For much of the last two years, Nvidia has been the biggest player in town when it comes to data center processors.Graphics processing units (GPUs) are among the most important types of hardware underpinning the artificial intelligence (AI) revolution are. Between them, Nvidia and Advanced Micro Devices essentially own the market for these advanced parallel-processing chipsets -- data centers around the globe are outfitted with the wares of these two semiconductor specialists.While that's good news for Nvid ...

Group 1 - Michael Del Monte is a buy-side equity analyst with over 5 years of experience in the investment management industry, previously spending over a decade in professional services across various sectors including O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - The analyst employs a macro-value-oriented approach to investment analysis, focusing on cross-industry analysis to make investment recommendations [1] Group 2 - There is a disclosure indicating a beneficial long position in the shares of DELL and HPE, either through stock ownership, options, or other derivatives [2] - The article expresses the author's own opinions and does not involve compensation from any company mentioned [2]

Vertiv Holdings Co. (VRT) shares ended the last trading session 3.9% higher at $106.55. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 11.7% loss over the past four weeks.Vertiv is benefitting from the growing demand for AI-driven data centers and advanced liquid cooling solutions.This company is expected to post quarterly earnings of $0.84 per share in its upcoming report, which represents a year-over-year change ...

UKRAINE - 2021/08/23: In this photo illustration, Vertiv Holdings Co logo is seen displayed on a ... [+] smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesShares of Vertiv, the provider of liquid cooling systems chilling the computers running generative AI, have soared more than 10-fold in the last two years.Vertiv’s outstanding stock market performance has not surprised me. The company’s technology is essential ...

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!I initiated my coverage of Vertiv Holdings Co (NYSE: VRT ) in mid-October 2024 when the stock was trading at $112.4 apiece. I thought that VRT was a great AI play but already overvalued, so I suggestedDaniel Sereda is chief investment analyst at a family office who ...

Growth Stocks and Investment Strategy - Investors seek growth stocks to capitalize on above-average growth in financials, which can lead to exceptional returns but also carry higher risk and volatility [1] - The Zacks Growth Style Score helps identify cutting-edge growth stocks by analyzing real growth prospects beyond traditional attributes [2] - Stocks with the best growth features, especially those with a Growth Score of A or B and a Zacks Rank 1 or 2, consistently outperform the market [3] Vertiv Holdings Co (VRT) as a Growth Stock - Vertiv Holdings Co is recommended by the Zacks proprietary system due to its favorable Growth Score and top Zacks Rank [2] - The company is positioned well for outperformance, making it an attractive option for growth investors [10] Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth indicating strong prospects and potential stock price gains [4] - Vertiv's historical EPS growth rate is 69.4%, and its projected EPS growth for this year is 34.1%, significantly higher than the industry average of 9.5% [5] Cash Flow Growth - Higher-than-average cash flow growth is particularly beneficial for growth-oriented companies, enabling business expansion without relying on external funding [6] - Vertiv's year-over-year cash flow growth is 88.4%, compared to the industry average of -10.2% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 31.2%, versus the industry average of 9.1% [7] Earnings Estimate Revisions - Positive trends in earnings estimate revisions are strongly correlated with near-term stock price movements [8] - Vertiv's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate surging 0.8% over the past month [8] Bottom Line - Vertiv has earned a Zacks Rank 2 and a Growth Score of A, supported by strong earnings growth, cash flow growth, and positive earnings estimate revisions [9]

The most recent trading session ended with Vertiv Holdings Co. (VRT) standing at $129.27, reflecting a -1.05% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.16%. On the other hand, the Dow registered a gain of 0.25%, and the technology-centric Nasdaq decreased by 0.06%.Coming into today, shares of the company had gained 7.35% in the past month. In that same time, the Computer and Technology sector lost 0.17%, while the S&P 500 lost 2.8%.The u ...

Data Center Industry Overview - The AI frenzy has highlighted the critical role of data centers in facilitating global data, making companies involved in data center ownership, servicing, and exposure attractive investment opportunities [1] Vertiv (VRT) - Provides power, cooling, and IT infrastructure solutions for data centers, communication networks, and commercial/industrial facilities [3] - Bullish outlook with current fiscal year EPS estimate of $2 69 per share, up 20% YoY [3] - Exceeded Zacks Consensus EPS estimate by an average of 10% over last four quarters [4] - Achieved double-digit YoY revenue growth for seven consecutive quarters [4] Arista Networks (ANET) - Industry leader in data-driven, client-to-cloud networking for large data centers, campus, and routing environments [7] - Bullish EPS outlook with Zacks Rank 2 (Buy) [7] - Posted sequential revenue growth in each of last ten quarters [8] Comfort Systems USA (FIX) - Provides HVAC installation, maintenance, repair, and replacement services, including data center components like chillers and cooling towers [10] - Current fiscal year earnings estimate revisions up 46% YoY, suggesting 60% YoY growth [10] Investment Outlook - Vertiv, Arista Networks, and Comfort Systems USA expected to benefit from data center exposure amid AI-driven market trends [12]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Stock Performance - Vertiv (VRT) shares surged 36.1% over the trailing six months, outperforming the Zacks Computer and Technology sector's 2.8% appreciation and the Zacks Computers – IT Services industry's 19.5% return [1] - VRT outperformed peers like Stem (7%) and DXC Technology (6%) over the same period [1] - The stock is trading above the 50-day and 200-day moving averages, indicating a bullish trend [4][5] Financial Estimates - The Zacks Consensus Estimate for VRT's 2025 earnings is $3.58 per share, unchanged over the past 30 days, indicating 33.2% YoY growth [7] - The consensus mark for 2025 revenues is $9.20 billion, reflecting 17.61% YoY growth [7] - VRT beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average earnings surprise of 10.13% [7] Product Portfolio Expansion - VRT's product portfolio includes thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions [9] - The launch of the Vertiv PowerUPS 9000, offering up to 97.5% efficiency, expanded its data center power solutions portfolio [9] - VRT introduced the CoolPhase CDU and CoolChip Fluid Network, enabling liquid cooling in data centers not originally configured for it [10] - The acquisition of centrifugal chiller technologies from BiXin Energy Technology enhanced VRT's chiller portfolio for high-performance computing and AI [11] Strategic Partnerships - VRT has partnerships with Ballard Power Systems, Compass Datacenters, NVIDIA, Intel, and ZincFive [12] - Collaboration with NVIDIA involves co-developing power and cooling reference designs for the NVIDIA GB200 NVL72 platform [12] - VRT and Compass Datacenters are developing a flexible cooling solution for AI and high-density computing, set for deployment in early 2025 [13] - VRT added ZincFive BC Series UPS battery cabinets to its data center backup power portfolio [13] Competitive Landscape - VRT faces fierce competition in the liquid cooling market, with established players like Johnson Controls International introducing innovative HVAC products [14][15] - Persistent inflation has driven up VRT's operating and logistical costs, with total cost of sales increasing 18.1% YoY to $1.32 billion in Q3 2024 [15][16] - SG&A expenses increased 2.3% YoY to $334.6 million in Q3 2024 [16] Valuation - VRT's Value Score of D suggests a stretched valuation [16] - The trailing 12-month price/book ratio of 26.01 is higher than its median of 22.17 and the broader sector's 10.73 [16][17]