Added to YB: 2026-10-02
Pitch date: 2026-09-22
VRT [bullish]
Vertiv Holdings Co
-15.34%
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
$92.9B
Pitch Price
$253.68
Price Target
369.23 (+72%)
Dividend
0.10%
EV/EBITDA
33.08
P/E
54.61
EV/Sales
8.11
Sector
Electrical Equipment
Category
growth
Should You Buy Vertiv?
VRT (pass): Vertiv remains a clear beneficiary of AI data centers’ rising power and cooling needs, with Q2 2026 sales up 24% and adjusted operating margin reaching 22.6%. However, the $369.23 FY2027 target offers 43.6% upside from $257.06, or 32.1% risk-adjusted, while relying on 32% revenue growth and a 40x forward P/E. That does not provide enough margin of safety to initiate a position.
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