US Economy Kept Growing For 78 Months: These 10 Stocks Top The Leaderboard
The U.S. expansion is 78 months old. Comfort Systems, Bloom Energy and Nvidia lead the S&P 500, as the AI buildout rewarded builders over the megacaps.
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GLJ Research analyst Gordon L. Johnson initiates coverage on Vertiv Holdings (NYSE:VRT) with a Sell rating and announces Price Target of $188.
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The U.S. expansion is 78 months old. Comfort Systems, Bloom Energy and Nvidia lead the S&P 500, as the AI buildout rewarded builders over the megacaps.
Vertiv, a liquid cooling specialist, is positioned as a critical AI infrastructure play that may outperform Nvidia and Palantir. As AI chips generate excessive heat that air cooling cannot manage, Vertiv's liquid cooling systems have become essential for data centers. The company reported 24% YoY revenue growth in Q2 with management guidance for 31% full-year growth, while trading at a relatively attractive 1-year forward P/E of 28 and a PEG ratio of 0.84.
Analysts initiated bullish coverage on VRT, VYLR, ATHR, LMRI and NVT, assigning Buy or Outperform ratings and price targets.