VRT

Oct 28, 1:39 PMVertiv Q3 2026 revenue up 61%, orders more than double as company sharply raises 2026 guidance

Peers: NVT ETN BE HUBB TT ENS EMR GEV MOD AME

| Held by: VTI VOO VO IVV SPY VUG VOT XLI JEPI IWF

Index	S&P 500
Market Cap	94.90B
Enterprise Value	94.47B
Income	2.10B
Sales	13.12B
Book/sh	14.29
Cash/sh	9.82
Dividend Est.	0.22 (0.09%)
Dividend TTM	0.25 (0.10%)
Dividend Ex-Date	Sep 14, 2026
Dividend Gr. 3/5Y	157.13% 76.23%
Payout	5.13%
Employees	34000
IPO	Jul 30, 2018

P/E	46.10
Forward P/E	25.51
PEG	0.60
P/S	7.23
P/B	17.25
P/C	25.09
P/FCF	30.40
EV/EBITDA	29.87
EV/Sales	7.20
Quick Ratio	1.01
Current Ratio	1.39
Debt/Eq	0.61
LT Debt/Eq	0.59
Option/Short	Yes / Yes

EPS (ttm)	5.35
EPS next Y	9.66
EPS next Q	2.26
EPS this Y	67.63%
EPS next Y	37.22%
EPS next 5Y	42.75%
EPS past 3/5Y	- -
Sales past 3/5Y	21.59% 18.54%
EPS Y/Y TTM	101.24%
Sales Y/Y TTM	35.27%
EPS Q/Q	90.98%
Sales Q/Q	61.18%
Earnings	Oct 28 BMO
EPS/Sales Surpr.	21.49% 15.03%

Insider Own	0.32%
Insider Trans	-1.23%
Inst Own	84.90%
Inst Trans	-1.24%
ROA	14.47%
ROE	46.57%
ROIC	23.93%
Gross Margin	35.93%
Oper. Margin	20.91%
Profit Margin	15.99%
SMA20	9.02%
SMA50	1.33%
SMA200	-8.78%
Trades

Shs Outstand	385.03M
Shs Float	383.75M
Short Float	3.64%
Short Ratio	2.35
Short Interest	13.96M
52W High	379.93 -35.12%
52W Low	147.82 66.75%
Volatility	5.09% 4.30%
ATR (14)	13.78
RSI (14)	58.38
Beta	2.10
Rel Volume	1.43
Avg Volume	5.94M
Volume	7,622,094

Perf Week	26.02%
Perf Month	2.15%
Perf Quarter	2.04%
Perf Half Y	-24.96%
Perf YTD	52.14%
Perf Year	23.70%
Perf 3Y	576.80%
Perf 5Y	859.85%
Perf 10Y	-
Recom	1.49
Target Price	333.13
Prev Close	242.94
Price	246.49
Change %	1.46%

ConsensusStrong Buy

Avg. Price Target

$312.08

Implied Upside

+26.6%

Analysts18incl. previous ratings

Rating Distribution15 Buy · 3 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Oct 05, 2026	Initiated	BBMO Capital Markets	Outperform	$329	+33.5%
Sep 25, 2026	Initiated	WWells Fargo	Overweight	$340	+37.9%
Jul 23, 2026	Initiated	KKeyBanc Capital Markets	Overweight	$360	+46.1%
Jul 16, 2026	Initiated	RRobert W. Baird	Outperform	$370	+50.1%
Jun 10, 2026	Initiated	BBernstein	Outperform	$416	+68.8%
May 15, 2026	Initiated	LLoop Capital	Buy	$500	+102.8%
Apr 14, 2026	Initiated	BBNP Paribas Exane	Outperform	$345	+40.0%
Mar 31, 2026	Downgrade	JJefferies	Buy → Hold	$260	+5.5%
Mar 25, 2026	Initiated	HHSBC Securities	Buy	$325	+31.9%
Jan 02, 2026	Upgrade	BBarclays	Equal Weight → Overweight	$200	-18.9%
Dec 09, 2025	Downgrade	WWolfe Research	Outperform → Peer Perform
Aug 20, 2025	Initiated	RRothschild & Co Redburn	Neutral	$135	-45.2%
Jul 28, 2025	Initiated	WWilliam Blair	Outperform
Jul 08, 2025	Upgrade	MMelius	Hold → Buy	$165	-33.1%
Apr 08, 2025	Initiated	RROTH MKM	Buy	$75	-69.6%
Mar 07, 2025	Initiated	RRBC Capital Mkts	Outperform	$121	-50.9%
Jan 28, 2025	Downgrade	MMelius	Buy → Hold	$125	-49.3%
Jan 06, 2025	Initiated	MMorgan Stanley	Overweight	$150	-39.1%
Dec 12, 2024	Initiated	BBarclays	Equal Weight	$142	-42.4%
Nov 13, 2024	Initiated	UUBS	Buy	$155	-37.1%

