Vertiv Holdings (VRT · NYSE)

Energy & MaterialsIndustrialsNYSEUSALarge

Powering and Cooling the AI Buildout

Vertiv designs, manufactures, and services the power and cooling infrastructure that keeps data centers running.

Vertiv Holdings Co

VRT: NYSE

206.42 USD

+17.57%

year to date

Source: Finnhub

Market Cap$79.47B

Avg Volume6.45M

Price$206.42-3.88%

P/E Ratio47.50ttm

Pricing delayed 20 minutes Oct 16, 2026, 8:00 PM

Orders Provide Revenue Visibility Through 2026
The purchase orders provide revenue visibility through 2026 and beyond.
Liquid Cooling Capacity Expanding 40x
40x production scale-up captures 30% CAGR liquid cooling market growth.
Premium Pricing and Recurring Revenue Lift Margins
Service mix and pricing discipline drive structural margin gains to 25%.

Hyperscaler Capex Could Pause Quickly
AI spending slowdown would stall backlog conversion and compress multiples.
Schneider and Eaton Closing Gap
Competitors bundling power and cooling could erode pricing and share.
Supply Chain Lead Times Create Delivery Risk
Component shortages or tariffs could delay deliveries and defer revenue.