Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term. When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brok ...

In terms of valuation, Vertiv Holdings Co. is presently being traded at a Forward P/E ratio of 35.89. This denotes a premium relative to the industry's average Forward P/E of 26.59. Vertiv Holdings Co. (VRT) closed the latest trading day at $86.88, indicating a -0.15% change from the previous session's end. The stock's change was less than the S&P 500's daily gain of 0.09%. Meanwhile, the Dow gained 0.09%, and the Nasdaq, a tech-heavy index, added 0.3%. Prior to today's trading, shares of the company had lo ...

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. ...

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%. For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.42 per share and a revenue of $7.72 billion, signifying shifts of +36.72% and +12.46%, respectively, from the last year. Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the ...

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. 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. ...

"As the soaring increase in data usage is driving up power demand and expansion of data centre capacity globally, the need to effectively manage electricity consumption and the carbon footprint of this energyintensive sector is critical to achieve net-zero targets," said Nicolas Pocard, Vice President Marketing and Strategic Partnerships, Ballard. "Ballard and Vertiv's strategic partnership enables both parties to leverage our respective strengths to offer cost-effective, zero greenhouse gas (GHG) emission ...

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]

In the first quarter of 2024, orders jumped 60% year over year while backlog surged roughly 33% to $6.3 billion. Most of these orders will be delivered beyond 2024. For the second quarter of 2024, Vertiv expects revenues between $1.9 billion and $1.95 billion, indicating an organic growth rate of 11-13% year over year. Non-GAAP earnings are expected between 53 cents and 57 cents per share. The Zacks Consensus Estimate for 2024 revenues is pegged at $7.72 billion, indicating year-over-year growth of 12.46%. ...