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UBS Maintains its Buy Rating and $173 Price Target on Vertiv Holdings Co. (VRT)
Yahoo Finance· 2025-09-30 20:48
Core Viewpoint - Vertiv Holdings Co. is recognized for its strong profitability outlook and is included in a list of stocks expected to double in value over the next five years [1][4]. Group 1: Investment Ratings and Price Target - UBS has maintained a Buy rating on Vertiv Holdings Co. with a price target of $173, indicating a potential upside of 20% despite recent stock weakness [2]. - The recent stock weakness was attributed to Microsoft's announcement of a new liquid cooling system, but UBS clarified that Vertiv is not directly impacted by this development [2][3]. Group 2: Company Overview and Market Position - Vertiv Holdings Co. specializes in developing and maintaining essential digital infrastructure technologies and lifecycle solutions for data centers, communication networks, and industrial environments globally [4]. - The company plays a critical role in data center thermal management, providing fluid management solutions such as chillers, heat exchangers, distribution units, sensors, and controls [3]. - Vertiv's global presence spans across the Americas, Asia Pacific, Europe, the Middle East, and Africa, which reinforces its resilience in the market [3].
Wall Street Has a Mixed Opinion on Core Scientific (CORZ), Here’s Why
Yahoo Finance· 2025-09-30 08:13
Core Insights - Core Scientific, Inc. (NASDAQ:CORZ) is viewed as a promising technology stock by hedge funds despite mixed opinions from Wall Street [1][3] - The company reported a revenue of $78.63 million for Q2 2025, which represents a 44.28% year-over-year decline and missed estimates by $4.57 million [1][2] - The earnings per share (EPS) was negative $0.04, which exceeded consensus estimates by $0.04 [1] Revenue and Market Performance - The decline in revenue was attributed to a 62% decrease in bitcoin mined, although this was partially offset by a 50% increase in bitcoin's average price [2] - Analysts have varied opinions on the stock, with price targets being adjusted; Roth MKM reduced its target from $20 to $17 while maintaining a Hold rating [3] - Craig-Hallum also reiterated a Hold rating without a price target, while Bernstein maintained a Buy rating with a price target of $17 [3] Company Overview - Core Scientific, Inc. specializes in providing digital infrastructure for high-density colocation and digital asset mining [4] - While the company shows potential as an investment, there are suggestions that certain AI stocks may offer better upside potential with less downside risk [4]
EdgeMode Highlights 2025 Milestones Including 1000% Stock Performance, Transformative M&A, and Nasdaq Uplisting Plans
Globenewswire· 2025-09-29 12:30
Strategic acquisitions in Sweden and Spain expand European presence and support aggressive growth strategyFORT LAUDERDALE, Fla., Sept. 29, 2025 (GLOBE NEWSWIRE) -- EdgeMode (OTC: EDGM), a next-generation AI and digital infrastructure company, today announced that 2025 has been a landmark year, highlighted by two strategic acquisitions that have established a robust portfolio of data center assets across Sweden and Spain. These transactions strengthen EdgeMode’s positioning in Europe’s growing AI infrastruct ...
Cathedra Bitcoin Announces Employment Agreement with Joel Block as Chief Executive Officer and Grant of Restricted Share Units
Newsfile· 2025-09-29 11:00
Cathedra Bitcoin Announces Employment Agreement with Joel Block as Chief Executive Officer and Grant of Restricted Share UnitsSeptember 29, 2025 7:00 AM EDT | Source: Cathedra Bitcoin Inc.Vancouver, British Columbia--(Newsfile Corp. - September 29, 2025) - Cathedra Bitcoin Inc. (TSXV: CBIT) (OTCQB: CBTTF) (the "Company" or "Cathedra"), a company that develops and operates digital infrastructure assets, today announced that it has entered into an employment agreement (the "Employment Agreement" ...
Cipher Mining Grabs $1.1 Billion for Expansion—Zero Interest, All Growth Power
Benzinga· 2025-09-26 16:27
Core Viewpoint - Cipher Mining, Inc. has experienced a decline in stock price following the announcement of its convertible note offering, but the offering itself is a significant financial milestone that could enhance the company's growth prospects [1][2]. Group 1: Offering Details - Cipher Mining secured $1.1 billion through an upsized offering of convertible senior notes, which initially targeted $800 million but was increased by $300 million due to strong investor interest [3]. - The convertible senior notes carry a 0% interest rate and are due in 2031, allowing the company to maximize capital efficiency and focus on expansion rather than debt servicing [4]. Group 2: Strategic Implications - The initial conversion price is set at $16.03 per share, representing a 37.5% premium, indicating optimism about future growth [4]. - The company implemented capped call transactions with a high cap price of $23.32 to mitigate the dilution impact on existing equity from the convertible notes [5]. Group 3: Use of Proceeds - The majority of the proceeds from the offering are designated for growth initiatives, specifically to fund the expansion of a 2.4 GW data center pipeline and the construction of the Barber Lake facility [6]. Group 4: Financial Position - The $1.1 billion raised strengthens Cipher Mining's balance sheet without imposing significant debt or heavy dilution, positioning the company as a leader in the evolving digital infrastructure sector [7].
