Wolfe Research Reiterates Outperform Rating on Vertiv Holdings Co. (VRT)

Citi Defending Vertiv (VRT) and Nvent (NVT)

Citi Defending Vertiv (VRT) and Nvent (NVT).

The analyst comments "The liquid cooling environment remains highly fluid with AWS recently announcing its new P6e-GB200 Ultra Servers (equipped with liquid cooling infrastructure to support the NVIDIA Grace Blackwell SuperChip), but we note that it remains unclear the extent to which AWS is producing liquid cooling components in-house vs. partnering with suppliers (we note an earlier press... More

Evercore ISI Defending Vertiv Holdings Co. (VRT)

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Vertiv Holdings Co. (NYSE: VRT).

The analyst comments "AWS announced the launch of its new P6e-GB200 UltraServers, featuring an in-house liquid cooling solution tailored for NVIDIAs Blackwell platform. The core of this system is AWSs In-Row Heat Exchanger (IRHX), a hybrid cooling design... More

Vertiv stock falls after AWS unveils custom cooling technology

Investing.com -- Vertiv Holdings (NYSE: VRT) stock fell 11% Thursday, a day after Amazon Web Services (NASDAQ: AMZN) introduced its own custom cooling hardware designed specifically for Nvidias (NASDAQ: NVDA) high-performance AI graphics processing units.

AWS revealed its new In-Row Heat Exchanger (IRHX) cooling system on... More

Vertiv Holdings Co. (VRT) call put ratio 1 call to 4.2 puts as share price down 9.5%

Vertiv Holdings Co. (NYSE: VRT) 30-day option implied volatility is at 72; compared to its 52-week range of 45 to 124. Call put ratio 1 call to 4.2 puts as share price down 9.5%.

Vertiv Holdings Co. (VRT) PT Raised to $110 at Barclays

Barclays analyst Julian Mitchell raised the price target on Vertiv Holdings Co. (NYSE: VRT) to $110.00 (from $90.00) while maintaining a Equalweight rating.... More

Melius Upgrades Vertiv Holdings Co. (VRT) to Buy, 'Capex Risk Appears off the Table'

(Updated - July 8, 2025 6:45 AM EDT)

Melius analyst Scott Davis upgraded Vertiv Holdings Co. (NYSE: VRT) from Hold to Buy, PT $165.

The analyst comments "We upgrade today, despite the recent run-up, purely because capex risks have dissipated the race to spend on AI seems back on track, arguably has even accelerated. Vertiv is a... More