Accessibility StatementSkip Navigation TROY, Mich., Sept. 30, 2025 /PRNewswire/ -- Vertiv Holdings Co.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine consider Vertiv Holdings Co. (NYSE: VRT) as worthy of further study and has named the company its "Stock to Study" for the December 2025 issue for investors' informational and educational use. The fundamental ...

Summary of Delta Electronics vs. Vertiv – Data Center Power and Cooling Face-Off Industry Overview - The report focuses on the data center power and cooling solutions industry, specifically comparing Delta Electronics (2308.TW) and Vertiv (VRT.N) as leading providers for AI data centers - The total addressable market (TAM) for power and cooling solutions is projected to grow at a 30% compound annual growth rate (CAGR) to reach US$1,729 billion from 2026 to 2030e [1][16][87] Key Insights on Delta Electronics - Delta Electronics is recognized as a leader in power and liquid cooling systems for AI server racks, holding over 50% of the global supply share [10] - The price target for Delta has been raised to NT$1,111, reflecting confidence in its comprehensive solutions portfolio and continuous margin expansion [10] - Delta's revenue is expected to grow at a 40% CAGR from 2024 to 2027e, driven by its focus on margin-accretive business and expansion of production facilities [10][54] - The company aims for a long-term revenue CAGR of at least 10%, with data center exposure projected to account for 40% of total revenue by 2025 [53] Key Insights on Vertiv - Vertiv has a strong focus on data center power, cooling, and IT infrastructure, with 80% of its revenue derived from this sector [11] - The company is expected to achieve a 30% profit CAGR from 2024 to 2027e, supported by its comprehensive service offerings and strong relationships with key industry players [11] - Vertiv's service revenue contributes approximately 23% to its total revenue, enhancing its competitive positioning [103] Market Dynamics - The convergence of white space (IT equipment area) and gray space (supporting infrastructure) is becoming increasingly important as power and cooling demands rise [6][8] - AI-related infrastructure upgrades are expected to drive significant growth in both white space and gray space power and cooling solutions, with white space power and cooling TAM projected to grow at a >40% CAGR through 2030 [30][87] - The transition to 800V high-voltage direct current (HVDC) power systems and liquid-to-liquid cooling solutions is anticipated to enhance the value of offerings from both companies [37][100] Competitive Landscape - Both Delta and Vertiv are positioned to benefit from the growing demand for data center infrastructure, with the report suggesting that this is not a zero-sum game; both companies can thrive [9][16] - Delta's diversified exposure across various markets (40% data center, 29% commercial & industrial, etc.) contrasts with Vertiv's concentrated focus on data centers [42] - Delta's market cap is significantly larger than Vertiv's, providing it with more stability and liquidity [80] Financial Metrics Comparison - Delta Electronics: - 2025e Revenue: US$16,341 million - 2025e Operating Margin: 14% - 2025e Net Profit: US$1,709 million - 2026e P/E: 30x [18] - Vertiv: - 2025e Revenue: US$10,024 million - 2025e Operating Margin: 20% - 2025e Net Profit: US$2,003 million - 2026e P/E: 27x [18] Conclusion - The data center power and cooling solutions market is poised for significant growth, driven by AI demand and infrastructure upgrades - Delta Electronics and Vertiv are well-positioned to capitalize on these trends, with distinct competitive advantages and growth strategies - Investors should consider the evolving landscape and the potential for both companies to achieve substantial revenue and profit growth in the coming years [16][100]

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: Greater China Technology Hardware, specifically in the context of AI Data Centers [1][3] - **Market Outlook**: The industry view is rated as "In-Line" by Morgan Stanley, indicating expected performance in line with the broader market [3][61] Core Insights - **Data Center Infrastructure Growth**: The Data Center Power and Cooling Infrastructure is projected to grow at a CAGR of 30% from 2026 to 2030 [6][8] - **Comparative Analysis of Companies**: - **Delta Electronics vs. Vertiv**: - Delta's market cap is approximately $75.461 billion, with a projected revenue of $16.341 billion for 2025, and a revenue CAGR of 23% from 2024 to 2027 [11] - Vertiv's market cap is around $53.374 billion, with a projected revenue of $10.024 billion for 2025, and a revenue CAGR of 19% from 2024 to 2027 [11] - Delta has a 40% exposure to data centers, while Vertiv has an 80% exposure [11] - Delta's operating margin is estimated at 14%, compared to Vertiv's 20% [11] - Delta's net profit for 2025 is projected at $1.709 billion, with a net profit CAGR of 40% from 2024 to 2027 [11] - Delta's return on equity (ROE) is estimated at 18%, while Vertiv's is significantly higher at 40% [11] Additional Insights - **Revenue Contribution from Services**: Vertiv differentiates itself with over 20% of its revenue coming from services, while Delta has a more diverse end-market exposure [14][12] - **Geographic Exposure**: Delta has a more balanced geographic exposure compared to Vertiv, which is heavily weighted towards the Americas [19][12] - **Dell's AI Contribution**: Dell's AI server contribution to Compal is estimated to be between 1-1.5% of its EPS for 2026, indicating a modest impact [30] Industry Drivers - **Semiconductor Production Equipment**: - Collaboration between Lam Research and JSR on EUVL resists is expected to impact the market significantly, with potential market shrinkage of over ¥30 billion in 2026 for coater/developer equipment [28] - **Investment Themes**: Advanced packaging, high bandwidth memory, and other emerging technologies are highlighted as key investment themes in the semiconductor space [27] Conclusion - The Greater China Technology Hardware sector, particularly in AI Data Centers, shows promising growth potential, with significant opportunities in power and cooling infrastructure. Companies like Delta and Vertiv are positioned differently within the market, with varying exposure and growth trajectories. The semiconductor production equipment sector is also evolving with new collaborations that could reshape market dynamics.

