JPMorgan Chase has identified two data center-linked companies that they believe are undervalued.
In a recent CNBC interview, JPMorgan analyst Steve Tusa expressed optimism about the industrial sector, attributing its growth to the significant capital expenditures by hyperscalers.
Tusa highlighted Vertiv (VRT) as one of the bank’s top picks, emphasizing its recent dip into bear market territory as a unique value proposition.
VRT’s stock price dropped to $147 on December 17th from a high of $202.45 in October, representing a nearly 30% decline. However, as of the latest close, the stock is valued at $166.87.
Billionaire Ray Dalio’s Bridgewater has increased its holdings in VRT by over 240% in Q3 of 2025, currently holding more than $37.77 million worth of the stock.
Additionally, JPMorgan Chase is bullish on Johnson Controls (JCI), a company focused on creating smart and sustainable buildings. Tusa highlighted JCI’s potential for significant earnings growth in the coming years, with the stock currently priced at $121.39.
Follow us on X, Facebook and Telegram
Don’t Miss a Beat – Subscribe to get email alerts delivered directly to your inbox
Check Price Action
Surf The Daily Hodl Mix
Generated Image: Midjourney
