Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Overall, the experts seem to be positive about the company's performance and outlook. The recent quarter showed solid results, with strong revenue growth and declining debt. The guidance was a bit below estimates, leading some short-term investors to sell, but the long-term outlook is favorable. The company's products, under a new CEO, have been well-received, and the stock is seen as a good buy opportunity. It is noted that the sector may experience volatility in the short term, but the company's fundamentals remain strong.

Consensus
Positive
Valuation
Undervalued
TOP PICK
Vertiv Holdings

AI theme, playing off chips. Data centres and infrastructure. About 70% of business comes from data centres across the globe. As AI and supercomputing get built out, we'll see increased need for data centres and infrastructure. Now in the sweet spot -- always had a good business, but now has a good business that's in high demand. Profits and revenues should continue to expand. Stock price should too, even though it's had a nice move already. Yield is 0.1%.

(Analysts’ price target is $103.33)
Technology
BUY
Vertiv Holdings

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).

Technology
PARTIAL BUY
Vertiv Holdings
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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Technology
BUY ON WEAKNESS
Vertiv Holdings
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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Technology
BUY
Vertiv Holdings

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

Technology
BUY
Vertiv Holdings

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

Technology
DON'T BUY
Vertiv Holdings

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

Technology
BUY
Vertiv Holdings
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.
Technology
DON'T BUY
Vertiv Holdings
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.
Technology
BUY ON WEAKNESS
Vertiv Holdings
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.
Technology
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Vertiv Holdings(VRT-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 5

Stockchase rating for Vertiv Holdings is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Vertiv Holdings(VRT-N) Frequently Asked Questions

What is Vertiv Holdings stock symbol?

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

Is Vertiv Holdings a buy or a sell?

In the last year, 5 stock analysts published opinions about VRT-N. 5 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

5 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 2024-06-18, Vertiv Holdings (VRT-N) stock closed at a price of $95.34.