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Added to YB: 2025-03-31

Pitch date: 2025-03-26

VRT [bullish]

Vertiv Holdings Co

+104.68%

current return

Author Info

No bio for this author

Company Info

Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Market Cap

$68.2B

Pitch Price

$78.49

Price Target

103.00 (-36%)

Dividend

0.08%

EV/EBITDA

32.26

P/E

67.26

EV/Sales

7.16

Sector

Electrical Equipment

Category

growth

Show full summary:
Vertiv Holdings Co: Initiating Coverage on This Data Center Forerunner

VRT: Leading data center thermal & power mgmt co. with 80%+ revenue from this market. Narrow moat via intangibles & switching costs. $103 price target. Low-teens revenue growth expected from cloud migration & AI. Midteens EPS CAGR. High uncertainty due to volatile data center spending.

Read full article (8 min)