VRT Vertiv Holdings Co

VRT Vertiv Holdings Co

Industrials · Electrical Equipment & Parts

Desk view

Watchingmedium conviction
Perspectives AI Power Delivery

Market read

Scan convergence 1 scan as of 2026-08-17 1 neutral converging

POC $167.56 · VWAP $226.37 · +29.2% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

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

Coverage

5 related perspectives

Watchlists @ai-infrastructure@spacex-s1-supply-chain

VRT Price Structure

Loading chart…

Loading timeframes…

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.

@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@ai-infrastructure
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%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 64 days Oct 21

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 Aug 17

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

News (last pull)

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 111 days ago · Apr 29 · last pull reported an error, so these may be older than they look

VRT research tape

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

scan Monster Scan — 2026-08-17 deep dive VRT Deep Dive — July 31, 2026 scan Monster Scan — 2026-08-14 scan Monster Scan — 2026-08-13 scan Monster Scan — 2026-08-12
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Deep Dive VRT Deep Dive
VRT
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
NVDAAVGOMUAMKRFNCRDOALABCLF#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
ADBEAMKRAMZNANETARKXASEASANASML +4 more
Feb 4 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASEASMLBE +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
ADBEAMKRAMZNANETARKXASEASMLBE +4 more