Vertiv Develops Power Solutions In Sync With NVIDIA's AI Roadmap
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2025
0mins
Should l Buy VRT?
Source: Benzinga
Strategic Partnership: Vertiv Holdings announced its alignment with Nvidia's vision for AI data centers, focusing on the deployment of 800 VDC power architectures to support future AI demands, including upcoming GPU platforms.
Financial Performance: Vertiv reported strong first-quarter net sales of $2.04 billion, surpassing expectations, while its stock experienced a decline of 3.34% in premarket trading.
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Analyst Views on VRT
Wall Street analysts forecast VRT stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 248.510
Low
195.00
Averages
206.07
High
230.00
Current: 248.510
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. is a global provider of critical digital infrastructure. It provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. Its offerings include alternate current (AC) and direct current (DC) power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, management systems for monitoring and controlling digital infrastructure, and services. Its business segments include Americas, Asia Pacific, and Europe, Middle East & Africa. The Americas segment includes products which include AC and DC power management, thermal management, low/medium voltage switchgear, busbar, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software for managing I.T. equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vertiv's Earnings Confirm the Ongoing Growth of AI Infrastructure
Earnings Report Highlights: Vertiv reported strong demand for its cooling systems, with Q3 revenue at $2.88 billion, slightly below forecasts but 22.5% higher year-over-year. Earnings per share (EPS) of $1.36 exceeded expectations, leading to a 12% stock price increase in pre-market trading.
Market Trends and Stock Performance: The stock showed significant momentum, rising over 18% during the trading day, driven by positive labor data and a strong backlog of $15 billion, up 109% year-over-year. Investors are advised to monitor for potential pullbacks as buying opportunities.
AI and Data Center Demand: Vertiv's products are critical for meeting the continuous demand from artificial intelligence and data center infrastructure, with trailing twelve-month organic orders growing approximately 81% year-over-year, indicating robust market expansion.
Investment Strategy: Investors are encouraged to watch for a pullback in Vertiv's stock price between $195 and $205 as a potential buying point, while existing shareholders may consider trimming positions to capitalize on recent gains.
See More
Vertiv Misses Q4 Expectations but Issues Strong Guidance
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- Forward Guidance: The company set its sales target for the current quarter between $2.5 billion and $2.7 billion, with the midpoint exceeding the average analyst estimate of $2.56 billion, showcasing confidence in future growth.
- Earnings Outlook: Projected adjusted earnings per share are between $0.95 and $1.01, significantly higher than the analyst forecast of $0.96, reflecting strong profitability driven by demand for AI data centers.
- Market Reaction: Despite missing Q4 expectations, Vertiv's stock surged 22.4%, indicating investor optimism regarding the company's outlook and recognition of its future growth potential.
See More
Freight Brokers Fall to AI Disruption: Which Other Stocks Remain Secure?
- Freight Brokers and AI: Freight brokers, once seen as beneficiaries of artificial intelligence, are now facing challenges from software companies leveraging AI technology.
- Shift in Perception: The shift in perception highlights the evolving landscape of the freight industry as AI continues to advance and disrupt traditional roles.
- Impact on the Industry: This change suggests that freight brokers may need to adapt to remain competitive in an increasingly automated environment.
- Future Considerations: The situation raises questions about the long-term implications of AI on various sectors within the logistics and transportation industries.
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VERTIV HOLDINGS CO.: OPPENHEIMER INCREASES TARGET PRICE FROM $195 TO $270
- Company Announcement: Vert Holdings has raised its price target for Oppenheimer to $270.
- Previous Price Target: The previous price target was set at $195.
See More
Vertiv Q4 2025 Earnings: Order Surge and Strong Outlook
- Significant Order Growth: Vertiv reported a 252% year-over-year increase in orders for Q4 2025, along with a 117% sequential rise, indicating a successful expansion of market share amid strong demand, which is expected to drive future revenue growth.
- Strong Financial Performance: The adjusted diluted EPS for Q4 was $1.36, up 37% year-over-year and exceeding expectations, demonstrating ongoing improvements in profitability and operational efficiency, which is likely to bolster investor confidence.
- Optimistic Outlook: Management projects an adjusted diluted EPS of $6.02 and net sales of $13.5 billion for 2026, reflecting strong confidence in future market demand and plans to achieve this through technological innovation and service expansion.
- Strategic Investments and Acquisitions: Vertiv's acquisition of PurgeRite enhances its fluid management capabilities for liquid-cooled AI data centers, while the introduction of new solutions like OneCore and SmartRun further solidifies its leadership position in the data center solutions market.
See More
US Stock Market Close and Employment Data Analysis
- Strong Employment Data: US nonfarm payrolls for January increased by 130,000, surpassing expectations of 65,000, indicating labor market stability, while the unemployment rate unexpectedly fell by 0.1% to 4.3%, which is likely to have a positive impact on economic recovery.
- Interest Rate Expectations Shift: Following the robust employment report, the market's expectation for a Fed rate cut next month dropped from 23% to 6%, with the 10-year T-note yield rising by 3 basis points to 4.17%, reflecting a cautious outlook on future monetary policy.