HIVE Digital Technologies Ltd. (HIVE) Surges 8% as Bitcoin Production Hits 247 BTC
Yahoo Finance· 2025-09-26 14:21
In this article, we will be taking a look at the 13 Best Manufacturing Stocks to Buy Right Now. HIVE Digital Technologies Ltd. is one of them. HIVE Digital Technologies Ltd. (NASDAQ:HIVE) is a multinational digital infrastructure company that started in cryptocurrency mining and has expanded into energy-efficient, AI-ready datacenter operations. Headquartered in Vancouver, HIVE operates major facilities in Canada, Sweden, and Paraguay, largely powered by renewable energy. Recently, HIVE reported a 22% mo ...
Qatar Investment Authority and Blue Owl Capital Enter Agreement to Establish Digital Infrastructure Partnership
Prnewswire· 2025-09-25 11:00
Core Insights - Qatar Investment Authority (QIA) and Blue Owl Capital Inc. have formed a Strategic Partnership Agreement to create a digital infrastructure platform aimed at enhancing global compute capabilities for hyperscalers amidst the rising demand for cloud and AI services [1][10] Company Overview - QIA is the sovereign wealth fund of Qatar, established in 2005, and is one of the largest sovereign wealth funds globally, investing across various asset classes and regions [4] - Blue Owl Capital Inc. is a leading asset manager with over $284 billion in assets under management as of June 30, 2025, focusing on providing private capital solutions across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital [5][6] Partnership Details - The partnership will leverage QIA's contribution of over $3 billion in initial data center assets, with plans for growth over time, aligning with Blue Owl's permanent capital strategy [2][3] - The collaboration aims to address the increasing global demand for data storage and computation, particularly enhancing data connectivity [3] Strategic Goals - QIA's CEO emphasized the partnership's alignment with QIA's strategy to engage with global firms addressing the demand for data centers [3] - Blue Owl's Co-CEOs highlighted the commitment to advancing the global data center ecosystem and meeting the surging demand for data connectivity [3] Investment Strategy - Blue Owl's Digital Infrastructure strategy is part of its Real Assets platform, focusing on mission-critical assets that support cloud and AI innovation, having raised $39 billion and invested in 104 facilities across 28 global markets as of June 30, 2025 [2][3]
New Strong Buy Stocks for September 22nd
ZACKS· 2025-09-22 12:46
Group 1 - Newmont Corporation (NEM) has seen a 14.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Simmons First National Corporation (SFNC) has experienced a 7.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Vertiv Holdings Co (VRT) has recorded a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dorman Products, Inc. (DORM) has seen an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Masco Corporation (MAS) has also experienced an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]
Core Scientific Maintains Positive Outlook Despite Revenue Drop and Mixed Analyst Sentiment
Yahoo Finance· 2025-09-20 13:36
Core Insights - Core Scientific, Inc. (NASDAQ:CORZ) is recognized as one of the 11 best performing IPOs in the last two years despite a revenue decline and mixed analyst opinions [1] - The company reported a revenue of $78.63 million for Q2 2025, reflecting a 44.3% year-over-year decrease, primarily due to a 62% drop in bitcoin mined [2] - The company's EPS of -$0.04 exceeded the anticipated EPS of -$0.07, indicating some operational resilience [2] Analyst Sentiment - Analysts have mixed sentiments regarding Core Scientific's performance; Bernstein maintains a Buy rating while most others lean towards Hold [3] - The stock has an upside potential of 5.07% according to CNN [3] Company Overview - Core Scientific, Inc. is a leader in digital infrastructure, specializing in high-density colocation services and dedicated data centers, with a current focus on AI-related workloads [4] - The company was founded in 2017 and has experienced a growth of 371.68% since its IPO on January 20, 2024, contributing to its positive outlook [3]
Mawson Infrastructure Group Inc. Shares Corporate Update
Globenewswire· 2025-09-17 20:55
Core Viewpoint - Mawson Infrastructure Group Inc. provides an update on its operations, focusing on its digital infrastructure for high-performance computing and digital assets, while emphasizing its commitment to carbon-free energy sources [1][3]. Company Operations - Mawson continues to operate normally across its U.S. footprint, with its facility in Midland, Pennsylvania being a cornerstone site supported by long-term tenure [6]. - The company has engaged advisors and presented a plan to Nasdaq to regain compliance with its continued listing standards, receiving an extension to maintain its listing [6]. Financial Strategy - Mawson has filed a new shelf registration statement on Form S-3 to maintain financial flexibility, allowing the company to offer and sell securities as needed without indicating immediate issuance of new shares [6]. - The leadership is focused on executing the growth strategy while improving the balance sheet and maintaining operational flexibility [6]. Legal Matters - The company is advancing efforts to resolve certain legacy legal matters as part of a broader program aimed at strengthening its balance sheet [6].