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Stock impact report

Vertiv: The Buying Window Has Passed (Rating Downgrade) [Seeking Alpha]

Vertiv Holdings, LLC Class A (VRT) 
Company Research Source: Seeking Alpha
Margin contraction and slowing cash flow are concerns, with tariffs and operational issues impacting profitability. Q3 guidance signals a significant slowdown in sales and EPS growth, while valuation appears stretched with a high forward P/E. Long-term growth prospects remain intact, but near-term risks and overvaluation prompt a downgrade to hold; waiting for a better entry is prudent. Dragon Claws/iStock via Getty Images Near the end of May, I initiated Vertiv Holdings Co ( NYSE: VRT ) at a buy rating. Despite just a fair valuation, I cited robust earnings and continued AI infrastructure tailwinds as the reasons for my This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no Show less Read more
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