Analyst Says She Will Continue to Buy Vertiv Holdings (VRT) on Weakness Amid ‘Decade-Long’ Theme

Vertiv Holdings Co (NYSE:VRT) is one of the 10 Buzzing Stocks Everyone is Talking About.

Stephanie Link, chief investment strategist and portfolio manager at Hightower, explained in a recent program on CNBC why she recently bought Vertiv Holdings Co (NYSE:VRT).

“I love the theme. I’ve been pounding the table for two and a half years on this theme. Verdive is the very best in the business and I and I just got it got away from me. It was always too expensive and so this stock is down 25% from its highs. Yesterday it was down 12% on the rumors that AWS was building a cooling system. I’m like you’ve got to be kidding me. These guys Vertiv have an end-to-end solution and services and a huge install base. And so down 12% I averaged down and I’m going to continue on any weakness because I still believe very strongly in this decade long theme.”

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Carillon Scout Mid Cap Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2025 investor letter:

“Vertiv Holdings Co (NYSE:VRT) provides data center infrastructure equipment and services. The stock suffered amid concerns over a near-term slowdown in orders for its cooling systems, which we believe was primarily due to hyperscalers that are redesigning their data centers to cram more equipment into each server rack. Broader concerns regarding artificial intelligence demand and fears of peak levels of capital spending have also weighed on investor sentiment. We believe a significant number of new data centers must be built to meet the demand for increasing AI training and inference workloads globally. These power-hungry systems generate more heat and require greater power density, which can be addressed by the more efficient power and cooling solutions that Vertiv provides.”

While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.