Glynn Capital Management LLC lessened its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 22.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 46,362 shares of the company

Vertiv provides digital infrastructure for data centers and communication networks, with industrial technology operations connected to the S&P 500 and digital infrastructure sector.

Vertiv stands to gain from the AI data center boom, but its valuation is demanding. Click for more on VRT stock.

Glj Research began coverage on shares of Vertiv in a research report on Tuesday. They set a "sell" rating and a $188.00 target price for the company.

BMO Capital Markets upgraded shares of Vertiv to a "strong-buy" rating in a report on Sunday.

If you only glanced at Vertiv Holdings Co’s headlines in mid 2026, the story looked choppy. Record Q1 results, a backlog above US$15b and raised guidance on one side, a sharp post earnings sell off and multiple shareholder investigations on the other. Holding Vertiv Holdings Co over the past year would have returned 56.0%, including dividends. If you had been deciding on 5 October 2025, what would have stood out more: the AI boom, or the execution and valuation risks? This theme extends...

Vertiv reported earnings per share of $1.52 on revenue of $3.27 billion, compared to Wall Street estimates of an EPS of $1.43 on revenue of $3.38 billion.

Vertiv Holdings Co (NYSE:VRT) has become a familiar way to invest in AI power and cooling. Yet nVent Electric plc (NYSE:NVT) recently delivered faster organic growth and trades at a lower multiple of management’s 2026 adjusted earnings guidance. The apparent bargain comes with a complication: nVent’s earnings forecast predates its newly completed acquisition. At October […]