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   <title>Sensormatic Solutions launches sewn-in RFID tags for apparel retailers</title>
   <link>http://www.streetinsider.com/Corporate+News/Sensormatic+Solutions+launches+sewn-in+RFID+tags+for+apparel+retailers/26588652.html</link>
   <description>&lt;p&gt;Sensormatic Solutions, a retail technology division of Johnson Controls (NYSE: JCI), announced the launch of two RFID tagging products designed to be sewn directly into clothing and accessories. The RFID Seam Tag and RFID Brand Label are now available globally to retailers seeking inventory tracking without altering garment appearance.&lt;/p&gt;&lt;p&gt;The tags are designed to be embedded during apparel production, with the Seam Tag placed in garment seams and the Brand Label sewn according to retailer specifications. According to the company, both products aim to provide inventory visibility, loss prevention, and brand authentication capabilities throughout the supply chain.&lt;/p&gt;&lt;p&gt;&quot;These tagging solutions turn inventory</description>
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   <pubDate>Tue, 02 Jun 2026 09:01:04 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	  </item>
  <item>
   <title>Sensormatic Solutions Expands Options for Sewn-in RFID Source Tagging Strategies</title>
   <link>http://www.streetinsider.com/Press+Releases/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</link>
   <description>
&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
&lt;i&gt;These new tagging solutions are focused on inventory intelligence, loss prevention and brand authentication&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Discrete tagging applications are designed to preserve garment aesthetic, reduce labor demand and extend inventory intelligence&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Source-tagging approach can ensure item-level visibility throughout product lifecycles, unleashing a wealth of insight across the supply chain&lt;/i&gt;

&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;    NEUHAUSEN, Switzerland--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.sensormatic.com%2F%3Futm_campaign%3DFY26-Sensormatic-Marketing%26utm_medium%3DPressRelease%26utm_source%3DFY25Q308_RFID-Seam-Tag-PR-Home&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Sensormatic+Solutions&amp;amp;index=1&amp;amp;md5=43b7363ba4645b37d3ce7f297f86302c&quot; shape=&quot;rect&quot;&gt;Sensormatic Solutions&lt;/a&gt;, the leading global retail solutions portfolio of &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Fwww.johnsoncontrols.com%2F&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Johnson+Controls&amp;amp;index=2&amp;amp;md5=985464269b9177026ebafef486e1f9d9&quot; shape=&quot;rect&quot;&gt;Johnson Controls&lt;/a&gt; (NYSE: JCI), now offers two discreet radio-frequency identification (RFID) tagging alternatives for clothing, apparel and accessory for brands and retailers seeking deep insights without compromising garments’ look and feel.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</guid>
   <pubDate>Tue, 02 Jun 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.19324077</category>
   	  </item>
  <item>
   <title>Sensormatic Solutions Expands Options for Sewn-in RFID Source Tagging Strategies</title>
   <link>http://www.streetinsider.com/Press+Releases/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</link>
   <description>
&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
&lt;i&gt;These new tagging solutions are focused on inventory intelligence, loss prevention and brand authentication&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Discrete tagging applications are designed to preserve garment aesthetic, reduce labor demand and extend inventory intelligence&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Source-tagging approach can ensure item-level visibility throughout product lifecycles, unleashing a wealth of insight across the supply chain&lt;/i&gt;

&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;    NEUHAUSEN, Switzerland--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.sensormatic.com%2F%3Futm_campaign%3DFY26-Sensormatic-Marketing%26utm_medium%3DPressRelease%26utm_source%3DFY25Q308_RFID-Seam-Tag-PR-Home&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Sensormatic+Solutions&amp;amp;index=1&amp;amp;md5=43b7363ba4645b37d3ce7f297f86302c&quot; shape=&quot;rect&quot;&gt;Sensormatic Solutions&lt;/a&gt;, the leading global retail solutions portfolio of &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Fwww.johnsoncontrols.com%2F&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Johnson+Controls&amp;amp;index=2&amp;amp;md5=985464269b9177026ebafef486e1f9d9&quot; shape=&quot;rect&quot;&gt;Johnson Controls&lt;/a&gt; (NYSE: JCI), now offers two discreet radio-frequency identification (RFID) tagging alternatives for clothing, apparel and accessory for brands and retailers seeking deep insights without compromising garments’ look and feel.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</guid>
   <pubDate>Tue, 02 Jun 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.19324077</category>
   	  </item>
  <item>
   <title>Sensormatic Solutions Expands Options for Sewn-in RFID Source Tagging Strategies</title>
   <link>http://www.streetinsider.com/Business+Wire/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</link>
   <description>
&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
&lt;i&gt;These new tagging solutions are focused on inventory intelligence, loss prevention and brand authentication&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Discrete tagging applications are designed to preserve garment aesthetic, reduce labor demand and extend inventory intelligence&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Source-tagging approach can ensure item-level visibility throughout product lifecycles, unleashing a wealth of insight across the supply chain&lt;/i&gt;

