Vertiv Stock Jumps 14% as Earnings Show Another Way to Play the AI Boom

Image source: AI-generated with OpenAI

Vertiv Holdings Co. (NYSE: VRT) ("Vertiv"), a global leader in critical digital infrastructure, reported financial results for its third quarter ended September 30, 2026. Vertiv reported third-quarter net sales of $4,313 million, an increase of $1,637 million, or 61%, compared to the third quarter of 2025, reflecting 55% organic sales growth and approximately 6% contribution from acquisitions.

Growth was broad-based across all regions, with the Americas up 75% (66% organic), APAC up 50% (48% organic), and EMEA up 23% (19% organic). Strong demand visibility, ongoing capacity investments, and disciplined execution give Vertiv the confidence to raise full-year net sales guidance by $650 million, along with increases to other associated financial metrics.

Third-quarter operating profit of $984 million increased by $467 million, and adjusted operating profit of $1,087 million increased by $491 million, up 90% and 83%, respectively, from the third quarter of 2025.

Adjusted operating margin was 25.2%, up 290 basis points compared to the third quarter of 2025, driven by operational leverage on higher sales and manufacturing productivity, partially offset by mix impacts and continued growth investments. PRNewswire reports.

🔋 EnerSys to Acquire Ultralife. Ultralife Soars in Pre-Market

EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure, and defense applications, announced that it has entered into a definitive agreement to acquire Ultralife (NASDAQ: ULBI) for $16.00 per share in cash, representing a 166% premium to Ultralife’s unaffected closing share price on October 26, 2026.

The transaction represents an enterprise value of approximately $320 million. EnerSys expects to realize $15 million to $20 million in annual run-rate cost synergies within the first 18 months, reflecting the unique benefits of combining Ultralife with EnerSys.

Ultralife is a leading provider of rechargeable and non-rechargeable batteries, battery systems, and related accessories for military communications and other specialized applications.

The company serves government, defense, and commercial customers globally and generated $191 million in revenue in fiscal 2025. Headquartered in Newark, New York, Ultralife employs more than 700 people, with principal operations across the U.S., Canada, the U.K., and China. BusinessWire reports.

🩺 Axogen, Inc. Reports Third Quarter 2026 Financial Results - Raises Full Year Revenue Guidance to at Least 29%. Stock Up in Pre-Market

Axogen, Inc. (NASDAQ: AXGN), a global leader in developing and marketing innovative surgical solutions for the restoration of peripheral nerve function, reported financial results and business highlights for the third quarter ended September 30, 2026. GlobeNewswire reports.

🧬 Davion Healthcare Announces US$25 Million Acquisition of Humaskan Medical Technology IP. Davion Up in Pre-Market

Davion Healthcare Plc (Nasdaq: DAVI) ("Davion" or the "Company"), a next-generation digital healthcare company developing proprietary health monitoring technologies, announced that it has completed the acquisition of the intellectual property relating to two medical technologies: WoundSkan, a smart wound-monitoring dressing, and the Spektra Lateral Flow Test, a rapid multi-marker screening platform.

The intellectual property was acquired from the four shareholders of Humaskan Ltd for a total consideration of US$25 million, comprising US$2.5 million in cash and 1,730,770 new ordinary shares in Davion, to be issued at an agreed fixed contractual value of US$13.00 per share (approximately US$22.5 million). The number of shares is fixed and will not vary with movements in Davion's share price. GlobeNewswire reports.

☀️ Oppenheimer Cuts Enphase to Perform as Core Business Recovery Fails to Materialize

Enphase Energy held its third-quarter 2026 financial results conference call to discuss the company's performance and business outlook. The call included a presentation of financial results, followed by a question-and-answer session with analysts. StockAnalysis reports.

🤖 Google, Microsoft, and Amazon Have to Justify the AI Spending Boom This Week

Google (GOOG, GOOGL), Microsoft (MSFT), and Amazon (AMZN) have one big, collective task on their digital shoulders this week as they report their quarterly earnings: They need to justify the AI spending boom.

The stakes are high, as these companies lead a week of corporate results that account for more than a third of the S&P 500's earnings.

Like Meta (META) before them, the biggest question they'll face is likely about AI spending. Specifically, how much they are spending and how that compares to expected returns. Yahoo Finance reports.

(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM ET). Stock Analysis reports.

