Electrical Components and Equipment

Vertiv

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AI Power Crunch: Who Can Fill the Gap and Reignite?

Vertiv Launches New Products to Support Nvidia Rubin Platform as Liquid Cooling Becomes AI Infrastructure Necessity

L & S Advisors Reduces Stake in Vertiv Holdings by 77.6%, Holding Drops to 14,876 Shares

Loop Capital Initiates Coverage on Vertiv Holdings Co with 'Buy' Rating, $500 Price Target

NewEdge Wealth LLC and Other Institutions Increase Holdings in Vertiv

Citibank Raises Target Price for Vertiv Holdings to $414 and Maintains Buy Rating

Bokf Na Reduces Holdings in Vertiv Holdings Co.

APEIRON CAPITAL Ltd Invests $2.53 Million in Vertiv

Kornitzer reduces its holdings in Vertiv

Vertiv Acquires Strategic Thermal Labs to Expand Engineering Capabilities

UBS Maintains Buy Rating on Vertiv Holdings with $370 Price Target

Vertiv released FY2026 Q1 earnings on April 22 Pre-Market (EST), actual revenue USD 2.65 B (forecast USD 2.649 B), actual EPS USD 0.9899 (forecast USD 0.83)

Vertiv Releases Q2 Financial Projections

Vertiv to Release FY2026 Q1 Earnings on April 22, Pre-Market EST; Forecast Revenue USD 2.649 B, EPS USD 0.8279

Vertiv Acquires BMarko Structures to Enhance Manufacturing Capability

Barclays Raises Vertiv Target Price to $300 and Maintains 'Overweight' Rating

Jefferies downgrades Vertiv stock rating to 'Hold', lowers target price to $260

Vertiv Invests $50 Million to Expand Manufacturing in Ohio

Nvidia, Arista, and Vertiv Benefit from AI Demand with Network Revenue Surge

HSBC Gives Bullish Outlook on Vertiv Holdings as Stock Reaches All-Time High

Vertiv Announces Expansion of Manufacturing Base in the Americas

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Western Wealth Management LLC reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 78.5% in Q4, owning 1,431 shares worth $232,000. Other hedge funds, like Schroder and Federated Hermes, increased their stakes significantly. Vertiv's stock opened at $340.31, with a market cap of $130.72 billion and a PE ratio of 85.50. The company reported $1.17 EPS for the last quarter, exceeding estimates, and declared a quarterly dividend of $0.0625.

Market Beat

GraniteShares 2x Long VRT Daily ETF

Schroders PLC

Federated Hermes

Ameriprise Financial

NVIDIA

Bank of America

NVIDIA Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Western Wealth Management LLC Trims Holdings in Vertiv Holdings Co. $VRT

ISRG

CRWD

ServiceNow(NOW) rose 8.78%, with a trading turnover 5.2 Billion USD, and a year-to-date fell 32.5%. Accenture(ACN) rose 5.17%, with a trading turnover 940.2 Million USD, and a year-to-date fell 32.9%. Vertiv(VRT) fell 8.41%, with a trading turnover 2.7 Billion USD, and a year-to-date rose 109.7%. Corning(GLW) fell 6.91%, with a trading turnover 3.0 Billion USD, and a year-to-date rose 104.3%.

- The Nasdaq Composite Index fell by 0.51%, with a year-to-date gain of 12.3%.  
- The S&P 500 decreased by 0.07%, accumulating an 8.1% increase this year, while the Dow Jones rose by 0.32% with a 3.4% year-to-date gain.  
- Notable stock movements include NOW up 8.78% but down 32.5% year-to-date, while Accenture rose by 5.17% yet remains down 32.9% for the year, and Vertiv and Corning saw declines in daily trading but substantial yearly gains.

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Caterpillar, Eaton, and Vertiv are emerging as key players in the AI infrastructure sector, showcasing significant revenue growth and strong backlogs. Caterpillar's Power Generation revenue surged 41% YoY, Eaton's Electrical Americas hit a record $3.51B, and Vertiv's revenue jumped 30% YoY. Despite their impressive results, these companies remain under the radar compared to popular AI chip stocks, presenting a potential opportunity for investors focused on the AI buildout.

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WD Rutherford LLC increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 80.7% in Q4, now holding 15,081 shares valued at $2.44 million. Other investors also modified their positions, with 89.92% of the stock owned by institutions. Analysts have a consensus rating of 'Moderate Buy' with a price target averaging $314.45. Recent positive sentiment surrounds Vertiv due to its strong positioning in AI infrastructure and strategic acquisitions.

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WD Rutherford LLC Has $2.44 Million Position in Vertiv Holdings Co. $VRT

L & S Advisors Inc reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 77.6%, holding 14,876 shares after selling 51,617 shares. Other investors, including Park Place Capital Corp, increased their positions. Insider sales included significant transactions by directors, with a total of 489,761 shares sold in three months. Analysts have mixed ratings on VRT, with a current average price target of $314.45. The stock opened at $371.05, with a market cap of $142.52 billion and a recent EPS of $1.17.

Jefferies Financial

Oppenheimer

Morgan Stanley

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

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Vertiv Holdings Co. $VRT Shares Sold by L & S Advisors Inc

BOTZ

IBOT

Allworth Financial LP increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 847.5% in Q4, owning 34,461 shares valued at $5.58 million. Other institutional investors also raised their holdings significantly. Analysts have given Vertiv a 'Moderate Buy' rating, with an average price target of $314.45. Recent positive sentiment from analysts includes price target increases from Bank of America and Royal Bank of Canada, highlighting Vertiv's strong position in AI infrastructure.

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Vertiv Holdings Co. $VRT Shares Acquired by Allworth Financial LP

TGEN

Tecogen (OTCMKTS:TGEN) reported a 12.9% decline in Q1 revenue to $6.4 million and a net loss of $2.2 million, wider than the previous year's loss. The company is investing in research and manufacturing for its dual-power source chiller technology, particularly for data centers. CEO Rangesh noted growing interest from data center customers and an imminent purchase order from Vertiv for 1 megawatt of cooling. Tecogen also has over $8 million in approved non-data center projects, primarily in healthcare.

Tecogen

Tecogen Q1 Earnings Call Highlights

Bank of America has raised its target price for Vertiv (NYSE:VRT) from $370.00 to $440.00, maintaining a 'buy' rating. This indicates a potential upside of 18.54% from the previous close. Other brokerages have also increased their price targets, with a consensus rating of 'Moderate Buy' and a target of $314.45. Vertiv's stock performance shows a 1-year low of $101.00 and a high of $379.93, with a recent trading price of $371.18.

JPMorgan Chase

BNP Paribas

Barclays

Deutsche Bank AG

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JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

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Bank of America Issues Positive Forecast for Vertiv (NYSE:VRT) Stock Price

HVAC

Royal Bank Of Canada raised its price target for Vertiv (NYSE:VRT) from $356.00 to $435.00, maintaining an 'outperform' rating. This indicates a potential upside of 19.81% from the current price. Other analysts have also adjusted their ratings, with a consensus rating of 'Moderate Buy' and a target of $301.27. Vertiv reported a quarterly EPS of $1.17, exceeding estimates, and has set guidance for Q2 2026 at 1.370-1.430 EPS.

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Vertiv (NYSE:VRT) Price Target Raised to $435.00 at Royal Bank Of Canada

Vertiv(VRT.US)