Invest with Henry on $VRT (Oct 27, 2026)
VRT is down 49% from its peak while EPS rose 60% last quarter and is expected to grow about 36% next year, and analysts have raised expectations since July as the stock moved the opposite way — the speaker calls this a huge opportunity. He is very optimistic that Nvidia's new server power system, with VRT equipment arriving by the end of this year, is an important catalyst for the stock to rise. Risks are real: sales missed last quarter on delayed large projects, and the stock moves about twice as much as the market; he will wait for the October 28 earnings before deciding.
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Well, the three stocks are Vertiv,
In fact, the three stocks I follow are down between 44% and 49% from their peaks. Therefore, these shares have been sold so much that I believe they represent a huge opportunity.
Vertiv is one of them. It is 49% lower than its highest level. So, Vertiv is actually a company specializing in the field of energy and cooling.
Umam, Vertief, Nebius, and Bloom Energy. Okay, let's talk a little about Vertief or VRT. This company has a significant advantage in the fields of energy and cooling.
Therefore, Vertief sells power and cooling systems that keep those chips running . Its biggest deal was the $1.4 billion purchase of a company that makes energy solutions next to data centers.
Nvidia is changing the way power is delivered to AI servers starting in 2027, with Vertiv equipment arriving by the end of this year . So, I am very optimistic about that. I believe that the new power system for Nvidia servers and Vertiv equipment expected by the end of the year will be an important catalyst for the rise of this stock.
Um, yes, regarding Vertiv, you can see here that it was trading at over $370 per share. Literally , the price has dropped by 37% in about 3 months.
So, when I look at this price drop, it's shocking because earnings per share actually rose by 60% in the last quarter, and earnings are expected to grow by about 36% next year.
Therefore, I am impressed with the current stock situation. This is a rather strange phenomenon, because Vertief's earnings per share actually jumped by 60% in the last quarter.
Analysts now expect profits to grow by 36% next year. So, they raised expectations since July, but the stock has gone in the exact opposite direction. Well, it's a good company , but there's an unexpected element here. Good? The risks are real.
Sales came in lower than expected in the last quarter because some large projects were delayed, and the stock fell by more than 13% that day. Vertief's stock also fluctuates almost twice as much as the market .
This means that the "beta" coefficient is equal to two.
Therefore, they will announce their results on October 28, which is a very soon date . Um, so I'll wait a little while, but I'm very interested in the stock, and I'll likely announce my decision on the stock to my Discord community as soon as the earnings are announced.
As you can see here for Vertiv, which is shown on the screen, the report will be released in two days. So wait.