VRT Vertiv Holdings Co

VRT Vertiv Holdings Co

Industrials · Electrical Equipment & Parts

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Watchingmedium conviction
Basis Logged decision
Perspectives AI Power Delivery
Updated

Market read

POC $259.04 · VWAP $246.09 · -16.1% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

5 related campaigns

Watchlists @ai-bottlenecks@ai-infrastructure@data-center-backup-power@electricity@spacex-s1-supply-chain@thebuildout-data-center-thermal-management@thebuildout-ems-contract-electronics-manufacturing@thebuildout-fuel-cells-alternative-dc-power@thebuildout-natural-gas-turbines-dc-power@thebuildout-power-distribution-pdus-busways +4

VRT Price Structure

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Peers

Every watchlist VRT belongs to, members best 30-day change first — VRT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-power-supplies-psu-power-shelves
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MPWR+5.5% -3.1%1d -12.7%7d VICRE+4.1% -12.9%1d -28.0%7d ETN-1.6% -2.8%1d -8.9%7d AEIS-5.6% -5.6%1d -17.5%7d VRT-13.8% -3.9%1d -15.0%7d FLEX-16.2% -8.2%1d -24.5%7d
@thebuildout-transformers-grid-interconnect
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HUBB+5.0% -0.8%1d -2.7%7d PWR+2.0% -1.6%1d -10.5%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d NVT-3.8% -2.5%1d -15.2%7d VRT-13.8% -3.9%1d -15.0%7d
@thebuildout-ems-contract-electronics-manufacturing
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APH+2.7% -2.6%1d -9.0%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d SANM-10.3% -6.9%1d -19.2%7d VRT-13.8% -3.9%1d -15.0%7d FLEX-16.2% -8.2%1d -24.5%7d
@thebuildout-ups-energy-storage-data-centers
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GNRC+10.0% -2.9%1d -14.3%7d CMI+0.7% -0.3%1d +1.5%7d TSLA-0.9% -2.1%1d -7.3%7d ETN-1.6% -2.8%1d -8.9%7d CAT-6.6% -0.7%1d -8.7%7d VRT-13.8% -3.9%1d -15.0%7d SMCI-14.2% -9.9%1d -24.4%7d
@thebuildout-power-distribution-pdus-busways
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GNRC+10.0% -2.9%1d -14.3%7d TEL+5.2% -0.2%1d -2.6%7d HUBB+5.0% -0.8%1d -2.7%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d NVT-3.8% -2.5%1d -15.2%7d FPS-9.1% -2.1%1d -20.9%7d VRT-13.8% -3.9%1d -15.0%7d FLEX-16.2% -8.2%1d -24.5%7d
@thebuildout-fuel-cells-alternative-dc-power
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LIN+7.9% +1.1%1d +3.0%7d TM+1.3% +1.4%1d +5.0%7d CMI+0.7% -0.3%1d +1.5%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d BWXT-5.9% -0.1%1d -4.7%7d CAT-6.6% -0.7%1d -8.7%7d INIO-13.2% -1.6%1d -17.9%7d VRT-13.8% -3.9%1d -15.0%7d BE-18.0% -6.3%1d -21.1%7d
@thebuildout-natural-gas-turbines-dc-power
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GNRC+10.0% -2.9%1d -14.3%7d CVX+6.4% +2.6%1d +6.1%7d PWR+2.0% -1.6%1d -10.5%7d CMI+0.7% -0.3%1d +1.5%7d WMB+0.5% +3.0%1d -1.9%7d GEV-0.4% -0.6%1d -8.3%7d BKR-1.1% +2.4%1d -1.8%7d ETN-1.6% -2.8%1d -8.9%7d CAT-6.6% -0.7%1d -8.7%7d INIO-13.2% -1.6%1d -17.9%7d VRT-13.8% -3.9%1d -15.0%7d BE-18.0% -6.3%1d -21.1%7d
