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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
139% more funds holding in top 10
Funds holding in top 10: 23 [Q1] → 55 (+32) [Q2]
134% more first-time investments, than exits
New positions opened: 300 | Existing positions closed: 128
81% more capital invested
Capital invested by funds: $21.5B [Q1] → $38.8B (+$17.3B) [Q2]
52% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 345
26% more call options, than puts
Call options by funds: $3.68B | Put options by funds: $2.92B
13% more funds holding
Funds holding: 1,126 [Q1] → 1,276 (+150) [Q2]
1.67% more ownership
Funds ownership: 77.63% [Q1] → 79.3% (+1.67%) [Q2]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
GLJ Research Austin Wang | 12%downside $112 | Sell Initiated | 19 Aug 2025 |
UBS Amit Mehrotra | 35%upside $173 | Buy Maintained | 31 Jul 2025 |
Barclays Julian Mitchell | 0%upside $128 | Equal-Weight Maintained | 31 Jul 2025 |
JP Morgan Stephen Tusa | 17%upside $150 | Overweight Maintained | 31 Jul 2025 |
RBC Capital Deane Dray | 27%upside $162 | Outperform Maintained | 31 Jul 2025 |
Financial journalist opinion
Based on 53 articles about VRT published over the past 30 days