Micron Technology ((MU) has been on fire in recent months, riding the wave of the AI infrastructure boom alongside leaders like Nvidia ((NVDA) and Vertiv ((VRT). As demand for high-performance memory and storage surges for AI applications, Micron has reemerged as one of the most compelling opportunities in the market.The fundamentals are backing up the momentum. Analysts have sharply revised earnings estimates higher, propelling the stock to a top Zacks Rank. Despite the rally, MU still trades at a very rea ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Develo ...

Company Overview - Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure and continuity solutions, serving data centers, communication networks, and commercial and industrial environments globally [1] - Vertiv competes with Eaton Corporation (ETN) in the power management industry and both companies are gaining attention for their roles in the growing AI sector [1] Financial Performance - Goldman Sachs set a price target of $159 for VRT, indicating a potential increase of about 14.7% from its current stock price of $138.62 [2][6] - Vertiv's earnings per share (EPS) surged by 77% and sales grew by 26%, reflecting strong demand for its products [2][6] - The current stock price of $138.62 reflects a slight decrease of 0.82% or $1.15, with fluctuations between $137.08 and $140.98 on the day [3] Market Position - Vertiv's market capitalization remains robust at approximately $52.93 billion [3] - The company recently raised its full-year 2025 sales guidance, underscoring confidence in continued growth, particularly in the AI sector [4][6] - With a trading volume of 3,174,293 shares on the NYSE, Vertiv remains an active player in the market [5]

（1）Vertiv的公司背景 Vertiv是全球最大的 液冷和电源管理提供商之一，属于 AI基础设施领域的稀缺标的。 公司约80%的营收来自数据中心业务，远超同行，业务高度聚焦，使其能最大程度受益于AI算力建设浪潮。 Vertiv与NVIDIA的深度战略合作构筑了坚固的护城河。通过联合下一代芯片技术，Vertiv能提前6-12个月布局适配下一代AI芯片（如Blackwell及Rubin平 台）的基础设施解决方案，抢占市场先机。 当竞争对手还在为新芯片进行研发时，Vertiv已拥有经过验证的成熟解决方案。 作者 | Alpha Engineer 今天继续给大家带来 「一页纸」 讲透美股公司系列。 对国内投资者而言，美股研究资料相对匮乏，导致认知大多停留在几家全球科技巨头，但其实美股存在大量的"隐形冠军"，都录得相当不错的收益。 这是一个非常「有钱景」的方向，我会借助 AlphaEngine的帮助，帮你跨越美股研究的信息鸿沟，每天挖掘一个潜在的美股财富密码。 本期的主角是 全球液冷龙头Vertiv 。 Vertiv的前身是艾默生电气旗下的网络能源部门（Emerson Network Power）。 2016年，私 ...

Core Insights - Dividends are often overlooked in technology stocks, but companies like Eaton and Vertiv are providing dividend payments while also having AI exposure [1] Group 1: Vertiv - Vertiv exceeded consensus EPS and sales expectations, with EPS increasing by 77% and sales rising by 26% [2] - The company raised its full-year 2025 sales guidance, projecting approximately 16% year-over-year growth, driven by AI adoption [3] - Vertiv's shares yield a modest 0.1% annually, with two increases in the payout over the last five years [3] Group 2: Eaton - Eaton is a power management company benefiting from the AI boom, particularly in the data center market [4] - The company reported record-breaking Q2 results with adjusted EPS of $2.95, an 8% increase year-over-year, and organic sales growth of 8% [5] - Eaton has a five-year annualized dividend growth rate of 7.5%, with a current yield of 1.1% and a history of paying dividends since 1923 [10] Group 3: Investment Perspective - Both Eaton and Vertiv, while not high-yield stocks, present bullish outlooks that may attract income-focused investors [11]

TRENDING: Track Which Stocks Top Money Managers Are Buying And Selling Highly rated Vertiv (VRT) stock is this week's Big Cap 20 pick to watch, as it approaches a cup-base buy point. The data center infrastructure company maintains a solid fundamental track record, making it one to watch. The rapid build out of AI data centers isn't losing steam and this bodes well for companies like Vertiv that sell power, cooling,… Related news Vertiv Stock Falls After Microsoft Reveals 'Breakthrough' Chip Cooling Tech 9/ ...

Todd, we kind of know the EI eco AI ecosystem at this point right now. What exactly is undiscovered in your mind that you think needs to be paid more attention to. >> Well, I don't I don't know if it's undiscovered, Dom, and good morning.Um, Vertive Holdings is uh the name I want to focus on. It's only up 25%. I'm laughing what you just said about Intel up, you know, uh, 19% for the year.uh Vertive was up significantly almost 200% in 2024 has gone quiet relatively speaking in 2025 looking to break higher. S ...