Investor Insights

This summary was created by AI, based on 18 opinions in the last 12 months.

Vertiv Holdings (VRT) has attracted attention due to its strong performance metrics, achieving growth of 12.7% year-over-year with a solid revenue increase that surpassed estimates. Despite facing challenges related to tariffs and recent market volatility, experts highlight its position as a leader in the data center infrastructure space, particularly amidst the AI buildout. While there's some concern over the high stock price in relation to earnings, many analysts see potential for growth driven by increasing demand for data center solutions. Notably, the company has received mainly favorable reviews, suggesting that while short-term fluctuations may pose risks, the long-term outlook remains positive as it capitalizes on the continuing expansion in the AI and supercomputing sectors.

Consensus
Positive
Valuation
Overvalued
DON'T BUY

This will probably go down 10-15% after today's tariff news. Many feel it's a broken stock, though is doing well, but that doesn't matter now becayse the market is highly emotional.

COMMENT

We don't know how much they source from China, so we don't know the impact of tariffs. They can pass on prices to customers. Growth is above the market, but sustainable.

BUY ON WEAKNESS

He bought it back today on a dip. The quarter was excellent, growing 13-15% in various metrics. Everything is in place for growth. Quarters and reactions to them are fickle.

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

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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SELL

It sold nearly 30% today on the DeepSeek news. When a stock falls this sharply, it means the sellers aren't done, and will sell more tomorrow.

WATCH

A name you could look at, with the upcoming secondary and tertiary impact of explosive AI buildout of data centres.

SELL ON STRENGTH

Excellent company, however other options like NVIDIA. 5 year business case is very strong. If company is able to hold on to unique position in the market - could be a good buy. Would recommend selling on strength. Outlook for viability of technology is difficult to determine. 

HOLD

Is up 137% this year. Current shareholders will sell on today's sell-off to lock in profits, so don't sell after today's sell-off.

DON'T BUY
VRT vs. ARM

Hasn't been around that long, track record not as extensive as others in the AI infrastructure space.

He'd lean toward ARM. Likes the company, following it. Well positioned to extract value out of the AI wave. Now looking for value within the AI space for companies not as expensive as NVDA.

BUY

Is number 1 in data centres. Shares are up 151% this year.

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

The quarter was solid, and ahead of estimates. Guidance was also raised, though not by a huge amount. After some 'selling on news' and profit taking, shares reversed up and hit another new high before the weak Nasdaq market brought them down again. But the performance and outlook remain solid and we would be fine buying some today or in any further decline.
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BUY

He added to this recently and a few times. Are expanding North American facilities. They make cooling racks for data centres are expanding to meet insatiable demand. 

BUY

He added more shares. There's a huge appetite for data centres and VRT is the top company making the cooling racks for those servers. Shares got cheaper on the recent decline.

TOP PICK

They make coolants needed for GPUs, used in data centres and associated with AI. They are caught in this AI downturn, but there will be more demand and centres. He recently bought this and would certainly add on pullbacks. Likes their fundamentals.

(Analysts’ price target is $104.00)
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

VRT reported Q2 EPS of 67c beating expectations of 57c. Net sales came in at $1.95B increasing 12.7% from the prior year and just beat estimates of $1.94B. Guidance was also upped and within range of analyst estimates. Tough comparables from a strong prior year play a factor into the stock's decline, but these look like good results to us and the drop in price may be driven by broader weakness in tech today. The stock is still expensive at 34x forward earnings but we think adding some here is OK as the earnings look solid, while acknowledging that a rotation out of AI names could continue in the short to intermediate-term, but we do not think the long-term demand side of spend for AI is over.
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Showing 1 to 15 of 27 entries

Vertiv Holdings(VRT-N) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 14

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, 14 stock analysts published opinions about VRT-N. 6 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.

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?

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 2025-04-11, Vertiv Holdings (VRT-N) stock closed at a price of $69.61.