Vertiv Holdings Co (VRT) Stock Overview
Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 5/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
VRT Community Fair Values
Create NarrativeSee what 564 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$408.64
FV
10.0% undervalued intrinsic discount20.00%
Revenue growth p.a.
6.5k
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Capital Goods opportunity
CE
Fair Value from
CA$5.257.8% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.
Read full narrativeVertiv Holdings Co Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$339.97 |
| 52 Week High | US$359.84 |
| 52 Week Low | US$99.44 |
| Beta | 2.1 |
| 1 Month Change | 15.20% |
| 3 Month Change | 70.31% |
| 1 Year Change | 236.44% |
| 3 Year Change | 2,119.13% |
| 5 Year Change | 1,369.82% |
| Change since IPO | 3,351.47% |
Recent News & Updates
Narrative Update • May 02
VRT: AI Infrastructure Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted Vertiv Holdings Co.'s price target by $24 to $394, reflecting updated assumptions that combine a slightly higher discount rate with adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News Vertiv issued earnings guidance for the second quarter, with expected net sales of $3.25b to $3.45b, GAAP operating profit of $639.6m, GAAP net income of $477.2m, and diluted EPS of $1.22.Seeking Alpha • Apr 23
Vertiv: Mounting Worries Of Peak Growth And Peak Valuation
Summary Vertiv Holdings Co. has delivered over 300% returns in the past year, outpacing peers due to surging AI-driven data center power infrastructure demand. It surpassed my wildest imagination! VRT’s revenue and operating income are propelled by rising rack density, elongated backlogs, and robust pricing power, with Q1 adjusted EPS up 80% and net sales up 30%. Management guides for a 47% YoY increase in adjusted EPS and 27% net sales growth, with no signs of near-term slowdown (yet). But it's time to pay close attention to the potential peak in VRT's top-line growth rates. VRT stock's valuation has also surged to levels unseen in the past 5 years, crossing 46x forward earnings. Peak growth and peak valuations don't often go down well together. Read the full article on Seeking AlphaRecent updates
Narrative Update • May 02
VRT: AI Infrastructure Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted Vertiv Holdings Co.'s price target by $24 to $394, reflecting updated assumptions that combine a slightly higher discount rate with adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News Vertiv issued earnings guidance for the second quarter, with expected net sales of $3.25b to $3.45b, GAAP operating profit of $639.6m, GAAP net income of $477.2m, and diluted EPS of $1.22.Seeking Alpha • Apr 23
Vertiv: Mounting Worries Of Peak Growth And Peak Valuation
Summary Vertiv Holdings Co. has delivered over 300% returns in the past year, outpacing peers due to surging AI-driven data center power infrastructure demand. It surpassed my wildest imagination! VRT’s revenue and operating income are propelled by rising rack density, elongated backlogs, and robust pricing power, with Q1 adjusted EPS up 80% and net sales up 30%. Management guides for a 47% YoY increase in adjusted EPS and 27% net sales growth, with no signs of near-term slowdown (yet). But it's time to pay close attention to the potential peak in VRT's top-line growth rates. VRT stock's valuation has also surged to levels unseen in the past 5 years, crossing 46x forward earnings. Peak growth and peak valuations don't often go down well together. Read the full article on Seeking AlphaNarrative Update • Apr 18
VRT: AI Manufacturing Expansion And Index Inclusion Will Support Future Upside
Analysts have increased their Vertiv Holdings Co. price target from $325.00 to $370.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they view as better aligned with the company’s current outlook. What's in the News Plans for a roughly US$50 million investment to expand manufacturing in Ironton, Ohio and headquarters facilities in Westerville, Ohio, with the projects expected to add hundreds of jobs through 2029 and lift liquid cooling and chilled water system capacity at Ironton by about 45% (Key Developments).Narrative Update • Apr 03
VRT: AI Data Center Manufacturing Expansion Will Drive Further Upside
Analysts have raised their price target on Vertiv Holdings Co. to $325 from $320. They cited updates to their models that reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E.Narrative Update • Mar 20
VRT: AI Data Center Infrastructure Partnerships Will Drive Further Upside
Analysts maintained Vertiv Holdings Co.'s price target at $320.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior expectations. What's in the News Vertiv outlined its role in NVIDIA's Vera Rubin DSX AI factory reference design and Omniverse DSX Blueprint, providing simulation ready digital power and cooling assets, validated interfaces, and standardized 12.5MW Vertiv OneCore infrastructure blocks intended to support AI deployments from smaller clusters to gigawatt scale projects.
