10 AI News You Should Take a Look At

5. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 91

Vertiv Holdings Co (NYSE:VRT) designs and manufactures critical digital infrastructure solutions, offering power management, thermal systems, and lifecycle services for data centers, communication networks, and industrial environments across multiple regions.

On January 28, Melius Research downgraded Vertiv Holdings (NYSE:VRT) to Hold from Buy, with a $125 price target, along with other companies like Eaton, Johnson Controls, and Trane. The firm is not concerned about earnings results for 2025 or 2026 but highlighted that the AI-driven capex boom may have peaked which could lead to potential challenges in valuation multiples. While the market’s recent reaction has priced in some risk, Melius sees limited potential for outperformance and noted that the positive capex revision cycle appears to have peaked for the sector as a whole.