Power Systems and Electronics SME

Why Vertiv stock soared today. The AI infrastructure boom is far from over. By Joe Tenebruso - Oct 28, 2026 at 10:07PM EST Key points. * Vertiv's power and cooling systems are in high demand. * The data center equipment maker's profits are surging. * 10 stocks The Motley Fool, LLC like better than Vertiv" Shares of Vertiv Holdings (VRT +16.48%) popped on Wednesday after the digital infrastructure supplier's leadership provided bullish commentary on the artificial intelligence (AI) market. AI-fueled growth. Vertiv's net sales surged 61% year over year to $4.3 billion in the third quarter. The gains were broad-based. Revenue in the company's Americas, Asia-Pacific, and Europe, the Middle East, and Africa (EMEA) segments climbed 75%, 50%, and 23%, respectively. Vertiv's power and cooling products are increasingly being used in AI data centers. Although concerns are mounting that rising debt levels and higher interest rates could force construction to slow, Vertiv CEO Giordano Albertazzi has a different view. "We are in the middle of the largest infrastructure build-out, and it's accelerating," Albertazzi said. "The demands on data center infrastructure are evolving faster than ever, and Vertiv's role in that build-out keeps expanding." To seize this opportunity, Vertiv is investing aggressively to accelerate product development and boost its production capacity. VRT - Vertiv. $242.94 +$34.38 (+16.48%) NYSE · As of 4:00 PM ET 10/28/26 VRT · 5Y +837.26% Key data points. Market cap $80.29B Day's range $228.81 - $245.31 52wk range $147.82 - $379.94 Volume 19.5M Avg volume 5.8M Gross margin 35.73% Dividend yield 0.12% All told, Vertiv's adjusted earnings rocketed 78% higher to $2.21 per share. That was well above Wall Street's projections of $1.82. Additionally, Vertiv's operating and free cash flow jumped 64% and 50%, respectively, to $794 million and $652 million. Vertiv is well-positioned to profit from future advances in AI. Management now expects full-year adjusted earnings to increase by 70% to $7.15 per share. "We are in an industry where the more technology changes, the better it is for us," executive chairman Dave Cote said. "We keep investing, we keep building, and what we have built is designed to scale." Is Vertiv a smart long-term play? Before you buy stock in Vertiv, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Vertiv wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $337,166!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,339,143!* Now, it's worth noting Stock Advisor's total average return is 904% - a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of October 29, 2026.

