{
  "id": 16950105,
  "title": "Vertiv Guides for 38% Growth, GE Vernova's Orders Jumped 96%. Which AI Power Stock Is the Better Buy After the Sell-off?",
  "url": "https://urgent.news/2026/10/28/vertiv-guides-for-38-growth-ge-vernovas-orders-jumped-96-which-ai",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-28T19:30:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/28/vertiv-guides-for-x-growth-ge-vernovas-orders-jump/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Vertiv (VRT) and GE Vernova (GEV) have both seen growth fueled by the surging cloud infrastructure and AI sectors. Vertiv designs thermal management, liquid cooling, and uninterruptible power supply (UPS) solutions for high-demand data centers. GE Vernova, spun off from General Electric (GE) in 2024, sells turbines, transformers, and substations that power those data centers. Both firms recently reported third-quarter earnings that surpassed Wall Street expectations. Vertiv's revenue grew 61% year-over-year, thanks to 55% growth from its own efforts and 6% from acquisitions, and it forecasts full-year revenue to climb 38% organically. Meanwhile, GE Vernova's revenue increased by 27% year-over-year, with 18% organic growth, as total orders rose 96% organically. It anticipates its full-year revenue to grow between 22% and 25%.\n\nDespite their success, both companies trade at discounts to their all-time highs. Vertiv is 45% below its peak, while GE Vernova is 24% lower. The reasons for the sell-off include the Federal Reserve's September rate hike and the subsequent pullback in AI infrastructure spending, as well as higher yields in fixed income investments. Additionally, Vertiv faced supply chain issues and challenges with larger contracts, while GE Vernova's Wind segment remained underperforming. Analysts project steady revenue and EPS growth for both companies from 2025 to 2028, with Vertiv outpacing GE Vernova in both categories.\n\nWhile neither stock currently presents a compelling value, they appear more attractive than they did a few months ago. I would consider buying both at the current prices. However, if I had to choose one over the other, I would start with Vertiv due to its faster growth and lower valuation. For further stock recommendations, portfolio guidance, and more, consult The Motley Fool's premium services.",
  "summary": "Both AI infrastructure stocks are trading far below their all-time highs.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Ranking 4 AI Power Stocks By Balance Sheet After the Sell-off: Vertiv, GE Vernova, Bloom Energy, and Plug Power.",
        "url": "https://urgent.news/2026/10/28/ranking-4-ai-power-stocks-by-balance-sheet-after-the-sell-off-vertiv-16844752",
        "published": "2026-10-28T03:35:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}