10 Stocks Moving On Key Analyst Calls

4. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Investors: 104

Todd Gordon, Founder of Inside Edge Capital, talked about VRT is a CNBC program last month and highlighted the company’s importance in the AI boom. He believes the stock is fairly valued.

“Vertiv Holdings Co (NYSE:VRT) is the name I want to focus on. It’s only up 25%. I’m laughing at what you just said about Intel up 19% for the year. Vertiv Holdings Co (NYSE:VRT) was up significantly, almost 200% in 2024, and has gone quiet relatively speaking in 2025, looking to break higher. They are a critical power and cooling infrastructure company that keeps AI data centers running cool and online. They are part of Nvidia’s partner network and work directly with Nvidia on customized liquid cooling and power designs for the big GPUs that run really hot. They have a few competitors, Eaton and Emerson, but those companies don’t have the customized solution to work as closely with Nvidia. Technically, the stock has been quiet relatively speaking in 2025. It’s formed a technical inverse head-and-shoulders pattern, which is a continuation pattern. If it breaks up through 157, we could reemerge and maybe see a little of what happened in 2024. The company is an earnings powerhouse, beating estimates 14 of 17 times. It’s fairly valued, trading at about 30–32 times forward earnings, which relatively speaking is not terrible. I just increased the exposure in Vertiv Holdings Co (NYSE:VRT) from 1.5% in our growth portfolio to 2.5%, so I think we go higher.”

ClearBridge Select Strategy stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its second quarter 2025 investor letter:

“Vertiv Holdings Co (NYSE:VRT) and Comfort Systems continue to benefit from the growing focus on AI and the underlying infrastructure investments required to support it. Vertiv delivers power and thermal management systems critical for data center operations, while Comfort Systems provides HVAC and electrical systems installation and maintenance. These names helped offset weakness across our more cyclical industrial positions that have yet to see a meaningful upturn in economic activity.”