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industrial tech

Everything tagged "industrial tech" across research, earnings, and macro.

2 articles

Vertiv Holdings (VRT): AI Infrastructure Momentum

Vertiv is emerging as a key picks-and-shovels winner in AI data center buildout, with rapid sales growth, margin expansion, and raised 2026 guidance. The stock is expensive, but the business momentum remains strong enough to support a Buy rating.

May 19, 2026·20 min read

Industrials Electrical Equipment & Parts AI

Research ReportZBRA

Zebra Technologies (ZBRA): Buy on RFID and Frontline AI

Zebra is transitioning from a legacy hardware story into a higher-value workflow automation platform, with RFID, machine vision, and frontline AI driving the next leg of growth. The stock looks reasonably priced versus its improving outlook, though leverage and margin pressure keep the risk profile moderate.

May 12, 2026·22 min read

Technology Communication Equipment Industrial Tech

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