- Mixed Market Performance: The S&P 500 closed unchanged, the Nasdaq 100 rose by 0.29%, while the Dow Jones Industrial Average fell by 0.13%, highlighting a contrast between strong tech stock performance and weakness in software stocks.
- Optimistic Earnings Outlook: Over 78% of the 335 S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, indicating that sustained corporate profitability will support long-term stock market gains.
See More
Vertiv's Earnings Confirm the Ongoing Growth of AI Infrastructure
Earnings Report Highlights: Vertiv reported strong demand for its cooling systems, with Q3 revenue at $2.88 billion, slightly below forecasts but 22.5% higher year-over-year. Earnings per share (EPS) of $1.36 exceeded expectations, leading to a 12% stock price increase in pre-market trading.
Market Trends and Stock Performance: The stock showed significant momentum, rising over 18% during the trading day, driven by positive labor data and a strong backlog of $15 billion, up 109% year-over-year. Investors are advised to monitor for potential pullbacks as buying opportunities.
AI and Data Center Demand: Vertiv's products are critical for meeting the continuous demand from artificial intelligence and data center infrastructure, with trailing twelve-month organic orders growing approximately 81% year-over-year, indicating robust market expansion.
Investment Strategy: Investors are encouraged to watch for a pullback in Vertiv's stock price between $195 and $205 as a potential buying point, while existing shareholders may consider trimming positions to capitalize on recent gains.
See More
Vertiv Misses Q4 Expectations but Issues Strong Guidance
- Performance Results: Vertiv reported Q4 earnings of $1.14 per share and revenue of $2.88 billion, falling short of Wall Street's expectations of $1.16 and $2.89 billion, yet still reflecting a robust year-over-year growth of approximately 23%, indicating strong performance in the digital infrastructure sector.
- Forward Guidance: The company set its sales target for the current quarter between $2.5 billion and $2.7 billion, with the midpoint exceeding the average analyst estimate of $2.56 billion, showcasing confidence in future growth.
- Earnings Outlook: Projected adjusted earnings per share are between $0.95 and $1.01, significantly higher than the analyst forecast of $0.96, reflecting strong profitability driven by demand for AI data centers.
- Market Reaction: Despite missing Q4 expectations, Vertiv's stock surged 22.4%, indicating investor optimism regarding the company's outlook and recognition of its future growth potential.
See More
Freight Brokers Fall to AI Disruption: Which Other Stocks Remain Secure?
- Freight Brokers and AI: Freight brokers, once seen as beneficiaries of artificial intelligence, are now facing challenges from software companies leveraging AI technology.
- Shift in Perception: The shift in perception highlights the evolving landscape of the freight industry as AI continues to advance and disrupt traditional roles.
- Impact on the Industry: This change suggests that freight brokers may need to adapt to remain competitive in an increasingly automated environment.
- Future Considerations: The situation raises questions about the long-term implications of AI on various sectors within the logistics and transportation industries.
See More
VERTIV HOLDINGS CO.: OPPENHEIMER INCREASES TARGET PRICE FROM $195 TO $270
- Company Announcement: Vert Holdings has raised its price target for Oppenheimer to $270.
- Previous Price Target: The previous price target was set at $195.
See More
Vertiv Q4 2025 Earnings: Order Surge and Strong Outlook
- Significant Order Growth: Vertiv reported a 252% year-over-year increase in orders for Q4 2025, along with a 117% sequential rise, indicating a successful expansion of market share amid strong demand, which is expected to drive future revenue growth.
- Strong Financial Performance: The adjusted diluted EPS for Q4 was $1.36, up 37% year-over-year and exceeding expectations, demonstrating ongoing improvements in profitability and operational efficiency, which is likely to bolster investor confidence.
- Optimistic Outlook: Management projects an adjusted diluted EPS of $6.02 and net sales of $13.5 billion for 2026, reflecting strong confidence in future market demand and plans to achieve this through technological innovation and service expansion.
- Strategic Investments and Acquisitions: Vertiv's acquisition of PurgeRite enhances its fluid management capabilities for liquid-cooled AI data centers, while the introduction of new solutions like OneCore and SmartRun further solidifies its leadership position in the data center solutions market.
See More
US Stock Market Close and Employment Data Analysis
- Strong Employment Data: US nonfarm payrolls for January increased by 130,000, surpassing expectations of 65,000, indicating labor market stability, while the unemployment rate unexpectedly fell by 0.1% to 4.3%, which is likely to have a positive impact on economic recovery.
- Interest Rate Expectations Shift: Following the robust employment report, the market's expectation for a Fed rate cut next month dropped from 23% to 6%, with the 10-year T-note yield rising by 3 basis points to 4.17%, reflecting a cautious outlook on future monetary policy.
- Mixed Market Performance: The S&P 500 closed unchanged, the Nasdaq 100 rose by 0.29%, while the Dow Jones Industrial Average fell by 0.13%, highlighting a contrast between strong tech stock performance and weakness in software stocks.
- Optimistic Earnings Outlook: Over 78% of the 335 S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, indicating that sustained corporate profitability will support long-term stock market gains.
See More
