---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000853862.md"
description: "$Vertiv(VRT.US)Vertiv: The “Utility” Behind AI Data CentresVertiv $Vertiv(VRT.US) is increasingly becoming a mission-critical picks-and-shovels play on AI. Q2 2026 revenue rose 24% to US$3.27bn, adjusted EPS surged 60% to US$1.52, while FY2026 guidance implies 31% organic growth and US$6.65–6.75 adjusted EPS. (Vertiv Investors⁠)Hyperscalers increasingly treat power distribution, UPS and liquid cooling as essential infrastructure—not optional equipment. Vertiv’s liquid-cooling leadership and Nvidia relationships give it a strong position as rack densities rise. It competes closely with Schneider Electric and Eaton, while also facing SMCI and specialised cooling players. Vertiv leads in data-centre HVAC and ranks among the leaders in liquid cooling. (Global Market Insights Inc.⁠)The concern is valuation. Simply Wall St’s April model estimated fair value around US$260, versus US$307, with VRT trading at a substantial premium to industry and peer P/E multiples. (Simply Wall St⁠)Technically, momentum has weakened: MACD turned negative and RSI approached the high-30s/40s, while price fell below key moving averages after July’s earnings sell-off. (Investing.com India⁠)Options: short term, favour cash-secured puts below US$250–270 rather than chasing calls. Longer term, covered calls around US$320–350 can monetise volatility while retaining upside. The thesis remains bullish, but valuation demands disciplined entries.Not financial advice."
datetime: "2026-08-14T00:12:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000853862.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000853862.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000853862.md)
author: "[FaithAnchor](https://longbridge.com/en/profiles/24833348.md)"
generator: "portal-rs"
---

# $Vertiv(VRT.US)Vertiv: The “Utility” Behind AI Dat…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**