Vertiv Holdings Co (NYSE:VRT) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. Cramer highlighted that the company’s last quarter was a “blowout,” as he commented: If I learned anything out here at GTC, NVIDIA’s festival of artificial intelligence, is that there’s still a mountain of money in this business. Take Vertiv Holdings, which makes power and cooling equipment for the data centers. Hey, look, these guys reported a blowout quarter last month, which is why the stock’ ...

Earnings Call InsightsTecogen outlines data center pipeline and targets $30M–$40M product opportunity through Vertiv partnershipMar. 18, 2026 2:03 PM ETTecogen Inc. (TGEN) StockAI-Generated Earnings Calls InsightsComment(1)Earnings Call Insights: Tecogen Inc. (TGEN) Q4 2025 Management View CEO Abinand Rangesh highlighted "significant forward momentum with the Vertiv relationship," sharing that Vertiv is designing or in the process of designing between 25 and 50 megawatts of Tecogen chillers into variousNews ...

Management is pivoting the core growth strategy toward the data center cooling market, leveraging dual power source chillers to address power-constrained AI compute environments. The partnership with Vertiv has evolved from a marketing agreement toward a master partnership, including the integration of Tecogen's hybrid drive technology into Vertiv's chiller lines. Product revenue lumpy performance was attributed to delays in several non-data center projects, though management maintains these are timin ...

Vertiv (NYSE: VRT) 2026 Conference Summary Industry Overview - The discussion revolves around the data center infrastructure industry, particularly focusing on AI and cooling technologies, as well as the impact of geopolitical situations on supply chains and market dynamics [1][2]. Key Points and Arguments Market Resilience and Geopolitical Impact - Vertiv operates in the EMEA market, including the Middle East, and has built supply chain resilience over the years. The actual impact of geopolitical situations is still uncertain, but there is confidence in market resilience [2]. Demand for AI and Technological Evolution - There is a significant demand for AI technologies, confirmed by both NVIDIA and Vertiv. The evolution of silicon and IT systems is crucial, leading to more cost-efficient AI operations [6][7]. - Vertiv is involved in NVIDIA's Omniverse DSX infrastructure, aimed at optimizing data center designs and deployments [7][8]. Prefabrication and Integrated Infrastructure - The company sees opportunities in prefabrication and integrated infrastructure, which can increase value and capture more market share. The focus is on delivering tailored systems that optimize performance [15][20]. Industry Growth and Adoption of AI - The industry is still in the early stages of AI adoption, with a long growth trajectory ahead. There is strong demand, and the company does not foresee any immediate risks or air pockets in the market [25][36]. Bottlenecks and Challenges - Power supply remains a key bottleneck, but it is being managed effectively. Labor and construction complexities are also challenges, which prefabrication aims to alleviate [31][35]. Customer Selection and Long-term Relationships - Vertiv is selective in choosing projects and focuses on long-term relationships with customers to ensure stability and ongoing revenue from services [48][49]. Cooling Technologies - Liquid cooling is becoming ubiquitous, with a shift from air cooling. The company is adapting its systems to be more efficient and effective, depending on geographical and climatic conditions [91][96]. Services and Lifecycle Management - The complexity of new cooling systems creates opportunities for service growth. The company is focused on lifecycle services, which are expected to grow steadily as equipment comes off warranty [115][122]. Financial Performance and Margins - The company aims for a gross margin of 30%-35% in the long term, with current margins impacted by investments and tariffs. There is a focus on optimizing productivity and managing raw material costs [142][145]. Cash Management and Strategic Investments - Vertiv maintains a strong balance sheet and is cautious about spending. The focus is on R&D and CapEx for immediate returns, rather than stock buybacks or dividends [163][164]. Future Outlook - The company anticipates continued growth in both the cooling and power markets, with synchronous growth rates expected. The enterprise market is also showing signs of growth, particularly in private data and AI applications [102][107][110]. Additional Important Insights - The company emphasizes the importance of being server agnostic in its thermal infrastructure strategy, allowing flexibility in serving various server types [167]. - The transition to 800-volt DC technology is seen as a significant change, with confidence in its future coexistence with traditional powertrain designs [70][168]. This summary encapsulates the key discussions and insights from the Vertiv conference, highlighting the company's strategic focus, market dynamics, and future growth opportunities.

Quick Read Vertiv (VRT) reported Q4 2025 organic orders growth of 252% year-over-year with a $15B backlog at a 2.9x book-to-bill ratio, while guiding 2026 net sales of $13.25B-$13.75B and adjusted EPS of $5.97-$6.07. Nvidia-driven AI infrastructure demand is forcing data center operators to adopt liquid cooling solutions including coolant distribution units and trim coolers, where Vertiv is rapidly expanding manufacturing capacity through new factories and ~$1B in Q4 acquisitions including PerchRight. ...