&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;    NEUHAUSEN, Switzerland--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.sensormatic.com%2F%3Futm_campaign%3DFY26-Sensormatic-Marketing%26utm_medium%3DPressRelease%26utm_source%3DFY25Q308_RFID-Seam-Tag-PR-Home&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Sensormatic+Solutions&amp;amp;index=1&amp;amp;md5=43b7363ba4645b37d3ce7f297f86302c&quot; shape=&quot;rect&quot;&gt;Sensormatic Solutions&lt;/a&gt;, the leading global retail solutions portfolio of &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Fwww.johnsoncontrols.com%2F&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Johnson+Controls&amp;amp;index=2&amp;amp;md5=985464269b9177026ebafef486e1f9d9&quot; shape=&quot;rect&quot;&gt;Johnson Controls&lt;/a&gt; (NYSE: JCI), now offers two discreet radio-frequency identification (RFID) tagging alternatives for clothing, apparel and accessory for brands and retailers seeking deep insights without compromising garments’ look and feel.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</guid>
   <pubDate>Tue, 02 Jun 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.19324077</category>
   	  </item>
  <item>
   <title>Sensormatic Solutions Expands Options for Sewn-in RFID Source Tagging Strategies</title>
   <link>http://www.streetinsider.com/Business+Wire/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</link>
   <description>
&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
&lt;i&gt;These new tagging solutions are focused on inventory intelligence, loss prevention and brand authentication&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Discrete tagging applications are designed to preserve garment aesthetic, reduce labor demand and extend inventory intelligence&lt;/i&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;i&gt;Source-tagging approach can ensure item-level visibility throughout product lifecycles, unleashing a wealth of insight across the supply chain&lt;/i&gt;

&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;    NEUHAUSEN, Switzerland--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.sensormatic.com%2F%3Futm_campaign%3DFY26-Sensormatic-Marketing%26utm_medium%3DPressRelease%26utm_source%3DFY25Q308_RFID-Seam-Tag-PR-Home&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Sensormatic+Solutions&amp;amp;index=1&amp;amp;md5=43b7363ba4645b37d3ce7f297f86302c&quot; shape=&quot;rect&quot;&gt;Sensormatic Solutions&lt;/a&gt;, the leading global retail solutions portfolio of &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Fwww.johnsoncontrols.com%2F&amp;amp;esheet=54544243&amp;amp;newsitemid=20260602735372&amp;amp;lan=en-US&amp;amp;anchor=Johnson+Controls&amp;amp;index=2&amp;amp;md5=985464269b9177026ebafef486e1f9d9&quot; shape=&quot;rect&quot;&gt;Johnson Controls&lt;/a&gt; (NYSE: JCI), now offers two discreet radio-frequency identification (RFID) tagging alternatives for clothing, apparel and accessory for brands and retailers seeking deep insights without compromising garments’ look and feel.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Sensormatic+Solutions+Expands+Options+for+Sewn-in+RFID+Source+Tagging+Strategies/26588486.html</guid>
   <pubDate>Tue, 02 Jun 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.19324077</category>
   	  </item>
  <item>
   <title>Johnson Controls (JCI) PT Raised to $180 at UBS Post 'Going to GEMBA' Day</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Johnson+Controls+%28JCI%29+PT+Raised+to+%24180+at+UBS+Post+%27Going+to+GEMBA%27+Day/26588032.html</link>
   <description>(Updated - June 2, 2026 8:49 AM EDT)

&lt;p&gt;UBS analyst Amit Mehrotra raised the price target on Johnson Controls (NYSE: JCI) to $180.00 (from $170.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst commented, &quot;We are raising our estimates and target for JCI after attending the company’s “Going to GEMBA” day. The event offered a deep dive on the changes underway to improve the operational performance of the company. Management also raised its long term organic growth algorithm to +high single digits (from mid-single-digits), which is driving our positive revisions. The bottom line is this was one of the most encouraging analyst meetings</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+PT+Change/Johnson+Controls+%28JCI%29+PT+Raised+to+%24180+at+UBS+Post+%27Going+to+GEMBA%27+Day/26588032.html</guid>
   <pubDate>Tue, 02 Jun 2026 08:49:22 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	  </item>
  <item>
   <title>Johnson Controls (JCI) PT Raised to $180 at UBS Post 'Going to GEMBA' Day</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Johnson+Controls+%28JCI%29+PT+Raised+to+%24180+at+UBS+Post+%27Going+to+GEMBA%27+Day/26588032.html</link>
   <description>(Updated - June 2, 2026 8:49 AM EDT)

