Vertiv (VRT) is up 15% in the past week after third-quarter sales rose 61% to $4.31 billion, organic orders more than doubled, and adjusted EPS rose 78% to $2.21. Full-year sales guidance rose $650 million to $14.45-$14.85 billion, and the new 2026 EPS guidance of $7.10-$7.20 is above the $6.73 Wall Street consensus. The article links the orders to Meta's $34.9 billion third-quarter capex, while noting GE Vernova fell despite its own beat. After the rally Vertiv trades near 31x forward earnings versus a 27x five-year average, and the article says the guidance requires 50% organic sales growth in the fourth quarter.
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- Vertiv Looked “Overvalued.” Then Orders Doubled.
Vertiv, which makes power and cooling systems for AI data centers, told investors on Oct. 28 that its orders had more than doubled from a year earlier. The stock had fallen sharply over the summer after second-quarter sales missed expectations, and fell again in October amid rising borrowing costs, but the article reads the miss as revenue delayed rather than lost demand. Third-quarter sales rose 61%, and management raised its full-year sales outlook by about $650 million at the midpoint, while the shares trade near $236, about 33 times the midpoint of management's 2026 adjusted earnings guidance. The article flags risk from a short list of large customers, including Alphabet and Microsoft, and notes that acquisitions contributed about 6 percentage points of quarterly sales growth. It argues that owning the stock requires believing the AI build-out has years left to run, while accepting that the shares could fall by a third or more again.
- Vertiv Guides for 38% Growth, GE Vernova's Orders Jumped 96%. Which AI Power Stock Is the Better Buy After the Sell-off?
Vertiv and GE Vernova, both suppliers of AI data center infrastructure, beat Wall Street estimates in their third-quarter reports. Vertiv's revenue rose 61% year over year and it expects 38% organic growth for the full year, while GE Vernova's revenue rose 27% and its orders jumped 96% organically, with full-year revenue guided up 22%-25%. Both stocks remain well below their all-time highs from earlier this year (45% and 24% respectively), after the Fed raised benchmark rates for the first time in three years this September. Vertiv faces supply constraints and possible margin pressure from its UtilityInnovation Group acquisition, while GE Vernova's Wind segment remains weak and its planned Trench Group deal could compress margins. The author expects Vertiv's EPS to grow faster (49% CAGR vs 24% from 2025 to 2028) and notes it trades at 25 times next year's earnings versus 37 times for GE Vernova, so if forced to choose one, the author would pick Vertiv.
- Will AI Product Push Change Vertiv Stock Narrative Ahead Of Q3 Earnings
Vertiv Holdings Co has rolled out its SmartIT platform, expanded its NVIDIA-aligned AI factory offerings and closed power and cooling acquisitions ahead of its Q3 2026 earnings release. The article argues that integrated capabilities from rack to data hall could matter as much as hardware for full-stack AI data center projects. Bullish analysts model revenue of $24.0 billion and earnings of $4.7 billion by 2029, up from $1.7 billion today, based on 28.0% annual revenue growth and margins rising from 15.1% to 19.7%. A more cautious scenario projects $23.0 billion in revenue and $4.6 billion in earnings, with a P/E of 28.1x. The article also cites a fair value implying 69% potential upside to the current price.
- Where Will Vertiv Stock Be in 1 Year?
Vertiv, which makes cooling and UPS systems for data centers, trades at about $211, down 44% from its record close of $376.06 on May 14. Its revenue more than doubled from $5.0 billion in 2021 to $10.2 billion in 2025, and it expects 2026 revenue of $14 billion and 60% adjusted EPS growth. The pullback followed a slight miss on second-quarter revenue estimates, a $1.45 billion acquisition of UtilityInnovation Group that could weigh on near-term margins, and rising interest rates that compressed valuations of AI stocks. The article's scenario: if Vertiv meets EPS forecasts and trades at 30 times earnings by next October, its stock could rise about 30% to $276, still short of its all-time high.
- Where Will Vertiv Stock Be in 1 Year ? | The Motley Fool
Vertiv (VRT), a supplier of cooling and power systems for data centers, hit a record $376.06 on May 14 on AI-driven demand, but now trades near $211. Its revenue rose from $5.0 billion in 2021 to $10.2 billion in 2025, and adjusted EPS from $0.76 to $4.20, with a $15 billion backlog at the end of Q2 2026. For 2026, it expects revenue to grow 37% to $14 billion and adjusted EPS to rise 60%, and the stock trades at 31 times that estimate. The pullback reflects a slight miss on Q2 revenue estimates, a $1.45 billion cash acquisition of UtilityInnovation Group that may pressure near-term margins, and rising interest rates that compressed valuations of high-growth AI stocks. If Vertiv meets analyst expectations and trades at 30 times earnings by next October, the article estimates its stock could rise about 30% to $276, still below its record high.
- Vertiv Staged a Small Comeback After Cratering for 6 Months: This Wall Street Team Predicts 76% Gains From Here
Vertiv trades at $243.17, about 36% below its 52-week high of $379.76, after a slide that began with a second-quarter revenue miss of $3.27 billion against a consensus of about $3.38 billion, followed by quality concerns and an 11-session losing streak. The company cited supply chain issues and said it recovered roughly $100 million to $150 million of delayed revenue in Q3. Third-quarter results beat on both lines, with adjusted EPS of $2.21 versus $1.82 and revenue of $4.31 billion versus $3.76 billion, and the stock rose 16.59% in one session. Of 29 analysts, 25 rate it Buy or Strong Buy, and the 2027 EPS consensus has risen to $9.1945 from $8.8234 90 days ago. The average target of $333 implies 36.9% upside, while Melius Research's $427 target, based on 35x projected 2028 EPS of $12.20, depends on a longer timeline.
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