Vertiv Holdings Co (VRT) Aktienübersicht
Vertiv Holdings Co entwickelt, fertigt und wartet kritische digitale Infrastrukturtechnologien und Lebenszyklusdienste für Rechenzentren, Kommunikationsnetze sowie kommerzielle und industrielle Umgebungen in Nord- und Südamerika, im asiatisch-pazifischen Raum, in Europa, im Nahen Osten und in Afrika. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 6/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
VRT Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$408.64
FV
19.9% unterbewertet intrinsischer Abschlag20.00%
Revenue growth p.a.
6.5k
users have viewed this narrative20users have liked this narrative
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47users have followed this narrative
Vertiv Holdings Co Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$327.46 |
| 52-Wochen-Hoch | US$379.94 |
| 52-Wochen-Tief | US$101.00 |
| Beta | 2.1 |
| 1 Monat Veränderung | 7.31% |
| 3 Monate Veränderung | 34.34% |
| 1 Jahr Veränderung | 214.44% |
| 3 Jahre Veränderung | 1,558.87% |
| 5 Jahre Veränderung | 1,219.34% |
| Veränderung seit IPO | 3,224.47% |
Aktuelle Nachrichten und Updates
Seeking Alpha • May 19
Vertiv: The Infrastructure Layer Behind AI's Biggest Constraint
Summary I am reiterating Vertiv (VRT) as a Strong Buy because AI-Infrastructure growth is increasingly constrained by power availability, cooling density and grid access. VRT has the solution to those bottlenecks. The main growth drivers are high-density AI power systems, Vertiv OneCore modular infrastructure, 800 VDC architecture, EnergyCore Grid BESS and expanding service and thermal management business. I estimate these growth drivers can help grow adjusted EBITDA from about $3.55Bn in 2026 to about $4.9Bn in 2027 adjusted EBITDA. My Price Target for VRT is $492, representing a 33% upside potential. I arrive at my PT by using a 39x FWD EV/EBITDA and $4.9Bn 2027 adjusted EBITDA. The biggest risks are valuation compression, AI infrastructure deployment delays, AI Power winter and execution challenges around manufacturing scale and supply chains. Read the full article on Seeking Alpha
Narrativ-Update • May 17
VRT: AI Data Center Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted their price target for Vertiv Holdings Co. from $394.00 to $488.20, reflecting updated assumptions around revenue growth of 34.84%, an adjusted profit margin of 18.75%, and a higher future P/E of about 50.48x under a slightly increased discount rate of 9.74%. What's in the News Issued earnings guidance for the second quarter, with expected net sales of US$3.25b to US$3.45b, GAAP operating profit of US$639.6m, GAAP net income of US$477.2m and diluted EPS of US$1.22, alongside updated full year 2026 guidance for net sales of US$13.5b to US$14.0b, GAAP operating profit of US$2,882.6m, GAAP net income of US$2,213.0m and diluted EPS of US$5.60 to US$5.70 (Corporate guidance) Announced roughly US$50m of investment to expand manufacturing in Ironton, Ohio, and headquarters facilities in Westerville, Ohio, with the projects expected to create hundreds of jobs through 2029 and increase liquid cooling and chilled water system capacity by about 45% (Business expansion) Disclosed four new or expanding manufacturing facilities in the Americas, including additional South Carolina sites expected to lift regional capacity by about 7x and a Mexicali, Mexico expansion anticipated to increase capacity by about 45% for power technologies serving high density AI applications (Business expansion) Added to multiple equity indices, including the S&P 500, S&P 500 Growth, S&P 500 Industrials, S&P Composite 1500, S&P Global 1200 and several related sub indices, while also being removed from the Russell Small Cap Comp Growth Index (Index changes) Expanded data center partnerships and offerings, including collaboration on NVIDIA AI factory reference designs, a Bring Your Own Power & Cooling solution with Generate Capital for power constrained data centers, and new high capacity Vertiv PowerBar Track busway systems targeted at AI workloads (Client, alliance and product announcements) Valuation Changes Fair Value: Updated from $394.00 to $488.20, reflecting a higher implied valuation per share.Recent updates
Seeking Alpha • May 19
Vertiv: The Infrastructure Layer Behind AI's Biggest Constraint
Summary I am reiterating Vertiv (VRT) as a Strong Buy because AI-Infrastructure growth is increasingly constrained by power availability, cooling density and grid access. VRT has the solution to those bottlenecks. The main growth drivers are high-density AI power systems, Vertiv OneCore modular infrastructure, 800 VDC architecture, EnergyCore Grid BESS and expanding service and thermal management business. I estimate these growth drivers can help grow adjusted EBITDA from about $3.55Bn in 2026 to about $4.9Bn in 2027 adjusted EBITDA. My Price Target for VRT is $492, representing a 33% upside potential. I arrive at my PT by using a 39x FWD EV/EBITDA and $4.9Bn 2027 adjusted EBITDA. The biggest risks are valuation compression, AI infrastructure deployment delays, AI Power winter and execution challenges around manufacturing scale and supply chains. Read the full article on Seeking AlphaNarrativ-Update • May 17
