Electrical Components and Equipment

Vertiv

01164

FLNC

TSLA

CORP

BA-A

AI’s ultimate arbitrage: delivery lead times are life-or-death — who will capture the 'power overflow' windfall?

CGN MINING

Fluence Energy

Bloom Energy

Tesla

Howmet Aerospace

iShares Global Corp Bond UCITS ETF

Pmco Inv Grade

Boeing

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A

GE Vernova

Baker Hughes

Cummins

Ceres Power Holdings plc

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

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

VRTL

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.

Top Gainers&Losers

ServiceNow

Accenture

Intuitive Surgical

CrowdStrike

Abbott Laboratories

Corning

Seagate Tech

Quanta Services

Micron Tech

Top 5 US Stock Gainers/Losers (>100B) (5.18)

POWR

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.

Caterpillar

Eaton

iShares U.S. Power Infrastructure ETF

Forget hyperscalers, these stocks are the new AI plays

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.

Evercore

ROYAL BANK OF CANADA

HSBC

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

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

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

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

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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.

Global X Robotics & Artificial

VanEck Robotics ETF

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

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

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.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

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.

iShares US Industrials

AdvisorShares HVAC and Industrials ETF

ISHRS S&P Glb Indus

VG Industr

Spdr Select Indu

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

Vertiv(VRT.US)