Vertiv Partners with Nvidia, Reports 29% Revenue Growth in Q3 2025

Written by Emily J. Thompson, Senior Investment Analyst

VRT+2.4%

Source: NASDAQ.COM

Updated: 3d ago

0mins

Source: NASDAQ.COM

Significant Revenue Growth: Vertiv reported $2.67 billion in revenue for Q3 2025, marking a 29% year-over-year increase, which highlights the company's strong performance amid rising data center expenditures and solidifies its market position.
Improved Operational Efficiency: The company's operating income grew 39% year-over-year to $517 million, indicating that Vertiv is becoming more efficient in its core operations, thereby enhancing profitability and competitive edge.
Strong Backlog: Vertiv's backlog reached $9.5 billion at the end of Q3 2025, ensuring a robust pipeline of work and revenue sources for the future, reflecting sustained demand for its cooling technologies in the market.
Strategic Partnerships: The collaboration with Nvidia ensures that cooling systems are ready when new chips are designed, which not only strengthens Vertiv's technological capabilities but also provides additional growth opportunities moving forward.

VRT

$193.76+Infinity%1D

Analyst Views on VRT

Wall Street analysts forecast VRT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRT is 206.07 USD with a low forecast of 195.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

17 Analyst Rating

15 Buy

2 Hold

0 Sell

Strong Buy

Current: 189.210

Low

195.00

Averages

206.07

High

230.00

Current: 189.210

Low

195.00

Averages

206.07

High

230.00

JPMorgan

Stephen Tusa

Overweight

downgrade

$230 -> $225

2026-01-16

Reason

JPMorgan

Stephen Tusa

Price Target

$230 -> $225

AI Analysis

2026-01-16

downgrade

Overweight

Reason

JPMorgan analyst Stephen Tusa lowered the firm's price target on Vertiv to $225 from $230 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the electrical equipment and multi-industry group as part of its Q4 earnings preview. JPMorgan is more positive on "growth related names into and out of the quarter."

Barclays

Julian Mitchell

Equal Weight -> Overweight

upgrade

$181 -> $200

2026-01-02

Reason

Barclays

Julian Mitchell

Price Target

$181 -> $200

2026-01-02

upgrade

Equal Weight -> Overweight

Reason

Barclays analyst Julian Mitchell upgraded Vertiv to Overweight from Equal Weight with a price target of $200, up from $181. The recent selloff in the shares creates an attractive entry point, the analyst tells investors in a research note. The firm sees "substantial upside potential" to Vertiv's consensus earnings estimates in 2026 and 2027. The company's initial 2026 guidance "should comfortably bracket the consensus" at the high end, and it tends to set a conservative outlook, allowing scope for "beat and raise" in the quarters ahead, says Barclays.

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Goldman Sachs

Buy

maintain

$182 -> $204

2025-12-09

Reason

Goldman Sachs

Price Target

$182 -> $204

2025-12-09

maintain

Buy

Reason

Goldman Sachs raised the firm's price target on Vertiv to $204 from $182 and keeps a Buy rating on the shares. Autos and industrial tech stocks performed strongly in 2025, aided by steady end-market demand and multiple expansion, with autos up a median 23% year-to-date and industrial tech up 63%, the analyst tells investors in a research note. The year was marked by volatility -- from tariff-driven swings in auto names to shifting expectations for hyperscale capex that influenced datacenter-exposed stocks -- despite broadly stable auto volumes, sharply rising hyperscale spending forecasts, and a modest industrial recovery, the firm says.

Wolfe Research

Outperform -> Peer Perform

downgrade

2025-12-09

Reason

Wolfe Research

Price Target

2025-12-09

downgrade

Outperform -> Peer Perform

Reason

Wolfe Research downgraded Vertiv to Peer Perform from Outperform without a price target. The firm still believes the company is well positioned to benefit from growth in the data center infrastructure market. However, it cites valuation for the downgrade with the shares up 14-times since its December 2022 upgrade. After this extended period of outperformance, Vertiv shares now look balanced in a bull versus bear skew, the analyst tells investors in a research note.

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.