Vertiv Holdings Co (VRT) Aktievy
Vertiv Holdings Co designar, tillverkar och erbjuder tjänster inom kritisk digital infrastrukturteknik och livscykeltjänster för datacenter, kommunikationsnätverk samt kommersiella och industriella miljöer i Nord- och Sydamerika, Asien och Stillahavsområdet, Europa, Mellanöstern och Afrika. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 6/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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VRT Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$408.64
FV
18.1% undervärderad intrinsisk rabatt20.00%
Revenue growth p.a.
6.9k
users have viewed this narrative20users have liked this narrative
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62users have followed this narrative
Vertiv Holdings Co Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$334.82 |
| 52 veckors högsta | US$379.94 |
| 52 veckors lägsta | US$110.06 |
| Beta | 2.04 |
| 1 månads förändring | 6.05% |
| 3 månaders förändring | 29.09% |
| 1 års förändring | 173.23% |
| 3 års förändring | 1,246.28% |
| 5 års förändring | 1,112.68% |
| Förändring sedan börsintroduktionen | 3,299.19% |
Senaste nyheter och uppdateringar
Seeking Alpha • 20h
Vertiv: Selling The Bottleneck, Billing At The Pace Of The Build
Summary Vertiv Holdings strengthens its thermal solutions moat with the ThermoKey acquisition, completing its end-to-end data center cooling portfolio. VRT's integrated approach enables hyperscalers to minimize execution risk and pay a premium for a single-vendor thermal loop, supporting robust backlog and margins. Key risks include potential delays in data center deployments due to grid and water constraints, with revenue recognition tied to actual deployments, not orders. At 35x EBITDA, VRT is a Hold; I await EMEA recovery and margin confirmation in Q2 results before considering a more bullish stance. Read the full article on Seeking AlphaAnalysartikel • Jun 19
Vertiv Holdings Co (VRT) Stock Could Be 18.5% Undervalued After AI Cooling Deals And Raised Guidance
Vertiv Holdings Co (VRT) is back in focus after a series of catalysts tied to AI data centers, including raised 2026 guidance, the acquisitions of ThermoKey and Strategic Thermal Labs, and co-development work with NVIDIA. See our latest analysis for Vertiv Holdings Co. The recent ThermoKey and Strategic Thermal Labs acquisitions, the raised 2026 guidance, and co-development work with NVIDIA have coincided with a sharp acceleration in Vertiv Holdings Co’s share price, with an 89.65% year to...Recent updates
Seeking Alpha • 20h
Vertiv: Selling The Bottleneck, Billing At The Pace Of The Build
Summary Vertiv Holdings strengthens its thermal solutions moat with the ThermoKey acquisition, completing its end-to-end data center cooling portfolio. VRT's integrated approach enables hyperscalers to minimize execution risk and pay a premium for a single-vendor thermal loop, supporting robust backlog and margins. Key risks include potential delays in data center deployments due to grid and water constraints, with revenue recognition tied to actual deployments, not orders. At 35x EBITDA, VRT is a Hold; I await EMEA recovery and margin confirmation in Q2 results before considering a more bullish stance. Read the full article on Seeking AlphaAnalysartikel • Jun 19
Vertiv Holdings Co (VRT) Stock Could Be 18.5% Undervalued After AI Cooling Deals And Raised Guidance
Vertiv Holdings Co (VRT) is back in focus after a series of catalysts tied to AI data centers, including raised 2026 guidance, the acquisitions of ThermoKey and Strategic Thermal Labs, and co-development work with NVIDIA. See our latest analysis for Vertiv Holdings Co. The recent ThermoKey and Strategic Thermal Labs acquisitions, the raised 2026 guidance, and co-development work with NVIDIA have coincided with a sharp acceleration in Vertiv Holdings Co’s share price, with an 89.65% year to...
