Data center stocks like Vertiv, Super Micro Computer, and Arista Networks face pressure

From Zacks Investment Research.: 2025-03-17 06:10:20

In recent weeks, data center stocks like Vertiv, Super Micro Computer, and Arista Networks have faced pressure due to market volatility. Vertiv exceeded earnings and sales expectations, with a 77% increase in EPS and 26% growth in sales. The company raised its 2025 sales guidance, citing growing AI adoption. Arista Networks has seen bullish analyst outlooks and strong top-line growth, with a favorable Zacks Rank #2. Super Micro Computer has struggled, down 66% from its 2024 high, and currently holds a Zacks Rank #4. Investors may find buying opportunities in these stocks amidst market turbulence.



Read more at Zacks Investment Research.: Zacks Investment Ideas feature highlights: Vertiv, Super Micro Computer and Arista Networks – March 17, 2025