Oct-28-26 06:46PM	Vertiv stock surges as orders double amid AI build-out: 'Evolving faster than ever' (Yahoo Finance) +16.48%
01:08PM	Vertiv's Blowout Quarter And Fourth Guidance Raise Collide With A Stock That Had Been Priced For Trouble (Earnings Whispers)
11:43AM	Nvidia Partner Vertiv Leads S&P 500 Gainers After Strong Earnings, Raised Outlook (Investopedia)
11:01AM	Toasters, Data Centers, and an Unassuming Box That's Boosting 3 Power Stocks (Barrons.com)
10:54AM	Vertiv raises 2026 outlook after third-quarter revenue jumps 61% (Proactive)
10:24AM	Loading…
10:24AM	Vertiv Stock Pops on Q3 Beat-and-Raise, AI Data Center Demand (Schaeffer's Research)
10:19AM	The tech rally is looking for fresh legs (MarketWatch)
10:11AM	Flex Stock Rise on Earnings. Its Upcoming AI Infrastructure Spinoff May Be the Real Winner. (Barrons.com)
08:48AM	Vertiv earnings just sent an upbeat signal about AI ahead of Big Tech results (MarketWatch)
08:12AM	Vertiv CEO Says Largest Infrastructure Buildout Is Accelerating As Q3 Earnings Beat Estimates, Outlook Raised (Stocktwits)
08:03AM	Premarket movers: Vertiv, SK Hynix jump; Enphase, NXP slide (Investing.com)
07:41AM	Vertiv Holdings shares jump after orders doubled (MarketWatch)
06:37AM	Vertiv Stock Jumps 14% as Earnings Show Another Way to Play the AI Boom (Barrons.com)
05:55AM	Vertiv Reports Strong Third Quarter 2026 with Net Sales Growth of 61%, Organic Orders Growth over 100% and Diluted EPS Growth of 91% (Adjusted Diluted EPS Growth of 78%); Raises Full Year 2026 Guidance Across All Key Metrics (PR Newswire)
05:29AM	Microsoft and Alphabet headline big day of earnings (MarketWatch)
04:27AM	Loading…
04:27AM	Stock Market Today: Dow set to ease while Nasdaq is set to rise with Fed decision on tap as Microsoft and Alphabet results loom; SK Hynix stock soars (MarketWatch)
03:45AM	The High-Voltage Stopgap That Could Save the AI Buildout (Barrons.com)
Oct-27-26 07:23PM	These Dividend-Paying Stocks Offer Notable AI Exposure: AVGO VRT (Zacks)
06:30AM	Vertiv Completes Acquisition of UtilityInnovation Group (PR Newswire)
Oct-26-26 05:48PM	Don't Miss This Week's 5 Most Important Earnings Charts (Zacks)
05:12PM	Vertiv Simplifies High-Density AI Infrastructure Deployment Across Data Center Environments (PR Newswire)
06:30AM	Vertiv Completes Acquisition of King Environmental Services Ltd., Expanding Global Fluid Management Services (PR Newswire)
Oct-23-26 08:07PM	Elon Musk Eyes SpaceX-Tesla Merger, Huang Pitches Financeable Chips, Zuckerberg Wants More Compute: Mag 7 Voices This Week (Stocktwits)
08:00AM	Vertiv to Participate in Upcoming Investor Conference (PR Newswire)
Oct-22-26 01:00AM	Dassault Systmes and Vertiv Team to Accelerate AI Factory Design and Deployment (Business Wire) -7.81%
01:00AM	Dassault Systemes and Vertiv Team to Accelerate AI Factory Design and Deployment (Business Wire)
Oct-21-26 10:02AM	NVIDIA unveils modular AI factories to cut data centre deployment to 14 days (Proactive)
07:30AM	Vertiv Targets Up to 30% More Cumulative AI Token Output in First 12 Months Using NVIDIA DSX, Polar Deploys Approach at Norway Site (PR Newswire)
Oct-20-26 02:53PM	Vertiv Must Prove Delayed Projects Are Shipping As Stock Sinks Near Post-Earnings Lows (Earnings Whispers)
Oct-19-26 02:30PM	Morgan Stanleys favorite AI stock is 92% exposed to the $1.6 trillion build-out its bullish on (Fortune)
