Vertiv (VRT): Evaluating Valuation After AI-Fueled Growth, New NVIDIA Partnership, and Advanced Data Center Solutions

Vertiv Holdings Co (VRT) is making waves after unveiling new gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint. This move directly taps into surging AI-related demand across the data center sector.

See our latest analysis for Vertiv Holdings Co.

Vertiv’s latest AI-driven momentum is catching the market’s attention, with a 6.4% share price return over the past month and year-to-date gains near 52%. Its 12-month total shareholder return of 43% and a remarkable 3-year total return above 1,070% highlight how sustained demand and recent wins, such as strong earnings and growing project backlogs, are keeping bullish sentiment alive around this data center innovator.

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Investors are now asking whether Vertiv’s rapid gains and bullish outlook suggest more upside ahead, or if the stock’s recent performance already reflects all the optimism around its AI-driven growth story.

Most Popular Narrative: 6.7% Undervalued

With Vertiv's fair value narrative coming in at $192.66 per share, and the stock closing at $179.80, there is a noticeable gap between where the market sits and where the consensus outlook is pointing. This narrative's latest estimate suggests the current rally has not pushed prices ahead of fundamentals just yet.

Ongoing investments in R&D and engineering, highlighted by collaborations with industry leaders (e.g., CoreWeave, Dell, Oklo), position Vertiv to deliver next-generation solutions ahead of technology refresh cycles. These efforts create recurring upgrade opportunities and sustain top-line and earnings growth.

Read the complete narrative.

What keeps this fair value so high? The most popular narrative is betting on an aggressive growth engine, powered by relentless innovation and industry partnerships. But what key financial levers do analysts think will fuel Vertiv’s next leap? Unpack the narrative to see the surprisingly bullish projections driving that price estimate.

Result: Fair Value of $192.66 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing supply chain disruptions and execution challenges in key regions could have a negative impact on Vertiv’s margin expansion and threaten sustained earnings growth.

Find out about the key risks to this Vertiv Holdings Co narrative.

Another View: Is the Current Price Too Steep?

Looking at Vertiv’s valuation from a different perspective, its price-to-earnings ratio sits at 66.5x, which stands notably higher than both the US Electrical industry average of 29.9x and the peer average of 37x. Even against the fair ratio of 63.6x, Vertiv looks a touch expensive. This gap suggests investors are paying a premium for growth. Could the company’s story justify keeping up with that price, or does this introduce added risk if sentiment cools?

Story Continues

See what the numbers say about this price — find out in our valuation breakdown.NYSE:VRT PE Ratio as at Nov 2025

Build Your Own Vertiv Holdings Co Narrative

If you see Vertiv’s story unfolding differently or want to put your own research to the test, you can easily craft your own analysis in just a few minutes, and Do it your way.

A great starting point for your Vertiv Holdings Co research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include VRT.

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