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. ...

文章核心观点 - 作者是一名资深研究分析师,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者拥有10年投资银行从业经验,对市场有独特的见解和知识,希望为其他投资者提供不同的投资组合观点 [1] 公司相关内容 - 作者持有NVDA和TSM的长期有利头寸,包括股票、期权或其他衍生工具 [1] - 作者撰写本文是出于自己的观点,未收到任何报酬(除了来自Seeking Alpha) [1] - 作者与本文提到的任何公司都没有业务关系 [1] 行业相关内容 - 本文分析仅供参考,不构成专业投资建议 [1] - 投资前需要进行深入的个人研究和尽职调查,因为交易存在许多风险,包括资本损失 [1]

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 ...

财务数据和关键指标变化 - 第三季度有机销售增长19%，超出预期114百万美元，主要受益于美洲和EMEA的发货时机 [22][12] - 调整后的营业利润为4.17亿美元，同比增长121百万美元，调整后的营业利润率达到20.1%，首次超过20% [23][12] - 调整后的自由现金流为3.36亿美元，较去年增长115百万美元，年初至今自由现金流为7.73亿美元 [24][12] 各条业务线数据和关键指标变化 - 美洲有机销售增长21%，液冷产品对销售贡献显著 [25] - APAC有机销售增长10%，中国市场表现良好，但预计第四季度不会保持双位数增长 [26] - EMEA有机销售增长25%，主要受Colocation和Hyperscale客户的强劲需求驱动 [26] 各个市场数据和关键指标变化 - EMEA市场的需求持续强劲，显示出AI相关需求的增长 [27][12] - APAC市场的调整营业利润率较去年下降260个基点，但预计第四季度将有所改善 [26] 公司战略和发展方向和行业竞争 - 公司将继续专注于液冷技术，预计液冷市场将以30%的复合年增长率增长 [17] - 公司与NVIDIA的合作将推动AI工厂的未来发展，强调了在数据中心基础设施中的市场领导地位 [9][20] - 公司在液冷市场的竞争优势在于技术基础、广泛的产品组合和强大的客户关系 [10][8] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2025年将实现更高的增长，受益于AI的推动 [32][12] - 管理层强调，尽管面临竞争，但公司在市场中的地位和技术优势将继续支持其增长 [10][9] 其他重要信息 - 公司已将2024年调整后的自由现金流预期提高至10亿美元，较之前预期增加125百万美元 [30] - 公司计划在即将举行的投资者活动中进一步阐述其资本配置策略 [53][32] 问答环节所有提问和回答 问题: 关于超大规模数据中心的订单时机 - 公司表示，超大规模客户的订单通常是针对正在部署的建筑进行下单，具体的PO下单方式因客户而异 [34] 问题: 关于第三季度订单的表现 - 公司确认第三季度的订单表现超出预期，尽管市场仍然存在订单波动性 [37] 问题: 关于ODM的市场角色 - 公司将ODM视为市场的合作伙伴，而非竞争对手，强调了与ODM的协同机会 [38] 问题: 关于2025年收入加速的预期 - 公司认为2025年的收入加速将来自于强劲的需求和不断增长的订单积压 [42] 问题: 关于液冷市场的竞争 - 公司对液冷市场的胜率持乐观态度，认为其市场份额目标与当前的胜率一致 [45] 问题: 关于服务业务的增长 - 公司对服务业务的增长感到满意，特别是在液冷领域的服务能力上 [70] 问题: 关于资本支出模式 - 公司表示，第四季度的资本支出通常较高，且正在执行多个扩展项目 [66]