
Vertiv Holdings Co. ($VRT) is experiencing significant stock performance following its recent Investor Day, where bullish comments contributed to a surge in its stock price. The stock closed at $140.94 on November 20, 2024, marking a 14.57% increase and a new all-time high. Over the past year, Vertiv has tripled in value, reflecting strong investor confidence. Analysts noted that the company is poised to benefit from projected growth in data center power demand, which is expected to increase fivefold over the next five years. This trend is anticipated to have positive implications for power generation suppliers as well. The stock has been highlighted in various investment lists, including being rated as a top stock in the MarketSurge 250 Growth list. The recent performance aligns with broader market trends, as both Vertiv and Nvidia have seen substantial gains over the past year.
Quite a datacenter power capacity growth estimate from $VRT. 👀🔥 A ~+5x demand growth in 5yrs & still constraints! Bodes well for power gen. suppliers (power anything, really) like $PSIX, $CAT, $CMI, $GEV etc. , with likely an outsize impact on smaller, more pure-pnay $PSIX https://t.co/pSdQIrUZ7t
Pretty nice projections from the $VRT investor day. But I still wonder if justifies the ~40x multiple for this Datacenter buildout beneficiary. https://t.co/Lx6TlPSegL
Oh my. Implications to power-anything providers from this $VRT data? Power capacity added to data centers is expected to ~5x in the next few years and still be constrained 👀😱🔥. That is one heck of a mega-trend. $PSIX https://t.co/5aZWFKOqWT











