Vertiv Stock Rises on Backlog Surge: Is This a Sign of More Upside?
Vertiv's expanding role in AI infrastructure is attracting competition from the likes of Super Micro Computer SMCI and Dell Technologies DELL, both scaling to meet surging demand from data centers and hyperscalers.Super Micro Computer is advancing GPU-optimized, liquid-cooled server systems designed for high-density AI workloads. Its energy-efficient platforms and fast deployment cycles help address growing infrastructure complexity, positioning Super Micro Computer as a credible peer in large-scale AI builds.Dell Technologies is bolstering its integrated infrastructure portfolio, offering scalable systems to power AI-native applications. With a strong global footprint and broad product suite, Dell Technologies is increasingly competing with Vertiv for enterprise and cloud infrastructure deals.
VRT's shares have increased 10.8% year to date, while the broader Zacks Computer & Technology sector has appreciated 7% and the Zacks Computers - IT Services industry has plunged 5.7%.
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Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 17.99X compared with the Computer and Technology sector's 10.2X. VRT has a Value Score of D.
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The Zacks Consensus Estimate for VRT's 2025 earnings is pegged at $3.56 per share, up by a penny over the past 30 days. The figure indicates a 24.91% increase year over year.
Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. QuoteVertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here .
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