Whales with a lot of money to spend have taken a noticeably bearish stance on Vertiv Holdings.Looking at options history for Vertiv Holdings (NYSE:VRT) we detected 71 trades.If we consider the specifics of each trade, it is accurate to state that 15% of the investors opened trades with bullish expectations and 57% with bearish.From the overall spotted trades, 4 are puts, for a total amount of $255,672 and 67, calls, for a total amount of $3,521,202.Projected Price TargetsAfter evaluating the trading volumes ...

Accessibility StatementSkip Navigation TROY, Mich., Sept. 30, 2025 /PRNewswire/ -- Vertiv Holdings Co.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine consider Vertiv Holdings Co. (NYSE: VRT) as worthy of further study and has named the company its "Stock to Study" for the December 2025 issue for investors' informational and educational use. The fundamental ...

涉及的行业与公司 * 报告聚焦于为AI数据中心提供关键电源和散热解决方案的行业[1] * 核心分析对象为两家领先公司：台达电子（Delta Electronics, 2308TW）和维谛（Vertiv, VRTN）[1][5] 核心观点与论据 市场总规模与增长前景 * 数据中心电源和散热解决方案的总目标市场预计在2026-2030年间以约30%的复合年增长率增长，达到1729亿美元[1][7][16] * 全球数据中心容量预计从2025年的不足100,000MW增长至2030年的250,000MW，复合年增长率约23%[7][29][34] * 现有数据中心的AI服务器机架部署将推动白区空间电源和散热市场规模以超过40%的复合年增长率增长至2030年[7][30] 技术趋势与升级机遇 * 向800V高压直流电源架构和液对液散热解决方案的升级将使系统设计价值增加一倍以上[7][37][41] * 800V高压直流设计可较传统数据中心电源系统提升约5%的电源转换效率[41] * 随着机架功率密度提升，白区空间和灰区空间正在融合，推动对提升可靠性和效率的端到端解决方案的需求[6][8][95][102] 公司比较与投资主题 * **台达电子**：是AI服务器机架电源和液冷CDU系统的领导者，全球供应份额超过50%[10] 预计2024-2027年净利润复合年增长率为40%[10][18] 目标价从880新台币上调至1,111新台币[5][10][188] 业务更多元化，数据中心收入占比约40%[18][42] * **维谛**：是数据中心灰区空间的传统领导者，数据中心收入占比高达80%[11][18][42] 提供从设计到运营生命周期的综合服务，服务收入占比约23%[11][103] 预计2024-2027年净利润复合年增长率为30%[11][18] * 两家公司均获得增持评级，认为市场并非零和游戏，巨大的支出规模足以支持所有领先厂商[1][9][16] 竞争优势与风险 * 台达电子在AI服务器电源供应领域占据主导地位，据估计在GB200机架中占据约75%的市场份额[111] * 维谛通过其全面的服务产品加强与超大规模运营商、托管商和芯片供应商的关系[11][103] * 两家公司目前交易估值均较高，约30倍2026年预期市盈率，接近历史峰值，反映了市场对其增长的高度预期，但也可能限制了近期的估值上行空间[17][80] 其他重要内容 具体市场机会量化 * 在一个典型的300MW大型AI数据中心中，灰区空间的电源和散热基础设施投资约为19.5亿美元，是白区空间设计价值的15倍以上[28][90][91] * 基于GB200规格，每个机架的电源和液冷价值分别为42,400美元和104,990美元[91][94] 对于未来的Vera Rubin CPX系统，采用独立电源机架设计后，每个机架的电源价值可能达到233,645美元[119][130][158] 可能被忽略的细节 * 台达电子正在优先考虑净利润率高于10%的利润 accretive 业务，以改善产品组合[54] * 台达电子已获得Ceres Power的氢技术许可，目标在2026年底前生产燃料电池，这可能是潜在的长期增长点[163] * 维谛截至2025年第二季度的未完成订单达85亿美元，约占未来十二个月预期收入的80%，这为其定价能力和收入可见性提供了支撑[165]

