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
BUY
Vertiv Holdings

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

Technology
PARTIAL BUY
Vertiv Holdings
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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Technology
BUY
Vertiv Holdings

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. 

Technology
BUY
Vertiv Holdings

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.

Technology
TOP PICK
Vertiv Holdings

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)
Technology
HOLD
Vertiv Holdings
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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Technology
HOLD
Vertiv Holdings

Everyone has turned on the data centre trade, but he would hold on. It will enjoy the halo effect from Nvidia which rallied today.

Technology
HOLD
Vertiv Holdings

It's gone up so much, 77% in the last 6 months, that it's resting now. It could go down even.

Technology
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
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Vertiv Holdings(VRT-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 11

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, 11 stock analysts published opinions about VRT-N. 8 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?

11 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 2024-11-11, Vertiv Holdings (VRT-N) stock closed at a price of $127.25.