VRT Ticker Curator

• Michigan: Bipartisan bills propose moratorium on new data centers amid working-class protests against secretive hyper-scale AI builds.
• South...

Federal lab innovation eyes AI data center efficiency amid surging power needs:

• NGDCI unites ORNL expertise for secure, reliable AI infrastructure,...

Key VRT Metrics (Feb 27, 2026):

• Close: $254.89 (-$4.34, -1.67%)
• After Hours: $253.00 (-$1.89, -0.74%), Vol 821K
• Day Range: $245.67–$257.80; Vol 6.96M (112% vs 65-day avg)
• 52-Week Range: $53.60–$264.86

Key water risks from AI data center growth:

• 72% of water use off-site for power generation within 4 years
• Indirect consumption to nearly double to...

Missouri lawmakers are addressing proposed bills to regulate AI data centers, with Republican reps discussing AI infrastructure rules at the Capitol. State-level push signals hurdles for builds, potentially delaying VRT backlog conversion.

Stock Movements

• Shares Slide: Vertiv shares slide as investors reassess data-center cooling following surge after Feb. 11, 2026 results and...

Trump's key AI data center policy shift:

• Announcement: Tech companies must cover energy costs for AI data centers.
• Goal: Prevent higher bills for nearby residents.
• Critics: Only partial fix for rising energy prices; moratorium calls emerge.

Financing tightens for non-hyperscale data centers amid lagging AI workload returns:

• Blue Owl backs out of $10B Oracle deal, shares down 25% YTD.
  -...

• Stock pullback underway: Vertiv shares sliding as investors reassess data-center cooling demand post-earnings
• Surge sets up risk: Shares had...

Key drivers in AI data center surge:

• Construction persists in Dalton despite local opposition and public concerns
• Thousands building nationwide to...

Vertiv reported a $1.3 billion net profit for the year—a 169% YoY increase—on $10.2 billion revenues, highlighting strong financial momentum in the AI-driven market.

Cyclical Risks Exposed: Vertiv's power/cooling for data centers saw 252% Q4 order surge, but model is narrow and tied to volatile capex cycles.

• No...

• Earnings Blowout: Vertiv posted 252% organic orders growth and adjusted diluted EPS +37% in Q4.
• Backlog Boom: Orders pushed backlog to $15.0B...

Vertiv's tailored solutions shine in India’s AI boom:

• Five-stack AI strategy (energy to apps), govt GPU push, and 500 GW renewables by 2030 fuel...

• AI workloads trigger bursty power surges and thermal spikes in high-density DCs.
• Rack-level mitigation slashes infrastructure oversizing by 50%+...

Data center boom hits snags: 30-50% of 140 planned 2026 projects (16GW demand) face delays from power shortages, opposition, and grid issues.

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VRT dominates Industrials sector momentum:

• 3M: A+ grade, 54.62% gains (+284% vs sector median 14.20%)
• 6M: 109.72% (+819% vs 11.93%)
• 1Y: 185.30% surge (+866% vs 19.17%), beats 5Y avg by 92%
  Stock closed at $262.19 (+3.57%), eyeing further upside.

Schneider Electric's earnings crush highlights surging data center demand, a key positive for VRT peers:

• Data centers/networks drive 30% of orders,...

Stock Price Surge

• 🔥 All-Time High Reached: Vertiv Holdings Co stock reached an all-time high of $255.85 and traded as high as $264.86.
• Recent...

Key Q4 highlights fueling investor interest:

• EPS beat: $1.36 vs $1.29 expected
• AI-driven growth: 26% sales increase
• Stock reaction: +25% since Feb 11 earnings, new 52-week high
• Analyst split: Bullish sentiment but -18.6% downside forecast