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3 AI Stocks With At Least 18% Earnings Growth
Simply Wall St.17d agoneutral
3 AI Stocks With At Least 18% Earnings Growth

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

Vertiv (VRT) Stock May Be Fairly Valued On Raised AI Guidance
Simply Wall St.18d agoneutral
Vertiv (VRT) Stock May Be Fairly Valued On Raised AI Guidance

Vertiv Holdings Co has delivered a very strong share price run over the past five years, yet current valuation checks suggest the stock is closer to fairly valued than obviously cheap or expensive. The Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples both sit in an about right zone, which provides a more balanced starting point after such a big move. The stock has returned about 8 times over 5 years, which sets a high bar for any further value creation from...

Is Vertiv Holdings Co (VRT) Fully Priced Following Raised 2026 Guidance And Strong Results?
Simply Wall St.42d agoneutral
Is Vertiv Holdings Co (VRT) Fully Priced Following Raised 2026 Guidance And Strong Results?

Vertiv Holdings Co (VRT) is back in focus after raising its full year 2026 guidance and reporting higher second quarter revenue and earnings, supported by AI-focused data center demand and expanding capacity. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co's share price has surged 56.69% year to date, with a 7 day share price return of 20.95% after its raised 2026 guidance and recent AI data center partnerships. The 1 year total shareholder return stands at 97.63%. If...

Vertiv Q2 Earnings Call Highlights
MarketBeat49d agoneutral
Vertiv Q2 Earnings Call Highlights

Vertiv (NYSE:VRT) raised its full-year 2026 outlook after reporting second-quarter growth in sales, profit and cash flow, supported by demand for data center infrastructure across the Americas and Asia-Pacific. Chief Executive Officer Gio Albertazzi said second-quarter net sales increased 24% from

Vertiv stock sinks on earnings miss: A look at key AI infrastructure players
Yahoo Finance Video52d agobearishVIDEO
Vertiv stock sinks on earnings miss: A look at key AI infrastructure players

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

Investing.com52d agobullish
Vertiv shares sink as Q2 revenue miss offsets upgraded guidance

Investing.com -- Shares in Vertiv tumbled more than 9% in premarket trading Wednesday even as the data center equipment maker reported second-quarter earnings above estimates and raised its full-year guidance, with a revenue shortfall offseting the beat.

Vertiv (NYSE:VRT) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops 10.4%
StockStory52d agobearish
Vertiv (NYSE:VRT) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops 10.4%

Data center products and services company Vertiv (NYSE:VRT) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 24.1% year on year to $3.27 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $3.75 billion at the midpoint, or 0.9% above analysts’ estimates. Its non-GAAP profit of $1.52 per share was 6.4% above analysts’ consensus estimates.

Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?
Simply Wall St.56d agoneutral
Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...