VertivVRT
Market Cap: $26.9B
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 Q2 SEC filings by fund managers ($100M+ AUM)
160% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 86
36% more call options, than puts
Call options by funds: $970M | Put options by funds: $711M
29% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 261
19% more funds holding
Funds holding: 742 [Q1] → 880 (+138) [Q2]
7% more capital invested
Capital invested by funds: $25.2B [Q1] → $26.9B (+$1.74B) [Q2]
2.27% more ownership
Funds ownership: 80.75% [Q1] → 83.02% (+2.27%) [Q2]
27% less funds holding in top 10
Funds holding in top 10: 59 [Q1] → 43 (-16) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Evercore ISI Group Amit Daryanani 48% 1-year accuracy 19 / 40 met price target | 46%upside $105 | Outperform Maintained | 15 Aug 2024 |
Mizuho Brett Linzey 61% 1-year accuracy 11 / 18 met price target | 28%upside $92 | Outperform Upgraded | 7 Aug 2024 |
TD Cowen Lance Vitanza 43% 1-year accuracy 6 / 14 met price target | 30%upside $93 | Buy Maintained | 25 Jul 2024 |
Goldman Sachs Mark Delaney 66% 1-year accuracy 19 / 29 met price target | 45%upside $104 | Buy Maintained | 25 Jul 2024 |
Evercore ISI Group Amit Daryanani 48% 1-year accuracy 19 / 40 met price target | 46%upside $105 | Outperform Maintained | 14 Jun 2024 |
Financial journalist opinion
Based on 25 articles about VRT published over the past 30 days