VRT

Triple-digit order growth and richer profit margins underscore Vertiv's robust AI monetization story, thanks to the durable AI compute demand/data center build outs. The strategic converged offerings and supply chain strength may drive further growth prospects through 2027, supported by the higher inventory levels. The steep meltdown has contributed to VRT's cheap P/E of 24.58x and PEG of 0.55x, while unlocking the rich >60% upside potential to my LTPT of $308.20.

Vertiv Holdings Co. delivered a strong Q3, with net sales up 61% YoY and EPS beating consensus, but shares have slumped 24% since July. Q4 guidance and FY26/27 outlooks were raised, with backlog coverage supporting visibility into 2027; order growth continues to outpace revenue conversion. At $182.86, VRT trades at 18.9x FY27 EPS, suggesting the market is already pricing in 2027 and focusing on 2028 risks tied to permits, rates, and policy.

A permitting fight could stall the buildings that every AI chip, cable, and cooling system needs. While chip stocks sank in a single month, one corner of the market barely flinched.

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The Blue Wave is throwing some cold water on the AI trade.

Vertiv posted a record quarter, raised guidance, and still watched its stock crater when Washington turned hostile to data centers. Analysts say the market is pricing in a threat that hasn't touched orders yet, but one risk could change that.

Main Street Alpha's Leo Nelissen discusses why AI data center investment remains a dominant growth driver, with market fears of a slowdown likely overblown and continued capital deployment expected from hyperscalers. Favoring infrastructure, energy, and engineering companies such as Comfort Systems (FIX), Vertiv (VRT), Quanta Services (PWR), and LandBridge (LB).

Three-year agreement strengthens long-term collaboration and supply of silicon and silicon carbide power semiconductors across Vertiv's global power product portfolio, including 800 VDC power systems COLUMBUS, Ohio, Nov. 4, 2026 /PRNewswire/ -- Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure, today announced a three-year strategic agreement with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) to deepen their long-standing collaboration and support long-term reliable access to, and supply of, critical silicon (Si) and silicon carbide (SiC) power semiconductors. The strategic agreement supports supply continuity and reliable, on-time delivery as Vertiv scales production to meet growing demand for critical digital infrastructure.

Vertiv sells critical data center equipment, including cooling systems, which explains why the company's growth rate is picking up. Vertiv's order inflow is increasing at a healthy pace, which should ensure that its impressive growth continues over the long run.

Power and data center infrastructure stocks are rallying on November 3, Election Day, after a Wall Street research call argued that political risk to U.S. data center construction is smaller than the market fears.