Vertiv Holdings (VRT): Meet the Major Shareholders Driving This 'Strong Buy' AI Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 03 2025
0mins
Source: TipRanks
Stock Performance: Vertiv Holdings (VRT) has seen a 10% increase year-to-date and a 66% rise over the past year, largely due to strong growth in data center infrastructure amid the AI boom.
Ownership Structure: Institutional investors hold 53.98% of VRT, with Vanguard being the largest shareholder at 9.42%, while the stock has a Strong Buy consensus rating from analysts, indicating a potential upside of 23%.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy VRT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 330.970
Low
195.00
Averages
206.07
High
230.00
Current: 330.970
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. The Company operates in three business segments: the Americas; Asia Pacific, and Europe, Middle East & Africa. The Company's offerings include alternate current (AC) and direct current (DC) power management, thermal management, low/medium voltage switchgear, busbar, 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, software for managing IT equipment, management systems for monitoring and controlling digital infrastructure, and services. It also provides preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, training, spare parts, specialized fluid management, and others.
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 Appoints New Chief Procurement Officer
- Executive Appointment: Vertiv has announced the appointment of Frieda He as Chief Procurement Officer, who will lead the global procurement organization with a focus on enhancing supply chain resilience, optimizing cost and value, thereby supporting the company's growth in data center and industrial applications.
- Extensive Experience: Frieda brings nearly two decades of global procurement and supply chain leadership experience, having served as CPO at Polestar where she managed over $3 billion in annual spend, driving cost savings and enterprise transformation, showcasing her capabilities in complex procurement environments.
- Strategic Importance: Her procurement background in the electric vehicle sector, particularly managing a $9 billion spend at Volvo Cars, will provide critical support for Vertiv as it scales to meet accelerating demand from AI-driven digital infrastructure, ensuring sustainability and regulatory compliance in the supply chain.
- Educational Background: Frieda holds bachelor's degrees from Northeast Normal University in China and an Executive MBA from the University of Oxford, and her deep expertise combined with a global perspective will bring new opportunities for operational excellence and value creation at Vertiv.
See More
Data Center Spending Bubble Talk Disproven This Quarter
- Capital Expenditure Overview: Alphabet, the parent company of Google, estimates its data center spending for 2023 to be between $180 billion and $190 billion, with its stock price rising from $349 to $385, reflecting a 12% weekly gain that indicates strong market confidence in its cloud business growth.
- Amazon Cloud Services Growth: Amazon anticipates $200 billion in spending, with its stock price increasing from $260 to $268, a weekly gain of 1.6%, as its AWS business achieves a quarterly revenue of $37.6 billion, growing at 28%, marking the fastest growth in 15 quarters.
- Apple's Low Spending Strategy: Apple has allocated only $13 billion for data centers, with its stock price rising from $271 to $280, a weekly gain of 3.4%, and despite relying on Google's Gemini service, it maintains high margins due to its global installed base of 2.5 billion devices.
- Challenges for Microsoft and Meta: Microsoft expects to spend $190 billion, with its stock price declining from $429 to $414, a weekly loss of 2.4%, as Azure grows at 40% but lacks market confidence; Meta plans to increase spending by $10 billion, with its stock price dropping from $670 to $605, a 9.8% weekly loss, facing significant uncertainty.
See More
Vertiv Shares Surge Over 250% Driven by AI Data Center Demand
- Significant Earnings Growth: Vertiv's first-quarter adjusted earnings surged 83% year-over-year, with a project backlog exceeding $15 billion, highlighting the company's critical role in AI data center construction and indicating strong future revenue growth potential.
- Rising Demand for Liquid Cooling: As AI workloads increase rack power densities, Vertiv's liquid cooling systems have become the primary thermal solution, capable of reducing annual cooling energy consumption by up to 70%, thereby enhancing product competitiveness in the market.
- Strong Organic Sales: The Americas segment experienced a 44% organic sales increase in the first quarter, primarily driven by spending from U.S. hyperscalers, indicating the company's advantageous position in a rapidly growing market.
- Margin Expansion: The conversion of larger projects is generating incremental margins exceeding 30%, with adjusted operating margins expanding by 430 basis points to 20.8% in the first quarter, supporting the company's forecast of 30% organic growth and 51% earnings growth by 2026.
