Analyst Upgrade: Social media chatter highlights KeyBanc's initiation of coverage on Vertiv with an Overweight rating and a $360 price target. Observers note the firm's view of the company as the premier pure-play data center play with a durable competitive edge. This development has fueled conversations about sustained growth potential amid expanding infrastructure needs.
Earnings Reaction: Discussions intensified following the latest quarterly results showing a revenue shortfall against expectations yet accompanied by an upward revision to full-year guidance. Participants emphasize the robust backlog exceeding $15 billion and strong margin expansion as indicators of underlying demand strength in power and cooling systems. Some express concern over execution risks in large-scale projects while acknowledging the company's raised outlook for the second half.
AI Infrastructure Focus: Broader commentary centers on Vertiv's role in supporting AI data center expansions through advanced thermal and power solutions. Users point to collaborations with major chip providers and capacity additions as drivers for continued momentum. The overall tone reflects interest in how these factors position the firm within the evolving data center landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Vertiv Holdings Co Insider Trading Activity
Vertiv Holdings Co insiders have traded $VRT stock on the open market 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 have been sales.
Here’s a breakdown of recent trading of $VRT stock by insiders over the last 6 months:
- ROGER FRADIN has made 0 purchases and 20 sales selling 203,333 shares for an estimated $51,397,591.
- STEVEN REINEMUND has made 0 purchases and 18 sales selling 100,000 shares for an estimated $25,394,523.
- EDWARD L MONSER has made 0 purchases and 12 sales selling 77,294 shares for an estimated $18,974,827.
- DAVID M COTE (Executive Chairman) has made 0 purchases and 8 sales selling 40,000 shares for an estimated $10,211,592.
- JAN VAN DOKKUM has made 0 purchases and 2 sales selling 38,647 shares for an estimated $9,849,836.
- ANDERS KARLBORG (EVP, Man., Logistics and Op Ex) has made 0 purchases and 4 sales selling 30,487 shares for an estimated $7,527,885.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Vertiv Holdings Co Revenue
Vertiv Holdings Co had revenues of $3.3B in Q2 2026. This is an increase of 24.12% from the same period in the prior year.
You can track VRT financials on Quiver Quantitative's VRT stock page.
You can access data on VRT stock through the Quiver Quantitative API.
Vertiv Holdings Co Congressional Stock Trading
Members of Congress have traded $VRT stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VRT stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Vertiv Holdings Co Hedge Fund Activity
We have seen 978 institutional investors add shares of Vertiv Holdings Co stock to their portfolio, and 741 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 7,131,660 shares (+82.0%) to their portfolio in Q1 2026, for an estimated $1,735,988,677
- BLACKROCK, INC. added 5,159,226 shares (+16.1%) to their portfolio in Q1 2026, for an estimated $1,255,858,792
- GEODE CAPITAL MANAGEMENT, LLC added 3,813,938 shares (+54.0%) to their portfolio in Q1 2026, for an estimated $928,388,787
- JANE STREET GROUP, LLC removed 3,387,851 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $824,670,690
- MARSHALL WACE, LLP removed 2,628,853 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $639,915,397
- UBS GROUP AG added 2,232,208 shares (+69.4%) to their portfolio in Q1 2026, for an estimated $543,364,071
- MILLENNIUM MANAGEMENT LLC removed 1,637,351 shares (-98.9%) from their portfolio in Q1 2026, for an estimated $398,563,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Vertiv Holdings Co Price Targets
Multiple analysts have issued price targets for $VRT recently. We have seen 16 analysts offer price targets for $VRT in the last 6 months, with a median target of $370.0.
Here are some recent targets:
- Varun Govindaraj from Bernstein set a target price of $416.0 on 06/10/2026
- Noah Kaye from Oppenheimer set a target price of $353.0 on 05/21/2026
- Michael Elias from TD Cowen set a target price of $387.0 on 05/20/2026
- Julian Mitchell from Barclays set a target price of $412.0 on 05/15/2026
- Deane Dray from RBC Capital set a target price of $435.0 on 05/15/2026
- Andrew Obin from B of A Securities set a target price of $440.0 on 05/15/2026
- Ananda Baruah from Loop Capital set a target price of $500.0 on 05/15/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
