VRT
NYSE · Electrical Equipment
Vertiv Holdings Co-A
$244.04
-9.24 (-3.65%)
VRT News30 articles
Vertiv's 9.6% Slide: Valuation Reset or Warning Sign?
Vertiv's 9.6% drop on September 9 erased most of its post-acquisition rally, signaling a valuation reset rather than a business setback. The stock still trades at a premium, raising questions about sustainability.
Vertiv Stock Surges 9.6% Post-UIG Deal, Earnout Structure Shifts Risk
Vertiv (VRT) shares climb 9.6% post-UIG deal announcement. Earnout structure shifts risk to sellers, with $1.15B contingent on EBITDA targets.
Vertiv Stock Tumbles 10.9% on Yield Spike, AI Valuations Under Pressure
Vertiv (VRT) shares plunged 10.9% last week, wiping out $12.3 billion in market value, as a spike in Treasury yields challenged the AI infrastructure company's premium valuation.
Vertiv's $12.3B Slide Tests AI Valuation as Yields Surge
Vertiv (VRT) saw $12.3B wiped from its market value last week as rising yields pressured AI stocks. Shares fell 10.9%, testing the premium on AI-linked growth.
Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.
Super Micro Stock Climbs on Strong Margin Outlook Ahead of Earnings
Super Micro (SMCI) shares gained 4.2% after preliminary calculations indicated a 73% rise in gross profit, driven by improved margins and strong demand, ahead of its fiscal Q4 report.
Powell Industries Shares Slide on Record Backlog Execution Concerns
Powell Industries shares dropped 13.8% in after-hours trading as record backlog raises delivery concerns, despite Q3 revenue and EPS beating estimates.
Caterpillar Rebounds After Baird Downgrade on Data Center Demand Worries
Caterpillar shares bounce back 3.1% after a 6.9% drop triggered by Baird's downgrade, which cut its price target to $900 from $1,200 over AI data-center demand fears.
Vertiv Rebounds as Revised Forecast Pushes H2 Revenue Target to $8.08B
Vertiv shares climb 4.9% in premarket after a 17.3% drop, as a raised full-year outlook requires an additional $326 million in H2 sales.
Wall Street Suffers Steep Losses as Fed Holds Rates Steady
U.S. stocks dropped sharply Wednesday after the Fed held rates steady and oil prices surged, with the Dow losing over 1,150 points as AI hardware stocks led declines.
IREN Shares Slide 10.6% as Market Shifts Focus from AI Demand to Delivery
IREN shares dropped 10.6% to $30.34, erasing recent gains, as market attention moves from AI demand to delivery execution.
Vertiv Shares Slide on Americas Revenue Miss Despite Strong Q4 Guidance
Vertiv shares dropped 10.9% in premarket trading after Q2 revenue missed estimates by 3.1%, though adjusted EPS and cash flow exceeded expectations. Q4 guidance implies 50% year-over-year sales growth.
Grid Emergency Tests AI Trading as Equipment Stocks Slide
U.S. markets opened with a grid emergency testing AI-driven energy trading, as shares of grid and data-center providers fell an average of 4.1%.
GE Vernova Dips 4% as Cash Flow Timing Raises Investor Concerns
GE Vernova shares slipped 4% as investors focused on cash flow timing, despite a record $176 billion backlog and robust demand from data centers.
AI Platform Stocks Seen as Next Growth Phase After Nvidia's Run
As semiconductor stocks enter correction, AI platform operators may deliver the next upside surprise, with Alphabet's earnings on July 22 as a key test.
Eaton Outperforms S&P 500, Trades at 40x Earnings
Eaton shares rose 2.2% for the week, outperforming the S&P 500. The stock trades at 39.8 times trailing earnings, with a focus on margins and upcoming economic data.
Vertiv Shares Surge 6% Amid Volatile Week, Nearing 50x Earnings
Vertiv (VRT) closed up 6.1% for the week at $318.86, with shares swinging 18% between a low of $287.11 and a high of $338.88.
Bloom Energy Shares Slide on Hunterbrook Short Report Over China Scandium Supply
Bloom Energy shares dropped 7.6% after Hunterbrook released a short report alleging China-linked scandium supply risks could delay AI data center expansion.
Penguin Solutions Surges on AI Memory Strength, Cash Flow Concerns Linger
Penguin Solutions surged 23% after a strong Q3 beat driven by AI memory sales, but cash burn and rising receivables temper the rally.
Super Micro (SMCI) Dips 2.8% as Stock Trades Below June Share Price
Super Micro (SMCI) dropped 2.8% to $26.44, staying below its June $27.50 share sale price, as the market weighs its $7.0B fundraising needs against AI orders.
Vertiv Shares Surge 8% as AI Data Center Demand Drives Valuation to 58x Cash Flow
Vertiv shares surged 8% to $324.62, valuing the company at 58 times its 2026 adjusted free cash flow outlook as AI data center demand fuels investor enthusiasm.
GE Vernova's Weekly Gains Narrow as Q2 Earnings Approach
GE Vernova (GEV) closes the holiday week up 6.5% but shares fell 5.3% over two sessions, narrowing the cushion to Bernstein's $1,206 target ahead of Q2 earnings.
AI Stock Divergence in June: Memory and Power Plays Diverge
June saw a clear divide in AI stocks: suppliers with solid orders versus high-multiple spenders. Key players reported strong revenue, while hyperscalers raised debt to fund buildouts.
Honeywell Aerospace Debuts as $72B Spin-Off, Data-Center Doubts Loom
Honeywell Aerospace started trading as a $72 billion spin-off, joining the S&P 500 and S&P 100 on day one, as data-center demand uncertainty weighs on the sector.
Vertiv stock slides 6.6%, erasing $8.4B as AI infrastructure price concerns mount
Vertiv (VRT) plunged 6.6% to $304.15, erasing $8.4B in market value—over 80% of FY2025 revenue—as AI infrastructure stocks retreated. Analysts still see upside with $380 targets.
Power Infrastructure Stocks Surge as Grid Constraints Challenge AI Growth
GE Vernova surged 18% in a holiday-shortened week, outpacing Vertiv and Eaton, as US regulators push for faster grid connections to support AI-driven data center demand.
Vertiv Nears Record Highs on AI Cooling Demand and Strategic Moves
Vertiv shares rose nearly 10% to $333.05 in a holiday-shortened week, buoyed by a GLJ Research upgrade and the completion of the ThermoKey acquisition, as AI data-center cooling demand remains in focus.
Vertiv Surges 7% as AI Infrastructure Demand Fuels Rally
Vertiv shares surged 7.3% to $321.49 as investors piled into the AI data-center supplier following strong Q1 results and a raised 2026 forecast, but high valuation raises caution.
Forgent Power Surges 37% Above Follow-On Price as AI Data Center Demand Drives Record Orders
Forgent Power shares surged 37% above its $47 follow-on price, fueled by record bookings and backlog as AI data center demand keeps investor interest high.
Navitas Soars on Nvidia AI Partnership, But Valuation Concerns Loom
Navitas shares jumped 19.3% on Nvidia AI deal, but fell 7.25% after hours. Weak Q1 revenue and intense competition raise doubts.