Vertiv, Rocket Companies, and Energy Transfer ride AI, housing, and gas demand trends but differ in valuation and setup.
Leon Cooperman’s Omega Advisors identifies three stocks leveraging distinct 2026 growth drivers: Vertiv (VRT) at $304.57, Rocket Companies (RKT) at $14.60, and Energy Transfer (ET) at $19.91. Each faces unique challenges, from valuation to macro dependencies.
Vertiv, an AI data center infrastructure provider, surged 88% YTD, outpacing the S&P 500’s 10.69% gain. Q1 revenue rose 30.1% to $2.65B, with adjusted EPS of $1.17 beating estimates. Full-year guidance was raised to $6.30–$6.40, but shares trade at 52x forward earnings, and EMEA revenue declined 20.3% last quarter.
Energy Transfer stands out with a 6.65% yield and locked-in Oracle AI gas contracts, while Rocket Companies’ 167% Q1 revenue growth hinges on lower interest rates. Analysts see 23.9% upside for VRT to $377.40, though targets vary widely.