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Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.
VRT highlights AI infrastructure growth, rising demand for data centers and a higher 2026 outlook after strong Q2 results.
Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure.
The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...
Vertiv stock sinks as Q2 revenue comes in shy of expectations. Here’s how you should play VRT shares on the post-earnings selloff.
The market is worried that some sales challenges in the second quarter may not prove temporary.
Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.
As the Federal Reserve gets set to release its monetary policy update at 2 p.m. ET, followed a half hour later by Chairman Kevin Warsh's news conference, Wall Street is the unusual position of not knowing what will happen. Prior to Warsh, Wall Street has typically been near certain about what the Fed would do, reflected by markets pricing in around 90% or higher odds of the expected result. The S&P 500 is sharply lower ahead of the Fed reveal, amid rebounding oil prices and the ongoing sell-off in AI and chip names.
The stock's peeled back quite a bit from May's peak, but the analyst community maintains its valuation on VRT shares.
EXLS vs. VRT: Which Stock Is the Better Value Option?
Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Adjusted EPS of $1.52 beat, but revenue missed analyst expectations
One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.
Vertiv Holdings Co. (NYSE:VRT) shares dropped more than 9% in pre-market trading on Wednesday after second-quarter revenue came in below Wall Street expectations, overshadowing stronger-than-expected earnings and an increase to the company’s full-year guidance.
The data-infrastructure company's second-quarter sales of $3.27 billion fell short of analyst expectations even as adjusted earnings topped estimates
Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.
Vertiv (VRT) delivered earnings and revenue surprises of +6.29% and -3.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Shares in Vertiv tumbled more than 9% in premarket trading Wednesday even as the data center equipment maker reported second-quarter earnings above estimates and raised its full-year guidance, with a revenue shortfall offseting the beat.
Data center products and services company Vertiv (NYSE:VRT) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 24.1% year on year to $3.27 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $3.75 billion at the midpoint, or 0.9% above analysts’ estimates. Its non-GAAP profit of $1.52 per share was 6.4% above analysts’ consensus estimates.
Data center products and services company Vertiv (NYSE:VRT) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
VRT heads into second-quarter earnings with its Americas business, AI infrastructure demand, and cooling portfolio in focus as key drivers of growth.
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