08:46PM	Loading…
Oct-14-26 08:46PM	Why Should Vertiv Stock Holders Watch This One Number? (Trefis) -6.09%
04:04PM	CoreWeave's Bond Scare Is Spreading to AI-Linked Industrial Stocks (Barrons.com)
08:30AM	Vertiv Helps Enterprises Move from AI Pilots to Production (PR Newswire)
08:00AM	Vertiv Announces Date of Third Quarter 2026 Earnings Release and Conference Call (PR Newswire)
Oct-13-26 12:56PM	The AI Trade Led the Bull Market-but Don't Bail on the Big Winners Just Yet (Barrons.com)
Oct-12-26 04:47PM	3 Dividend Paying Stocks Offering AI Exposure (Zacks)
02:21PM	Sandisk stock is this bull market's emergent star (Yahoo Finance)
01:44PM	Vertiv Stock and 5 More Industrial Picks Ahead Of Earnings (Barrons.com)
Oct-08-26 08:55PM	3 Stocks Already Winning the OpenAI vs. Anthropic Race (BeInCrypto)
Oct-07-26 05:20PM	How Much Downside Is Left In Vertiv Stock? (Trefis)
02:09PM	Is Forgent Power Solutions' Next Big Thing Already Here? (Trefis)
Oct-05-26 09:44AM	Microsoft upgraded, HubSpot downgraded: Wall Street's top analyst calls (The Fly)
08:39AM	Vertiv Appoints Michael Resha to Lead Global Manufacturing and Operational Excellence (PR Newswire)
Oct-02-26 05:05AM	Is Vertiv Stock's Fall A Bargain Or A Warning? (Trefis)
Oct-01-26 01:44PM	What Are Vertiv Investors Betting On? (Trefis)
Sep-30-26 02:32PM	Should You Think About Vertiv Differently Now? (Trefis)
Sep-29-26 06:33AM	AI Stocks Shouldn't Be Rising After OpenAI Safety Scare. But They Are. (Barrons.com)
Sep-28-26 01:57PM	9 Green Days In A Row: nVent Electric Stock Is Up 12% (Trefis)
12:21PM	What Did Vertiv Say Before Its Stock Took Off? (Trefis)
Sep-25-26 03:19PM	How Much Further Could Vertiv Stock Fall? (Trefis)
11:10AM	Vertiv and 6 More AI Industrial Stocks to Buy Now (Barrons.com)
Sep-24-26 12:06PM	Vertivs Serial M&A Trail: What $1.5B in Immaterial Deals Is Doing to Its Margins (TIKR)
11:13AM	Data Center Stock Looks to Reduce Footprint With Acquisition (Schaeffer's Research)
07:51AM	Vertiv To Acquire King Environmental As AI Drives Demand For Liquid-Cooling Services (Stocktwits)
06:30AM	Vertiv Announces Agreement to Acquire King Environmental Services Ltd., Expanding Global Fluid Management Services (PR Newswire)
Sep-23-26 04:56PM	Why Does Vertiv Cost The Most In A Group It Does Not Out-Grow? (Trefis)
Sep-22-26 08:33AM	Energized Power Capacity Is Shaping the Next Phase of AI Infrastructure (PR Newswire)
07:20AM	Data Center Firm Accelevation, Backer Seek $720 Million in IPO (Bloomberg)
Sep-21-26 07:38PM	3 Stocks That Pay Dividends and Offer AI Exposure (Zacks)
04:22PM	Why Is Vertiv Stock Up Sharply Over The Past Year Yet Well Below Its Peak? (Trefis)
Sep-18-26 04:15PM	Most of what you know about data centers is wrong (MarketWatch)
Sep-17-26 05:00PM	Should You Buy Vertiv Stock For Its Widening Margin Despite Delivery Doubts? (Trefis)
Sep-16-26 09:35PM	Should You Get Paid To Wait Out Vertiv's Learning Curve? (Trefis)
Sep-14-26 07:27PM	3 Stocks That Offer AI Exposure and Dividends (Zacks) -7.65%
06:30PM	Vertiv Has Guided Itself Into A Steep Second Half (Trefis)
Sep-10-26 06:44PM	What Does Buying A Vertiv Dip Cost You Before It Pays? (Trefis) -5.61%
Sep-08-26 02:12AM	Top M&A Deals In September: Nvidia, Dominion Energy, Nextera Energy, Vertiv In Focus (Stocktwits)