&lt;p&gt;UBS analyst Amit Mehrotra raised the price target on Johnson Controls (NYSE: JCI) to $180.00 (from $170.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst commented, &quot;We are raising our estimates and target for JCI after attending the company’s “Going to GEMBA” day. The event offered a deep dive on the changes underway to improve the operational performance of the company. Management also raised its long term organic growth algorithm to +high single digits (from mid-single-digits), which is driving our positive revisions. The bottom line is this was one of the most encouraging analyst meetings</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Johnson+Controls+%28JCI%29+PT+Raised+to+%24180+at+UBS+Post+%27Going+to+GEMBA%27+Day/26588032.html</guid>
   <pubDate>Tue, 02 Jun 2026 08:49:22 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	  </item>
  <item>
   <title>Oppenheimer Reiterates Perform Rating on Johnson Controls (JCI)</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Reiterates+Perform+Rating+on+Johnson+Controls+%28JCI%29/26586915.html</link>
   <description>&lt;p&gt;Oppenheimer analyst Noah Kaye reiterated a Perform rating on Johnson Controls (NYSE: JCI).&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;JCI's &quot;Going to Gemba&quot; investor event underscored the opportunity to accelerate growth under a revamped business system leveraging core competencies in technology innovation and global field presence. Visits to the Airside Center of Excellence and Baltimore field office illustrated substantial runway for business transformation initiatives in the factory and field that, in our view, imply significant upside to target incrementals. Capacity/portfolio expansions expand the company's data center wallet share opportunity, while targeted $11B+ DC thermal revenues within five years (&gt;30% CAGR) sets a high bar.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Reiterates+Perform+Rating+on+Johnson+Controls+%28JCI%29/26586915.html</guid>
   <pubDate>Tue, 02 Jun 2026 06:17:13 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	  </item>
  <item>
   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</guid>
   <pubDate>Thu, 28 May 2026 07:52:10 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ETN</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VRT</category>
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   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <pubDate>Thu, 28 May 2026 07:52:10 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ETN</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">TT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VRT</category>
   	  </item>
  <item>
   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <pubDate>Thu, 28 May 2026 07:52:10 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">ETN</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">JCI</category>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VRT</category>
   	  </item>
  <item>
   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/General+News/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <pubDate>Thu, 28 May 2026 07:52:10 -0400</pubDate>
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   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <pubDate>Thu, 28 May 2026 07:52:10 -0400</pubDate>
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   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <title>Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says</title>
   <link>http://www.streetinsider.com/AI/Vertiv+Americas+data+center+revenue+lags+gigawatt+buildout+due+to+timing%2C+Morgan+Stanley+says/26561239.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley analysts said Thursday that Vertiv Americas data center revenue has lagged behind gigawatt capacity additions primarily due to timing factors rather than market share losses, with the gap expected to narrow in coming years.&lt;/p&gt;&lt;p&gt;The investment bank noted that U.S. annual gigawatt additions in 2026 are tracking approximately 10 times above 2018-19 levels, while Vertiv Americas revenue has increased just four times during the same period. Morgan Stanley said this disconnect appears across all data center exposure in its coverage.&lt;/p&gt;&lt;p&gt;The analysts said U.S. industrial companies selling into data centers saw approximately 30% growth in 2023-24, accelerating to</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <pubDate>Thu, 28 May 2026 07:33:10 -0400</pubDate>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <pubDate>Thu, 28 May 2026 07:33:10 -0400</pubDate>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <pubDate>Thu, 28 May 2026 07:33:10 -0400</pubDate>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/AI/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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   <title>Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'</title>
   <link>http://www.streetinsider.com/Hot+Comments/Morgan+Stanley%3A+%27our+preferred+Data+Center+equities+are+those+with+strong+relationships+to+the+Industry+leaders+that+are+shaping+future+architecture%27/26561157.html</link>
   <description>&lt;p&gt;Morgan Stanley: 'our preferred Data Center equities are those with strong relationships to the Industry leaders that are shaping future architecture'&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;The analyst comments &quot;While we believe timing is the biggest factor driving the GW disconnect, we see two other factors: 1) Data Center Industry leaders have likely ceded share simply due to the market turning under-supplied, we view this as an opportunity over the next 5yrs for the likes of VRT, ETN, TT &amp; JCI. 2) Not every piece of Data Center revenue for an industrial company is tied to GW adds – maintenance &amp; replacement revenue is moreso driven</description>
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