This summary was created by AI, based on 6 opinions in the last 12 months.
The reviews from different experts provide a mixed outlook on Vertiv Holdings. While some experts view the company's performance as solid and ahead of expectations, others remain cautious due to the company's missed quarters in the past. The new CEO's efforts to improve the company's performance and product quality are acknowledged, but there are concerns about the need to raise prices to offset production costs. Overall, the consensus seems to be that the company has potential for long-term growth, despite short-term fluctuations in the stock market.
The quarter was solid and ahead of expectations. However, the guidance was only near the mid point of estimates, and after the strong stock run, this 'wasn't enough' for short term investors. Sales guidance still calls for good growth, but EPS guidance of 32c to 36c was short of estimates (37c). But the 4Q showed EPS doubling on a 13% increase in revenue. We are certainly comfortable with that. Debt is declining and margins are robust. AI stocks are seeing selling today but overall things look good here longer term. We would be OK picking away on the buy side. It is not expensive and nothing has really changed. The sector is going to be highly volatile this week with multiple large companies reporting.
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We do not think a long term investment decision should be dictated by a single quarter. We are comfortable with its outlook and would consider $60 an attractive price.
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Great chairman. If it had been in the S&P, this would have been the best performer of that index.
They make the best products under a good, new CEO and were able to raise prices.
They've missed several quarters. The new CEO is doing a better job, but he must raise prices to keep up with production costs.
Vertiv Holdings is a American stock, trading under the symbol VRT-N on the New York Stock Exchange (VRT). It is usually referred to as NYSE:VRT or VRT-N
In the last year, 6 stock analysts published opinions about VRT-N. 5 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Vertiv Holdings.
Vertiv Holdings was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Vertiv Holdings.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
6 stock analysts on Stockchase covered Vertiv Holdings In the last year. It is a trending stock that is worth watching.
On 2024-03-18, Vertiv Holdings (VRT-N) stock closed at a price of $77.14.
He sold it before and on the quarter to turn a good profit. Then, NVDA reported their great quarter. So, he bought back Vertiv, because they sell the cooling racks for data centres (NVDA showed growth in this area).