Is VRT a good stock to buy? We came across a bullish thesis on Vertiv Holdings Co on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co’s share was trading at $300.57 as of June 8th. VRT’s trailing and forward P/E were 81.39 and 52.36 respectively according to Yahoo Finance.
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Vertiv Holdings (VRT) is a leading global provider of critical digital infrastructure for data centers, positioned at the center of the AI-driven transformation in high-performance computing. The company designs and services power management, cooling systems, and integrated IT infrastructure, with rapidly expanding exposure to liquid cooling solutions that are becoming essential for AI data center densification.
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Under CEO Giordano Albertazzi, Vertiv has significantly improved execution, expanding operating margins above 20% and generating strong free cash flow, supported by its global service network and sticky lifecycle revenues. Its competitive moat is strengthened by high switching costs, deep system integration across power and thermal chains, and a global field engineering workforce that embeds it deeply within hyperscale customers.
Revenue growth has accelerated from $4.37 billion in 2020 to over $10 billion in 2025, with demand driven by hyperscalers investing heavily in AI infrastructure and next-generation data center capacity. Margins have expanded from single digits to over 20%, while adjusted free cash flow has surged to nearly $1.9 billion, enabling deleveraging to approximately 0.5x net leverage. Strategic expansion into North America, Mexico, and India is increasing capacity proximity to hyperscale clients and supporting faster deployment of complex cooling and power systems.
While the valuation reflects strong expectations, Vertiv’s structural growth in liquid cooling adoption and AI infrastructure spending provides continued upside potential over the long term. Overall, Vertiv remains a high-quality compounder benefiting from secular AI tailwinds, with durable competitive advantages, strong execution, and long runway for sustained earnings growth ahead going forward.
Previously, we covered a bullish thesis on Vertiv Holdings Co (VRT) by OppCost in May 2025, which highlighted AI-driven demand, liquid cooling tailwinds, and valuation-based upside models. VRT’s stock price has appreciated by approximately 185.22% since our coverage. The Boring Finance Guy shares a similar view but emphasizes execution strength, expanding margins, and moat durability within the AI infrastructure cycle environment, overall positioning.
Vertiv Holdings Co is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held VRT at the end of the first quarter which was 112 in the previous quarter. While we acknowledge the risk and potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VRT and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
