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 Scott Davis - Melius Research LLC C. Stephen Tusa - JPMorgan Chase & Co, Research Division Christopher Snyder - Morgan Stanley, Research Division Jeffrey Sprague - Vertical Research Partners, LLC Andrew Obin - BofA Securities, Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Nigel Coe - Wolfe Research, LLC Nicole DeBlase - Deutsche Bank AG, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Michael Elias - TD Cowen, Research Division Amit Mehrotra - UBS Investment Bank, Research Division Presentation Operator Good morning.
Although the revenue and EPS for Vertiv (VRT) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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.
Vertiv raises its full-year outlook, citing its ‘strong backlog and pipelines' in an AI-driven market.
On Oct. 13, 2025, the stock of Vertiv Holdings Co. NYSE: VRT surged over 6%, closing at a new 52-week high of $179.43. The catalyst wasn't a new product or a significant contract win, but something far more indicative of the company's future plans: the appointment of a new Chief Financial Officer (CFO).
In the latest trading session, Vertiv Holdings Co. (VRT) closed at $175.07, marking a -2.2% move from the previous day.
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Vertiv (VRT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
META and VRT emerge as the top momentum picks this October, backed by strong earnings surprises and bullish technicals.
Vertiv Holdings Co. is upgraded to Strong Buy with a $205/share target, driven by robust AI infrastructure demand and hyperscaler capital outlays. VRT's backlog and orders are surging, supported by strategic acquisitions (Great Lakes, Waylay NV) to create unified hardware-software solutions and accelerate deployments. Partnerships with Dell and involvement in Nvidia's GB300 NVL72 position VRT to benefit from hyperscaler and CSP AI infrastructure investments.
Vertiv Holdings Co. (VRT) closed at $162.8 in the latest trading session, marking a +1.62% move from the prior day.
VRT's momentum builds as its expanding portfolio and AI-driven solutions power strong growth prospects.