See More
Vertiv Holdings Reports Strong First Quarter Growth
- Significant Sales Growth: Vertiv Holdings reported net sales of $2.65 billion in Q1, marking a 30% year-over-year increase, which underscores the strong demand in the data center hardware market and solidifies its market position.
- Notable Profit Increase: The company reported an operating profit of $440 million, up 51%, while adjusted operating profit reached $551 million, reflecting a 64% growth, indicating significant progress in cost control and operational efficiency.
- Cash Flow Improvement: Operating cash flow surged to $767 million, a 153% increase, with adjusted free cash flow at $653 million, up 147%, providing robust financial support for future investments and expansion.
- Optimistic Full-Year Outlook: The company updated its full-year guidance, forecasting net sales between $13.5 billion and $14.0 billion, with adjusted EPS of $6.30 to $6.40, reflecting management's confidence in future market demand.
See More
Data Centers Drive Market to New Heights
- Market Trend Analysis: Jim Cramer highlights that the current market is primarily focused on data center stocks, with the S&P 500 reaching an all-time high on Thursday, reflecting broad stock benefits linked to the massive buildout of artificial intelligence infrastructure.
- Surging Power Demand: Quanta Services, as a key infrastructure builder, is addressing the soaring electricity demand, with Cramer emphasizing that data centers are like 'giant mouths' needing constant power, creating extensive opportunities for related businesses.
- Cross-Industry Benefits: Companies like Eaton, Vertiv, and Carrier Global are benefiting from power management and cooling needs, with Cramer suggesting this could mark the beginning of a multi-year growth cycle, indicating the data center's influence extends beyond traditional tech sectors.
- Broad Investment Opportunities: Cramer notes that the data center boom is not limited to tech, as even industrial firms like Caterpillar and real estate investment trusts like Iron Mountain are involved, suggesting this trend is becoming a full-scale industrial expansion, offering numerous investment opportunities.
See More
Data Centers Drive Market Expansion
- Market Structure Analysis: Jim Cramer suggests that the market can be divided into data center stocks and everything else, with the rise of data centers driving growth across industrials and infrastructure, indicating a broad economic impact.
- S&P 500 New High: The S&P 500 reached an all-time high on Thursday, primarily fueled by a wide range of stocks benefiting from the massive buildout of artificial intelligence infrastructure, indicating that data center construction has become mainstream and attracted significant investor interest.
- Industry Opportunities: Cramer highlights companies like Quanta Services benefiting from soaring electricity demand, as data centers create opportunities that extend beyond the semiconductor sector, showcasing the growth potential in power management and cooling needs.
- Diverse Winners: The data center boom is not limited to the tech sector, as industrial firms like Caterpillar are also benefiting from strong demand for their turbines, which indicates that the expansion of data centers has become a windfall for various industries, presenting investment opportunities.
See More
Vertiv Appoints New Chief Procurement Officer
- Executive Appointment: Vertiv has announced the appointment of Frieda He as Chief Procurement Officer, who will lead the global procurement organization with a focus on enhancing supply chain resilience, optimizing cost and value, thereby supporting the company's growth in data center and industrial applications.
- Extensive Experience: Frieda brings nearly two decades of global procurement and supply chain leadership experience, having served as CPO at Polestar where she managed over $3 billion in annual spend, driving cost savings and enterprise transformation, showcasing her capabilities in complex procurement environments.
- Strategic Importance: Her procurement background in the electric vehicle sector, particularly managing a $9 billion spend at Volvo Cars, will provide critical support for Vertiv as it scales to meet accelerating demand from AI-driven digital infrastructure, ensuring sustainability and regulatory compliance in the supply chain.
- Educational Background: Frieda holds bachelor's degrees from Northeast Normal University in China and an Executive MBA from the University of Oxford, and her deep expertise combined with a global perspective will bring new opportunities for operational excellence and value creation at Vertiv.
See More
Data Center Spending Bubble Talk Disproven This Quarter
- Capital Expenditure Overview: Alphabet, the parent company of Google, estimates its data center spending for 2023 to be between $180 billion and $190 billion, with its stock price rising from $349 to $385, reflecting a 12% weekly gain that indicates strong market confidence in its cloud business growth.
- Amazon Cloud Services Growth: Amazon anticipates $200 billion in spending, with its stock price increasing from $260 to $268, a weekly gain of 1.6%, as its AWS business achieves a quarterly revenue of $37.6 billion, growing at 28%, marking the fastest growth in 15 quarters.
