Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$91.4B
385M shares
52-week range
$132.69 – $379.94
41% from low
Sector
ELECTRONIC COMPONENTS, NEC
Exchange
NYSE
CS
P/S (TTM)
8.0
EV / FCF (TTM)
31.7
Vertiv has roots tracing back to 1946 when its founder, Ralph Liebert, developed an air-cooling system for mainframe data rooms. As computers started making their way into commercial applications in 1965, Liebert developed one of the first computer room air conditioning, or CRAC, units, enabling the precise control of temperature and humidity. The firm has slowly expanded its data center portfolio through internal product development and the acquisition of thermal and power management products like condensers, busways, and switches. Vertiv has global operations today; its products can be found in data centers in most regions throughout the world.
www.vertiv.comNo one on the platform currently holds VRT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 967,990 | $242.6M |
| Bridgewater Associatesas of 2026-03-31 | 429,766 | $107.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-14 | $0.0625 | 2026-09-24 |
| 2026-06-15 | $0.0625 | 2026-06-25 |
| 2026-03-17 | $0.0625 | 2026-03-26 |
| 2025-11-25 | $0.0625 | 2025-12-18 |
| 2025-09-15 | $0.0375 | 2025-09-25 |
| 2025-06-16 | $0.0375 | 2025-06-26 |
| 2025-03-18 | $0.0375 | 2025-03-27 |
| 2024-12-03 | $0.0375 | 2024-12-19 |
| 2024-09-17 | $0.0250 | 2024-09-26 |
| 2024-06-17 | $0.0250 | 2024-06-26 |
No one on the platform has traded VRT yet.
| 2024-03-18 | $0.0250 | 2024-03-28 |
| 2023-12-08 | $0.0250 | 2023-12-27 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 25.8% | 14.1% | — | — | — | |
| Rev. Growth % | 27.7% | 18.5% | ||||
| Profit Margin % | 13.0% | 5.9% | 1.9% | |||
| Free Cash Flow Margin % | 18.4% | 8.3% | 4.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +14.2% on the P/E track.
At today's price, your expected annual return is +20.9% on the P/E track.
At today's price, your expected annual return is +28.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $14.0B | +37.0% | $6.72 | $6.43–$6.90 | 34.9× | 16 |
| 2027 | $18.2B | +29.6% | $9.14 | $8.45–$9.76 | 25.7× | 16 |
| 2028 | $22.1B | +21.4% | $11.56 | $10.39–$12.72 | 20.3× | 10 |
| 2029 | $25.6B | +16.2% | $14.01 | $13.14–$15.57 | 16.7× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $1.43 | $1.52 | +6.3% |
| 2026-04-22 | $1.42 | $1.52 | +7.0% |
| 2026-02-11 | $1.29 | $1.36 | +5.4% |
| 2025-10-22 | $0.98 | $1.24 | +26.0% |
| 2025-07-30 | $0.83 | $0.95 | +14.2% |
| 2025-04-23 | $0.61 | $0.64 | +4.1% |
| 2025-02-12 | $0.82 | $0.99 | +20.7% |
| 2024-10-23 | $0.69 |
| $0.76 |
| +10.3% |
| $83.8B |
| — |
| NOCNorthrop Grumman Corporation | $531.25 | +0.73% | $75.5B | — |
| PWRQuanta Services, Inc. | $613.35 | -1.39% | $92.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VRT keep buying this like a moron, why am I like this
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$VRT is there anything upside left in this potty stoc? asking $SPY $QQQ gurus
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$VDTA The AI boom needs COMPUTE. $VDTA is positioning directly in that bottleneck. Today: $192.1M commitment for a dedicated 1,024-GPU NVIDIA B300 Blackwell Ultra cluster. This isn’t another company simply saying “AI.” They’re building the infrastructure AI runs on. 🔥 $NBIS $IREN $APLD $VRT
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