Sep-04-26 07:01PM	3 AI-Related Stocks Worth a Closer Look After Pullbacks (Zacks)
Sep-03-26 02:07PM	Is This Pullback In Vertiv Stock A Glitch Or A Warning? (Trefis)
09:00AM	Battery Storage Market Size Projected to Reach $105.96 Billion By 2030 (PR Newswire)
Sep-02-26 10:47AM	Vertiv Pays $1.45 Billion to Cut Data Center Power Waits (GuruFocus.com)
07:58AM	The Anti-Datacenter Sentiment Behind Vertiv's $1.45 Billion Deal for Microgrid Provider (Barrons.com)
06:30AM	Vertiv Announces Agreement to Acquire UtilityInnovation Group to Accelerate Time to Power for AI Data Centers (PR Newswire)
06:00AM	Vertiv Declares Quarterly Dividend (PR Newswire)
Aug-31-26 04:40PM	Vertiv Stock Nearly Doubled On The Same Projects That Delayed Its Revenue (Trefis)
Aug-27-26 02:29PM	The Vertiv Stock Signal Was Never In The Demand Headline (Trefis)
12:30AM	Nvidia's forecast spells good news for these hardware stocks, analyst says (MarketWatch)
Aug-25-26 08:00AM	Vertiv to Participate in Upcoming Investor Conference (PR Newswire)
Aug-22-26 04:00AM	The veteran Fortune 500 CEO who turned an 80-year-old AC company into an AI darling (Fortune)
01:00AM	The AI Spending Boom Is Outrunning Wall Street Estimates (Barrons.com)
Aug-21-26 01:00AM	Boeing and 9 More Stocks for Manufacturing's Revival, From Our Roundtable Pros (Barrons.com)
Aug-19-26 12:40PM	9 stocks to ride the industrial sector's blazing rally (MarketWatch)
Aug-14-26 06:12PM	AI Infrastructure Stocks: Billions of Reasons to Stay Bullish (Zacks)
12:02PM	Leon Cooperman's Bold Q2 2026 Move: Initiating a 5.09% Position in GPGI Inc (GuruFocus.com)
Aug-12-26 06:58AM	The Best AI Stocks of 2026 Shouldnt Be in Your Three-Year Plan: Heres Why (BeInCrypto)
Aug-05-26 10:18AM	These Stocks Are Making Moves Today, Thanks to SpaceX (Barrons.com)
Aug-04-26 01:47PM	The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. (PR Newswire)
11:33AM	Caterpillar stock surges on data center boom: How the AI trade is expanding (Yahoo Finance Video)
06:42AM	Caterpillar Profit Tops Estimates as AI Boosts Power Sales (Bloomberg)
06:00AM	Bitzero Deepens Technical & Supply Chain Capabilities Through Collaboration with Vertiv (TMX Newsfile)
Jul-30-26 04:17AM	VRT Stock Heads For Worst Week In 4 Years After Revenue Miss But This Analyst Still Sees 68% Upside As CEO Defends AI Demand (Stocktwits)
Jul-29-26 12:50PM	AI's Picks and Shovels Are Getting Clobbered (The Wall Street Journal) -17.26%
10:50AM	Vertiv stock sinks on earnings miss: A look at key AI infrastructure players (Yahoo Finance Video)
09:52AM	Vertiv Blames Timing Shifts as Stock Falls 13% (GuruFocus.com)
08:13AM	Vertiv Shares Fall Despite Earnings Beat and Higher Full-Year Forecast (InvestorsHub)
08:13AM	Vertiv Q2 2026 earnings: revenue miss sinks stock (Quartz)
07:42AM	Ford shares accelerate higher, and other early market movers (MarketWatch)
07:37AM	Seagate, SK Hynix, Ford, Vertiv, and More Stocks That Explain Today's Market (Barrons.com)
07:33AM	VRT Stock Headed For Worst Single-Day Fall In Over 15 Months Vertiv Says Minor Timing Shifts Weighed On Q2 Revenue (Stocktwits)
06:38AM	Vertiv shares sink as Q2 revenue miss offsets upgraded guidance (Investing.com)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MONSER EDWARD L	Director	Sep 01 '26	Option Exercise	11.50	15,287	175,800	31,787	Sep 02 04:15 PM
