Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and Vertiv Holdings Co. (VRT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Sc ...

Key Takeaways FDX is flagged for strong interest coverage as investors look for stability amid Middle East tensions.TPR's consensus sales and EPS are seen up 11.2% and 26.7% year over year for the current FY.CLS is projected to grow sales 53.8% and EPS 67.9% this FY, after averaging 8% earnings surprises.An ill-informed investor can lose money by betting on a stock based solely on the numbers flashing on a real-time trading screen. This is why a deeper review of a company’s financial background is essential ...

股价表现与市场比较 - Vertiv (VRT) 股价在过去一个月内上涨了28%，表现优于Zacks计算机和科技行业板块同期17.7%的涨幅 [1] - 公司股价表现也优于同行，同期Hewlett-Packard Enterprise (HPE) 和 Super Micro Computer (SMCI) 股价分别上涨16.8%和26.7% [1] - 股价的优异表现可归因于其广泛的产品组合，以及对AI部署驱动下数据中心日益增长的电力与热管理需求的把握 [2] 业务与产品组合 - Vertiv 是数据中心热管理与电源管理解决方案的领先提供商，其高效节能的电源和冷却解决方案在AI硬件和边缘计算日益复杂化的背景下至关重要 [5] - 公司产品组合涵盖热管理系统、液体冷却、不间断电源(UPS)、开关设备、母线槽和模块化解决方案 [2] - 公司正通过收购和合作来扩展其产品组合与技术能力，以更好地服务于数据中心客户不断变化的需求 [8][9] 增长战略：收购与合作 - 公司近期宣布收购先进液体冷却技术专家Strategic Thermal Labs ("STL")，以增强其在高密度数据中心环境中的能力 [6] - 此项收购增强了公司在冷板设计、服务器端液体冷却和热验证方面的工程专业知识，有助于提升系统性能、可靠性和生命周期，并支持其更广泛的热链战略 [7] - 其他收购，如PurgeRite（流体管理和液体冷却）和BMarko Structures（模块化基础设施），进一步扩展了公司的技术组合和服务能力 [9] - 在2026年第一季度，收购贡献了公司收入的4% [9] - 公司与NVIDIA (NVDA) 建立了重要合作伙伴关系，旨在通过数字化的电源和冷却资产、标准化的12.5MW模块化构建块以及系统级设计，改善AI工厂的物理基础设施，以降低部署复杂性、加快准备速度并提高可扩展性 [8][14][15] - 公司拥有广泛的合作伙伴基础，包括Generate Capital、Caterpillar、Ballard Power Systems、Compass Datacenters、Oklo、Intel、ZincFive和Tecogen等 [13] 国际扩张与市场表现 - 强劲的国际扩张正成为公司增长的关键驱动力，在2026年第一季度，美洲地区有机销售额增长44%，亚太地区(APAC)增长12%，欧洲、中东和非洲地区(EMEA)预计将在下半年反弹 [10] - 广泛的国际市场增长势头表明公司有能力抓住不同市场的需求，利用数据中心和AI部署的全球基础设施趋势 [11] - 国际扩张的积极影响也体现在客户合作上，例如，公司的融合基础设施解决方案被选中用于EcoDataCenter在瑞典的AI数据中心项目 [12] 财务业绩与展望 - 公司预计2026年第二季度营收将在32.5亿美元至34.5亿美元之间 [8][16] - 2026年第二季度有机净销售额预计将增长20%至24% [16] - Zacks对Vertiv 2026年第二季度营收的一致预期为33.8亿美元，暗示同比增长28.17% [16] - 公司预计2026年第二季度非GAAP每股收益在1.37美元至1.43美元之间 [17] - Zacks对2026年第二季度每股收益的一致预期为1.43美元，该数字在过去30天下调了2.05%，但表明同比增长50.53% [17] 估值水平 - Vertiv 目前估值偏高，其价值评分为D [18] - 按过去12个月的市净率(P/B)计算，Vertiv 目前的交易倍数为29.95倍，而更广泛的计算机和科技行业为10.92倍 [18]

Baron Capital, an investment management company, released its Q1 2026 investor letter for the "Baron Small Cap Fund". A copy of the letter can be downloaded here. Baron Small Cap Fund was down 7.90% (Institutional Shares) in Q1 2026, trailing the Russell 2000 Growth Index's -2.81% return. The first quarter started with optimism driven by expectations for higher growth and interest rate cuts, while the market sentiment shifted at the end of the quarter. The release of new AI applications unsettled markets du ...

Frieda He will join Vertiv as the new Chief Procurement Officer, effective May 5, 2026 COLUMBUS, Ohio, May 5, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced Frieda He has joined the company as Chief Procurement Officer (CPO). She will lead Vertiv's global procurement organization, with a focus on further strengthening supply chain resilience, enabling growth, optimizing cost and value, and driving supplier quality across the company's portfolio, ...

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I'm a 22-year-old UK-based investor and analyst. I focus on three sectors: AI infrastructure, fintech, and defense technology. I run a concentrated personal portfolio with core positions in Nebius (NBIS), Vertiv (VRT), Kraken Robotics (KRKNF), and SoFi Technologies (SOFI). My approach combines deep fundamental research with disciplined position sizing and a long-term view.My Investment PhilosophyI build my approach around three ideas.First, I take large positions in businesses I understand deeply. I'd rathe ...

Shares of Vertiv (VRT 0.11%) have climbed over 250% in the past year, as investors recognized the company's role in providing the critical power and cooling for the build-out of AI data centers. This run has pushed the stock to roughly 47 times forward earnings, a multiple we're not used to seeing for an industrial business of this kind.First-quarter adjusted earnings, reported last week, grew 83% year over year as the company converted a project backlog that more than doubled last year to over $15 billion. ...

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April? - 24/7 Wall St. Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing Vertiv (VRT) stock posted 31% April gains despite a 256% one-year surge, as its power and thermal management products convert slower than direct ASIC shipments. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Arm wasn't one of them. Get them here FREE. Follow 24/7 Wall St. on Google This post may contain links from our ...

When Jeff Bezos said that one breakthrough technology would shape Amazon's destiny, even Wall Street's biggest analysts were caught off guard. Fast forward a year and Amazon's new CEO Andy Jassy described generative AI as a "once-in-a-lifetime" technology that is already being used across Amazon to reinvent customer experiences. How could anything be worth that much? At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with ...