VRT's Buyout of Great Lakes Boosts Prospects: A Sign of More Upside?

Core Insights - Vertiv's cloud and AI-infrastructure business focuses on thermal, power, and integrated rack systems, supporting high-density compute environments in data centers and edge deployments [1] - The company has agreed to acquire Great Lakes Data Racks & Cabinets for $200 million, enhancing its Integrated Rack Solutions segment [2][3] - The acquisition is expected to close in Q3 2025 and is valued at approximately 11.5 times Great Lakes' projected 2026 EBITDA [2][10] - This move positions Vertiv to capture increased demand for integrated, high-density systems as AI and edge-computing infrastructure scales globally [4] Company Performance - Vertiv's shares have increased by 13.6% year to date, outperforming the broader Zacks Computer & Technology sector, which has appreciated by 9.6% [8] - The company's stock is trading at a trailing 12-month Price/Book ratio of 18.45, compared to the sector's 10.44 [11] - The Zacks Consensus Estimate for second-quarter earnings is 83 cents per share, indicating a year-over-year growth of 23.88% [14]