New Narrative • Mar 07
Vertiv Holdings Co (VRT): The Liquid Cooling Standard-Bearer – Entering the S&P 500 on March 23.
Vertiv Holdings Co (VRT) has officially achieved the institutional "gold standard," with S&P Dow Jones Indices announcing after the March 6, 2026, close that the company will join the S&P 500 prior to the opening of trading on Monday, March 23. This promotion follows a historic transformation from an industrial spin-off to a secular AI powerhouse, as the stock trades at $241.72 with a market capitalization of $92.5 billion.Narrative Update • Mar 06
VRT: Data Center Power Solutions And AI Services Will Drive Further Upside
Analysts have lifted their price target on Vertiv Holdings Co. to $320.00 from $245.20, citing updated assumptions around revenue growth, profit margins, and future P/E that contribute to a higher fair value estimate. What's in the News Vertiv and Generate Capital announced a collaboration to provide Bring Your Own Power & Cooling solutions for data centers in US markets with constrained grid access, combining Vertiv infrastructure with Generate financing and operations to support faster, capital light deployments.
New Narrative • Feb 26
The Infrastructure AI Cannot Be Built Without
Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.
Narrative Update • Feb 20
VRT: AI Data Center Services And 2026 Outlook Will Frame Balanced Upside
Analysts have lifted their price target for Vertiv Holdings Co to $263.20 from $198.45, citing updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. What's in the News Vertiv issued earnings guidance for the first quarter of 2026, with expected net sales between US$2.5b and US$2.7b, diluted GAAP EPS of US$0.80, GAAP operating profit of US$424.8m, and GAAP net income of US$312.7m (corporate guidance).Analysis Article • Feb 13
New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co ( NYSE:VRT ) shareholders will have a reason to smile today, with the analysts making substantial...
Narrative Update • Feb 06
VRT: AI Data Center Momentum Will Likely Outrun Future Earnings Power
Analysts have raised their price target for Vertiv Holdings Co from US$92.18 to US$155.12, pointing to updated assumptions around higher projected revenue growth, slightly stronger profit margins, and a higher future P/E multiple as key drivers of the new fair value range. What's in the News Vertiv launched Vertiv Next Predict, an AI-powered managed service aimed at shifting data center maintenance toward predictive analytics, using AI-based anomaly detection, risk assessment, and prescriptive actions across power, cooling, and IT systems (Product-Related Announcements).Narrative Update • Jan 23
VRT: Expanded Partnerships And Dividend Increase Will Drive Further Upside Potential
Narrative Update Overview Analysts now see Vertiv Holdings Co. with a refreshed price framework, reflected in a higher implied fair value from about US$230.00 to roughly US$245.20. This adjustment is tied to updated assumptions for revenue growth, profit margins, discount rate and future P/E levels.Narrative Update • Jan 08
VRT: Data Center Energy Partnership And Dividend Hike Will Support Upside Potential
Analysts have slightly lifted their price target on Vertiv Holdings Co., with updated fair value estimates moving from about US$196.83 to roughly US$198.45 per share, reflecting small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Vertiv and Caterpillar, along with Solar Turbines, agreed to work together on energy optimization solutions for data centers, combining Vertiv power and cooling with Caterpillar power generation and CCHP offerings to provide predesigned, modular architectures for on-site power and cooling (Key Developments).Narrative Update • Dec 24
VRT: Expanded Partnerships And Dividend Increase Will Support Continued Upside Potential
Analysts have raised their price target on Vertiv Holdings Co. from 165.00 to 230.00 per share, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple despite a higher assumed discount rate. What's in the News Vertiv raised full year 2025 earnings guidance, now targeting net sales of $10.16 billion to $10.24 billion and organic net sales growth of 26% to 28%, with expected GAAP diluted EPS of $3.41 (company guidance).Narrative Update • Dec 10
VRT: Dividend Increase And New CFO Will Support Balanced Outlook
Analysts have modestly raised their price target for Vertiv Holdings Co, increasing their fair value estimate by about 1 percent to approximately $196.83 per share, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Vertiv and Caterpillar, including subsidiary Solar Turbines, entered a strategic collaboration to deliver pre designed, modular on site power and cooling architectures for data centers, aimed at reducing deployment time and improving energy efficiency for AI centric facilities (company announcement).Narrative Update • Nov 26
VRT: Dividend Hike And CFO Appointment Will Drive Future Momentum
