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Vertiv posts record Q3 with 61% revenue growth fueled by AI data center demand

Analyst Insights
10 Nov 2026, 10:33 WIB
Seeking Alpha
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Bullish
Vertiv posts record Q3 with 61% revenue growth fueled by AI data center demand

Vertiv Holdings reported a record third quarter with 61% revenue growth driven by strong demand for AI data center infrastructure. The company also showed solid margin expansion and expects continued strong order momentum, especially in the Americas region, supporting growth through fiscal year 2027. Despite a recent stock price decline amid AI infrastructure sector sell-off, Vertiv's valuation is now attractive compared to historical averages. Analysts maintain a BUY rating based on the company's resilient fundamentals and long-term growth prospects in AI infrastructure.

Vertiv Holdings trades at USD 201.00 on Pluang as of Nov 10, 2026, 15:41 WIB, showing a slight 0.26% gain in one day. The stock's market cap stands at $70.41 billion with a dividend yield of 0.14%. Despite recent sector sell-offs, Pluang order activity is nearly balanced, with 52% selling and 48% buying, indicating mixed investor sentiment.

More News (VRT)

Vertiv sees triple-digit order growth and strong AI demand, with 60% upside potential despite recent selloff.

Vertiv sees triple-digit order growth and strong AI demand, with 60% upside potential despite recent selloff.

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