VRT Vertiv Holdings Co Class A Common Stock Loading...

From FLEX earnings calls
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12:30
May 06 ◎
Revathy Advisey CEO, Flex Ltd. FLEX Q4 FY26 call
Management has 'line of sight' into FY28/29 capex requirements and expects FY27's elevated capex ($1.4-1.6B vs $625M in FY26) to be temporary, normalizing in FY28. — The heavy short-term capex is a bottleneck for the AI data center build-out; suppliers and investors should watch for a potential capacity glut if other players make similar moves.
VRT
MED
13:30
Feb 04 ◎
Revathi Advaithi CEO, Flex Ltd. FLEX Q3 FY26 call
Flex sees a technology shift to 800V DC and 1MW+ rack power deployments in embedded power, a space with only a small set of competitors. — Highlights a critical inflection point in data center power architecture, positioning Flex as a leader in a niche market with high barriers to entry, potentially taking share from legacy power players.
VRT
MED

About VRT Analyst Coverage

Buzzberg tracks VRT (Vertiv Holdings Co Class A Common Stock) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Revathy Advisey, Revathi Advaithi.