week ending Friday, although it remains down over 40% for the year, driven by market sentiment regarding trade tariffs and their impact on data center spending [1][2]. Group 1: Stock Performance - Vertiv's shares rose by 14% in the week, but the stock is still down more than 40% year-to-date [1]. - The recent positive movement in stock price is linked to market sentiment surrounding trade tariffs [1]. Group 2: Impact of Trade Tariffs - Companies typically reduce capital spending during economic slowdowns, particularly affecting growth spending in data center investments [2]. - The rise in Vertiv's stock coincided with news of a 90-day pause in tariffs above 10%, excluding China, which has a tariff rate of 145% [3]. - The pause in tariffs and positive trade commentary suggest that tariffs may be more tactical than strategic [3][4]. Group 3: Future Outlook for Vertiv - If tariffs are indeed tactical and trade deals are reached, the current dip in Vertiv's share price could represent a strong buying opportunity, as spending on AI applications is expected to drive data center investment [5].

Key Takeaways Buy This Tech-Topping AI Data Center Stock Still Down 50% from Its Highs Buy This Tech Stock and Chip Powerhouse and Hold ForeverWall Street celebrated the start of tariff negotiations on Wednesday afternoon, sending the S&P 500 and the Nasdaq skyrocketing.The stock market roared back to life after Trump “authorized a 90-day PAUSE, and a substantially lowered Reciprocal Tariff during this period, of 10%.” At the same time, the Trump administration doubled down on its tariff battle with China. ...

Core Insights - Vertiv Holdings (VRT) reported a strong performance with a 25.7% year-on-year growth in its topline for the full-year 2024 results, along with a notable 380 basis points improvement in its financial metrics [1]. Company Analysis - The company has demonstrated robust growth in the technology, industrial, and conglomerate sectors, indicating a strong foundation for long-term success [1]. - The focus on financial performance and strategic storytelling reflects the company's commitment to transparency and market understanding [1].

Company Overview - Vertiv Holdings Co (NYSE: VRT) has a market capitalization of $24 billion and specializes in developing, manufacturing, and maintaining digital infrastructure technology and lifecycle solutions for data centers, communications networks, and commercial and industrial applications [1] Analyst Insights - Daniel Sereda, a chief investment analyst at a family office, emphasizes the importance of filtering vast amounts of information to extract critical investment ideas, showcasing the need for high-quality analysis in the investment community [1] Investment Group - The investing group "Beyond the Wall Investing" provides access to information prioritized by institutional market participants, indicating a focus on delivering valuable insights for investors [1]

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 ...

Key Takeaways AI stocks have been some of the hardest hit during this correction Both Vertiv and Nvidia now trade at historical discountsTariffs and geopolitics have taken center stage in 2025, creating major headwinds for tech and AI stocks. Some of last year’s biggest winners, like Vertiv and Nvidia have seen sharp declines, down 50% and 30% respectively from recent highs.Much of the recent market uncertainty has centered around today’s so-called "Liberation Day," when President Trump is expected to anno ...