Vertiv CEO says 'largest infrastructure buildout' is accelerating as Q3 earnings beat estimates, outlook raised. Published: Oct 28 2026, 06:05 PM IST * FB * TW * Linkdin * Whatsapp * GNFollow Us Vertiv's third-quarter adjusted earnings topped Wall Street expectations by 21%, supported by stronger profitability and cash generation. * Vertiv's adjusted operating profit surged 83% to $1.09 billion, with margins expanding to 25.2%. * Organic orders more than doubled year-over-year, while adjusted free cash flow increased 50% to $652 million. * The company expects fourth-quarter adjusted EPS of $2.22 to $2.28, above the $2.21 analyst consensus. Vertiv Holdings Co. (VRT) shares surged around 16% on Wednesday as CEO Giordano Albertazzi highlighted accelerating demand for data center infrastructure amid what he described as the "largest infrastructure buildout". The comments came as Vertiv reported a 61% year-over-year increase in fiscal third-quarter (Q3) revenue to $4.31 billion, nearly 15% above Koyfin's estimate of $3.76 billion. The critical digital infrastructure firm reported adjusted earnings per share of $2.21, up 78% year-over-year and beating Koyfin's consensus estimate of $1.82. Vertiv also raised its full-year 2026 guidance across key financial metrics. At the time of this writing, VRT Stock was trading more than 15% higher in the premarket session. Vertiv CEO highlights accelerating infrastructure buildout. "We are in the middle of the largest infrastructure buildout, and it's accelerating," Albertazzi said. He added that demands on data center infrastructure are evolving rapidly and that Vertiv's role in the buildout continues to expand. Albertazzi said the company is shortening product development cycles from years to months, expanding capacity and improving productivity. Executive Chairman Dave Cote also expressed confidence in the company's growth opportunities, saying, "I believe there is a long runway ahead and the opportunity only gets bigger from here." Vertiv sees strong order growth, projects solid Q4 results. Vertiv's adjusted operating profit increased 83% to $1.09 billion, while adjusted operating margin expanded 290 basis points to 25.2%. The company reported adjusted free cash flow of $652 million, up 50% from a year earlier. Vertiv's organic orders grew more than 100% year-over-year in the third quarter, reflecting the strong demand highlighted by management. The company also reported 55% organic sales growth during the period. For the fourth quarter, Vertiv expects adjusted EPS of $2.22 to $2.28, compared with the analyst consensus of $2.21. The company also forecasts revenue between $4.31 billion and $4.51 billion, against the $4.31 billion estimate. Vertiv raises guidance on strong demand. Vertiv raised its full-year 2026 adjusted EPS forecast to $7.10 to $7.20, up from its previous outlook of $6.65 to $6.75. The company also raised its revenue guidance to $14.45 billion to $14.85 billion, up from its earlier projection of $13.8 billion to $14.2 billion. Vertiv attributed the higher guidance to strong demand visibility, ongoing capacity investments and disciplined execution. The company raised the midpoint of its annual revenue forecast by $650 million, citing broad-based global demand for data center infrastructure. Executive Chairman Dave Cote highlighted the company's continued investment in technology and capacity, saying, "We keep investing, we keep building, and what we have built is designed to scale." What retail thinks about VRT Stock. On Stocktwits, retail investors' sentiment around VRT stock flipped to 'extremely bullish' territory amid high message volume. So far this year, VRT stock has rallied nearly 19%. By comparison, the State Street Industrial Select Sector SPDR ETF (XLI), which holds the stock, has risen over 6% over the same period. Stay updated with all the latest Business News, including market trends, Share Market News, stock updates, taxation, IPOs, banking, finance, real estate, savings, and investments. Track daily Gold Price changes, updates on DA Hike, and the latest developments on the 8th Pay Commission. Get in-depth analysis, expert opinions, and real-time updates to make informed financial decisions. Download the Asianet News Official App from the Android Play Store and iPhone App Store to stay ahead in business. 0 Comments / 0 New

Wall Street in positive territory after Federal Reserve keeps interest rates unchanged. The main US stock indices reacted positively to the Federal Reserve's decision not to change interest rates. In equities, Oracle had a very positive day after reporting optimistic results. October 28, 2026 at 8:14 p.m. US stock markets closed Wednesday's session in positive territory after the Federal Reserve (Fed) kept interest rates unchanged, without giving a clear signal about a possible hike in December. After two consecutive sessions of gains, the S&P 500 fluctuated around the flatline and closed up 0.28%, at 7,744.34 points. The index even touched session lows after the Bank of Canada raised rates and signaled that further hikes may be necessary. The Nasdaq Composite rose 0.27%, to 26,549.85 points, and the Dow Jones rose 0.19%, to 52,479.62 points. The benchmark interest rate remained in the range between 3.75% and 4%, in a decision with two dissenting votes. "The accumulation of more information will help the committee determine the appropriate policy to ensure a timely return of inflation to the 2% target," the central bank says in the statement. At the press conference, Fed Chair Kevin Warsh highlighted signs of stronger-than-expected economic activity, supported by consumption and business investment. "It is our responsibility to bring inflation down," he said. "We have made clear our readiness to act as circumstances require and shown our willingness to act," he added. "The Fed seems comfortable staying patient for now, since financial conditions have generally evolved in line with expectations," said Luis Alvarado of Wells Fargo Investment Institute, quoted by Bloomberg. "But patience should not be confused with complacency. Warsh made clear that Fed officials remain prepared to act if price pressures become widespread." In equities, Oracle rose almost 11% after forecasting free cash flow of $30 billion in the fiscal year ending in May 2029. Investors had expected that figure to remain negative, according to data compiled by Bloomberg. The forecast eased concerns about the company's return on investment in artificial intelligence (AI). SK Hynix shares listed in the US rose more than 13% after the company announced it will return about another $45 billion to shareholders and forecast that the shortage of essential components for Nvidia's accelerators (-1.17%) will last at least until 2030. Vertiv, which makes electrical equipment for data centers, rose more than 16% after forecasting that 2026 sales will nearly triple compared with 2021.