News

MOD is tackling new supply chain constraints as its data center business doubles for a fourth straight year, while demand remains strong.

Vertiv's scale, integrated AI data center infrastructure and robust backlog make it a stronger cooling play than Modine despite its premium valuation.

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. TPR, VRT, CLS and COR are some such stocks.

These under-the-radar stocks are powering the AI boom, and neither one makes chips.

Applied Digital's AI-fueled surge masks growing concerns over customer concentration, rising debt and an uncertain path to profitability.

Everyone is watching NVIDIA (NASDAQ:NVDA) because it remains the default proxy for every AI headline that hits the wire. But here’s what you should actually be watching. The chip story is the most crowded trade on Earth. Every retirement portfolio, every momentum fund, every cab driver with a Robinhood account already owns it. I’ve held ... Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

In the last week, the United States market has stayed flat, yet it has seen a significant increase of 24% over the past year with earnings forecasted to grow by 19% annually. In this context, identifying stocks that are estimated to be undervalued can offer investors potential opportunities for capitalizing on price discrepancies relative to their fair value.

Vertiv Holdings Co (NYSE:VRT) has completed its acquisition of ThermoKey. The deal expands Vertiv's thermal management product range and European manufacturing footprint. The acquisition is aimed at serving growing cooling needs for AI factories and high density data centers across EMEA. Vertiv focuses on digital infrastructure and thermal management solutions, and ThermoKey adds more system level cooling options to that portfolio. For readers tracking AI related hardware, this move ties...

Vertiv's revenues jump 30%, margins expand, and cooling capabilities increase via ThermoKey, helping it stand out against Super Micro Computer in AI data centers.

Vertiv (NYSE:VRT) has become one of the purest ways to bet on the AI infrastructure buildout. The company sells the power, cooling, and rack systems that keep hyperscale data centers running, and the order book tells you everything. Backlog hit $15 billion at year-end, up 109% YoY, with a book-to-bill near 2.9x. Shares are up ... Vertiv Stock Eyes $400 on AI Data Center Surge

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.

The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the chart as a textbook setup. Comfort Systems USA (NYSE:FIX) Comfort Systems carries a composite rating of 97, an EPS rating of 99, and ... One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’

Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 5, Bank of America Securities analyst Andrew Obin reaffirmed a Buy rating on Vertiv Holdings Co. (NYSE:VRT) stock. While the analyst hasn’t assigned a price target, according to CNN’s compilation of analyst price targets, […]

Vertiv Holdings Co (NYSE:VRT) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI infrastructure angle on June 1, when it announced progress on a production-grade digital twin capability for Vertiv SmartRun integrated into the NVIDIA Omniverse DSX Blueprint. The system is designed to make […]

If you are wondering whether Vertiv Holdings Co at around US$302.87 is still offering value after its big run, the next sections will help you frame that question clearly. The stock has delivered a 0.8% gain over the last week, is down 18.1% over the past month, but is up 72.5% year to date and 173.3% over the past year, with a very large 3 year and 5 year return profile that suggests the price has already moved a long way. Recent coverage has focused on Vertiv as a key player in critical...

Modine Manufacturing Company (NYSE:MOD) is one of the best hot stocks to buy for June. On June 1, GLJ Research reiterated a Buy rating on Modine Manufacturing (NYSE:MOD) and raised its price target to $428. The price target hike comes on the heels of the company raising its 2028 guidance beyond current capacity. Modine Manufacturing […]

Vertiv Holdings Co (NYSE:VRT) is one of the best hot stocks to buy for June. On June 3, Vertiv Holdings Co (NYSE:VRT) board of directors approved a quarterly cash dividend of $0.0625 to be paid on June 25, 2026, to shareholders of record as of June 15, 2026. The company has demonstrated consistent dividend growth, […]

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vertiv Holdings Co (NYSE:VRT) ranks # (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 96 Top Pick Of: Leon Cooperman — Omega Advisors Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, […]

Is VRT a good stock to buy? We came across a bullish thesis on Vertiv Holdings Co on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co’s share was trading at $300.57 as of June 8th. VRT’s trailing and forward P/E were 81.39 and 52.36 respectively according […]

Vertiv Holdings Co (NYSE:VRT) introduced PurgeRite NearZero, a data center fluid management solution focused on reducing water consumption and haul-off needs during cooling system commissioning. The launch targets sustainability concerns tied to AI era infrastructure and high-density computing growth. PurgeRite NearZero is Vertiv’s first major product centered on water resource optimization in commissioning processes for data centers. For investors following NYSE:VRT, this launch sits...

Vertiv is proving that the biggest AI winners won't necessarily only be the companies making the chips.

The VIX has jumped as investors reassess AI spending, interest rates, and economic growth. That could create opportunities in semiconductor, industrial, and homebuilder stocks.

Dell Technologies leads four stocks flagged for strong interest coverage ratios as screens target debt-paying power and EPS growth.

Vertiv Holdings Co (NYSE:VRT) is one of the best data center stocks to invest in according to billionaires. In the past six months alone, Vertiv shares have gained more than 63%. The shares have surged more than 175% over the past year. On June 3, Vertiv Holdings Co (NYSE:VRT) introduced a new fluid management service […]

The firm has seven new Buy ratings and one Sell within what it calls the multi-industry and electrical equipment sectors. “We are positive on our data-center power/cooling names…our price targets imply about 30% to 40% upside,” wrote analyst Varun Govindaraj, adding they have technical advantages.

Nike downgraded, Oscar Health upgraded: Wall Street's top analyst calls

Investing.com -- Bernstein initiated coverage of the U.S. multi-industrials and electrical equipment sector in a note on Wednesday, flagging Vertiv and nVent as its outperform-rated picks in data center power and cooling, with price targets implying 30% to 40% upside for each.

Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday’s action, and things didn’t work out quite as well on Tuesday. Once again, the market gapped open higher as the “Buy the dip” legions came in to ride what they thought would be another wave higher, only ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More

A number of stocks fell in the afternoon session after early gains reversed and a midday helicopter incident introduced a new layer of uncertainty across cyclical sectors.

Vertiv Holdings Co (NYSE:VRT) expanded its partnership with NVIDIA to co develop an 800 volt DC power architecture for AI focused data centers. The company also launched a production grade digital twin solution aimed at simulating and optimizing AI factory level infrastructure. These moves are intended to support power hungry AI workloads and help large operators plan and operate complex data center environments. Vertiv is best known for power, cooling, and infrastructure solutions that...