Vertiv Holdings (VRT) Buy, Sell or Hold

Vertiv Holdings (VRT)

253.46

+2.60 (1.04%)

as of Sep 22, 2026, 8:00:00 pm Market Open.

50 watching

BUY

He sold it before and on the quarter to turn a good profit. Then, NVDA reported their great quarter. So, he bought back Vertiv, because they sell the cooling racks for data centres (NVDA showed growth in this area).

PARTIAL BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

The quarter was solid and ahead of expectations. However, the guidance was only near the mid point of estimates, and after the strong stock run, this 'wasn't enough' for short term investors. Sales guidance still calls for good growth, but EPS guidance of 32c to 36c was short of estimates (37c). But the 4Q showed EPS doubling on a 13% increase in revenue. We are certainly comfortable with that. Debt is declining and margins are robust. AI stocks are seeing selling today but overall things look good here longer term. We would be OK picking away on the buy side. It is not expensive and nothing has really changed. The sector is going to be highly volatile this week with multiple large companies reporting.
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BUY ON WEAKNESS

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We do not think a long term investment decision should be dictated by a single quarter. We are comfortable with its outlook and would consider $60 an attractive price.
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BUY

Great chairman. If it had been in the S&P, this would have been the best performer of that index.

BUY

They make the best products under a good, new CEO and were able to raise prices.

DON'T BUY

They've missed several quarters. The new CEO is doing a better job, but he must raise prices to keep up with production costs.

BUY

Activist Starboard Value recently bought some cloud computing companies including this. They supply data centres. Shares have been crushed with cloud computing stocks. He's followed this for a long time. They've been wrecked by supply chain problems, yet didn't raise their prices. The stock has been a disaster. However, the supply chain is getting better, and the stock will bounce back because of the CEO.

DON'T BUY

It went public via SPAC two years ago. Unlike most SPACs, VRT was profitable. However, today it reported very disappointing numbers and forecast. Shares fell 37% today. Execution, demand and the end market weren't the causes. Rather, raw costs spun out of control due to supply chain issues, and therefore couldn't sell enough product. It's an example of out-of-control inflation now.

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BUY ON WEAKNESS

SPACs to buy They sell hardware and software to data centres, communication networks and industrial facilities to keep their businesses running. They reported a strong quarter today, but this seldom dips.

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Vertiv Holdings (VRT)