"Searching the Rubble for 7 Industrial Stocks Worth Investing In"
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2026
0mins
Source: Barron's
- Industrial Stocks Performance: Industrial stocks, previously seen as a rising star, have recently struggled due to various economic pressures.
- Impact of Oil Prices: Soaring oil prices have contributed significantly to the downturn in industrial stocks.
- Inflation Concerns: Fears of inflation are adding to the challenges faced by the industrial sector.
- Market Sentiment: A general malaise in the markets, exacerbated by ongoing conflicts in the Middle East, is affecting investor confidence.
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Analyst Views on VRT
Wall Street analysts forecast VRT stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 297.880
Low
195.00
Averages
206.07
High
230.00
Current: 297.880
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. The Company operates in three business segments: the Americas; Asia Pacific, and Europe, Middle East & Africa. The Company's offerings include alternate current (AC) and direct current (DC) power management, thermal management, low/medium voltage switchgear, busbar, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, software for managing IT equipment, management systems for monitoring and controlling digital infrastructure, and services. It also provides preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, training, spare parts, specialized fluid management, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Top 10 Stock Picks from Famous Billionaires
- Significant Revenue Growth: Vertiv Holdings Co reported a 30% year-over-year revenue increase in Q1 2023, with the Americas leading at a 50% sales rise, indicating strong demand in the power and cooling systems for data centers.
- Margin Improvement: The adjusted operating margin rose by 430 basis points year-over-year to 21%, demonstrating the company's ability to enhance profitability alongside growth, which boosts investor confidence.
- Long-term Growth Outlook: Vertiv expects around 30% organic growth for the full year and targets a 20% to 22% revenue CAGR through 2030, reflecting its strategic positioning in the rapidly growing AI workload market.
- Strong Market Performance: Although Fidelity Growth Strategies Fund modestly reduced its stake in Q1, Vertiv's stock performed well post-earnings release, with significant expansions in revenue and operating margin, making it one of the top ten holdings in the portfolio.
See More
Collaboration on Quantum Cybersecurity for AI Infrastructure
- Quantum Cybersecurity Market Growth: The global quantum cryptography market is projected to grow from approximately $661 million in 2024 to over $4.6 billion by 2030, indicating rapid advancements in quantum security technologies that are attracting significant investments from tech companies.
- Partnership Agreement: Vertical Data and Quantum eMotion have signed a Memorandum of Understanding to initiate a pilot deployment in 2026, integrating QeM's quantum cybersecurity technology into Vertical Data's AI infrastructure, aimed at enhancing protection for sensitive data.
- Technology Integration Plan: The collaboration will see the integration of QeM's quantum entropy-based cybersecurity solutions into Vertical Data's GPU clusters and edge data centers, expected to provide stronger security for enterprise and government clients, addressing the growing demand for quantum-safe networks.
- Strategic Implications: As AI workloads expand, the increasing demand for quantum-resilient cybersecurity from enterprises and governments not only enhances Vertical Data's competitive position in the market but also lays the groundwork for securing future digital infrastructure.
See More
Integration of Quantum Cybersecurity and AI Infrastructure
- Market Growth Potential: The global quantum cryptography market is projected to grow from approximately $661 million in 2024 to over $4.6 billion by 2030, indicating rapid growth in this sector of cybersecurity and attracting significant investments from tech companies.
- Partnership Agreement: Vertical Data and Quantum eMotion have signed a Memorandum of Understanding to conduct an initial pilot deployment in 2026, integrating QeM's quantum cybersecurity technology into Vertical Data's AI infrastructure, aimed at enhancing data protection for enterprise and government clients.
- Technology Integration Plan: The collaboration will apply QeM's quantum-entropy-based cybersecurity technology to Vertical Data's GPU clusters and edge data centers, providing an additional quantum-safe security layer to address future threats posed by quantum computing.
- Strategic Significance: As AI workloads expand, the demand for quantum-resilient networks among enterprises and governments is increasing; this partnership not only enhances Vertical Data's competitive position in the market but also offers clients stronger security assurances for their sensitive data.
See More
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Completed: Vertiv has completed the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, significantly enhancing Vertiv's manufacturing capabilities in Europe, the Middle East, and Africa to support high-density computing demands.
