7 Stocks on Jim Cramer’s Radar

2. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 92

Vertiv Holdings Co (NYSE:VRT) was mentioned during the episode and here’s what Cramer had to say:

“We’re all worried about Nvidia. If tomorrow Nvidia pulls the rug and says things aren’t that good then Vertiv goes down 10% and that’s when we buy it. Let’s wait till they give us the all-clear or not. Either way, it’s a clearing event. That’s… our plan.”

Vertiv (NYSE:VRT) specializes in providing and supporting critical digital infrastructure solutions and lifecycle services for data centers, communication networks, as well as various commercial and industrial sectors.

Baron Small Cap Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q4 2024 investor letter:

“Vertiv Holdings Co (NYSE:VRT), a critical digital infrastructure solutions provider for data centers, continued to perform well. With a leading market share in power and cooling applications for data centers, Vertiv is seen as a prime beneficiary of the AI-related data center buildout. At its November Analyst Day, Vertiv raised organic sales guidance to 12% to 14% CAGR for the next five years and gave guidance of 16% to 18% organic revenue growth for 2025. Vertiv also increased its target adjusted operating profit margin from 20% to 25%. While impressive on their own, these forecasts can prove conservative we think. With the stock up 141% in 2024, we have been trimming the stock into strength to manage position size but hold a large stake as we believe in its growth and that the stock is reasonably valued even after great appreciation the last two years.”