@thebuildout-racks-chassis-mechanical-infrastructure
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HUBB+5.0% -0.8%1d -2.7%7d PH+4.8% +0.2%1d +0.1%7d DOV+4.0% +0.9%1d +3.7%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d ETN-1.6% -2.8%1d -8.9%7d HPE-2.7% -6.0%1d -24.9%7d NVT-3.8% -2.5%1d -15.2%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d SANM-10.3% -6.9%1d -19.2%7d VRT-13.8% -3.9%1d -15.0%7d SMCI-14.2% -9.9%1d -24.4%7d FLEX-16.2% -8.2%1d -24.5%7d MOD-17.8% -3.3%1d -18.0%7d DELL-19.8% -4.6%1d -22.9%7d
@thebuildout-data-center-thermal-management
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SHEL+11.4% +3.0%1d +6.5%7d IR+8.9% -0.1%1d -1.2%7d TT+8.8% +0.3%1d -3.8%7d PH+4.8% +0.2%1d +0.1%7d DOV+4.0% +0.9%1d +3.7%7d JCI+3.6% -1.5%1d -7.6%7d APH+2.7% -2.6%1d -9.0%7d PWR+2.0% -1.6%1d -10.5%7d CARR+1.4% +0.1%1d -1.0%7d ETN-1.6% -2.8%1d -8.9%7d HPE-2.7% -6.0%1d -24.9%7d NVT-3.8% -2.5%1d -15.2%7d SPXC-7.1% -0.8%1d -2.0%7d VRT-13.8% -3.9%1d -15.0%7d SMCI-14.2% -9.9%1d -24.4%7d FLEX-16.2% -8.2%1d -24.5%7d MOD-17.8% -3.3%1d -18.0%7d DELL-19.8% -4.6%1d -22.9%7d
@data-center-backup-power
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PSIX+14.9% -9.0%1d -8.0%7d GNRC+10.0% -2.9%1d -14.3%7d CMI+0.7% -0.3%1d +1.5%7d GEV-0.4% -0.6%1d -8.3%7d ETN-1.6% -2.8%1d -8.9%7d ENS-1.8% -2.4%1d -6.2%7d SEI-2.9% -3.7%1d -17.9%7d ABBNY-3.8% -1.8%1d -5.2%7d RR.L-6.3% -0.9%1d -2.5%7d CAT-6.6% -0.7%1d -8.7%7d AMSC-7.7% -4.5%1d -15.9%7d SU.PA-9.3% -1.8%1d -4.9%7d VRT-13.8% -3.9%1d -15.0%7d FCEL-16.1% -7.7%1d -27.9%7d BE-18.0% -6.3%1d -21.1%7d BLDP-25.2% -6.0%1d -17.8%7d PLUG-31.7% -7.4%1d -17.9%7d FLNC-35.9% -9.8%1d -21.9%7d EOSE-53.8% -15.7%1d -27.8%7d
@spacex-s1-supply-chain
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KMI+11.3% +4.2%1d +5.3%7d AR+8.3% +6.1%1d +7.7%7d RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d GSAT+0.6% -0.7%1d -1.7%7d NVDA+0.1% -1.4%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d GOOGL-0.7% -2.5%1d -3.1%7d HXL-0.9% +0.4%1d +6.2%7d TSLA-0.9% -2.1%1d -7.3%7d DTM-1.1% +4.1%1d -0.3%7d TSM-1.2% -2.3%1d -9.0%7d ETN-1.6% -2.8%1d -8.9%7d ATI-2.1% -2.0%1d -3.3%7d CIEN-2.3% -6.7%1d -26.0%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARKX-5.4% -2.1%1d -7.2%7d SPXC-7.1% -0.8%1d -2.0%7d IRDM-7.5% -2.7%1d -7.8%7d CRS-8.4% -0.9%1d -2.3%7d ECHO-8.7% -1.7%1d -10.0%7d LITE-10.4% -5.2%1d -25.3%7d VRT-13.8% -3.9%1d -15.0%7d PL-15.4% -6.7%1d -21.1%7d VSAT-17.1% -4.3%1d -18.3%7d FLY-17.4% -6.1%1d -16.3%7d BE-18.0% -6.3%1d -21.1%7d BKSY-19.5% -6.1%1d -17.2%7d COHR-19.7% -7.1%1d -25.5%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@ai-infrastructure
