Stockchase Opinions

Jim Cramer - Mad Money Vertiv Holdings VRT-N BUY Apr 23, 2025

Today they reported a clean top and bottom line beat, and raised their full-year sales forecast. Shares soared 8.6% today

$78.000

Stock price when the opinion was issued

Technology
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BUY ON WEAKNESS

He bought it back today on a dip. The quarter was excellent, growing 13-15% in various metrics. Everything is in place for growth. Quarters and reactions to them are fickle.

COMMENT

We don't know how much they source from China, so we don't know the impact of tariffs. They can pass on prices to customers. Growth is above the market, but sustainable.

DON'T BUY

This will probably go down 10-15% after today's tariff news. Many feel it's a broken stock, though is doing well, but that doesn't matter now becayse the market is highly emotional.

BUY ON WEAKNESS

Bounced off support level, so that's good news. He's looking at a near-term (1-year) chart, so take that into account. Consolidating around the neckline, and then broke out. Make sure that neckline is not broken. Might retrace, but generally looks OK. Next resistance ~$140. Decent-looking picture.

PAST TOP PICK
(A Top Pick Jun 03/24, Up 12%)

Still likes it. It's tied to data centre buildout and AI. As the tech sector moves up, so will this. He sees upside.

BUY

They just delivered a top and bottom line beat and raised their full-year guidance.

BUY

Geared specifically for data centres. Cooling for computers and for the rooms themselves. Already posted fantastic results.

BUY

Liquid cooling systems. Capitalizing on data centre buildout. Sells the picks and shovels into the long-term secular trend (he's a huge fan of this type of strategy). Inning 4-5 of the infrastructure buildout, with capex numbers moving up. 

Massive opportunity. Trades at lower multiples because margins are a bit smaller and growth is less than NVDA's. Exposure to revenue from data centre systems is higher than peers. Best pure play in manufacturing components within the data centre space.

BUY

Reported a great quarter and has rallied 20%. The data centre crazy isn't dying anytime soon.