- Technology Integration: ThermoKey's technology set includes heat-exchange solutions and dry coolers that are compatible with low-GWP and natural refrigerants, further enriching Vertiv's portfolio and enhancing customer flexibility in performance and growth.
- Market Expansion: This acquisition enables Vertiv to deliver system-level solutions for AI factories and high-density data centers, addressing the increasing demand for thermal performance from customers, which is expected to drive accelerated growth in relevant markets.
- Leadership Continuity: ThermoKey's CEO Giuseppe Visentini will continue to lead the business, ensuring continuity for employees, partners, and customers while integrating their heat-exchange expertise into Vertiv's overall thermal chain, fostering sustained growth across the EMEA region.
See More
Vertiv Completes Acquisition of ThermoKey to Enhance Thermal Management Portfolio
- Acquisition Completed: Vertiv has finalized its acquisition of ThermoKey, thereby expanding its thermal management portfolio and enhancing manufacturing capabilities for AI data centers and high-density computing applications, which is expected to boost the company's competitiveness in a rapidly growing market.
- Continued Operations: ThermoKey will maintain operations at its facility in Italy, with CEO Giuseppe Visentini remaining in charge, ensuring business stability and continuity post-acquisition, which enhances customer trust.
- Market Demand: Vertiv CEO Giordano Albertazzi highlighted that customers are scaling AI infrastructure at an unprecedented pace, with thermal performance becoming a critical enabler of capacity and efficiency, indicating a pressing market need for high-performance heat rejection solutions.
- Strategic Implications: Through this acquisition, Vertiv will be able to deliver differentiated, integrated high-performance heat rejection solutions that assist customers in deploying faster, operating more efficiently, and scaling with confidence, thereby positioning itself more favorably in a competitive landscape.
See More
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Overview: Vertiv has completed the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, aimed at enhancing Vertiv's manufacturing capabilities and thermal management portfolio in Europe, the Middle East, and Africa.
- Market Expansion: This acquisition enables Vertiv to deliver system-level solutions, particularly in AI factories and high-density data centers, addressing the urgent demand for efficient thermal management and thereby enhancing its competitive position in the market.
- Technology Integration: ThermoKey's technologies, including heat-exchange solutions and dry coolers, are compatible with low-GWP and natural refrigerants, which enhances Vertiv's product flexibility and helps customers optimize performance under varying site conditions.
- Sustained Growth: ThermoKey will continue operations in Rivarotta, Italy, maintaining its critical role as a manufacturing and engineering hub, which is expected to support Vertiv's ongoing growth and market expansion across the EMEA region.
See More
Top 10 Stock Picks from Famous Billionaires
- Significant Revenue Growth: Vertiv Holdings Co reported a 30% year-over-year revenue increase in Q1 2023, with the Americas leading at a 50% sales rise, indicating strong demand in the power and cooling systems for data centers.
- Margin Improvement: The adjusted operating margin rose by 430 basis points year-over-year to 21%, demonstrating the company's ability to enhance profitability alongside growth, which boosts investor confidence.
- Long-term Growth Outlook: Vertiv expects around 30% organic growth for the full year and targets a 20% to 22% revenue CAGR through 2030, reflecting its strategic positioning in the rapidly growing AI workload market.
- Strong Market Performance: Although Fidelity Growth Strategies Fund modestly reduced its stake in Q1, Vertiv's stock performed well post-earnings release, with significant expansions in revenue and operating margin, making it one of the top ten holdings in the portfolio.
See More
Collaboration on Quantum Cybersecurity for AI Infrastructure
- Quantum Cybersecurity Market Growth: The global quantum cryptography market is projected to grow from approximately $661 million in 2024 to over $4.6 billion by 2030, indicating rapid advancements in quantum security technologies that are attracting significant investments from tech companies.
- Partnership Agreement: Vertical Data and Quantum eMotion have signed a Memorandum of Understanding to initiate a pilot deployment in 2026, integrating QeM's quantum cybersecurity technology into Vertical Data's AI infrastructure, aimed at enhancing protection for sensitive data.