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TLN+23.4% +0.3%1d -6.3%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d NTAP+6.4% -5.1%1d -14.1%7d SCCO+5.6% -0.6%1d -4.2%7d VMC+5.5% +2.1%1d +5.3%7d ECL+5.4% -0.7%1d +2.5%7d ERIC+5.2% -1.5%1d +10.4%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d AMT+5.0% +2.2%1d +1.7%7d CEG+4.6% -1.3%1d -9.0%7d FFIV+4.3% -3.2%1d -7.9%7d JCI+3.6% -1.5%1d -7.6%7d APH+2.7% -2.6%1d -9.0%7d PWR+2.0% -1.6%1d -10.5%7d MLM+0.8% +2.0%1d +4.7%7d FCX+0.4% -0.7%1d -5.6%7d NEE-0.7% +1.1%1d +3.1%7d EXTR-0.7% -3.0%1d -10.2%7d SMH-1.1% -3.4%1d -10.5%7d AIQ-1.6% -3.2%1d -6.9%7d ETN-1.6% -2.8%1d -8.9%7d WOLF-1.9% -10.4%1d -24.1%7d AWK-2.0% +1.4%1d +4.7%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d XYL-3.0% +0.7%1d +1.3%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d CLS-6.2% -3.6%1d -16.1%7d CAT-6.6% -0.7%1d -8.7%7d ATEN-7.8% -3.7%1d -17.4%7d GLW-8.4% -4.6%1d -15.8%7d FIX-9.3% -2.9%1d -16.1%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d VRT-13.8% -3.9%1d -15.0%7d MOD-17.8% -3.3%1d -18.0%7d ICHR-18.1% -9.7%1d -29.7%7d DELL-19.8% -4.6%1d -22.9%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d CRWV-26.4% -11.9%1d -25.2%7d SMR-29.8% -5.2%1d -19.0%7d OSS-30.2% -9.2%1d -23.1%7d CBRS-33.2% -10.5%1d -22.5%7d BRUN-41.4% -11.8%1d -32.5%7d
@electricity
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TLN+23.4% +0.3%1d -6.3%7d GNRC+10.0% -2.9%1d -14.3%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d LIN+7.9% +1.1%1d +3.0%7d CVX+6.4% +2.6%1d +6.1%7d MCHP+6.1% -0.6%1d -2.3%7d TXN+6.1% -0.9%1d -2.6%7d CNP+5.8% +1.9%1d +5.0%7d MPWR+5.5% -3.1%1d -12.7%7d AEP+5.3% +2.3%1d +3.5%7d TEL+5.2% -0.2%1d -2.6%7d HUBB+5.0% -0.8%1d -2.7%7d XEL+5.0% +1.6%1d +3.4%7d CEG+4.6% -1.3%1d -9.0%7d VICRE+4.1% -12.9%1d -28.0%7d DUK+3.1% +2.2%1d +4.1%7d EXC+2.5% +2.4%1d +4.2%7d SRE+2.1% +1.8%1d +2.5%7d EIX+2.0% +0.5%1d +1.1%7d PWR+2.0% -1.6%1d -10.5%7d MYRG+1.7% -1.9%1d -10.1%7d PEG+1.6% +1.8%1d -1.1%7d AES+0.9% -0.1%1d +0.1%7d CMI+0.7% -0.3%1d +1.5%7d WMB+0.5% +3.0%1d -1.9%7d D+0.1% +1.1%1d +3.1%7d GEV-0.4% -0.6%1d -8.3%7d ENB-0.5% +2.7%1d +3.2%7d NEE-0.7% +1.1%1d +3.1%7d DTE-0.7% +1.1%1d +2.2%7d BKR-1.1% +2.4%1d -1.8%7d BN-1.1% -0.5%1d -1.3%7d ETN-1.6% -2.8%1d -8.9%7d EME-2.4% -1.5%1d -8.6%7d GRID-2.5% -1.3%1d -6.1%7d ENLT-2.7% -0.5%1d +3.4%7d TSEM-3.3% -6.8%1d -14.5%7d NVT-3.8% -2.5%1d -15.2%7d LFUS-3.8% -2.8%1d -10.7%7d PRIM-4.8% -0.7%1d -12.4%7d STM-5.6% -2.6%1d -12.8%7d AEIS-5.6% -5.6%1d -17.5%7d BWXT-5.9% -0.1%1d -4.7%7d CAT-6.6% -0.7%1d -8.7%7d IFNNY-6.7% -2.3%1d -11.7%7d POWL-7.1% -3.3%1d -14.0%7d FPS-9.1% -2.1%1d -20.9%7d CCJ-10.3% -2.0%1d -7.4%7d INIO-13.2% -1.6%1d -17.9%7d VRT-13.8% -3.9%1d -15.0%7d MTZ-15.3% -0.3%1d -10.2%7d FLEX-16.2% -8.2%1d -24.5%7d BE-18.0% -6.3%1d -21.1%7d COHR-19.7% -7.1%1d -25.5%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 23 sell n/a Profit target +11.1% complete
May 11 sell n/a Profit target -21.8% complete

