Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
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Vertiv Holdings Co
VRT
3 stories
$94B Market cap · 2026-10-08
Deep Sail Capital on X
On a relative basis verse AI buildout peers $VRT has come in a lot over the last 6 months. 23x NTM EBITDA vs almost 40x at the peak. Part of that is 6 months of roll forward but still starting to get back to a reasonable valuation.
VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
Vertiv targets 20–22% organic sales CAGR through 2030 as AI data-center power, cooling and services raise content per megawatt and…
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