Vertiv Is A Dominant Player In AI Infrastructure Ecosystem [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
Q3 results highlight 63% y/y adjusted EPS growth, raised guidance to $10.2B revenue and $4.10 EPS, and a 1.4x book-to-bill ratio fueling a $9.5B backlog. VRT's specialized focus on AI and cloud infrastructure, with 80% revenue from data centers, creates a widening competitive moat versus diversified peers. Despite premium valuation multiples, VRT's 40% earnings growth and multi-year runway justify its GARP profile and continued upside potential. halbergman/E+ via Getty Images Investment Thesis Vertiv Holdings ( VRT ) is one of the companies that I would consider a winner in the AI revolution. The company suppliers the critical power and cooling infrastructure that keeps hyperscale data centers and AI This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives
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VRT
News
- Vertiv Introduces New Modular Liquid Cooling Infrastructure Solution to Support High-Density Compute Requirements in North America and EMEAPR Newswire
- Caterpillar Crosses $300 Billion in Market Value on AI Rally [Yahoo! Finance]Yahoo! Finance
- Vertiv Expects Powering Up for AI, Digital Twins and Adaptive Liquid Cooling to Shape Data Center Design and OperationsPR Newswire
- Is Vertiv (VRT) Still Attractive After AI Data Center Rally And Rich P/E Multiple [Yahoo! Finance]Yahoo! Finance
- A Look At Vertiv Holdings Co (VRT) Valuation After Recent Share Price Moves [Yahoo! Finance]Yahoo! Finance
VRT
Earnings
- 10/22/25 - Beat
VRT
Sec Filings
- 1/6/26 - Form 4
- 1/5/26 - Form 4
- 12/22/25 - Form 4
- VRT's page on the SEC website