11 AI Stocks to Buy on Dips: 'Don't Waste a Good Sell-Off,' Analyst Says
HSBC argues that the correction in equity markets is "overdone," and names 11 Buy-rated AI stocks to buy on the dip.
Follow the latest Vertiv Holdings Co (VRT) news and market headlines alongside the live VRT price. Stay informed on what's moving VRT.
HSBC argues that the correction in equity markets is "overdone," and names 11 Buy-rated AI stocks to buy on the dip.
The Vertiv™ PowerStation 3100 RPP delivers 600 A to 1,200 A on a single UL-listed platform, enabling 100 kW+ racks without custom engineeringCOLUMBUS, Ohio, Nov. 13, 2026 /PRNewswire/ -- Vertiv Holdings Co. (NYSE:VRT),
Vertiv shares rose 3.36% after hours following the launch of a new medium-voltage power system targeting AI data center demand.
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Forgent Power Solutions (FPS) shares fell 42.1% in one month but trade below industry valuation multiples. The company reported 89% revenue growth to $1.42B in fiscal 2026, driven by data center demand (59% of sales). With a $3B backlog and fiscal 2027 revenue guidance of $2.4-$2.6B, analysts recommend buying the stock at current valuations, citing strong growth prospects despite execution risks.
Vertiv (VRT) reported Q3 2026 revenues of $4.31 billion, up 61% year-over-year, driven by strong demand for AI infrastructure and hyperscale data center solutions. However, the company faces increasing competition from Super Micro Computer and Amphenol. VRT stock trades at a premium valuation of 13.59X Price/Book versus the sector's 8.18X, though it has gained 19.9% year-to-date.
The AI sector has experienced a recent market dip, but five infrastructure companies show strong fundamentals and improving earnings momentum. GE Vernova, Vertiv, ON Semiconductor, Comfort Systems USA, and SPX Technologies all benefit from accelerating AI data center demand, with expanding backlogs and raised guidance despite stock price declines over the past three months.
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