
Let’s dig into the relative performance of Vertiv (NYSE:VRT) and its peers as we unravel the now-completed Q2 electrical systems earnings season.
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Let’s dig into the relative performance of Vertiv (NYSE:VRT) and its peers as we unravel the now-completed Q2 electrical systems earnings season.

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 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...

S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.

Vertiv (VRT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

ADSK's Q2 results hinge on its sales reorganization, transaction-model shift and momentum in AECO, emerging markets and operations.

S is set to report Q2 fiscal 2027 results on Aug. 27, with revenue growth, AI-security momentum and cost savings in focus.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.
AI data center demand drove 24% sales surge across Americas and APAC.
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...
VRT stock surges after strong Q2 2026 results as AI-driven data center demand, manufacturing expansion and upbeat guidance support continued growth.
Modine's data-center growth is surging, but falling estimates, margin pressure and a stretched valuation leave little room for execution missteps.
Modine's fiscal Q1 earnings beat estimates as data center sales surge 90%. However, revenues miss, and supply-chain pressure squeezes margins.
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
VRT beats second-quarter earnings on stronger margins and operating execution, even as sales miss estimates, while raising its 2026 outlook.
VRT highlights AI infrastructure growth, rising demand for data centers and a higher 2026 outlook after strong Q2 results.
Vertiv stock sinks as Q2 revenue comes in shy of expectations. Here’s how you should play VRT shares on the post-earnings selloff.

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.
Vertiv Holdings Co. (NYSE:VRT) shares dropped more than 9% in pre-market trading on Wednesday after second-quarter revenue came in below Wall Street expectations, overshadowing stronger-than-expected earnings and an increase to the company’s full-year guidance.
The data-infrastructure company's second-quarter sales of $3.27 billion fell short of analyst expectations even as adjusted earnings topped estimates
Vertiv (VRT) delivered earnings and revenue surprises of +6.29% and -3.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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.
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.
Data center products and services company Vertiv (NYSE:VRT) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.
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...
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.
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