VRT news & sentiment — Vertiv Holdings Co

MAY 27·finance.yahoo.comMed

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

The article argues AI infrastructure beneficiaries beyond NVIDIA. It cites Micron revenue tracking toward $58B and net income at $24B, with next earnings June 24. It highlights Coherent’s silicon photonics (NVIDIA $2B stake), Vertiv’s liquid cooling, Constellation’s $1.6B Three Mile Island restart (835 MW) under a Microsoft deal, and Eaton’s grid equipment backlog. It notes transformer lead times up to 2.5 years.

MAY 25·insidermonkey.com

TD Cowen Raises its Price Target on Vertiv (VRT)

TD Cowen raised its price target on Vertiv (VRT), according to the article. The piece also discusses broader AI expectations, citing Andy Jassy’s comments on generative AI and Elon Musk’s forecast of 10 billion humanoid robots by 2040. It includes promotional claims about an “underdog” stock and reported past newsletter returns.

MAY 25·finance.yahoo.com

TD Cowen Raises its Price Target on Vertiv ( VRT )

TD Cowen raised its Vertiv (VRT) price target to $387 from $347 and kept a Buy rating, citing unchanged 2026 guidance and an updated long-term outlook of 20%-22% five-year organic revenue CAGR and adjusted operating margins above 27% by 2030. RBC raised its target to $435 from $356 (Outperform), expecting investor-event focus on data center power/cooling. Vertiv reported Q1 adjusted EPS of $1.17 vs $1.01 consensus on $2.65B revenue.

$VRT

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

TD Cowen Raises its Price Target on Vertiv (VRT)

TD Cowen Raises its Price Target on Vertiv ( VRT )

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