- Technology Integration Plan: The collaboration will see the integration of QeM's quantum entropy-based cybersecurity solutions into Vertical Data's GPU clusters and edge data centers, expected to provide stronger security for enterprise and government clients, addressing the growing demand for quantum-safe networks.
- Strategic Implications: As AI workloads expand, the increasing demand for quantum-resilient cybersecurity from enterprises and governments not only enhances Vertical Data's competitive position in the market but also lays the groundwork for securing future digital infrastructure.
See More
Integration of Quantum Cybersecurity and AI Infrastructure
- Market Growth Potential: The global quantum cryptography market is projected to grow from approximately $661 million in 2024 to over $4.6 billion by 2030, indicating rapid growth in this sector of cybersecurity and attracting significant investments from tech companies.
- Partnership Agreement: Vertical Data and Quantum eMotion have signed a Memorandum of Understanding to conduct an initial pilot deployment in 2026, integrating QeM's quantum cybersecurity technology into Vertical Data's AI infrastructure, aimed at enhancing data protection for enterprise and government clients.
- Technology Integration Plan: The collaboration will apply QeM's quantum-entropy-based cybersecurity technology to Vertical Data's GPU clusters and edge data centers, providing an additional quantum-safe security layer to address future threats posed by quantum computing.
- Strategic Significance: As AI workloads expand, the demand for quantum-resilient networks among enterprises and governments is increasing; this partnership not only enhances Vertical Data's competitive position in the market but also offers clients stronger security assurances for their sensitive data.
See More
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Completed: Vertiv has completed the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, significantly enhancing Vertiv's manufacturing capabilities in Europe, the Middle East, and Africa to support high-density computing demands.
- Technology Integration: ThermoKey's technology set includes heat-exchange solutions and dry coolers that are compatible with low-GWP and natural refrigerants, further enriching Vertiv's portfolio and enhancing customer flexibility in performance and growth.
- Market Expansion: This acquisition enables Vertiv to deliver system-level solutions for AI factories and high-density data centers, addressing the increasing demand for thermal performance from customers, which is expected to drive accelerated growth in relevant markets.
- Leadership Continuity: ThermoKey's CEO Giuseppe Visentini will continue to lead the business, ensuring continuity for employees, partners, and customers while integrating their heat-exchange expertise into Vertiv's overall thermal chain, fostering sustained growth across the EMEA region.
See More
Vertiv Completes Acquisition of ThermoKey to Enhance Thermal Management Portfolio
- Acquisition Completed: Vertiv has finalized its acquisition of ThermoKey, thereby expanding its thermal management portfolio and enhancing manufacturing capabilities for AI data centers and high-density computing applications, which is expected to boost the company's competitiveness in a rapidly growing market.
- Continued Operations: ThermoKey will maintain operations at its facility in Italy, with CEO Giuseppe Visentini remaining in charge, ensuring business stability and continuity post-acquisition, which enhances customer trust.
- Market Demand: Vertiv CEO Giordano Albertazzi highlighted that customers are scaling AI infrastructure at an unprecedented pace, with thermal performance becoming a critical enabler of capacity and efficiency, indicating a pressing market need for high-performance heat rejection solutions.
- Strategic Implications: Through this acquisition, Vertiv will be able to deliver differentiated, integrated high-performance heat rejection solutions that assist customers in deploying faster, operating more efficiently, and scaling with confidence, thereby positioning itself more favorably in a competitive landscape.
See More
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Overview: Vertiv has completed the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, aimed at enhancing Vertiv's manufacturing capabilities and thermal management portfolio in Europe, the Middle East, and Africa.
- Market Expansion: This acquisition enables Vertiv to deliver system-level solutions, particularly in AI factories and high-density data centers, addressing the urgent demand for efficient thermal management and thereby enhancing its competitive position in the market.
- Technology Integration: ThermoKey's technologies, including heat-exchange solutions and dry coolers, are compatible with low-GWP and natural refrigerants, which enhances Vertiv's product flexibility and helps customers optimize performance under varying site conditions.
- Sustained Growth: ThermoKey will continue operations in Rivarotta, Italy, maintaining its critical role as a manufacturing and engineering hub, which is expected to support Vertiv's ongoing growth and market expansion across the EMEA region.
See More
