LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.
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Modine's fiscal Q1 earnings beat estimates as data center sales surge 90%. However, revenues miss, and supply-chain pressure squeezes margins.
Vertiv Holdings has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.
FORM, LRCX, VRT, MBIN and SNDR have been added to the Zacks Rank #1 (Strong Buy) List on August 3rd, 2026.
Vertiv (VRT) had one of its roughest earnings days this week. Its stock fell about 17% on July 29. The AI infrastructure company's second-quarter earnings beat expectations, but its revenue fell short of Wall Street's expectations, and that was enough to sink the stock. Then the ...
Vertiv Holdings Co has seen a very large 5 year share price gain, yet the latest valuation work suggests the stock may still trade below its estimated intrinsic value. With the Discounted Cash Flow (DCF) estimate and earnings based multiples both pointing to undervaluation, investors are weighing how much of Vertiv’s AI focused data center story is already reflected in the current price. Vertiv’s share price has delivered roughly 7.9x over 5 years. This puts extra focus on whether the...
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 (VRT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Vertiv's latest quarter hit $3.3 billion as data center demand surges, while BWX Technologies maintains steady defense contracts.
Vertiv Holdings (VRT) is seeing strengthening demand and a broadening pipeline as it scales its inte
VRT beats second-quarter earnings on stronger margins and operating execution, even as sales miss estimates, while raising its 2026 outlook.
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]
Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.
VRT highlights AI infrastructure growth, rising demand for data centers and a higher 2026 outlook after strong Q2 results.
Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure.
The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...
Vertiv stock sinks as Q2 revenue comes in shy of expectations. Here’s how you should play VRT shares on the post-earnings selloff.
The market is worried that some sales challenges in the second quarter may not prove temporary.
Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.
As the Federal Reserve gets set to release its monetary policy update at 2 p.m. ET, followed a half hour later by Chairman Kevin Warsh's news conference, Wall Street is the unusual position of not knowing what will happen. Prior to Warsh, Wall Street has typically been near certain about what the Fed would do, reflected by markets pricing in around 90% or higher odds of the expected result. The S&P 500 is sharply lower ahead of the Fed reveal, amid rebounding oil prices and the ongoing sell-off in AI and chip names.
The stock's peeled back quite a bit from May's peak, but the analyst community maintains its valuation on VRT shares.
EXLS vs. VRT: Which Stock Is the Better Value Option?

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.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Adjusted EPS of $1.52 beat, but revenue missed analyst expectations
One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.