Analysts have raised their price target for Vertiv Holdings Co. slightly, increasing it from $192.66 to $194.63. They cite incremental improvements in projected revenue growth and adjusted discount rates, despite a marginally lower anticipated profit margin.Narrative Update • Nov 05
VRT: Measured Outlook Balances New CFO Appointment With AI Deployment Plans
Analysts have raised their price target for Vertiv Holdings Co. from $173.11 to $192.66. They cite improved revenue growth expectations and slight adjustments to profit margins and discount rates as key factors in their updated outlook.Narrative Update • Oct 22
Analysts Raise Vertiv Price Target Amid Executive Changes and Upbeat Growth Outlook
Analysts have raised their price target for Vertiv Holdings Co. from $159.11 to $173.11 per share. This change reflects updated forecasts for stronger revenue growth and higher future valuation multiples.Narrative Update • Oct 08
Global AI Demand And Favorable Policies Will Expand Data Centers
Analysts have raised their price target for Vertiv Holdings Co. from $157.42 to $159.11. This reflects increased confidence in the company’s outlook, based on higher expected revenue growth and a modestly elevated discount rate.Analysis Article • Oct 07
After Leaping 31% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar
Vertiv Holdings Co ( NYSE:VRT ) shareholders have had their patience rewarded with a 31% share price jump in the last...Analysis Article • Jul 08
We Think Vertiv Holdings Co (NYSE:VRT) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analysis Article • Jun 11
Is Now The Time To Put Vertiv Holdings Co (NYSE:VRT) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • May 20
After Leaping 45% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar
Vertiv Holdings Co ( NYSE:VRT ) shareholders are no doubt pleased to see that the share price has bounced 45% in the...Seeking Alpha • Apr 27
Vertiv: The Worst Is Behind Us, Double-Digit Upside Potential Ahead
Summary Vertiv's bottom has materialized during the worst of the April 2025 selloff, as numerous market indicators highlight a great potential for double-digit rally ahead. This is significantly aided by its robust FQ1'25 earnings performance, raised FY2025 guidance, growing backlog, cheap valuations, and healthier balance sheet. A similar development has also been observed in numerous hyperscalers', foundries', and data center REITs' promising forward commentary. These point to the durability of data center capex spending trends over the next few years, with VRT's bright prospects more or less secured. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Vertiv: Bubble Imploded - Here's Why It's Now A Strong Buy
Summary Vertiv Holdings investors suffered a massive fallout as the stock fell 65% from its January 2025 highs. The tech bubble implosion spurred a capitulation in VRT, as investors fled the stock in a hurry. Vertiv's future prospects are closely aligned with the data center spending outlook. While the media narrative on AI growth has turned more somber, I explain why underlying fundamentals have remained robust. With VRT's valuation having arguably normalized and seemingly cheap when considering its PEG ratio, I argue why investors should ramp up their purchases. Read the full article on Seeking AlphaShareholder Returns
| VRT | US Electrical | US Market | |
|---|---|---|---|
| 7D | 2.7% | -0.4% | 2.2% |
| 1Y | 236.4% | 102.6% | 31.1% |
Return vs Industry: VRT exceeded the US Electrical industry which returned 102.6% over the past year.
Return vs Market: VRT exceeded the US Market which returned 31.1% over the past year.
Price Volatility
| VRT volatility | |
|---|---|
| VRT Average Weekly Movement | 8.0% |
| Electrical Industry Average Movement | 11.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: VRT has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: VRT's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 34,000 | Giordano Albertazzi | www.vertiv.com |
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. It also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, fluid management, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services.
Vertiv Holdings Co Fundamentals Summary
| VRT fundamental statistics | |
|---|---|
| Market cap | US$130.59b |
| Earnings (TTM) | US$1.56b |
| Revenue (TTM) | US$10.84b |
83.8x
P/E Ratio12.0x
P/S RatioIs VRT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VRT income statement (TTM) | |
|---|---|
| Revenue | US$10.84b |
| Cost of Revenue | US$6.82b |
| Gross Profit | US$4.03b |
| Other Expenses | US$2.47b |
| Earnings | US$1.56b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.06 |
| Gross Margin | 37.15% |
| Net Profit Margin | 14.37% |
| Debt/Equity Ratio | 68.8% |
How did VRT perform over the long term?
See historical performance and comparisonDividends
0.07%
Current Dividend Yield3%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 17:44 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Vertiv Holdings Co is covered by 32 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Julian Mitchell | Barclays |
| Andrew Buscaglia | BNP Paribas |
| Andrew Obin | BofA Global Research |