|
Feb 18
|
|
$243.21
$243.21
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Vertiv Holdings Co (VRT) Presents at Barclays...
|
|
Feb 17
|
|
$243.53
$243.21
-0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Vertiv Holdings Co (VRT) Presents at Citi's G...
|
|
Feb 17
|
|
$243.53
$243.21
-0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Vertiv Holdings: Blowout Q4 Keeps The Bullish...
|
|
Feb 14
|
|
$234.53
$243.21
+3.7%
|
LONG
|
Steve Rattner
Economic Analyst / CEO of Willett Advisors
|
While general manufacturing is struggling, Rattner states there is "obviously a huge boom in construction going on in data centers." He also cites the CHIPS Act as a success with factories building in Arizona. Capital expenditure is decisively shifting from traditional industrial plants to digital infrastructure. Companies providing the physical infrastructure (power/cooling like Vertiv) and the chips (Semiconductors) are the sole beneficiaries of this "manufacturing" spend. LONG the picks and shovels of the data center buildout. Overbuild/capacity glut or energy supply constraints. |
Bloomberg Markets
Wall Street Week | Rattner on Manufacturing, ...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
RBC Capital Maintains Outperform on Vertiv Ho...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Goldman Sachs Maintains Buy on Vertiv Holding...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Barclays Maintains Overweight on Vertiv Holdi...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Mizuho Maintains Outperform on Vertiv Holding...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Vertiv Soars On AI Boom, But Valuations Need ...
|
|
Feb 12
|
|
$236.51
$243.21
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - VRT
Vertiv Ain't Cheap But It's Worth Buying (Rat...
|
|
Feb 11
|
|
$248.51
$243.21
-2.1%
|
LONG
|
Dani Burger
Anchor, Bloomberg Television
|
Vertiv shares surging 15.4% on strong demand from hyperscalers. As Big Tech spends $650B+ on AI infrastructure (data centers), they require massive power and cooling solutions. Vertiv is a "pick and shovel" play on this physical infrastructure build-out. LONG. Direct beneficiary of the CapEx super-cycle mentioned by Ives. Valuation concerns after rapid run-up. |
Bloomberg Markets
AI Winners vs Losers on Wall Street | Open In...
|
|
Feb 11
|
|
$248.51
$243.21
-2.1%
|
LONG
|
Doug Burgum
Secretary (Implied Energy/Interior/State Role)
|
Burgum explicitly links energy policy to "what we need for AI." The administration acknowledges AI as a strategic national priority requiring massive power. By clearing "intermittent" obstacles and favoring baseload power, they are paving the way for faster data center energization. Vertiv (VRT) provides the critical power/cooling infrastructure that benefits from this reliable energy supply. Long AI Infrastructure. AI capex slowdown. |
Bloomberg Markets
Offshore Wind Farms Are Security Risks, Burgu...
|
|
Feb 07
|
|
$195.58
$243.21
+24.4%
|
LONG
|
Jim Cramer
Host, Mad Money
|
Vertiv makes power and cooling equipment for data centers. It is a direct infrastructure play on the data center boom. Cramer prefers this over "Comfort Technology" (likely Comfort Systems or Skechers) due to the AI tailwind. |
CNBC
Mad Money 02/06/26 | Audio Only
|
|
Feb 07
|
|
$195.58
$243.21
+24.4%
|
WATCH
|
Jim Cramer
Host, Mad Money
|
Vertiv reports earnings on Wednesday and it "could be a monster quarter." Vertiv manufactures essential power and cooling equipment for data centers. As AI and cloud computing expand, the physical infrastructure needs (keeping servers cool and powered) skyrocket, directly benefiting Vertiv's bottom line. Strong secular trend in data center construction. Cramer notes the stock's performance depends on the "mood of the day," meaning even good earnings might be sold off if the broader market is pessimistic. |
CNBC
I think investors are getting nervous about R...
|