Vertiv is soaring amid the AI boom, outpacing Nvidia’s run with a 1,445% gain over three years. The Ohio-based company runs critical data center infrastructure focused on power, cooling, and IT, feeding the AI revolution behind the scenes.
Vertiv’s revenue grew 16% annually over four years, partnering with Nvidia on AI challenges like cooling. CEO Giordano Albertazzi dropped this update last quarter:
"We continue to see accelerated scaling of AI deployments across the data center market, with strong demand signals reinforcing both our near- and long-term growth outlook… Our partnership with NVIDIA and our reference designs for their GB200 and GB300 NVL72 platforms position Vertiv at the forefront of AI factory deployment at industrial scale.”
The stock is projected to hit nearly $11 billion revenue in 2026—double 2021’s figure. Earnings? Expected to jump 25% in 2025 and 24% in 2026 after explosive prior growth.
Vertiv trades 16% below its highs and is about to hit a bullish golden cross on the charts. Wall Street loves it, with 15 out of 19 brokerages calling it a “Strong Buy.” The stock’s forward earnings multiple sits at 32.1X, still 33% cheaper than the tech sector.
Taiwan Semiconductor Manufacturing Co. (TSMC) remains a powerhouse in chips for AI and future tech, owning 60% of the global foundry market. Nvidia’s AI surge depends heavily on TSMC.
The company is ramping 3nm chip production, which hit 22% of wafer revenue in Q1 2025, up from 9% a year earlier. TSMC is expanding out of Taiwan amid geopolitical risks, building new plants in Japan and the U.S.
Revenue growth is locked in: 29% rise expected in 2025, then 17% in 2026, pushing total sales to $137 billion. Earnings growth also shines with 32% in 2025 and 16% in 2026.
TSMC sits at 22.6X forward earnings, trading 18% below the broader tech sector and 33% under its peak. A pullback to key moving averages could be a buying chance, but long-term investors might want in now ahead of Q2 earnings on July 17.
MYR Group Inc. builds and maintains electric infrastructure—think power lines, substations, and EV chargers. It blasts off on the back of AI-driven energy demand and a massive infrastructure build-out in the U.S.
MYR’s backlog climbed 8% year-over-year in Q1 to $2.43 billion. After a rough 2024 with project delays and cost overruns, earnings are expected to explode: 260% growth in 2025 and 14% in 2026.
Revenue growth forecasts look solid too, at 3% for 2025 and 6% for 2026. MYR surged 960% over 15 years, way past utilities and S&P benchmarks. It just hit all-time highs but trades 20% below its peak with a 25.8X forward earnings multiple.
Get deeper analysis and the latest AI stock picks including Vertiv, TSMC, and MYR Group in Zacks Investment Research’s free 7 Best Stocks for the Next 30 Days report.
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