Vertiv: Growth Is Far From Slowing Down (Rating Upgrade) (NYSE:VRT)

Core Viewpoint - Vertiv Holdings Co. (NYSE: VRT) is expected to experience significant growth due to a positive outlook for capital spending among major hyperscalers, supported by a substantial backlog of $1.24 trillion across these companies [1]. Group 1: Company Overview - Vertiv Holdings Co. is well-positioned to capitalize on the anticipated increase in capital expenditures from hyperscalers, indicating a strong market demand for its services and products [1]. Group 2: Market Context - The aggregate backlog of $1.24 trillion across hyperscalers suggests robust investment activity in the sector, which is likely to benefit companies like Vertiv [1].