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Stock impact report

Vertiv (VRT) Cut to Peerperform as Wolfe Sees Balanced Risk-Reward [Yahoo! Finance]

Vertiv Holdings, LLC Class A (VRT) 
Company Research Source: Yahoo! Finance
After an extended period of outperformance, the firm sees a balanced risk-reward profile for the stock. Wolfe Research noted that this is the first time that they are not recommending the stock since December 2022. Analysts noted that after a period of outperformance, “the stock now looks balanced in our bull vs. bear skews.” “VRT has been the top-performing EE/MI stock over the past 3 years. Since we upgraded to OP rating in Dec-2022, the stock has risen ~14x with the NTM P/E multiple re-rating from ~13x to ~36x, on an EPS base that has quadrupled over that time frame. This has been a remarkable story.” Vertiv Holdings Co (NYSE:VRT) is a global provider of digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities. While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalu Show less Read more
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