VRT logo

Vertiv Holdings Co Stock Price

NYSE:VRT Community·US$98.5b Market Cap
  • 6 Narratives written by author
  • 3 Comments on narratives written by author
  • 854 Fair Values set on narratives written by author

VRT Share Price Performance

US$263.81
134.50 (104.01%)
US$450.00
Fair Value
US$263.81
134.50 (104.01%)
41.4% undervalued intrinsic discount
US$450.00
Fair Value
Price US$263.81
FundamentalFlow US$450.00
AnalystConsensusTarget US$376.80
pdixit1 US$408.64

VRT Community Narratives

·
Fair Value US$450 41.4% undervalued intrinsic discount

The Short and Long Term Compounder of Liquid Cooling industry.

13users have liked this narrative
0users have commented on this narrative
79users have followed this narrative
·
Fair Value US$376.8 30.0% undervalued intrinsic discount

Analysts Raise Vertiv Price Target Amid Executive Changes and Upbeat Growth Outlook

4users have liked this narrative
2users have commented on this narrative
294users have followed this narrative
Fair Value
·
Fair Value US$408.64 35.4% undervalued intrinsic discount

The Infrastructure AI Cannot Be Built Without

20users have liked this narrative
3users have commented on this narrative
94users have followed this narrative
US$450
41.4% undervalued intrinsic discount
Revenue
35.41% p.a.
Profit Margin
15.09%
Future PE
53.7x
Price in 2029
US$585.31
US$408.64
35.4% undervalued intrinsic discount
Fair Value
Revenue
20% p.a.
Profit Margin
13.03%
Future PE
75.27x
Price in 2031
US$639.78
US$213
23.9% overvalued intrinsic discount
Fair Value
Revenue
8.51% p.a.
Profit Margin
15.09%
Future PE
50.45x
Price in 2031
US$328.1

Trending Discussion

No trending discussion available.

Updated Narratives

VRT logo

The Short and Long Term Compounder of Liquid Cooling industry.

Fair Value: US$450 41.4% undervalued intrinsic discount
79 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VRT logo

Everyone's Favorite Stock Just Fell 17% in a Day. It Still Isn't Cheap.

Fair Value: US$213 23.9% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VRT logo

The Infrastructure AI Cannot Be Built Without

Fair Value: US$408.64 35.4% undervalued intrinsic discount
94 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with flawless balance sheet.

0 Risks
3 Rewards

Vertiv Holdings Co Key Details

US$11.5b

Revenue

US$7.1b

Cost of Revenue

US$4.4b

Gross Profit

US$2.6b

Other Expenses

US$1.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.50
38.04%
15.09%
61.8%
View Full Analysis

About VRT

Founded
n/a
Employees
34000
CEO
Giordano Albertazzi
WebsiteView website
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. The company offers its products primarily under the Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent brands. It serves through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio.

Recent VRT News & Updates

Seeking Alpha 1h

Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt

Summary Vertiv is rated 'Buy' due to its integrated portfolio addressing critical power, cooling, and infrastructure needs in AI-driven data centers. VRT's co-design capabilities and expanding service offerings position it to capture increasing content per megawatt and recurring high-margin revenue. Management targets 20–22% organic sales CAGR and 27%+ operating margin by 2030, with sales potentially reaching $25–28 billion. Despite a premium valuation (~38x earnings), operational leverage, backlog, and execution on capacity expansion underpin a compelling long-term growth thesis. Read the full article on Seeking Alpha
Narrative Update Aug 13

VRT: AI Data Center Infrastructure Demand Will Drive Future Upside

Analysts now set a lower price target for Vertiv Holdings Co at $427, down from $461. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.

Recent updates

No updates