Vertiv
About: Vertiv has roots tracing back to 1946 when its founder, Ralph Liebert, developed an air-cooling system for mainframe data rooms. As computers started making their way into commercial applications in 1965, Liebert developed one of the first computer room air conditioning, or CRAC, units, enabling the precise control of temperature and humidity. The firm has slowly expanded its data center portfolio through internal product development and the acquisition of thermal and power management products like condensers, busways, and switches. Vertiv has global operations today; its products can be found in data centers in most regions throughout the world.
Employees: 31,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
65% more repeat investments, than reductions
Existing positions increased: 527 | Existing positions reduced: 319
5% less funds holding
Funds holding: 1,180 [Q4 2024] → 1,120 (-60) [Q1 2025]
5.42% less ownership
Funds ownership: 82.83% [Q4 2024] → 77.41% (-5.42%) [Q1 2025]
11% less call options, than puts
Call options by funds: $1.54B | Put options by funds: $1.72B
14% less first-time investments, than exits
New positions opened: 212 | Existing positions closed: 247
42% less capital invested
Capital invested by funds: $36.8B [Q4 2024] → $21.4B (-$15.4B) [Q1 2025]
49% less funds holding in top 10
Funds holding in top 10: 45 [Q4 2024] → 23 (-22) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Goldman Sachs Mark Delaney | 10%upside $122 | Buy Maintained | 10 Jun 2025 |
Evercore ISI Group Amit Daryanani | 35%upside $150 | Outperform Maintained | 27 May 2025 |
JP Morgan Stephen Tusa | 14%upside $127 | Overweight Maintained | 16 May 2025 |
Morgan Stanley Chris Snyder | 13%upside $125 | Overweight Maintained | 24 Apr 2025 |
Citigroup Andrew Kaplowitz | 12%downside $98 | Buy Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 34 articles about VRT published over the past 30 days









