Vertiv: This AI Power Supercycle Is Far From Over (Earnings Preview) [Seeking Alpha]
Vertiv Holdings, LLC Class A (VRT)
Company Research
Source: Seeking Alpha
Q4 2025 earnings are likely to beat consensus, driven by robust Americas growth and expected EMEA recovery. Operating margins are expanding faster than modeled, with Q3 already at 22.3%, making Q4 margin guidance appear conservative and supportive of EPS upside. VRT's valuation at ~5x forward sales is justified by superior growth versus peers, supporting a 45%+ upside potential over 12-16 months. Key risks include customer concentration, power grid constraints, and elevated valuation multiples, but AI demand momentum outweighs these concerns. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » Eoneren/E+ via Getty Images Staying Bullish On VRT Stock Vertiv Holdings Co. ( VRT ) is a $70-billion+ market cap firm that I have written about thrice in the past, having a Buy rating on it throughout 2025 for basically More on my IG service Struggle to access the latest reports
Show less
Read more
Impact Snapshot
Event Time:
VRT
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
VRT alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
VRT alerts
High impacting Vertiv Holdings, LLC Class A news events
Weekly update
A roundup of the hottest topics
VRT
News
- Vertiv to Participate in Upcoming Investor ConferencesPR Newswire
- Vertiv Ties Next Predict AI Service To Data Center Valuation Story [Yahoo! Finance]Yahoo! Finance
- Vertiv CEO raises alarm on heated AI hardware problem [Yahoo! Finance]Yahoo! Finance
- Vertiv AI Service Launch Puts Focus On Recurring Revenue And Valuation [Yahoo! Finance]Yahoo! Finance
- Vertiv (NYSE:VRT) was downgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "buy (b-)" rating to a "hold (c+)" rating.MarketBeat
VRT
Earnings
- 10/22/25 - Beat
VRT
Sec Filings
- 1/20/26 - Form 4
- 1/6/26 - Form 4
- 1/5/26 - Form 4
- VRT's page on the SEC website