VRT
NYSE · Electrical Equipment
Vertiv Holdings Co-A
$330.40
+23.43 (+7.63%)
VRT News30 articles
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.
Vertiv Shares Slip as AI Rally Pivots to New Drivers
Vertiv shares slipped 3.6% for the week, trailing the S&P 500 and Nasdaq as AI stock momentum shifts. Q1 sales surged 30% to $2.65B, and the company raised its 2026 outlook.
Super Micro Rebounds on AI Rally, But Thin Margins Persist
Super Micro Computer shares rose 4.3% on Tuesday, joining a Micron-led AI hardware rally. However, fiscal Q3 gross margins remained at 9.9%, underscoring ongoing profitability concerns.
Vertiv Stock Splits Opinion as AI Bets Diverge Among Funds
Vertiv (VRT) attracts divided institutional interest: New Age Alpha ups stake 466%, while two other funds reduce holdings. AI data center demand lifts Q1 sales 30%.
Vertiv Shares Tumble 8.5% Ahead of Key Investor Conference
Vertiv Holdings shares dropped 8.5% to $339.41 on Monday, erasing over $12 billion in market value ahead of a key investor conference. The decline outpaced peers as U.S. tech stocks fell broadly.
Vertiv Stock Ends Volatile Week with Analyst Optimism Ahead of Investor Conference
Vertiv shares ended a turbulent week with a 1.4% Friday dip but a 9.1% weekly gain, as analysts from RBC and Loop Capital released upbeat reports ahead of the company's investor conference.
Forgent Power Soars on Record Orders, AI Data Center Demand Drives Growth
Forgent Power Solutions raised its FY2026 revenue forecast after record Q3 bookings of $867 million, signaling robust AI data center demand. Shares jumped in premarket trading.
AMD's Bullish Forecast Propels S&P 500 and Nasdaq to New Records
The S&P 500 and Nasdaq closed at all-time highs Wednesday, driven by AMD's strong forecast and a slide in oil prices.
Vertiv Hits New High as AI Infrastructure Demand Drives Growth
Vertiv shares hit a 52-week high Friday as Q1 net sales jumped 30% to $2.65B, fueled by AI data-center demand. The company raised its 2026 outlook and expanded its liquid cooling portfolio.
Vertiv Acquires Liquid-Cooling Firm as AI Data Centers Heat Up
Vertiv Holdings Co has acquired Strategic Thermal Labs, a Texas-based liquid-cooling specialist, to strengthen its AI and high-performance computing data center offerings. The move follows a 30% jump in Q1 net sales.
Vertiv Completes Strategic Thermal Labs Buyout, Bolstering AI Cooling Portfolio
Vertiv Holdings has closed its acquisition of Strategic Thermal Labs, expanding its AI data-center cooling capabilities. The deal comes amid a 30% Q1 sales surge and an upgraded 2026 forecast.
Vertiv Shares Rise as JPMorgan Boosts Target on AI Data Center Demand
Vertiv shares closed up 0.5% at $323.46 after JPMorgan raised its target to $350, driven by AI data center demand. Q1 sales surged 30% to $2.65B, but cautious Q2 guidance tempered enthusiasm.
Vertiv Q1 Surges on AI Demand, Lifts 2026 View; Stock Dips on In-Line Q2 Guide
Vertiv posted a strong first quarter with sales up 30% and raised its full-year and 2026 guidance, driven by robust demand for AI infrastructure. However, its stock edged lower as the second-quarter outlook aligned with analyst projections.
Vertiv Stock Drops 5% Ahead of S&P 500 Inclusion Amid Broad Market Selloff
Vertiv Holdings Co saw its stock decline nearly 5% on Friday, even as the company prepares to join the S&P 500 index next week. The drop coincided with a broader market retreat driven by inflation concerns.
Coherent Soars on S&P 500 Inclusion, Fueled by Nvidia AI Partnership
Coherent Corp shares advanced nearly 6% following its upcoming inclusion in the S&P 500 index, building on momentum from Nvidia's recent $2 billion strategic investment. The company also reported strong quarterly revenue growth and launched new laser products.
Lumentum Surges on S&P 500 Inclusion, Fueled by Nvidia AI Partnership
Lumentum Holdings shares rallied over 10% on news of its upcoming inclusion in the S&P 500 index, extending gains driven by a major strategic partnership with Nvidia focused on AI photonics.
Vertiv Shares Retreat Amid Broader Tech Sell-Off, AI Valuation Concerns
Vertiv Holdings Co shares declined 2.9% on Thursday, pulling back from an all-time high as the Nasdaq Composite fell 1.3%. The drop occurred amid renewed investor focus on stretched technology sector valuations.
Vertiv Shares Dip Ahead of Holiday as Investors Assess Record Backlog
Vertiv Holdings shares retreated 0.8% Friday, closing at $234.53, as investors digested the company's record $15 billion backlog and strong quarterly results ahead of the U.S. market holiday.
Data Center Stocks Split as Nvidia Dips, Dell and Arista Gain Ahead of Key Data
Data center stocks showed mixed performance Friday, with Nvidia declining 2.2% while Dell and Arista Networks gained over 4%. Markets await Walmart earnings and critical economic data.
Vertiv Gains Investment-Grade Rating After Strong Earnings
Vertiv Holdings shares eased slightly Friday but posted a nearly 20% weekly gain after S&P upgraded its credit rating to investment-grade BBB- on strong earnings and surging orders.
Vertiv Shares Climb on Robust Data Center Demand, Backlog Hits $15 Billion
Vertiv Holdings extended its rally after reporting a 252% surge in organic orders and raising its 2026 outlook, with backlog reaching $15 billion. The company cited strong hyperscale and colocation demand.
Vertiv Shares Retreat After Record Surge on AI-Driven Order Boom
Vertiv shares pulled back 2.3% in premarket trading following a 24.5% surge driven by a 252% jump in organic orders and a raised 2026 outlook. The company will stop reporting quarterly order figures due to volatility.
Nvidia Gains on Samsung HBM4 Shipments Amid China Export Scrutiny
Nvidia shares advanced in premarket trading following Samsung's initial shipments of next-generation HBM4 memory, a critical component for AI accelerators. The company continues to navigate strict U.S. export controls on chip sales to China.