Vertiv Holdings Co
No SEC Form 4 filings for $VRT in the last 30 days.
See all $VRT insider activity →Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
Simply Wall St highlights three AI infrastructure stocks tied to data center spending: Forgent Power Solutions (about $1.2b revenue, $11.4b market cap, near $2b backlog), Celestica (CA$55.7b market cap, 2026 guidance raised to $20.5b, record quarterly revenue, ~45% ROE), and Vertiv (about $7.5b Americas revenue, $110.5b market cap, 15.1% net margin, 36.4% ROE).
TheStreet argues AI capex is shifting from chipmakers to “picks and shovels” for semiconductor fabs and data centers. It cites Atlas Copco’s Vacuum Technique organic order growth of 59% in Q2, Linde’s electronics sales up 18% and gas backlog at $8.1B, and ASML’s plan for 30% more low-NA EUV capacity for 2027. It also notes Vertiv’s Q2 sales rose 24% and raised guidance.
Over the past 7 days, alphai's AI scored 21 news stories mentioning VRT (Vertiv Holdings Co). Coverage has skewed bullish: 15 bullish, 6 neutral, and 0 bearish.
Recent VRT coverage spans sector analysis, financial news and technology.
VRT is framed as undervalued within AI infrastructure hardware and power/thermal systems exposure per BofA’s filter.
Operational strength metrics support the AI infrastructure read-through, but the article flags customer concentration and external borrowing.
Despite positive guidance and sales growth, the market reaction was negative, suggesting expectations were already high.
Modular buildouts could support demand for data-center infrastructure components, but the article provides no Vertiv-specific evidence.
VRT gets a constructive read-through from modularization plus a guidance raise, which can offset the revenue miss noted in the article.
alphai scores every news story that mentions VRT with an AI model for sentiment and relevance, and aggregates insider trades from Vertiv Holdings Co's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readSimply Wall St highlights three AI infrastructure stocks tied to data center spending: Forgent Power Solutions (about $1.2b revenue, $11.4b market cap, near $2b backlog), Celestica (CA$55.7b market cap, 2026 guidance raised to $20.5b, record quarterly revenue, ~45% ROE), and Vertiv (about $7.5b Americas revenue, $110.5b market cap, 15.1% net margin, 36.4% ROE).
7 min readTheStreet argues AI capex is shifting from chipmakers to “picks and shovels” for semiconductor fabs and data centers. It cites Atlas Copco’s Vacuum Technique organic order growth of 59% in Q2, Linde’s electronics sales up 18% and gas backlog at $8.1B, and ASML’s plan for 30% more low-NA EUV capacity for 2027. It also notes Vertiv’s Q2 sales rose 24% and raised guidance.
6 min readInvesting.com cites Bernstein analysts saying U.S. data center construction could rise from 12 GW in 2026 to 35 GW by 2030, but labor shortages in mechanical, electrical and plumbing trades may cap growth. Bernstein estimates 100 MW projects need about 90 such workers. The article flags overbuild risk for power-equipment suppliers, naming Caterpillar (CAT) and Cummins (CMI), and potential benefits for Eaton, Schneider Electric, Vertiv, Quanta Services, Comfort Systems USA and EMCOR.
4 min readBernstein kept Outperform ratings on Legence (LGN, PT $103), Eaton (ETN, PT $534), Hubbell (HUBB, PT $584) and Vertiv (VRT, PT $368), and Market-Perform on Quanta Services (PWR, PT $748), citing modularization in data centers to address MEP craft labor constraints. It links labor limits to higher capacity additions and notes recent earnings and guidance updates for several firms.
7 min readThe article says AI data centers face a power and grid supply constraint and that Vertiv (NYSE: VRT) benefits from power and cooling upgrades. It cites Vertiv’s trailing-12-month revenue near $11.5B, 20%+ quarterly growth, Q2 revenue up 24% YoY, and guidance implying ~23.8% adjusted operating margin in 2026. It also cites analyst views on revenue nearing $22B by 2028.
6 min readThe article says Legrand has bought TES, a Northern Ireland firm supplying electrical systems for AI data centres, citing growth from about 2 to 175 employees. It also notes Vertiv plans 300 jobs in Letterkenny and Seagate has products sold out to 2028. It highlights potential job cuts at Baker McKenzie (up to 1,000 globally, about 50 in Belfast) and Rapid7 (12% globally).
6 min readCNBC’s newsletter previews the next session after tame consumer inflation lifted the S&P 500. It highlights data center stocks (Vertiv, Iron Mountain, Equinix, Digital Realty, and related ETFs), upcoming jobless claims and PPI, and earnings/guidance from Applied Materials (after the bell) plus coverage of SK Hynix, Apple’s Houston manufacturing center, and stocks including Charles Schwab, US Bancorp, Palo Alto Networks, Cerebras, StubHub, and Cisco.
5 min readCelsius Holdings is expanding beyond the U.S. into parts of Europe and Asia, with investors weighing margin pressure and slower international revenue ramp. Separately, Vertiv’s shares fell 27.9% in July despite Q2 revenue up 24% to $3.72B and adjusted EPS up 60% to $1.52. Vertiv raised Q3 and full-year guidance and expects 2026 adj. EPS of $6.70.
6 min readNVIDIA (NVDA) outlined an 800 VDC power distribution architecture for AI data centers, aiming to reduce energy losses from AC-to-DC conversion. The company said it was developed with Microsoft (MSFT) and Alphabet (GOOGL) via the Open Compute Project. Eaton (ETN) and Vertiv (VRT) rose; Eaton has a $502 target from Evercore and raised 2028 EPS estimate to $20.29.
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