Markets open

Vertiv Holdings, LLC

VRT · NYSE

0.00 filers

No institutional positions on file.

Symbol: VRT
Type: Stock
Sector: Technology
Industry: Industrial Machinery/Components
Country: North America
Exchange: NYSE

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries.

Key Issues

Bullish view

Strong second-quarter results, AI-driven data-center demand and upbeat guidance indicate that hyperscale and other data-center spending can continue translating into revenue and earnings growth.

Bearish view

The evidence does not quantify the durability of AI demand or identify customer commitments, leaving the recovery vulnerable if data-center spending or project timing slows.