I believe Vertiv Holdings (NYSE: VRT ) represents a compelling investment opportunity in the rapidly expanding digital infrastructure sector. In my opinion, Vertiv is exceptionally well positioned to capitalize on three major tailwinds: the explosive growth in AI-driven data centerWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, ...

A discounted cash flow valuation reveals my intrinsic value for Vertiv stock. Vertiv Holdings (VRT -1.21%) is reporting increases in revenue, profits, and customer activity as the boom in artificial intelligence persists. *Stock prices used were the afternoon prices of Oct. 28, 2024. The video was published on Oct. 30, 2024. ...

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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, TSM either through stock ownership, options, or other derivatives. I wrote this article ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporatio ...

Vertiv Holdings (VRT) reported third-quarter 2024 non-GAAP earnings of 76 cents per share, beating the Zacks Consensus Estimate by 7.04%. The figure jumped 46.2% year over year.VRT’s earnings beat the Zacks Consensus Estimate in the trailing four quarter, which is commendable.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Net sales increased 19% year over year to $2.07 billion, surpassing the Zacks Consensus Estimate by 4.64%. Net sales on an organic basis increased 19.2% year over y ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Vertiv Holdings Co. (VRT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Vertiv currently has an ...

Financial Data and Key Metrics - Q3 organic sales increased by 19% YoY, with double-digit growth in all three regions [11] - Adjusted operating profit reached $417 million, beating guidance, with a 20.1% adjusted operating margin, expanding 310 basis points [12] - Adjusted free cash flow was $336 million in Q3, with $773 million generated year-to-date [12] - Leverage reduced to 1.4x by the end of Q3, strengthening the balance sheet [12] - Full-year guidance raised: organic growth expected at 14%, adjusted operating profit at $1.485 billion, and adjusted free cash flow at $1 billion, up $125 million from previous guidance [12][28][30] Business Line Performance - Power management represents 32% of the business, thermal management 30%, IT systems 10%, infrastructure solutions 5%, and services 23% [15] - Liquid cooling growth exceeds market growth, with the company rapidly gaining market share [17] - The company has a complete range of liquid and high-density solutions, including in-rack CDUs, manifolds, and immersion cooling [18] Market Performance - EMEA led with 25% organic sales growth, driven by strong demand from colocation and hyperscale customers [26] - Americas saw 21% organic sales growth, with broad strength across multiple market verticals and product lines [25] - APAC sales increased 10% organically, with China growing double-digits, though the company remains cautious about Q4 growth in China due to macroeconomic challenges [26] Strategic Direction and Industry Competition - The company is focused on AI and liquid cooling, with AI driving demand for data centers and liquid cooling becoming increasingly important [6][7] - Vertiv's portfolio is the broadest in the industry, covering thermal systems, power management, IT solutions, modular solutions, and services [8] - The company is working closely with key technology providers like NVIDIA to co-develop solutions for AI factories [9][20] Management Commentary on Operating Environment and Future Outlook - Management is optimistic about the long-term growth trajectory, driven by AI and data center demand [6][9] - The company expects growth in 2025 to accelerate relative to 2024, supported by strong orders and operational performance [10][12] - Inflation is expected to continue, and the company has incorporated this into its commercial excellence programs [14] Other Important Information - The company has expanded capacity, including a new modular solutions facility in the Americas, which started production and shipments in Q3 [14] - The Vertiv Operating System (VOS) continues to deliver incremental capacity, productivity gains, and reduced lead times [14] - The company plans to share revised long-term margin ambitions at the November 18th Investor Event [23] Q&A Session Summary Question: How does order timing work for hyperscalers building multi-location campuses? - Orders are typically placed for buildings currently being deployed, with good visibility on the entire program but exact PO timing varying by hyperscaler [34] Question: What drove the outperformance in Q3 orders? - The company exceeded Q3 order expectations, with strong trailing 12-month order growth indicating a healthy long-term trajectory [37] Question: How does Vertiv compete with ODMs in liquid cooling? - ODMs are seen as a go-to-market opportunity rather than competition, with Vertiv providing technology and service support to ODMs [38] Question: Will Vertiv continue to disclose trailing 12-month order numbers? - Yes, the company will continue to use trailing 12-month orders as the primary metric due to the lumpiness of orders [42] Question: How is the backlog expected to trend in 2025? - The company is optimistic about 2025 growth, supported by a strong backlog and pipeline, though specific details will be shared at the November Investor Event [42][43] Question: What is driving the confidence in incremental margins? - Confidence is driven by operational leverage, commercial execution, and a favorable price-cost environment [54] Question: How is the shift to liquid cooling affecting services revenue? - The services business is growing, with increasing demand for liquid cooling-related services, including installation, commissioning, and predictive maintenance [70] Question: Will thermal management growth outpace power management? - Liquid cooling is expected to grow rapidly, but power management will also benefit from data center densification, with the entire portfolio expected to see positive growth [72]