NYSE:VRT
Vertiv Holdings (VRT)
Financials 
Technical Analysis 
Jun 10, 2026, 12:00 amThis summary was created by AI, based on 15 opinions in the last 12 months.
Vertiv Holdings (VRT-N) has demonstrated strong performance recently, reporting impressive quarterly results and maintaining a robust backlog that positions it well within the data center sector. Analysts view its products, particularly liquid cooling systems, as vital for the future of data centers, especially with the growing demand driven by AI technologies. However, there are concerns about its high price-to-earnings ratio, which some believe makes the stock less appealing at current levels. While several experts highlight the company's strong fundamentals and strategic position, they also caution against its valuation, suggesting the stock may already reflect much of its upside potential. The general sentiment leans towards skepticism about adding more shares at these price points due to valuation concerns, even though the overall outlook on the data center market remains positive.
Liquid cooling solutions for data centres, benefits from AI buildout. This type of picks-and-shovels business is outperforming the data centres themselves.
He's not super-enthusiastic about many of these AI-adjacent companies. They're not super-sophisticated tech that nobody else can do. In the end, there are only 4-5 customers and they have the scale to push prices down. Not interested in adding at current levels.
Tied to the AI story. More data centres means you need stable power and (more importantly) cooling systems. AI data centres are 24/7, and need a lot more computing than traditional computing platforms. Mission-critical infrastructure.
Lots of revenue backlog (~$15B). It goes back to the picks-and-shovels owners will benefit from the big capex spend by hyperscalers. Yield is 0.09%.
Stan WongA play on data centre infrastructure. Main product is liquid coolant. Very well positioned with its range of products in the space. Even if coolant division doesn't do as well, rest of products will still be needed. Stock's not cheap, as a lot of upside already priced in. Valuation keeps her away.
The theme today is connectivity in the data centres. Data centres have so many GPUs that they run really hot, so they need a lot of cooling. Leader in air and liquid cooling. Partnerships with all the big firms. It's all about the picks and shovels.
12-month price target of $198. Buy in thirds here, more at ~$155, and then ~$145. Yield is 0.09%.
Kim Bolton
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.
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Vertiv Holdings (VRT) Frequently Asked Questions
What is Vertiv Holdings stock symbol?
Vertiv Holdings is a American stock, trading under the symbol VRT (previously VRT-N on Stockchase) on the New York Stock Exchange (VRT). It is usually referred to as NYSE:VRT or VRT
Is Vertiv Holdings a buy or a sell?
In the last year, 14 stock analysts published opinions about VRT (previously VRT-N on Stockchase). 11 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Vertiv Holdings.
Is Vertiv Holdings a good investment or a top pick?
Vertiv Holdings was recommended as a Top Pick by Cole Kachur on 2025-06-10. Read the latest stock experts ratings for Vertiv Holdings.
Why is Vertiv Holdings stock dropping?
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.
Is Vertiv Holdings worth watching?
14 stock analysts on Stockchase covered Vertiv Holdings in the last year. It is a trending stock that is worth watching.
What is Vertiv Holdings stock price?
On 2026-06-09, Vertiv Holdings (VRT) stock closed at a price of $289.52.
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They had an amazing quarter, and the best backlog of any data centre stock, but their 52x PE is too high.