Vertiv Holdings Co (NYSE:VRT) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, Wolfe Research downgraded the stock from Outperform to “Peerperform” without a price target. After an extended period of outperformance, the firm sees a balanced risk-reward profile for the stock. Wolfe Research noted that this is the first time that they are not recommending the stock since December 2022. Analysts noted that after a period of outperformance, “the stock now looks balanced in our bull vs. bear ...

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks in Focus This Week. On December 1, TD Cowen raised its price target on the stock to $211.00 from $210.00 while maintaining a “Buy” rating. The firm is optimistic on the stock driven by accelerating US data center demand, upside in orders, and margin tailwinds. Vertiv has been named TD Cowen’s “Best Ideas 2026”; anticipating upside orders and margin upside as demand accelerates for AI data centers. Latest checks indicate that US data center demand conti ...

Core Insights - Vertiv Holdings Co (NYSE:VRT) is recognized as a significant AI stock on Wall Street, with Evercore ISI raising its price target to $210 from $200 while maintaining an Outperform rating following strong quarterly results [1][4] Financial Performance - The company reported third-quarter revenue of $2.67 billion and earnings per share (EPS) of $1.24, surpassing analyst expectations of $2.58 billion and $0.98 respectively [1] - Vertiv experienced an impressive organic revenue growth of approximately 28% year-over-year, driven by North America (+43%) and APAC (+21%), while EMEA showed a decline of 4% [2] Future Guidance - For the December quarter, the company guided for approximately 20% organic growth to $2.85 billion and EPS of $1.26, with an EBIT margin of 22.4% [3][4] - The guidance reflects a softer EBIT margin due to higher tariff costs and increased fixed costs, as capital expenditure additions have been pulled in from early 2026 to December 2025 [3][4] Order and Backlog Insights - Orders surged by 60% in Q3, driven by strong AI data center engagements totaling around $3.75 billion, resulting in a book-to-bill ratio of 1.4x and a backlog of $9.5 billion [2][4] - The backlog consists of firm purchase orders, indicating potential upside from recent large engagements in the AI sector [4]