Next earnings VRT reports in 11 days Oct 28

Last report Jul 29

Reported the quarter ending 2026-06-30: revenue $3.27B, diluted EPS $1.27, net income $498M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved -15.6% (close before → first close after).

full note →

Against street estimates

How VRT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 29 · projection Oct 16

Result
Jul 29 1.431.52+6.4%Beat
Apr 22 1.011.17+15.7%Beat
Feb 11 1.301.36+4.9%Beat
Oct 22 '25 0.991.24+25.0%Beat
Jul 30 '25 0.830.95+13.9%Beat
Apr 23 '25 0.620.64 GAAP ≠ +3.9%Beat
Feb 12 '25 0.820.99+20.6%Beat
Oct 23 '24 0.690.76 GAAP ≠ +10.2%Beat

Recent news

Headlines about VRT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

VRT research tape

119 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12 brief AI Money Bought Running Power Plants and Sold the Build-Out scan Monster Scan — 2026-10-09 scan Monster Scan — 2026-10-08
Types
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Article AI Money Bought Running Power Plants and Sold the Build-Out
CEGVSTTLNGEVVRTSEIETNCMI#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Deep Dive Vertiv's AI Power Demand Faces an Acquisition and Delivery Test
VRT
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 pick Frontier Map — gas turbines: the plans, the slots and the factories behind the US gas-fired buildout
GEVVRTETN#ai-power-bottleneck
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Market Signal Two Watches Retired on A Macro Day
DHRVRTMETALMTVICREVKTX
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 6 Article Micron Is Buyable on a Held Breakout; Most of the Rebound Still Waits
MUNBISIRENSNDKGEVCEGTSMSOXX +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia
NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 29 Catalyst VRT earnings
VRT
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 13 reddit r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
METAGEVVRTETN#ai-power-bottleneck#ai-capex-digestion
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Source Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand
DELLMUAMDSTXWDCSMCIHPEVRT#memory-supercycle#ai-power-bottleneck
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLFE#ai-power-delivery +4 more
May 2 Source Crusoe / AI Stack Unit Economics — recommendation by @boringbiz_
VRTCEGGEVVSTNRGEQT
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Scan AI Infrastructure Scan
PWRNOKONGNRCCATFIXCRDOVRT +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 10 Deep Dive VRT Deep Dive
VRT
Apr 10 Scan Monster Scan
AAOIAMATAMKRAXTIBEBWCIENDAWN +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Apr 3 Scan AI Infrastructure Scan
CEGEMEETNFIXFSLRMODNEEOKLO +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 31 Update AI Infrastructure Candidates
ARMASMLMRVLPLTRTSMVRT
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update AI Infrastructure Candidates
ARMASMLAVGOMRVLPLTRTSMVRT
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Scan AI Infrastructure Scan
ANETAPHCATCEGCLSCRDODLRECL +4 more
Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 20 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 13 Deep Dive VRT (Vertiv Holdings Co)
VRT
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan AI Infrastructure
ANETAPHCATCEGCLSDLREMEEQIX +4 more
Mar 13 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 12 Deep Dive VRT - Vertiv Holdings Co Deep Dive
VRT
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 12 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEVVRT
Mar 11 Deep Dive VRT - Vertiv Holdings Co Deep Dive
VRT
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Scan AI Infrastructure
ANETAVGOCEGCSCODLREQIXFTNTGEV +3 more
Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMDAMKRANETASMLAVGOCRDOGFSGOOGL +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 5 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASANASML +4 more
Feb 4 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more
Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMATAMDAMKRANETASMLAVGOGOOGLINTC +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more