Uppdatering av berättelse • Jun 16
VRT: AI Data Center Backlog Strength Will Likely Outrun Future Earnings Power
Analysts have revised their fair value estimate for Vertiv Holdings Co to $271.16 from $155.12, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a higher long term price target framework. What's in the News Vertiv Holdings is closely tied to the AI infrastructure buildout, with recent reports highlighting a $15b order backlog and operating margins above 20%, alongside strong free cash flow and growing recognition through S&P 500 inclusion and investment grade credit ratings (source: Vertiv Holdings Reports Strong Growth and Expanding Margins Amid AI Infrastructure Boom).
Uppdatering av berättelse • Jun 02
VRT: AI Data Center Backlog And Liquid Cooling Expansion Will Drive Upside
Analysts have raised their price target for Vertiv Holdings Co. from $263.20 to $376.80, citing updated assumptions for revenue growth, profit margins, and future P/E that are now reflected in their refreshed valuation model. What's in the News Vertiv reported Q1 2026 net sales of about US$2.65b with roughly 30% year over year growth and adjusted diluted EPS of US$1.17.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Aktieägarnas avkastning
| VRT | US Electrical | US Marknad | |
|---|---|---|---|
| 7D | 5.2% | -6.8% | 0.3% |
| 1Y | 173.2% | 67.0% | 19.9% |
Avkastning vs industri: VRT översteg US Electrical branschen som gav 67 % under det senaste året.
Avkastning vs Marknaden: VRT översteg US marknaden som gav 19.9 % under det senaste året.
Prisvolatilitet
| VRT volatility | |
|---|---|
| VRT Average Weekly Movement | 9.0% |
| Electrical Industry Average Movement | 12.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: VRT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: VRT s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| n/a | 34,000 | Giordano Albertazzi | www.vertiv.com |
Vertiv Holdings Co designar, tillverkar och tillhandahåller tjänster för kritisk digital infrastrukturteknik och livscykeltjänster för datacenter, kommunikationsnätverk samt kommersiella och industriella miljöer i Nord- och Sydamerika, Asien och Stillahavsområdet, Europa, Mellanöstern och Afrika. Företaget erbjuder produkter för strömförsörjning med växelström och likström, ställverk för låg- och mellanspänning, samlingsskenor, produkter för termisk hantering, luftkylda och vätskekylda produkter för termisk hantering, integrerade modulära lösningar, rack, enfas UPS, strömfördelning i rack, termiska system i rack, konfigurerbara integrerade lösningar, energilagringslösningar, hårdvara och mjukvaruinfrastruktur som är en integrerad del av den teknik som används för olika tjänster, inklusive artificiell intelligens, e-handel, internetbanker, fildelning, video på begäran, energilagring, trådlös kommunikation, Internet of Things och onlinespel. Företaget tillhandahåller också tjänster för livscykelhantering, prediktiv analys och professionella tjänster för att distribuera, underhålla och optimera sina produkter och deras relaterade system, samt förebyggande underhåll, acceptanstester, teknik och konsultation, vätskehantering, prestandautvärderingar, fjärrövervakning, utbildning, reservdelar och mjukvarutjänster för kritisk digital infrastruktur.
Vertiv Holdings Co Sammanfattning av grunderna
| VRT grundläggande statistik | |
|---|---|
| Börsvärde | US$117.91b |
| Vinst(TTM) | US$1.56b |
| Intäkter(TTM) | US$10.84b |
82.5x
P/E-förhållande11.9x
P/S-förhållandeÄr VRT övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| VRT resultaträkning (TTM) | |
|---|---|
| Intäkter | US$10.84b |
| Kostnad för intäkter | US$6.82b |
| Bruttovinst | US$4.03b |
| Övriga kostnader | US$2.47b |
| Intäkter | US$1.56b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.06 |
| Bruttomarginal | 37.15% |
| Nettovinstmarginal | 14.37% |
| Skuld/egenkapitalförhållande | 68.8% |
Hur har VRT utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.07%
Aktuell utdelningsavkastning3%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/30 21:27 |
| Aktiekurs vid dagens slut | 2026/06/30 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Vertiv Holdings Co bevakas av 32 analytiker. 26 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Julian Mitchell | Barclays |
| Varun Govindaraj | Bernstein |
| Andrew Buscaglia | BNP Paribas |