Vertiv: The Most Reliable AI Infrastructure Bet In A Crowded Market [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
VRT's moat is reinforced by high integration costs, sticky contracts, and robust order book visibility, with a $9.5B backlog nearly matching annual revenue. Operating margins are expanding, with a 25% target by 2029, and VRT's strong balance sheet supports both organic growth and strategic acquisitions. Despite a premium valuation (~32x EV/EBITDA), VRT's structural advantages, execution, and reliable revenue streams justify its buy rating for long-term investors. halbergman/E+ via Getty Images Vertiv Holdings ( VRT ) is a compelling buy despite slightly elevated valuations. I find its liquid cooling leadership position comforting within an otherwise highly competitive infrastructure layer within the AI ecosystem. The positioning is critical and has 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 a
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VRT
News
- Vertiv (VRT) Price Target Raised as AI Data Center Demand Accelerates [Yahoo! Finance]Yahoo! Finance
- Vertiv Completes Acquisition of PurgeRite, Expanding Leadership in Liquid Cooling Services [Yahoo! Finance]Yahoo! Finance
- Vertiv Completes Acquisition of PurgeRite, Expanding Leadership in Liquid Cooling ServicesPR Newswire
- Vertiv (NYSE:VRT) had its "neutral" rating reaffirmed by analysts at Barclays PLC.MarketBeat
- Jim Cramer on Vertiv: “I Think It's a Buy Right Here” [Yahoo! Finance]Yahoo! Finance
VRT
Earnings
- 10/22/25 - Beat
VRT
Sec Filings
- 12/5/25 - Form 8-K
- 11/25/25 - Form 4
- 11/25/25 - Form 4
- VRT's page on the SEC website