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Vertiv Holdings LLC

Vertiv Holdings LLC (VRT)

123.02
2.15
(1.78%)
Closed November 19 4:00PM
123.50
0.48
(0.39%)
After Hours: 7:58PM

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VRT News

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VRT Discussion

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Lokotony Lokotony 4 weeks ago
Why do I look forward to positive earnings, if they are just going to hack the price.....I hope this turns after open.
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Lokotony Lokotony 1 month ago
Yeah this is one of my green stocks....Can't wait until it takes offfffff!
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MightyX MightyX 1 month ago
So much happening behind scenes in AI
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Oleblue Oleblue 1 month ago
Vertiv (VRT) CEO On Investor Conference & Guidance Update



Nice run and new high.
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MightyX MightyX 3 months ago
Data-center fiber-optic demand growing alongside data-center cooling..symbiotically imo
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1984ISHERE 1984ISHERE 3 months ago
Nice movement but getting a little long in the tooth for right now
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PonkenPlonken PonkenPlonken 5 months ago
I open a position here
pretty chart and great company
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Lokotony Lokotony 5 months ago
I guess EVERCORE raising the price guidance was a BAD thing!!!!
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Whalatane Whalatane 5 months ago
While I'm not a huge fan of the Motley Fool I agree with the following from Bradley Guichard

The company used $600 million of its cash to repurchase stock in the first quarter of 2024 at an average price of $66 per share, showing Vertiv's confidence that its stock was undervalued. The stock trades for just over $100 per share now.

Sales for Q1 hit $1.6 billion, an 8% growth rate. The growth doesn't seem impressive on the surface; however, the company's order volume grew by 60%. This means that customers placed 60% more orders than in the previous year, and this revenue will be recognized in future quarters.

Vertiv also reported a book-to-bill ratio of 1.5. This means that for every $1 of sales billed to a customer, Vertiv received $1.50 in new orders. Both metrics indicate significant, sustained growth, reinforcing the demand uptrend in data center infrastructure.

The biggest risk for investors in Vertiv is the stock's valuation. Its forward price-to-earnings ratio is near 45, which seems high. But that isn't the whole story. Operating profits quadrupled in 2023 over 2022, moving from $223 million to $872 million, and diluted earnings rocketed from a negative $0.04 to a positive $1.19 per share. Vertiv also raised its full-year 2024 guidance in Q1. In Q4 2023, the company forecast a 23% growth in operating income for 2024. Last quarter, it upped this to 28%.

Vertiv looks like an excellent long-term investment, given its secular tailwinds and profitable business model.

Demand still looks strong for their liquid cooling systems .
However what could go wrong here . ? ..less expensive competition , New NVDA chips requiring less cooling .

Anyone know if the new NVDA chips require less cooling ?

Kiwi
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Whalatane Whalatane 5 months ago
It's a valuation call . Weiss on CNBC was selling so that may have triggered it .
Anyone thats owned this for the past year has probably trimmed as simple portfolio management ...as example not letting any one position be more then 10% of your portfolio ...and sell some when it exceeds that .
Fundamentals for Co still look solid as far as I can see
JMO
Kiwi
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Alfonz66 Alfonz66 6 months ago
Good luck to you
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Gpheart2016 Gpheart2016 6 months ago
Have to disagree with you. This stock has been going up based on fundamentals. The fundamentals are not changing. I see continuation of higher growth in the next 4 quarters. This looks like a classical technical dip with investors locking in profits.
An excellent chance to β€œBUY THE DIP”. JMO
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Alfonz66 Alfonz66 6 months ago
-19.61 in 5 days
Ouch I’m out
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Alfonz66 Alfonz66 6 months ago
I sure can pick a loser
Will get out today
Cooling systems or whatever they say they do definitely aren’t in need for AI oh well on to the next one to make up losses
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Lokotony Lokotony 6 months ago
Down OVER $10 now and NO REASON given!
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Alfonz66 Alfonz66 6 months ago
Down $10 in a week is not what I had in mind when I jumped in
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Gpheart2016 Gpheart2016 7 months ago
By far, VRT is the best stock in my portfolio. It looks like growth will continue.
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Lokotony Lokotony 7 months ago
Looking great today....wish I'd have bought more at $66!
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Monksdream Monksdream 9 months ago
VRT new 52 week high
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Monksdream Monksdream 10 months ago
VRT new 52 week high
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thehumanchessmachine thehumanchessmachine 4 years ago
Guys come over and discuss this beauty
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thehumanchessmachine thehumanchessmachine 4 years ago
They have a diversified portfolio.
My believe is that the demand ,specially for cloud storage will increase significantly,,, if you compare the market cap with peers like Eaton legrand and others they are undervalued,they have like 389 million in cash and are a product of Goldman Sachs ... I already have a position and will add in dips if possible ... today it had a strong trading day and a very good close.

Tomorrow I expect the markets to be in turbulence because of the options and tge big news president trump said he was going to drop concerning China !
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Augster77 Augster77 4 years ago
so what makes this a buy? I see there is good management , but there's good management in so many others in which your money just sits there waiting for something to occur which may or may not occur. what do you see as the potential here?
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thehumanchessmachine thehumanchessmachine 4 years ago
Let’s discuss this baby guys!
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thehumanchessmachine thehumanchessmachine 4 years ago
Ok let’s get this one rolling guys!
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New$tockguy New$tockguy 5 years ago
It will be good. The company has been around for years! Name change a cpl of times. But this is real business! And given time it will do what it is supposed to do! Good luck!
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badbass58 badbass58 5 years ago
Large institutional ownership. Will be interesting to see where this stock goes.
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