Billionaire Leon Cooperman's Top 3 Stocks: Buy, Sell or Hold
Billionaire Leon Cooperman's Top 3 Stocks: Buy, Sell or Hold.
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VRT trades at 52x forward earnings after an 88% YTD surge, while ET yields 6.65% with Oracle AI gas contracts already locked in.
Rocket Companies' Q1 revenue exploded 167% after integrating Mr. Cooper and Redfin, but the bull case still needs rates to fall simultaneously.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
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 ) 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 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.
July 16 is the Final Day to Tap Into the Lithium Boom (sponsor) General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX .
Here's why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040.
With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline .
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.
