NYSE:VRT
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Nervous markets await NvidiaThis summary was created by AI, based on 18 opinions in the last 12 months.
Vertiv Holdings, known for its cooling solutions in data centers, has shown solid financial performance with recent quarterly earnings beating estimates. Despite the stock experiencing volatility due to external factors like tariff news and emotional market reactions, many experts believe the company is well-positioned for growth, especially with the increasing demand for data centers linked to AI advancements. The company holds a significant market share and is expanding its facilities to meet rising demand. There has been profit-taking among investors following a strong year, but some analysts suggest that buying on dips may be prudent as long-term fundamentals remain strong. Overall, opinions are mixed with concerns about valuation versus optimistic growth forecasts.
Liquid cooling systems. Capitalizing on data centre buildout. Sells the picks and shovels into the long-term secular trend (he's a huge fan of this type of strategy). Inning 4-5 of the infrastructure buildout, with capex numbers moving up.
Massive opportunity. Trades at lower multiples because margins are a bit smaller and growth is less than NVDA's. Exposure to revenue from data centre systems is higher than peers. Best pure play in manufacturing components within the data centre space.
EPS was 99c, ahead of estimates of 82c; revenue of $2.35B beat estimates of $2.16B. For 2025, forecast is for $9.13B in sales, vs estimates $9.12B. EPS $3.50 to $3.60, vs estimates $3.54. Q1 forecast was mostly in line with estimates. Results are generally good, and the company might be being conservative with its forecast. Investors were looking for more. But good growth is still very much expected, and we would be OK buying a bit into the dip, with the stock at 32X earnings now.
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Vertiv Holdings is a American stock, trading under the symbol VRT-N on the New York Stock Exchange (VRT). It is usually referred to as NYSE:VRT or VRT-N
In the last year, 18 stock analysts published opinions about VRT-N. 13 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Vertiv Holdings.
Vertiv Holdings was recommended as a Top Pick by on . Read the latest stock experts ratings for Vertiv Holdings.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
18 stock analysts on Stockchase covered Vertiv Holdings In the last year. It is a trending stock that is worth watching.
On 2025-08-25, Vertiv Holdings (VRT-N) stock closed at a price of $124.69.
Reported a great quarter and has rallied 20%. The data centre crazy isn't dying anytime soon.