September 29, 2025 10:56 PM GMT Greater China Technology Hardware | Asia Pacific Tuesday TMT Webcast: What's New in AI Data Centers? | M | | | | --- | --- | --- | | | | Foundation | | September 29, 2025 10:56 PM GMT | | | | Greater China Technology Hardware Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Sharon Shih | | | | Equity Analyst | | | Tuesday TMT Webcast: What's New in AI Data | Sharon.Shih@morganstanley.com | +886 2 2730-2865 | | | Morgan Stanley MUFG Securities Co., Ltd.+ | | | Centers? | ...

Micron Technology ((MU) has been on fire in recent months, riding the wave of the AI infrastructure boom alongside leaders like Nvidia ((NVDA) and Vertiv ((VRT). As demand for high-performance memory and storage surges for AI applications, Micron has reemerged as one of the most compelling opportunities in the market.The fundamentals are backing up the momentum. Analysts have sharply revised earnings estimates higher, propelling the stock to a top Zacks Rank. Despite the rally, MU still trades at a very rea ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Develo ...

Goldman Sachs sets a price target of $159 for NYSE:VRT, indicating a potential increase of about 14.7%.Vertiv's earnings per share (EPS) surged by 77% and sales grew by 26%, reflecting strong demand for its products.The company's recent decision to raise its full-year 2025 sales guidance highlights confidence in continued growth, particularly in the AI sector.Vertiv Holdings Co (NYSE:VRT) is a company that provides critical digital infrastructure and continuity solutions. It serves data centers, communicati ...

（1）Vertiv的公司背景 Vertiv是全球最大的 液冷和电源管理提供商之一，属于 AI基础设施领域的稀缺标的。 公司约80%的营收来自数据中心业务，远超同行，业务高度聚焦，使其能最大程度受益于AI算力建设浪潮。 Vertiv与NVIDIA的深度战略合作构筑了坚固的护城河。通过联合下一代芯片技术，Vertiv能提前6-12个月布局适配下一代AI芯片（如Blackwell及Rubin平 台）的基础设施解决方案，抢占市场先机。 当竞争对手还在为新芯片进行研发时，Vertiv已拥有经过验证的成熟解决方案。 作者 | Alpha Engineer 今天继续给大家带来 「一页纸」 讲透美股公司系列。 对国内投资者而言，美股研究资料相对匮乏，导致认知大多停留在几家全球科技巨头，但其实美股存在大量的"隐形冠军"，都录得相当不错的收益。 这是一个非常「有钱景」的方向，我会借助 AlphaEngine的帮助，帮你跨越美股研究的信息鸿沟，每天挖掘一个潜在的美股财富密码。 本期的主角是 全球液冷龙头Vertiv 。 Vertiv的前身是艾默生电气旗下的网络能源部门（Emerson Network Power）。 2016年，私 ...

Dividends come with many great perks, with the payouts essentially reflecting a form of ‘payday’ in the market. Income-focused investors often overlook technology stocks, as these companies commonly use spare cash to fuel further growth.But perhaps to the surprise of some, several stocks with AI exposure – Eaton (ETN) and Vertiv (VRT) – shell out dividend payments. For those interested in getting paid with some AI exposure, let’s take a closer look at each.Vertiv Raises GuidanceConcerning headline figures i ...

TRENDING: Track Which Stocks Top Money Managers Are Buying And Selling Highly rated Vertiv (VRT) stock is this week's Big Cap 20 pick to watch, as it approaches a cup-base buy point. The data center infrastructure company maintains a solid fundamental track record, making it one to watch. The rapid build out of AI data centers isn't losing steam and this bodes well for companies like Vertiv that sell power, cooling,… Related news Vertiv Stock Falls After Microsoft Reveals 'Breakthrough' Chip Cooling Tech 9/ ...