What podcasters are saying about Vertiv Holdings Co (VRT)

Summary

In the past 30 days, 4 speakers on 3 finance podcasts discussed Vertiv Holdings Co (VRT) in 5 views. Going by each speaker's latest call, 4 are bullish. Chorus has followed Vertiv Holdings Co since October 19, 2026.

Who talks about it most

• Joe Terranova · 2
• Jim Cramer · 1
• Stephanie Link · 1
• Steve Tusa · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBullish

  Vertiv's big beat and raise, with 55% organic growth, shows its business is strong despite sentiment.

  Vertiv delivered a big beat and raise. Revenue jumped 61%, including 55% organic growth versus the roughly 35% Cramer expected. Adjusted earnings beat estimates by 39 cents, and management raised its full-year outlook. Even after the rebound, shares were still down 35% from their May high, though up about 52% for the year. Cramer notes that data centers are unpopular with many people, yet Vertiv's business is as strong as ever.

  “Yesterday before the bell, Vertiv delivered a big beat and raise... revenue jumped 61%, including 55% organic growth, which we were just looking for 35%.”at 31:43

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/29/26 · October 29, 2026

• Joe Terranova · Virtus Investment PartnersBullish

  Vertiv's blowout quarter and 13% jump give confidence in AI-driven industrial demand.

  Vertiv's Americas revenue grew 74%, which Joe calls staggering and the best report in five years. The stock is up 13% today. That gives confidence to the industrial sector on the relationship between AI spending and the ability to drive revenue growth. It is one of the two reports he says are driving the week's rebound, alongside SK Hynix.

  “Vertiv, 74% growth in The Americas in terms of their revenue. Staggering numbers, the best report they've put forward in five years.”at 23:31

  CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 · October 28, 2026

• Stephanie Link · Hightower AdvisorsBullish

  Vertiv's pullback is not justified by fundamentals; she sees it as a buy now.

  She owns Vertiv for the AI infrastructure build-out and its supply chain. Vertiv is still up 21% year to date and she has felt the pain of the recent drop, but she does not think the fundamentals justify the pullback. She expects great quarters, great backlogs, better margins and market share gains, and says the stock is a buy now. Momentum may be slipping from the group.

  “But I don't think the fundamentals justify the pullback. Maybe the momentum is kinda slipping from the group, but I do think, overall, they're gonna have great quarters, great backlogs, better margins, market share gains across all three of these names that I just mentioned, and I think they're buys now.”at 24:14

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• Joe Terranova · Virtus Investment PartnersBullish

  Vertiv's steady revenue growth makes it a non-high-beta AI name that should turn higher into November.

  Vertiv's revenue growth has been very consistent rather than volatile: 21.67% over three years, 26% over two years, 30% over the last year and 24% last quarter. He argues it is not high beta, and its underperformance came from political headlines and fears of a slowdown in the data center build. Power generation and cooling equipment will still be needed for data centers, so he expects the stock to turn higher as the market moves into November.

  “What's interesting about Vertiv is there's no volatility in the revenue growth... The revenue growth of Vertiv over the last three years, 21.67%.”at 11:30

  CNBC Halftime Report: Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · October 21, 2026

• Steve Tusa · Wells FargoBullish

  Vertiv's risk-reward looks attractive after the pullback, with upside case north of $300.

  Tusa's view rests on data center-linked demand and the risk-reward after the stock's pullback. He says Wells has chopped a lot of wood on this trade over the last couple of weeks, which makes the setup more attractive. He lays out a downside case of $1.75 and an upside case north of 300 against a stock price of $2.50, as transcribed. He says that gives a very different risk-reward. He expects 2028 data center capex to beat expectations, which would drive revenue well above estimates for companies like Vertiv. The price figures are as transcribed and their scale looks inconsistent.

  “our downside case is now $1.75, our upside case is north of 300, that's a very different risk reward than when the stock is at $2.50.”at 46:03

  CNBC Closing Bell: Closing Bell Overtime 10/19/26 · October 19, 2026