1) ULBI: Ultralife Corporation
Total gain: +144.65%

2) BRAI: Braiin Limited
Total gain: +33.84%

3) ELPW: Elong Power Holding Limited
Total gain: +33.61%

4) AIOK: AI OKTO CORP.
Total gain: +27.79%

5) AXGN: Axogen, Inc.
Total gain: +19.99%

The closing price of the top three market percent gainers trading near or above $2 on Oct 27.

(All pricing and percent gains are based on regular market trading hours from 9:30 AM to 4:00 PM ET). Stock Analysis reports.

1) NUWE: Nuwellis, Inc.
Total gain: +74.69%

The company announced the publication of results from a multicenter study titled "Kidney Support in Infants and Children using Aquadex: Findings from the ULTRA-Peds Registry” in Pediatric Nephrology. It provides important clinical evidence supporting the use of the Company's Aquadex SmartFlow® System ultrafiltration technology in pediatric patients, including infants and children weighing less than 10 kg. Globenewswire reports.

2) BRAI: Braiin Limited
Total gain: +56.13%

The company announces a major expansion of RADIUS, its AI-powered contact center as a service (CCaaS) platform. The Company has launched Force AI, a unified orchestration layer that facilitates enterprise-run customer operations on any leading large language model (LLM) without vendor lock-in — meaning clients are not tied to a single AI provider and can switch models as cost, performance or regulatory needs change. GlobeNewswire reports.

3) AIOK: AI OKTO CORP.
Total gain: +46.51%

The stock appeared to be moving on no notable news.

(Estimate and Actual numbers represent Earnings Per Share in US Dollars)

UMC

United Microelectronics

Q3 2026

Before Market Open

Estimate: 0.230

Actual: 0.206

GPI

Group 1 Automotive

Q3 2026

Before Market Open

Estimate: 9.530

Actual: 9.360

EDU

New Oriental Education

Q1 2027

Before Market Open

Estimate: 1.870

Actual: 1.920

Time (ET) / Report / Period

• 8:30 AM / Advance U.S. Trade Balance in Goods / Sep
• 8:30 AM / Wholesale Inventories / Sep
• 8:30 AM / Retail Inventories / Sep

“In investing, it's not what you know but how you think.”

— Howard Marks
Sourced in: Memo to Oaktree Clients: The Most Important Thing (2003).

TradeZero America, Inc., a United States broker dealer, registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC); TradeZero, Inc., a Bahamian broker dealer, registered with the Securities Commission of the Bahamas ; TradeZero Canada Securities ULC, a Canadian broker dealer, member firm of Canadian Investment Regulatory Organization (CIRO) and member of the Canadian Investor Protection Fund (CIPF); and TradeZero Europe B.V., a Dutch broker dealer, authorized and regulated by the Dutch Authority for the Financial Markets (AFM) (collectively, the “TradeZero Broker Dealers”).

TradeZero Broker Dealers offer self-directed electronic securities trading to their customers. TradeZero Broker Dealers do not provide financial or trading advice and do not make investment recommendations to their customers. This communication does not constitute an offer to sell or a solicitation to buy any security or instrument which it may reference.

The information in this newsletter summarizes the latest market activity and related news and are provided for educational purposes only. Any trading symbols displayed are for illustrative purposes only and do not constitute a recommendation by TradeZero to buy, sell, or hold any investment. This material is not intended to provide investment advice or to take into account any individual’s financial condition, investment objectives, or requirements.

Investing involves risk, including the possible loss of principal.

There is a risk of loss in online trading of securities including equities and options. Trading on margin is for experienced investors whereby the loss can be greater than your initial investment. Likewise, short selling as a securities trading strategy is extremely risky and can lead to potentially unlimited losses.

Options trading is not suitable for all investors as it can involve risk that may expose investors to significant losses. Please read the Characteristics and Risks of Standardized Options, also known as the Options Disclosure Document (ODD) at OCC.

Stocks experiencing significant price volatility may involve substantial risk. Past performance is no guarantee of future results.

Any trading strategies discussed are for educational purposes only and should not be construed as investment advice or a recommendation.

Certain information herein has been obtained from third-party sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. The views and opinions expressed are those of the author and do not necessarily reflect the views or opinions of TradeZero, its affiliates, or employees.

If you have any specific questions about TradeZero's brokerage services, please reach out to the TradeZero Broker Dealer servicing your jurisdiction.

Copyright © TradeZero 2026. All rights reserved.