Vertiv Holdings Co Aktie News

Growth stocks tend to represent companies that have a strong market position, disrupt industries, or tap into emerging markets, offering the potential for significant returns. Businesses that provide essential services or products, such as digital infrastructure or financial services, have promising prospects.

Vertiv designs, manufactures, and services power and cooling systems for data centers. It's partnering with Nvidia to develop next-generation server infrastructure.

AI data centers typically operate at 20 to 40 kilowatts per rack, with designs targeting 50 to 100 kilowatts or more; however, many can't break ground because the grids lack sufficient capacity. Power bottlenecks favor physical infrastructure companies over software optimization.

Vertiv shares have surged 1,200% in the last three years, driven by the AI-fueled Data Center boom. VRT is positioned at the heart of AI infrastructure, benefiting from rising Data Center CapEx and swelling order books, with 29% Y/Y top line  growth in Q3'25. Vertiv is seeing strong growth in its order backlog, highlighting pent-up demand for critical hardware products needed in Data Centers.

Data center infrastructure provider Vertiv is on a roll thanks to the buildout of artificial intelligence capacity. Vertiv stock notched a record high on Friday.

Vertiv Holdings Co (NYSE:VRT ) Q3 2025 Earnings Call October 22, 2025 11:00 AM EDT Company Participants Lynne Maxeiner - Vice President of Global Treasury & Investor Relations David Cote - Executive Chairman of the Board Giordano Albertazzi - CEO & Director David Fallon - Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division...

Vertiv Holdings Co delivered a strong Q3 2025, capitalizing on surging AI and data-center demand with robust revenue and margin expansion. AI-driven power and cooling solutions fueled VRT's growth, with hyperscale and edge computing orders accelerating, especially in Asia and North America. VRT management raised full-year guidance, citing healthy backlogs and ongoing margin improvement, but not...

Vertiv keeps powering the AI boom, but the stock's temperature may already be above safe operating levels. Margins and orders are surging, yet the valuation looks like it's priced for perpetual hypergrowth. A top-tier business, great execution, strong momentum — but investors might want a cool head before buying.