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TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.

VRT's AI infrastructure demand, margin gains, and upbeat outlook support growth, but execution risks, supply-chain volatility, and premium valuation remain risks.

GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.

Has Vertiv Holdings Co (NYSE:VRT) hit a bottom? That’s the big question as the stock has pulled back by roughly 32% from its peak reached in May. While even after the decline, the stock remains up nearly 45% year to date, it’s been under immense pressure in recent weeks amid a broad sell-off around semiconductor […]

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

Vertiv Holdings Co has delivered a very strong run over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the stock trading at a premium. After that kind of performance, the key issue for you is whether the current price still offers a margin of safety. Vertiv Holdings Co has returned about 9.8x over 5 years. This puts extra focus on whether the current valuation already prices in a lot of good...

Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.

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 (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 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.

Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure.

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

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

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.

Adjusted EPS of $1.52 beat, but revenue missed analyst expectations

The data-infrastructure company's second-quarter sales of $3.27 billion fell short of analyst expectations even as adjusted earnings topped estimates

Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.

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.

Autodesk initiated, Norwegian Cruise downgrade: Wall Street's top analyst calls

The latest trading day saw Vertiv Holdings Co. (VRT) settling at $305.87, representing a -4.07% change from its previous close.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters

Vertiv Holdings Co. (VRT) reached $311.42 at the closing of the latest trading day, reflecting a -6.99% change compared to its last close.

In the latest trading session, Vertiv Holdings Co. (VRT) closed at $318.32, marking a -11.07% move from the previous day.

Events in South Korea created jitters in the U.S. technology markets.

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, […]

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.