Vertiv (VRT)

• Market cap: $46.5B
• 1 day: -3.82%
• 5 days: -8.14%
• 1 month: -1.41%
• 3 months: 10.32%
• 6 months: 41.10%
• Year to date: 4.83%
• 1 year: 148.22%
• 5 years: 962.64%
• 10 years: 1,158.98%
• Sector: Information Technology
• Industry: Electronic Components

About: Vertiv Holdings Co brings together hardware, software, analytics and ongoing services to ensure its customers vital applications run continuously, perform optimally and grow with their business needs. The company solves the important challenges faced by 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. Its services include critical power, thermal management, racks and enclosures, monitoring and management, and other services. Its three business segments include the Americas, Asia Pacific; and Europe, Middle East & Africa.

Employees: 27,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

104% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 113

59% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.1B

43% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 285

28% more funds holding in top 10

Funds holding in top 10: 43 [Q2] → 55 (+12) [Q3]

14% more capital invested

Capital invested by funds: $28.8B [Q2] → $32.9B (+$4.12B) [Q3]

12% more funds holding

Funds holding: 889 [Q2] → 997 (+108) [Q3]

0.77% less ownership

Funds ownership: 88.82% [Q2] → 88.05% (-0.77%) [Q3]

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $131 6% upside
• Avg. target: $142 15% upside
• High target: $155 25% upside

11 analyst ratings

• positive: 10 91%
• neutral: 1 9%
• negative: 0 0%

Morgan Stanley Chris Snyder 71% 1-year accuracy 10 / 14 met price target	21% upside $150	Overweight Initiated	6 Jan 2025
Barclays Julian Mitchell 66% 1-year accuracy 73 / 110 met price target	15% upside $142	Equal-Weight Initiated	12 Dec 2024
Citigroup Andrew Kaplowitz 63% 1-year accuracy 50 / 80 met price target	25% upside $155	Buy Maintained	9 Dec 2024
Goldman Sachs Mark Delaney 63% 1-year accuracy 19 / 30 met price target	13% upside $140	Buy Maintained	19 Nov 2024
TD Cowen Lance Vitanza 58% 1-year accuracy 14 / 24 met price target	14% upside $141	Buy Maintained	19 Nov 2024