Vertiv
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)
72% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 134
47% more call options, than puts
Call options by funds: $1.46B | Put options by funds: $994M
43% more repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 281
28% more funds holding in top 10
Funds holding in top 10: 43 [Q2] → 55 (+12) [Q3]
15% more capital invested
Capital invested by funds: $27.4B [Q2] → $31.4B (+$4.04B) [Q3]
11% more funds holding
Funds holding: 889 [Q2] → 985 (+96) [Q3]
0.41% less ownership
Funds ownership: 84.43% [Q2] → 84.02% (-0.41%) [Q3]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
UBS Amit Mehrotra 20% 1-year accuracy 2 / 10 met price target | 26%upside $155 | Buy Initiated | 13 Nov 2024 |
TD Cowen Lance Vitanza 77% 1-year accuracy 17 / 22 met price target | 7%downside $115 | Buy Maintained | 24 Oct 2024 |
Evercore ISI Group Amit Daryanani 70% 1-year accuracy 32 / 46 met price target | 10%upside $135 | Outperform Maintained | 24 Oct 2024 |
Oppenheimer Noah Kaye 87% 1-year accuracy 53 / 61 met price target | 2%downside $121 | Outperform Maintained | 24 Oct 2024 |
Citigroup Andrew Kaplowitz 84% 1-year accuracy 49 / 58 met price target | 9%upside $134 | Buy Maintained | 24 Oct 2024 |
Financial journalist opinion
Based on 45 articles about VRT published over the past 30 days