Core Insights - Vertiv (VRT) shares have increased by 29.4% over the past three months, outperforming the broader Zacks Computer and Technology sector's growth of 15.8% and the Zacks Computers - IT Services industry's rise of 1.5% [1][9] Company Performance - Vertiv's shares have outperformed peers such as Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE), which saw gains of 17.1% and 1.3% respectively in the same period [2] - The company's organic orders grew approximately 21% in the trailing 12 months, with a book-to-bill ratio of 1.4 times for Q3 2025, indicating strong prospects [4] - Vertiv's backlog increased by 12% sequentially and 30% year-over-year to $9.5 billion, driven by the rapid adoption of AI and the growing need for data centers [4] Product Portfolio and Acquisitions - Vertiv's extensive product portfolio includes thermal systems, liquid cooling, UPS, switchgear, busbars, and modular solutions, with acquisitions playing a significant role in its expansion [3][7] - The company announced the acquisition of Purge Rite Intermediate for approximately $1.0 billion, enhancing its thermal management and liquid cooling services for AI and high-performance data centers [8] - In August, Vertiv acquired Waylay NV to improve AI-driven monitoring and optimization capabilities for its power and cooling systems [10] Strategic Partnerships - Vertiv's partnership with NVIDIA is a strategic advantage, with the introduction of gigawatt-scale reference architectures aimed at accelerating generative AI deployment by up to 50% [11] - The collaboration with NVIDIA also includes advancements in 800 VDC power architectures for next-generation AI factories [12] Financial Guidance - For Q4 2025, Vertiv expects revenues between $2.81 billion and $2.89 billion, with organic net sales projected to increase by 18% to 22% [13] - For the full year 2025, revenues are anticipated to be between $10.16 billion and $10.24 billion, with organic net sales growth expected between 26% and 28% [14] Earnings Estimates - The Zacks Consensus Estimate for Q4 2025 earnings is $1.28 per share, reflecting a year-over-year increase of 29.29% [15] - The estimate for 2025 revenues is $10.21 billion, indicating a growth of 27.47% year-over-year, with earnings expected to rise by 44.21% from 2024 [16] Valuation - Vertiv is currently trading at a trailing 12-month Price/Book ratio of 19.70X, significantly higher than the broader sector average of 11.89X and its peers [17] Conclusion - Vertiv's strong portfolio and partnerships are driving order growth, justifying its premium valuation, and the company holds a Zacks Rank 1 (Strong Buy) with a Growth Score of A, indicating a strong investment opportunity [19]

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...

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