VRT: AI Data Center Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted their price target for Vertiv Holdings Co. from $394.00 to $488.20, reflecting updated assumptions around revenue growth of 34.84%, an adjusted profit margin of 18.75%, and a higher future P/E of about 50.48x under a slightly increased discount rate of 9.74%. What's in the News Issued earnings guidance for the second quarter, with expected net sales of US$3.25b to US$3.45b, GAAP operating profit of US$639.6m, GAAP net income of US$477.2m and diluted EPS of US$1.22, alongside updated full year 2026 guidance for net sales of US$13.5b to US$14.0b, GAAP operating profit of US$2,882.6m, GAAP net income of US$2,213.0m and diluted EPS of US$5.60 to US$5.70 (Corporate guidance) Announced roughly US$50m of investment to expand manufacturing in Ironton, Ohio, and headquarters facilities in Westerville, Ohio, with the projects expected to create hundreds of jobs through 2029 and increase liquid cooling and chilled water system capacity by about 45% (Business expansion) Disclosed four new or expanding manufacturing facilities in the Americas, including additional South Carolina sites expected to lift regional capacity by about 7x and a Mexicali, Mexico expansion anticipated to increase capacity by about 45% for power technologies serving high density AI applications (Business expansion) Added to multiple equity indices, including the S&P 500, S&P 500 Growth, S&P 500 Industrials, S&P Composite 1500, S&P Global 1200 and several related sub indices, while also being removed from the Russell Small Cap Comp Growth Index (Index changes) Expanded data center partnerships and offerings, including collaboration on NVIDIA AI factory reference designs, a Bring Your Own Power & Cooling solution with Generate Capital for power constrained data centers, and new high capacity Vertiv PowerBar Track busway systems targeted at AI workloads (Client, alliance and product announcements) Valuation Changes Fair Value: Updated from $394.00 to $488.20, reflecting a higher implied valuation per share.Narrativ-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.Narrativ-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).Narrativ-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.Narrativ-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.
Neues Narrativ • 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.Narrativ-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.
Neues Narrativ • 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.
Narrativ-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).Analyseartikel • 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...
Narrativ-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).Narrativ-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.Narrativ-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).Narrativ-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).Narrativ-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).Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...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 AlphaAktionärsrenditen
| VRT | US Electrical | US Markt | |
|---|---|---|---|
| 7D | -11.7% | -1.4% | 1.0% |
| 1Y | 214.4% | 87.3% | 28.7% |
Rendite im Vergleich zur Industrie: VRT übertraf die Branche US Electrical , die im vergangenen Jahr eine Rendite von 87.3 erzielte.
Rendite vs. Markt: VRT übertraf den Markt US, der im vergangenen Jahr eine Rendite von 28.7 erzielte.
Preisvolatilität
| VRT volatility | |
|---|---|
| VRT Average Weekly Movement | 8.4% |
| Electrical Industry Average Movement | 12.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: VRT hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: VRTDie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| n/a | 34,000 | Giordano Albertazzi | www.vertiv.com |
Vertiv Holdings Co entwickelt, fertigt und wartet kritische digitale Infrastrukturtechnologien und Lebenszyklusdienste für Rechenzentren, Kommunikationsnetze sowie kommerzielle und industrielle Umgebungen in Nord- und Südamerika, im asiatisch-pazifischen Raum, in Europa, im Nahen Osten und in Afrika. Das Unternehmen bietet AC- und DC-Stromversorgungsprodukte, Nieder-/Mittelspannungsschaltanlagen, Stromschienen, Wärmemanagementprodukte, luft- und flüssigkeitsgekühlte Wärmemanagementprodukte, integrierte modulare Lösungen, Racks, einphasige USV, Rack-Stromverteilung, Rack-Wärmesysteme, konfigurierbare integrierte Lösungen, Energiespeicherlösungen, Hardware- und Software-Infrastrukturen, die integraler Bestandteil der Technologien sind, die für verschiedene Dienste verwendet werden, darunter künstliche Intelligenz, E-Commerce, Online-Banking, File-Sharing, Video-on-Demand, Energiespeicherung, drahtlose Kommunikation, Internet der Dinge und Online-Spiele. Darüber hinaus bietet das Unternehmen Lifecycle-Management-Services, prädiktive Analysen und professionelle Dienstleistungen für die Bereitstellung, Wartung und Optimierung seiner Produkte und der zugehörigen Systeme sowie vorbeugende Wartung, Abnahmeprüfungen, Engineering und Beratung, Fluid-Management, Leistungsbewertungen, Fernüberwachung, Schulungen, Ersatzteile und kritische digitale Infrastruktur-Software-Services.
Vertiv Holdings Co's Grundlagenzusammenfassung
| VRT grundlegende Statistiken | |
|---|---|
| Marktanteil | US$124.22b |
| Gewinn(TTM) | US$1.56b |
| Umsatz(TTM) | US$10.84b |
80.7x
Kurs-Gewinn-Verhältnis 11.6x
Kurs-Umsatz-VerhältnisIst VRT zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| VRT Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$10.84b |
| Kosten der Einnahmen | US$6.82b |
| Bruttogewinn | US$4.03b |
| Sonstige Ausgaben | US$2.47b |
| Gewinn | US$1.56b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 4.06 |
| Bruttomarge | 37.15% |
| Nettogewinnspanne | 14.37% |
| Schulden/Eigenkapital-Verhältnis | 68.8% |
Wie hat sich VRT auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.08%
Aktuelle Dividendenrendite3%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 14:01 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Vertiv Holdings Co wird von 34 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Julian Mitchell | Barclays |
| Andrew Buscaglia | BNP Paribas |
| Andrew Obin | BofA Global Research |