Vertiv Holdings Co Aktie News

Vertiv Holdings Co. remains a Buy, with durable AI-driven demand and strong positioning in next-gen data center infrastructure. Q4 2025 earnings are likely to beat consensus, driven by robust Americas growth and expected EMEA recovery. Operating margins are expanding faster than modeled, with Q3 already at 22.3%, making Q4 margin guidance appear conservative and supportive of EPS upside.

Of the five stocks, three are benefiting from data center expansion.

Ulta Beauty shares gained more than 10% in the quarter after the company reported results ahead of market expectations. We added EMCOR Group, Inc. to the portfolio during the quarter. We also added Vertiv Holdings Co. We sold Air Lease, a leading aircraft leasing company that specializes in providing a wide range of commercial aircraft to airlines worldwide, helping it expand its fleets and mee...

Data center cooling specialist Vertiv solves a problem the AI data center industry didn't fully anticipate. Digital Realty Trust is in infrastructure space, but growth isn't the only thing this unique ticker offers its shareholders.

Vertiv's partnership with Nvidia makes it one of the most compelling liquid cooling solution providers. The AI boom is still in its early stages, and tech giants need Vertiv's services to ensure AI chips do not overheat.

Data centers require specialized cooling systems to avoid damaging equipment. Vertiv is a key supplier of liquid cooling technology used in data centers.

Artificial intelligence is still the top investment opportunity in a generation. As AI evolves and matures, however, the sources of its best opportunities change.

Nvidia partner Vertiv flirted with a buy point in Thursday's stock market with substantial earnings growth expected.