Vertiv Soars On AI Boom, But Valuations Need A Breather (Rating Downgrade) [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
VRT's backlog soared to $15B, with orders up over 250%, underscoring its critical role in AI infrastructure and strong U.S. demand. Despite commanding a premium multiple above 50x, VRT's silicon-agnostic positioning and deep customer trust reinforce its competitive moat. Still, it makes sense for us to take a breather after seeing the stock surge to such frothy levels. There's plenty of time to catch VRT on the next pullback, and I urge you to stay on the sidelines at the current levels. Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » J Studios/DigitalVision via Getty Images What a blastoff. It turned out to be a blowout earnings release by data center infrastructure leader, Vertiv Holdings Co. ( VRT ). Frankly, the stock had already mounted a pre-earnings advance, so the momentum was More on my IG service A Growth Investing Service To Help You Outperform I'm a firm
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VRT
News
- Vertiv (NYSE:VRT) had its "overweight" rating reaffirmed by analysts at Morgan Stanley.MarketBeat
- Vertiv (NYSE:VRT) had its "buy" rating reaffirmed by analysts at TD Cowen.MarketBeat
- Vertiv (NYSE:VRT) had its "buy" rating reaffirmed by analysts at The Goldman Sachs Group, Inc..MarketBeat
- Vertiv (NYSE:VRT) had its "overweight" rating reaffirmed by analysts at Barclays PLC.MarketBeat
- Vertiv (NYSE:VRT) had its "outperform" rating reaffirmed by analysts at Oppenheimer Holdings, Inc..MarketBeat
VRT
Earnings
- 2/11/26 - Beat
VRT
Sec Filings
- 2/13/26 - Form 10-K
- 2/11/26 - Form 8-K
- 1/20/26 - Form 4
- VRT's page on the SEC website