Leon Cooperman‘s Omega Advisors has three names doing outsized work in the portfolio right now, and each demands a different call.
Vertiv Holdings (NYSE:VRT | VRT Price Prediction) warrants patience at $304.57. Rocket Companies (NYSE:RKT) warrants patience at $14.60. Energy Transfer (NYSE:ET) looks most compelling at $19.91.
All three ride distinct 2026 tailwinds, from AI power buildouts to hyperscale natural gas demand, yet only one offers a genuinely favorable setup at today’s price.
Vertiv: Great Business, Uncomfortable Multiple
Vertiv sells the power and cooling systems inside AI data centers, and the run shows it. Shares are up 88.08% YTD against the S&P 500‘s 10.69%, and the company joined the index in March 2026.
Q1 revenue jumped 30.1% to $2.65B, adjusted EPS hit $1.17 versus $1.01 expected, and management raised full-year guidance to $6.30 to $6.40 in adjusted EPS on organic growth of 29% to 31%. Backlog sits at a record $15B.
At 80 trailing and 52 forward earnings with a beta of 2.03, execution is priced in. EMEA revenue fell 20.3% last quarter, and the stock has pulled back 4.17% in the past week.
The 26 analysts covering VRT carry an average target of $377.40, implying 23.9% upside, though targets are one data point rather than a promise. The setup favors patience over chasing the current print.
Rocket Companies: Transformation On Deck, Rates Still In Charge
Rocket warrants patience because the story is genuinely bifurcated. The Mr. Cooper and Redfin acquisitions are integrating faster than planned, with the full $400M Mr. Cooper synergy target now expected by end of 2026, a year ahead of schedule.
Q1 revenue exploded 167.1% to $2.94B, and adjusted EBITDA reached $738M versus $169M a year prior. The combined servicing book now spans $2.1T in unpaid principal across 9.4M loans.
Yet shares are down 24.59% YTD versus the S&P 500’s 10.69% gain, diluted share count has ballooned to roughly 2.85B, and TTM GAAP EPS is -$0.03.
The consensus target of $18.94 implies 29.7% upside, but the 16 analysts covering RKT split 2 Strong Buy, 6 Buy, 8 Hold, which is closer to mixed than bullish. The thesis needs rates to fall and integration to execute simultaneously. Neither is confirmed.
Energy Transfer: Yield, Growth, And AI Gas Demand
At $19.91, Energy Transfer looks most compelling of the three. The MLP raised full-year adjusted EBITDA guidance to $18.20B to $18.60B, a $750M lift, and locked in gas supply agreements with Oracle ramping to roughly 900 MMcf/d across three data center facilities plus the Nexus Hubbard AI hyperscale campus.
Q1 adjusted EBITDA rose 20% to $4.94B, and distributable cash flow climbed to $2.70B. The quarterly distribution of $0.3375 annualizes to $1.35, a 6.65% yield, and units trade at just 17 trailing and 12 forward earnings.
Units are up 25.14% YTD, more than double the S&P 500’s 10.69%, and 21 analysts rate it 5 Strong Buy, 14 Buy, 2 Hold with an average target of $23.64, implying 18.7% additional upside.
Long-term debt of $68.3B and the Lake Charles LNG impairment are real drags, and the K-1 structure adds tax friction. Fee-based cash flows, a distribution growing at 3%-plus annually, and multi-decade hyperscaler contracts still make the risk/reward the cleanest of Cooperman’s three names. ET pays a 6.65% yield to wait while the AI natural gas thesis compounds.
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