VRT or AMD: Which AI Stock Rated "Strong Buy" Offers Greater Potential for Growth?
Written by Emily J. Thompson, Senior Investment Analyst
Source: TipRanks
Updated: Oct 18 20250mins
Investor Confidence in AI Market: Massive spending by hyperscalers and major tech deals have reassured investors about the demand in the AI market, with Wall Street remaining bullish on AI stocks despite concerns of an AI bubble.
Performance of Vertiv Holdings (VRT): VRT stock has surged 53% year-to-date, driven by strong demand for AI infrastructure, and is expected to report significant earnings growth in its upcoming Q3 results, with analysts raising price targets ahead of the announcement.
Advanced Micro Devices (AMD) Growth: AMD's stock has increased 93% year-to-date, bolstered by new AI GPU offerings and strategic partnerships, including a significant deal with OpenAI, leading analysts to raise price targets and project substantial revenue growth in the coming years.
Comparative Outlook: While both VRT and AMD are viewed positively by analysts, AMD is seen as having higher upside potential due to its promising AI chip demand and strategic agreements, contrasting with a slight downside risk for VRT.
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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 190.72 USD with a low forecast of 112.00 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.
19 Analyst Rating
16 Buy
2 Hold
1 Sell
Strong Buy
Current: 183.020
Low
112.00
Averages
190.72
High
230.00
Current: 183.020
Low
112.00
Averages
190.72
High
230.00
Oppenheimer
Oppenheimer
Outperform
maintain
$190 -> $195
2025-10-23
Reason
Oppenheimer
Oppenheimer
Price Target
$190 -> $195
2025-10-23
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Vertiv to $195 from $190 and keeps an Outperform rating on the shares. The firm notes shares saw uneven trading amid broader market momentum unwind Wednesday after Vertiv reported record Q3 orders and a robust EPS beat. While the stock's run-up into earnings contributed to a high expectations bar, Oppenheimer views results and commentary as incrementally bullish.
UBS
Buy
maintain
$173 -> $201
2025-10-23
Reason
UBS
Price Target
$173 -> $201
2025-10-23
maintain
Buy
Reason
UBS raised the firm's price target on Vertiv to $201 from $173 and keeps a Buy rating on the shares. Following some "important multi-industry earnings," including the report from Vertiv, the analyst contends that overall the results and reactions "have been rational ... so far."
TD Cowen
Buy
upgrade
$162 -> $210
2025-10-23
Reason
TD Cowen
Price Target
$162 -> $210
2025-10-23
upgrade
Buy
Reason
TD Cowen raised the firm's price target on Vertiv to $210 from $162 and keeps a Buy rating on the shares. The firm updated its model after reporting strong 3Q25 results/orders, provided mixed 4Q25 guidance, and raised its 2025 guidance.
RBC Capital
Outperform
maintain
$191 -> $196
2025-10-23
Reason
RBC Capital
Price Target
$191 -> $196
2025-10-23
maintain
Outperform
Reason
RBC Capital raised the firm's price target on Vertiv to $196 from $191 and keeps an Outperform rating on the shares. The company - a leader in datacenter power management and liquid cooling, - continued its strong earnings and orders momentum with a 16% operating beat, 60% growth in organic orders, 30% backlog growth, and a 7% above-consensus guidance boost, the analyst tells investors in a research note. Strong growth in datacenter leasing, hyperscaler capex, and AI/cloud compute deals suggest strong demand pipeline into 2026 and beyond, the firm added.
See All Ratings
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
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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.
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