Vertiv Thrives In AI Era With Strong Backlog, Analyst Says

Benzinga_recent_news

10/23

Vertiv Holdings Co (NYSE:VRT) delivered a standout quarter that beat Wall Street expectations, fueled by surging data center demand and surging orders. The company lifted its full-year revenue, profit...

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Goldman Sachs reiterates Buy.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","VRT":"Vertiv Holdings LLC","LU0823414478.USD":"法巴经典能源转换基金","BK4096":"电气部件与设备","BK4543":"AI","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4585":"ETF&股票定投概念","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","BK4588":"碎股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC"},"translate_title":"分析师表示，维谛技术(Vertiv)在人工智能时代蓬勃发展，积压大量","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VRT":1},"content_text":"Vertiv Holdings Co (NYSE:VRT) delivered a standout quarter that beat Wall Street expectations, fueled by surging data center demand and surging orders.\nThe company lifted its full-year revenue, profit, and cash flow guidance as backlog and margins continued to expand, underscoring momentum in the global shift toward AI-driven infrastructure.\nGoldman Sachs analyst Mark Delaney reiterated his Buy rating and $159 price forecast, noting that the financial performance substantially surpassed his and the broader Street’s expectations, even following the stock’s significant pre-earnings rally.\nAlso Read: AI-Powered Data Centers Are Fueling A Historic Demand Spike: 15 Stocks To Watch\nDelaney highlighted Vertiv’s impressive financial beats: the reported revenue of $2.7 billion exceeded the Street’s estimate of $2.69 billion, and adjusted EPS of $1.24 substantially beat the consensus of 98 cents.\nThe analyst attributed this strong EPS upside primarily to a 3% increase in revenue and a roughly 240 basis point higher operating margin than he had estimated. He noted that the adjusted operating profit of $596 million also came in above the Street’s $519 million projection.\nDelaney emphasized the exceptional demand trends, citing organic orders that surged 60% year-over-year, which he estimates implies $3.7 billion in orders for the quarter, further backed by a robust backlog of $9.5 billion that grew 30% year-over-year.\nFor the near-term outlook, Delaney noted that Vertiv raised its full-year 2025 revenue, operating margin (to a 20.2% midpoint), and adjusted EPS guidance, with fourth quarter revenue and EPS guidance exceeding Street estimates.\nHowever, he pointed out that fourth quarter EBIT and margin guidance fell modestly below consensus due to noted tariff and EMEA challenges.\nLooking ahead, Delaney identified key focus areas for investors, including sustained order trends, the path to achieving a 25% margin by 2029, competitive dynamics, and capital allocation strategy.\nHe cautioned that key downside risks to his view include challenges to revenue growth from shifts in the data center market and margin pressures arising from tariffs or competitive activity.\nPrice Action: VRT shares were trading lower by 4.19% to $167.47 at last check Wednesday.\nRead Next:\nPhoto by T. Schneider via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}