Vertiv Holdg Action Forum

Vertiv Holdings Co: 3rd quarter profit rises and beats estimates. $VRT (-2 %)

Vertiv Holdings Co ( VRT ) reported third-quarter profit that rose from the year-ago period and beat Wall Street estimates.

The company's profit amounted to 176.6 million dollars, or 0.46 dollars per share. In the third quarter of the previous year, the figure was 94.1 million dollars or 0.24 dollars per share.

Excluding special items, Vertiv Holdings Co reported adjusted earnings of $290.5 million, or $0.76 per share, for the period.

Analysts on average had expected earnings of 0.69 dollars per share, according to figures from Thomson Reuters. The analysts' estimates generally do not include any special items.

The company's turnover rose by 19.0% in the quarter from 1.742 billion US dollars in the previous year to 2.073 billion US dollars.

Vertiv Holdings Co's results at a glance (GAAP):

-Profit (Q3): $176.6 million vs. $94.1 million last year.

-EPS (Q3): USD 0.46 compared to USD 0.24 in the previous year.

-Sales (Q3): USD 2.073 billion compared to USD 1.742 billion in the previous year.

https://www.rttnews.com/3483371/vertiv-holdings-co-q3-profit-increases-beats-estimates.aspx

Earnings next week 🗓️

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Vertiv Holdings Co (NYSE:VRT) is one of Goldman Sachs' top stocks for Phase 2 of the AI industry, up 145% year-to-date

https://www.insidermonkey.com/blog/vertiv-holdings-co-nysevrt-is-a-top-goldman-sachs-phase-2-ai-stock-up-145-ytd-1372352/

Vertiv and Nvidia collaborate on 7MW reference architecture for GB200 NVL72

$VRT (-2 %)

"We are proud to deepen our collaboration with Nvidia to enable AI-driven data centers of today and tomorrow," said Giordano Albertazzi, CEO of Vertiv.

"As a leading provider of critical power and cooling infrastructure, Vertiv is uniquely positioned to support the Nvidia GB200 NVL72 platform. Our portfolio of high-performance power and cooling solutions combined with our global reach enables customers to deploy AI data centers faster, more efficiently and more flexibly to handle compaction, dynamic workloads and upgrades, and enable future-proof designs."

Jensen Huang, founder and CEO of Nvidia, added: "For accelerated computing and generative AI, new data centers are being built with architectures that are significantly more complex than those for general-purpose computing.

"With Vertiv's world-class cooling and power technologies, Nvidia can realize our vision to reinvent computing and build a new industry of AI factories that produce digital intelligence that benefits every business and every industry."

The architecture comes despite reports that Nvidia's Blackwell GPUs are sold out for the next 12 months. This week, Nvidia reached an all-time market capitalization of $3.4 trillion, but fell more than $200 billion due to potential sales restrictions in the Middle East and a slowdown in ASML sales.

https://www.datacenterdynamics.com/en/news/vertiv-and-nvidia-collab-on-7mw-reference-architecture-for-gb200-nvl72/

Shares: Analysis - Valuation - Key figures

Hello folks,

unfortunately I'm not very familiar with the valuation of shares, which key figures are important, what should you pay attention to, why is it a good or bad share?

For example, I have a lot of questions about the stock (Tenable Holdings | US88025T1025) $TENB (+1,55 %)

I refer to two sources for the key figures:

https://aktienfinder.net/aktien-profil/Tenable%20Holdings-Aktie

and

https://de.tradingview.com/symbols/GETTEX-TE7/financials-overview/

If you go to Tradingview under Financials > Overview, you can see that the enterprise value is 4.56B$, debt is only 384.72M$, so a small part.

However, under Financial data > Statements you can always see a negative net income from Q4'22 to Q2'24, which is actually bad, isn't it? Things are probably not running smoothly yet.

In the forecast, however, the share is strongly advised to buy, the outlook is also consistently positive, as you can see, max. 32.65% compared to -6.91% is almost already a reason to buy.

At Aktienfinder.net, the earnings stability is also very positive across the board, as is the forecast - how can the data from above be correct if they always have negative net income?

Similarly, earnings growth of 10/10 is expected, i.e. a good share price in the future, but further down there is a warning about the balance sheet profit of 0.06, which is very negative.

What do you do with this share now? Both portals are absolutely positive about the share, but somehow I only see negative net income, and the financial data show mixed profitability.

If I now look at (Vertiv Holdings | US92537N1081) $VRT (-2 %) on both sides, then this would be more of a reason to buy, except that it is now overvalued, i.e. it has already run very strongly. However, the net income here is consistently positive in the financial data > statements.

Can you give me some insight into what I should be looking at? I'm a bit confused.

Thanks a lot!

Full order books at $VRT (-2 %)

"We are still in the early stages of unlocking the potential of this business. The data center market remains extremely positive for the foreseeable future," added Dave Cote, Executive Chairman of Vertiv.

The company thus exceeded its own forecast.

https://www.it-times.de/news/vertiv-us-netzwerkausruester-dank-ki-boom-mit-vollen-auftragsbuechern-aber-verlusten-159782/