The stock looks cheap, but what if AI is a bubble that's about to burst?
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Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.
Vertiv Holdings Co (VRT) has been in focus after reports that its stock more than doubled in the first half of 2026, with investors reacting to strong order activity, earnings and acquisitions. See our latest analysis for Vertiv Holdings Co. Recent trading has cooled after the surge, with Vertiv Holdings Co’s share price down about 16% over the past month and 6% over the past quarter. However, its year to date share price return of roughly 71% and very large multi year total shareholder...
This data center solutions provider still has a bright future.
In the most recent trading session, Vertiv Holdings Co. (VRT) closed at $301.16, indicating a -1.1% shift from the previous trading day.
Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.
Wabtec (NYSE:WAB) reported stronger-than-expected second-quarter 2026 results and raised its full-year outlook, citing broad revenue growth, margin expansion, a large multiyear backlog and continued demand across freight, transit, digital and international markets. Chairman and CEO Rafael Santana s
For the past two years, investors have focused on AI chips, but they are now looking at something far less glamorous yet just as essential: electricityClaim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks The boom in AI data center construction is creating shortages of transformers, switchgear, and other
VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.
Vertiv just slid deep into bear market territory, yet analysts keep piling on buy ratings and eye-popping price targets. Here is why the cooling infrastructure giant's order backlog tells a very different story than its battered share price.
Vertiv (VRT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Based on the average brokerage recommendation (ABR), Vertiv (VRT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.
Cooling solutions supplier Vertiv is quietly winning amid the AI boom.
Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs, adding specialized liquid cooling expertise to its portfolio. The deal targets advanced solutions for AI and high density data center environments that face rising power and thermal requirements. Strategic Thermal Labs contributes engineering capabilities focused on complex liquid cooling architectures for high performance computing workloads. Vertiv sits at the intersection of power, cooling, and...
Vertiv said the acquisition of Strategic Thermal Labs will bolster the company with crucial data center cooling solutions, including proven cold-plate design and server-side liquid cooling technologies.
Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how you think about buying this dip.
ROP heads into Q2 results with steady earnings estimates as software strength and the Subsplash acquisition may support revenue growth.
Vertiv (VRT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
Billionaire Leon Cooperman holds three very different positions right now, and the gap between the best and worst setups is wider than it looks from the headlines.
Hyperscalers continue to invest massive capital in data centers, and Vertiv has been a major beneficiary.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
The biggest constraint on AI data centers right now has nothing to do with chips, and three industrial stocks are quietly capturing the earnings surge that constraint is creating.
Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.
Vertiv Holdings Co has delivered a very large 3 year return, yet investors now face a split verdict on the stock’s valuation, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while market based multiples look less generous. Vertiv’s share price has returned about 10.5x over the past 3 years, which puts extra pressure on today’s buyers to justify paying up after such a strong run. Rising demand for AI focused data center power and cooling, supported by...
Vertiv and Quanta will both profit from the AI market's explosive growth.
One commands a $15B backlog while the other pivots toward AI cooling, but valuation tells a different story.