Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Quick Read

• VRT trades astatine 52x guardant net aft an 88% YTD surge, portion ET yields 6.65% with Oracle AI state contracts already locked in.

• Rocket Companies' Q1 gross exploded 167% aft integrating Mr. Cooper and Redfin, but the bull lawsuit inactive needs rates to autumn simultaneously.

• This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin put successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

Leon Cooperman's Omega Advisors has 3 names doing outsized enactment successful the portfolio close now, and each demands a antithetic call.

Vertiv Holdings (NYSE:VRT) warrants patience astatine $304.57. Rocket Companies (NYSE:RKT) warrants patience astatine $14.60. Energy Transfer (NYSE:ET) looks astir compelling astatine $19.91.

All 3 thrust chiseled 2026 tailwinds, from AI powerfulness buildouts to hyperscale earthy state demand, yet lone 1 offers a genuinely favorable setup astatine today's price.

Vertiv: Great Business, Uncomfortable Multiple

Vertiv sells the powerfulness and cooling systems wrong AI information centers, and the tally shows it. Shares are up 88.08% YTD against the S&P 500's 10.69%, and the institution joined the scale successful March 2026.

Q1 gross jumped 30.1% to $2.65B, adjusted EPS deed $1.17 versus $1.01 expected, and absorption raised full-year guidance to $6.30 to $6.40 successful adjusted EPS connected integrated maturation of 29% to 31%. Backlog sits astatine a grounds $15B.

At 80 trailing and 52 guardant net with a beta of 2.03, execution is priced in. EMEA gross fell 20.3% past quarter, and the banal has pulled backmost 4.17% successful the past week.

The 26 analysts covering VRT transportation an mean people of $377.40, implying 23.9% upside, though targets are 1 information constituent alternatively than a promise. The setup favors patience implicit chasing the existent print.

July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)
General Motors, POSCO, and 50,000+ mundane investors person already backed lithium shaper EnergyX.

Here's wherefore you should bash the aforesaid earlier their July 16 concern deadline: lithium prices are up 75% this year, with request projected to turn a staggering 5X by 2040.

With tech that tin retrieve up to 3X much lithium than accepted methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX capitalist earlier the July 16 deadline.

Rocket Companies: Transformation On Deck, Rates Still In Charge

Rocket warrants patience due to the fact that the communicative is genuinely bifurcated. The Mr. Cooper and Redfin acquisitions are integrating faster than planned, with the afloat $400M Mr. Cooper synergy people present expected by extremity of 2026, a twelvemonth up of schedule.