VRT Vertiv Holdings Co Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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13:00
Jul 28
Jul 28
Data center-related revenue is expected to grow ~200% in 2026 and exit the year at ~2% of total revenue, driven by wins with hyperscalers and HVAC OEMs. — Confirms the data center water cooling buildout is translating to orders for water infrastructure, signaling strong demand for thermal management solutions.
MED
13:00
Apr 28
Apr 28
The first quarter of 2026 saw data center orders in the Applied Water segment exceed the entire 2025 full-year amount, indicating accelerated demand for water infrastructure/cooling solutions tied to AI data center buildout. — This suggests a sharp acceleration in water-related infrastructure spending for data centers, directly benefiting Xylem and signaling robust activity for data center construction and cooling supply chains.
MED
About VRT Analyst Coverage
Buzzberg tracks VRT (Vertiv Holdings Co Class A Common Stock) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Matthew Pine, Bill Grogan.