Vertiv: Backlog Silence Isn't Busting The Bull Case (Yet) [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
Missing the Q1 backlog disclosure is the main near-term risk, especially with the May investor conference approaching and VRT investors still focused on demand visibility. That said, VRT management said the pipeline remains strong and expects orders to rise year over year in 2026, despite not giving a concrete backlog figure. Q1 2026 results were solid, but not spectacular. Revenue was $2.65B, roughly in line, while adjusted EPS of $1.17 beat the $1.00 consensus. At 48x forward earnings, I see VRT stock due for a digestion phase unless the May investor conference brings fresh guidance upgrades. MattGush/iStock via Getty Images Vertiv Holdings Co. ( VRT ) has been on a rollercoaster ride since the company reported decent Q1 earnings and upgraded its FY26 guidance First, the stock was down after the print. In my view, the selloff was mainly driven This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of VRT either through s
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VRT
News
- Vertiv (VRT) had its price target raised by JPMorgan Chase & Co. from $305.00 to $350.00. They now have an "overweight" rating on the stock.MarketBeat
- Vertiv Q1 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Insiders At Vertiv Holdings Co Sold US$102m In Stock, Alluding To Potential Weakness [Yahoo! Finance]Yahoo! Finance
- Vertiv Holdings Co (VRT) Q1 2026 Earnings Call Highlights: Strong Growth Amid Regional Challenges [Yahoo! Finance]Yahoo! Finance
- Vertiv (VRT) had its "outperform" rating reaffirmed by Oppenheimer Holdings, Inc..MarketBeat
VRT
Earnings
- 4/22/26 - Beat
VRT
Sec Filings
- 4/24/26 - Form SCHEDULE
- 4/24/26 - Form ARS
- 4/24/26 - Form DEFA14A
- VRT's page on the SEC website