- Vertiv Holdings (NYSE: VRT) receives conflicting analyst ratings: a "Sell" from GLJ Research and an "Outperform" from BMO Capital.
- Despite a recent stock pullback, strong operating cash flow, driven by customer prepayments for data center equipment, suggests potential undervaluation.
- Vertiv's innovative OneCore and SmartRun products aim to streamline data center construction, supporting future growth.
Vertiv Holdings (NYSE: VRT) makes power and cooling equipment for data centers. GLJ Research initiated coverage with a Sell rating on October 6, 2026, when the stock traded at $253.62. The rating signals that GLJ expects the shares to perform poorly.
That view contrasts with a Seeking Alpha preview, which argues that the stock’s pullback after a temporary second-quarter shift in when revenue was recorded may be overdone. As highlighted by Seeking Alpha, operating cash flow rose 241% year over year to $1.1 billion, helped by customer prepayments for thermal and power equipment.
The preview also points to Vertiv’s OneCore and SmartRun products. They aim to simplify data center construction by moving more work into factories. As highlighted by Benzinga, BMO Capital analyst Daniel DiCicco initiated coverage with an Outperform rating and a $329 price target, about 30% above Friday’s $252.18 close.
Vertiv trades at $255.06, up $1.44, or 0.57%. Shares have traded between $249.30 and $256.50 today, compared with a 52-week range of $147.82 to $379.94. The company’s market capitalization is approximately $98.2 billion, with trading volume at 871,315 shares.
