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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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7 views
Vertiv's Q1 FY2025 results beat expectations, with strong revenue growth, record backlog, and raised guidance, reinforcing my bullish thesis despite the recent rally. Vertiv's pure-play data center focus and leadership in the AI buildout position it for sustained growth as global data center demand accelerates. I believe Wall Street's post-earnings estimate cuts are illogical and that tariff concerns are largely priced in, giving Vertiv a lower bar to clear and greater potential for future earnings.