- Apple's Low Spending Strategy: Apple has allocated only $13 billion for data centers, with its stock price rising from $271 to $280, a weekly gain of 3.4%, and despite relying on Google's Gemini service, it maintains high margins due to its global installed base of 2.5 billion devices.
- Challenges for Microsoft and Meta: Microsoft expects to spend $190 billion, with its stock price declining from $429 to $414, a weekly loss of 2.4%, as Azure grows at 40% but lacks market confidence; Meta plans to increase spending by $10 billion, with its stock price dropping from $670 to $605, a 9.8% weekly loss, facing significant uncertainty.
See More
Vertiv Shares Surge Over 250% Driven by AI Data Center Demand
- Significant Earnings Growth: Vertiv's first-quarter adjusted earnings surged 83% year-over-year, with a project backlog exceeding $15 billion, highlighting the company's critical role in AI data center construction and indicating strong future revenue growth potential.
- Rising Demand for Liquid Cooling: As AI workloads increase rack power densities, Vertiv's liquid cooling systems have become the primary thermal solution, capable of reducing annual cooling energy consumption by up to 70%, thereby enhancing product competitiveness in the market.
- Strong Organic Sales: The Americas segment experienced a 44% organic sales increase in the first quarter, primarily driven by spending from U.S. hyperscalers, indicating the company's advantageous position in a rapidly growing market.
- Margin Expansion: The conversion of larger projects is generating incremental margins exceeding 30%, with adjusted operating margins expanding by 430 basis points to 20.8% in the first quarter, supporting the company's forecast of 30% organic growth and 51% earnings growth by 2026.
See More
Vertiv Holdings Reports Strong First Quarter Growth
- Significant Sales Growth: Vertiv Holdings reported net sales of $2.65 billion in Q1, marking a 30% year-over-year increase, which underscores the strong demand in the data center hardware market and solidifies its market position.
- Notable Profit Increase: The company reported an operating profit of $440 million, up 51%, while adjusted operating profit reached $551 million, reflecting a 64% growth, indicating significant progress in cost control and operational efficiency.
- Cash Flow Improvement: Operating cash flow surged to $767 million, a 153% increase, with adjusted free cash flow at $653 million, up 147%, providing robust financial support for future investments and expansion.
- Optimistic Full-Year Outlook: The company updated its full-year guidance, forecasting net sales between $13.5 billion and $14.0 billion, with adjusted EPS of $6.30 to $6.40, reflecting management's confidence in future market demand.
See More
Data Centers Drive Market to New Heights
- Market Trend Analysis: Jim Cramer highlights that the current market is primarily focused on data center stocks, with the S&P 500 reaching an all-time high on Thursday, reflecting broad stock benefits linked to the massive buildout of artificial intelligence infrastructure.
- Surging Power Demand: Quanta Services, as a key infrastructure builder, is addressing the soaring electricity demand, with Cramer emphasizing that data centers are like 'giant mouths' needing constant power, creating extensive opportunities for related businesses.
- Cross-Industry Benefits: Companies like Eaton, Vertiv, and Carrier Global are benefiting from power management and cooling needs, with Cramer suggesting this could mark the beginning of a multi-year growth cycle, indicating the data center's influence extends beyond traditional tech sectors.
- Broad Investment Opportunities: Cramer notes that the data center boom is not limited to tech, as even industrial firms like Caterpillar and real estate investment trusts like Iron Mountain are involved, suggesting this trend is becoming a full-scale industrial expansion, offering numerous investment opportunities.
See More
Data Centers Drive Market Expansion
- Market Structure Analysis: Jim Cramer suggests that the market can be divided into data center stocks and everything else, with the rise of data centers driving growth across industrials and infrastructure, indicating a broad economic impact.
- S&P 500 New High: The S&P 500 reached an all-time high on Thursday, primarily fueled by a wide range of stocks benefiting from the massive buildout of artificial intelligence infrastructure, indicating that data center construction has become mainstream and attracted significant investor interest.
- Industry Opportunities: Cramer highlights companies like Quanta Services benefiting from soaring electricity demand, as data centers create opportunities that extend beyond the semiconductor sector, showcasing the growth potential in power management and cooling needs.
- Diverse Winners: The data center boom is not limited to the tech sector, as industrial firms like Caterpillar are also benefiting from strong demand for their turbines, which indicates that the expansion of data centers has become a windfall for various industries, presenting investment opportunities.
See More