Company Overview - Vertiv Holdings Co (NYSE:VRT) specializes in designing, manufacturing, and managing power and cooling systems for data centers and digital networks, providing services to ensure these systems operate efficiently [1] Stock Performance - Since going public through a SPAC merger over six years ago, Vertiv's stock has surged by over 1,950%, and the company has been profitable for five consecutive years [1] - The current market capitalization of Vertiv exceeds $101 billion, making it a significant player in the industry [1] Market Position - Vertiv is recognized as a "Cramer fave" by Jim Cramer, indicating strong investor interest and confidence in the company's future prospects [1] - The company's size and performance made it difficult for S&P Global to exclude Vertiv from the S&P 500 index [1] Recent Developments - A recent inquiry during a lightning round on February 23 highlighted the stock's recent performance, with Cramer affirming Vertiv as the best option in its category, despite potential market volatility [1]

Group 1 - A significant shift is occurring in the stock market as Vertiv Holdings Co. and Lumentum Holdings Inc. are set to join the S&P 500, leading to increased trading volume and investor interest [2] - Inclusion in the S&P 500 is viewed as a prestigious achievement, providing a substantial financial tailwind and unlocking predictable capital flows for these companies [3] - The S&P 500 serves as a benchmark for the U.S. stock market, with over $15 trillion in investments tied to it, creating a mechanical obligation for passive funds to purchase shares of newly added companies [4][5] Group 2 - The announcement of inclusion triggers a wave of forced buying from institutional investment funds, which must acquire shares of Vertiv and Lumentum before the effective date of March 23, 2026 [5] - Vertiv specializes in power and cooling solutions critical for high-density AI data centers, while Lumentum provides optical components essential for rapid data transfer in AI applications [6]

Artificial intelligence (AI) investing has largely focused on GPU players, AI model builders, and AI software companies. However, data centers also require highly specialized power management and thermal management systems, along with lifecycle services, to support AI infrastructure at scale. Vertiv Holdings (NYSE: VRT) stands to benefit from this opportunity. The company sells end-to-end power and thermal management systems, including liquid-cooling solutions for high-performance data centers, communicati ...

Core Insights - March 2026 presents long-term investors with market pullbacks despite accelerating fundamentals, indicating potential investment opportunities [1] Company Summaries 1. Axon Enterprise - Axon has transformed into an AI-powered public safety platform, moving beyond its original product offerings of TASERs and body cameras [3] - Q4 2025 revenue reached $797 million, a 39% year-over-year increase, with full-year revenue at $2.8 billion, marking four consecutive years of over 30% growth [4] - Annual recurring revenue surpassed $1.3 billion, growing 35%, and future contracted bookings reached $14.4 billion, up 43% [4] - The company targets $6 billion in annual revenue by 2028 with 28% adjusted EBITDA margins, indicating significant growth potential [6] 2. Vertiv - Vertiv supplies power and cooling solutions for data centers, with demand surging due to the AI infrastructure build-out [8] - Full-year 2025 revenue was $10.2 billion, up 28% year-over-year, with adjusted operating margins expanding to 20.4% [9] - Organic orders increased by 81%, and the company ended 2025 with a backlog of $15 billion, equivalent to over a year of revenue [9] - The launch of OneCore integrated modular solutions and a Digital Twin platform positions Vertiv for continued growth in high-density AI data centers [10] 3. TransMedics Group - TransMedics operates the Organ Care System (OCS), revolutionizing organ transport by keeping donor organs warm during transit [12] - Full-year 2025 revenue reached $605.5 million, a 37% increase, with OCS Liver accounting for 36% of U.S. liver transplant procedures [13] - The company performed 5,139 U.S. OCS transplants in 2025, up from 3,735 in 2024, and is expanding into European markets [15] - TransMedics is positioned to dominate the organ logistics market with no viable competitors [16] 4. Fair Isaac - Fair Isaac is a leading credit score company, with its scores used in most mortgage, auto loan, and credit card decisions in the U.S. [17] - Fiscal year 2025 revenue was $1.99 billion, up 15.9%, with a net income of $651.9 million and a net profit margin of 32.8% [18] - The introduction of FICO Score 10T is expected to drive incremental licensing revenue, particularly in the mortgage market [20] - The company has announced a $1.5 billion stock buyback, indicating strong financial health and a favorable entry point for investors [21]

Core Insights - The Iran conflict has led to a significant increase in U.S. Gulf Coast heavy crude prices, reaching levels not seen since April 2020, with Mars sour crude trading at an $11 premium to WTI [1][1][1] - Brent crude prices have surged to $92.69 per barrel, the highest since October 2023, due to supply disruptions from the effective closure of the Strait of Hormuz [1][1][1] - The demand for U.S. Gulf sour heavies and mediums is increasing as refiners seek alternatives to replace lost barrels from the Middle East [1][1][1] Price Movements - Mars sour crude rose by $4 from the previous day, marking a significant increase from a $1.50 premium just a week ago [1][1][1] - Other heavy grades, including Heavy Louisiana Sweet and West Texas Sour, also experienced price increases [1][1][1] Supply Chain Impact - The closure of the Strait of Hormuz has forced countries like Iraq to reduce oil output, impacting the flow of medium and heavy sour crude from the Persian Gulf [1][1][1] - Additional production cuts in Kuwait have further contributed to the rise in Mars prices [1][1][1] Demand Dynamics - The transition from winter to driving season typically increases demand across all crude grades, compounding the effects of supply disruptions caused by the conflict [1][1][1] - Buyers, particularly in Asia, are actively seeking more medium and heavy crude barrels as substitutes for lost supply [1][1][1]