Vertiv: The $15 Billion Backlog, Liquid Cooling Dominance, And The AI Infrastructure Trade Wall Street Is Still Underpricing [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
Management targets $13.25–$13.75B revenue and $5.97–$6.07 EPS by 2026, with operating margins expanding to 25% by 2029, outpacing consensus estimates. VRT's 46x forward P/E is justified by 43% EPS growth, yielding a PEG of 1.07—cheaper than peers and the S&P 500 on a growth-adjusted basis. I see 11% upside to a $310 price target, underpinned by liquid cooling TAM expansion, hyperscaler partnerships, and resilient service-driven recurring revenue. imaginima/iStock via Getty Images Investment Thesis Vertiv Holdings Co. ( VRT ) offers the most liquid and operationally mature chances to take advantage of the current physical infrastructure layer of AI development—instead of chips or cloud software, it is the thermal
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VRT
News
- Vertiv (VRT) had its "buy" rating reaffirmed by Roth Mkm.MarketBeat
- Barclays Raises its Price Target on Vertiv Holdings (VRT) [Yahoo! Finance]Yahoo! Finance
- Vertiv (VRT) was upgraded by BNP Paribas Exane to "strong-buy".MarketBeat
- Vertiv (VRT) was downgraded by Zacks Research from "strong-buy" to "hold".MarketBeat
- Vertiv (VRT) had its price target raised by The Goldman Sachs Group, Inc. from $277.00 to $311.00. They now have a "buy" rating on the stock.MarketBeat
VRT
Earnings
- 2/11/26 - Beat
VRT
Sec Filings
- 4/13/26 - Form 8-K
- 3/30/26 - Form 4
- 3/30/26 - Form 4
- VRT's page on the SEC website