Vertiv Holdings Co
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About the company
Vertiv Holdings Co, headquartered in Columbus, Ohio, is a global provider of essential digital infrastructure technologies and comprehensive lifecycle services. The company specializes in the design, manufacturing, and servicing of critical systems vital for data centers, communication networks, and diverse commercial and industrial applications. Its extensive product range encompasses AC and DC power management, thermal control solutions, integrated rack systems, modular designs, and sophisticated management platforms for monitoring and governing digital environments.
- CEO
- Giordano Albertazzi
- IPO
- 2018
- Employees
- 31,000
- HQ
- Westerville, OH, US
Price Chart
- Market Cap
- $115.44B
- P/E
- 73.66
- P/S
- 10.65
- P/B
- 27.11
- EV/EBITDA
- 50.06
- Div Yield
- 0.07%
- Gross Margin
- 36.16%
- Op Margin
- 18.54%
- Net Margin
- 14.37%
- ROE
- 42.06%
- ROIC
- 20.13%
- Revenue
- $10.23B · 27.69%
- Net Income
- $1.33B · 168.82%
- EPS
- $3.49 · 164.39%
- Op Income
- $1.90B
- FCF YoY
- 66.83%
- 52W High
- $379.94
- 52W Low
- $110.06
- 50D MA
- $324.60
- 200D MA
- $232.48
- Beta
- 2.03
- Avg Volume
- 6.19M
AI snapshot
Six angles, distilled from the data.
The stock remains in a powerful long-term uptrend, trading well above its 200-day moving average of 232.48 and still far above the 52-week low of 109.94. It has pulled back from the upper end of its yearly range, so the setup is strong but no longer early-stage.
Street sentiment stays constructive: 18 buys, 1 hold, and no sells, with a Buy consensus and a 375.08 target versus a 355 median. Recent action has been mostly target raises and fresh bullish initiations, though one upgrade from Sell to Hold shows the name is not universally loved.
The next print comes with a mixed but still favorable backdrop. Vertiv has beaten EPS in 6 of the last 7 quarters, and the next-year EPS estimate sits at 8.8509 versus 3.97 TTM, pointing to strong expected growth. Shareholders should watch whether margin expansion keeps pace with revenue growth.
No discretionary insider buying or selling stands out. Recent activity is dominated by award, in-kind, and other non-open-market transactions, including a large director award and multiple officer awards, which read as compensation-related noise rather than a directional signal.
Profitability is solid and improving at scale, with a 37.2% gross margin, 16.36% operating margin, and 14.37% net margin. Revenue grew 30.1% year over year and EPS growth ran 135.7%, while free cash flow reached $2.33 billion on 2025 operations.
Vertiv screens as a premium industrial infrastructure name, supported by exposure to data-center power and thermal systems tied to AI buildouts. The valuation is rich versus the sector, with a 63.67 P/E, so execution needs to stay strong to justify the multiple.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 25, 26 | Karlborg Anders | other | 3.55 |
| Jun 25, 26 | Armul Scott | other | 4.54 |
| Jun 25, 26 | Sanghi Anand | other | 3.38 |
| Jun 25, 26 | Johnson Eric M. | other | 0.38 |
| Jun 25, 26 | Shen Wei | other | 0.42 |
| Jun 25, 26 | Albertazzi Giordano | other | 9.53 |
| Jun 25, 26 | Ryan Paul | other | 2.41 |
| Jun 25, 26 | Gill Stephanie L | other | 4.58 |
| Jun 25, 26 | Chamberlin Craig | other | 1.12 |
| Jun 25, 26 | Poncheri Frank | other | 2.74 |
Our VRT coverage
Recent articles, reports, and earnings notes.
Vertiv Holdings (VRT): AI Infrastructure Buildout Momentum
Vertiv is emerging as a key picks-and-shovels winner in AI data center infrastructure, with Q1 2026 sales up 30.1% and margins expanding sharply. The stock looks expensive, but execution, guidance raises, and a strengthened balance sheet keep the thesis intact.
The AI trade is no longer about chips alone — the next winners are the toll collectors
The AI debate is shifting from bubble-versus-not to a simpler question: who gets paid no matter which model, chip, or platform wins. In this tape, that favors the infrastructure and enablement layer — networking, cloud capacity, power, cooling, and buildout equipment — over treating pure compute leadership as the only trade that matters.
This AI selloff looks more like a positioning reset than the start of a dot-com-style collapse
The market is having the wrong AI argument. This week’s drawdown in semis and infrastructure looks less like a thesis break and more like a crowded-trade unwind in a group where demand, margins, and order visibility are still showing up in the numbers.
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AI analysis · Last refreshed July 4, 2026 · Live quote · Not investment advice