Vertiv Holdings Co. (VRT) closed the latest trading day at $90.62, indicating a +0.14% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily loss of 0.16%. Meanwhile, the Dow experienced a rise of 0.04%, and the technology-dominated Nasdaq saw a decrease of 0.18%.Coming into today, shares of the company had lost 10.62% in the past month. In that same time, the Computer and Technology sector gained 6.77%, while the S&P 500 gained 3.15%.The investment community w ...

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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. ...

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. ...

VANCOUVER, BC and WESTERVILLE, Ohio, June 18, 2024 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) and Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, have entered into a strategic technology partnership with a focus on backup power applications for data centres and critical infrastructures, scalable from 200kW to multiple MWs.Collaborating to demonstrate the technical feasibility and customer benefits of hydrogen-powered fuel cell solutions ...

文章核心观点 - 公司专注于数据中心、通信网络和商业/工业市场的数字基础设施的设计/制造/服务 [3] - 公司提供多元化的产品组合,包括电源管理/存储、液体冷却等热管理解决方案,以及集成服务器机架系统等,在云转型和生成式AI浪潮中扮演关键角色 [4][5][6] - 公司与英伟达和英特尔等科技巨头建立了战略合作关系,有望从行业趋势中获益 [6][7] - 公司最近几个季度业绩表现出色,收入和利润均实现了大幅增长 [8][9][10][11][12] - 公司已经大幅提升了2024财年的业绩指引,显示管理层对未来保持信心 [13][14][15] 行业分析 - 数据中心基础设施行业正处于快速增长阶段,受益于云计算和AI等新兴技术的发展 [5][6][7] - 行业内其他公司如Modine、Lennox和AAON也普遍表现良好,估值水平较高 [20][21] - 公司的净负债率相对较高,存在一定风险,但管理层计划在未来降低至2倍以下 [22][23][24] 公司分析 - 公司订单和产品销售保持强劲增长,为未来业绩提供有力支撑 [14][15] - 公司毛利率和营业利润率持续提升,显示盈利能力不断增强 [11][12] - 公司自由现金流状况良好,有能力内部融资支持未来发展 [17] - 公司股价已经大幅上涨,当前估值较高,但仍有较大的长期上涨空间 [26][27] - 公司内部人士近期大量套现,但同时也有大规模股票回购,整体保持平衡 [29]

Vertiv (VRT) shares have surged 98.5% year to date, outperforming the broader Zacks Computer & Technology sector’s return of 10.2% and the Zacks Computers - IT Services industry’s growth of 5.9%.Vertiv offers cooling and power management infrastructure technologies primarily addressing data center providers. It is riding on strong AI-driven order growth. The growing focus on thermal management by data center providers bodes well for Vertiv.In the first quarter of 2024, orders jumped 60% year over year while ...

Thanks to an Nvidia name drop, Vertiv is an object of investor affection right now.With artificial intelligence (AI) getting installed in big-tech data centers at a rapid pace, the investment world has begun fretting over a new set of related problems: higher energy consumption. The semiconductor systems used to power AI -- like those from Nvidia -- consume copious amounts of energy, so much so that expectations for global power demand are rapidly rising.Nvidia isn't worried. It has an ecosystem of engineer ...

文章核心观点 - 人工智能(AI)仍然是华尔街的新热点,各公司持续广泛讨论这项技术 [1][9] - 一些公司如Vertiv和Digital Realty Trust为投资者提供了AI相关的投资机会,同时也通过派息回报股东 [2] Vertiv公司总结 - Vertiv是一家Zacks排名第2的公司,提供数据中心、通信网络和商业/工业设施的电源、制冷和IT基础设施解决方案和服务 [3] - Vertiv公司业绩表现强劲,预计当前年度收益将同比增长近40% [4] - Vertiv公司利用AI热潮,上季度创下公司历史最高6.3亿美元的订单量 [4] - Vertiv公司上调了当前财年的销售指引,中值增加3000万美元 [5] Digital Realty Trust公司总结 - Digital Realty Trust从事技术相关房地产的所有权、收购、改造和管理,提供数据中心、托管和互联解决方案 [6] - 市场充分认可了Digital Realty Trust的有利地位,过去一年股价上涨44%,超过标普500指数25%的涨幅 [7] - Digital Realty Trust的客户包括甲骨文、英伟达和IBM等知名企业,股息收益率为3.3%,高于金融板块2.2%的平均水平 [7] - Digital Realty Trust过去5年的年化股息增长率为3% [7]

Most investors may not have heard of Vertiv, but it contributes significantly to the AI process. Companies like Alphabet, Microsoft, and Nvidia soak up a lot of attention in the artificial intelligence (AI) race -- the first two because they invest in public-facing products, like ChatGPT (Microsoft) and the generative AI chatbot Gemini (Alphabet). And in the case of Nvidia, that's due to its indispensable chips and the stock's incredible performance. But don't forget about what is behind the curtain. A numb ...