MONSER EDWARD L	Director	Sep 01 '26	Sale	253.82	15,287	3,880,209	16,500	Sep 02 04:15 PM
EDWARD MONSER	Director	Sep 01 '26	Proposed Sale	258.72	15,287	3,955,053		Sep 01 04:47 PM
O' Doherty Philip	Forrmer Officer	Mar 10 '26	Proposed Sale	265.72	500,000	132,859,100		Mar 10 04:02 PM
MONSER EDWARD L	Director	Mar 06 '26	Option Exercise	16.30	77,294	1,260,279	93,794	Mar 09 08:00 PM
MONSER EDWARD L	Director	Mar 06 '26	Sale	245.49	77,294	18,974,827	16,500	Mar 09 08:00 PM
O' Doherty Philip	Forrmer Officer	Mar 09 '26	Proposed Sale	263.12	1,000,000	263,117,100		Mar 09 04:07 PM
EDWARD MONSER	Director	Mar 06 '26	Proposed Sale	249.75	77,294	19,304,176		Mar 06 04:31 PM
REINEMUND STEVEN	Director	Feb 26 '26	Sale	253.95	65,000	16,506,441	68,333	Mar 02 08:02 PM
REINEMUND STEVEN	Director	Feb 26 '26	Sale	253.95	35,000	8,888,083	0	Mar 02 08:02 PM
Karlborg Anders	EVP, Man., Logistics and Op Ex	Feb 26 '26	Option Exercise	25.96	30,487	791,576	65,233	Mar 02 08:02 PM
Karlborg Anders	EVP, Man., Logistics and Op Ex	Feb 26 '26	Sale	246.92	30,487	7,527,885	34,746	Mar 02 08:02 PM
FRADIN ROGER	Director	Feb 26 '26	Sale	253.42	101,667	25,764,486	40,000	Mar 02 08:02 PM
FRADIN ROGER	Director	Feb 27 '26	Sale	252.13	101,666	25,633,105	0	Mar 02 08:02 PM
DOKKUM JAN VAN	Director	Feb 26 '26	Option Exercise	20.56	38,647	794,582	63,647	Mar 02 08:01 PM
DOKKUM JAN VAN	Director	Feb 26 '26	Sale	254.87	38,647	9,849,837	25,000	Mar 02 08:01 PM
COTE DAVID M	Executive Chairman	Feb 26 '26	Sale	255.29	40,000	10,211,592	22,258	Mar 02 08:01 PM
S VRT GRAT 2025 Dtd 2/28/2025	Director	Feb 27 '26	Proposed Sale	252.35	54,583	13,773,907		Feb 27 04:38 PM
R VRT GRAT 2025 Dtd 2/28/2025	Director	Feb 27 '26	Proposed Sale	251.85	37,083	9,339,197		Feb 27 04:38 PM
R VRT GRAT 2024 II Dtd 12/12/2	Director	Feb 27 '26	Proposed Sale	251.51	10,000	2,515,096		Feb 27 04:38 PM
S VRT GRAT 2025 Dtd 2/28/2025	Director	Feb 26 '26	Proposed Sale	253.37	54,583	13,829,771		Feb 26 05:31 PM
R VRT GRAT 2025 Dtd 2/28/2025	Director	Feb 26 '26	Proposed Sale	253.37	37,084	9,396,023		Feb 26 05:31 PM
R VRT GRAT 2024 II Dtd 12/12/2	Director	Feb 26 '26	Proposed Sale	253.37	10,000	2,533,710		Feb 26 05:31 PM
Steven Reinemund	Director	Feb 26 '26	Proposed Sale	253.94	35,000	8,888,050		Feb 26 04:38 PM
Steven Reinemund	Director	Feb 26 '26	Proposed Sale	253.94	65,000	16,506,379		Feb 26 04:36 PM
MAUREEN COTE	Spouse of Officer	Feb 26 '26	Proposed Sale	255.29	40,000	10,211,588		Feb 26 04:13 PM
ANDERS HARALD KARLBORG	Officer	Feb 26 '26	Proposed Sale	246.92	30,487	7,527,838		Feb 26 04:13 PM
STEPHEN H LIANG	Officer	Feb 26 '26	Proposed Sale	252.34	73,912	18,651,282		Feb 26 04:10 PM
JOSEPH JACOBUS VAN DOKKUM	Director	Feb 26 '26	Proposed Sale	254.86	38,647	9,849,752		Feb 26 04:09 PM
Liang Stephen	Chief Technology Officer & EVP	Nov 24 '25	Sale	170.48	5,501	937,810	4,050	Nov 25 08:14 PM
STEPHEN H LIANG	Officer	Nov 24 '25	Proposed Sale	170.48	5,501	937,810		Nov 24 05:19 PM

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Executive Chairman of the BoardMr. David M. Cote J.D.

CEO & DirectorMr. Giordano Albertazzi

Executive VP & CFOMr. Craig Chamberlin

Chief Product & Technology OfficerMr. Scott Armul

Chief Legal Officer & Corporate SecretaryMs. Stephanie L. Gill Esq.

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Vertiv Holdings Co

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