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Vertiv helps enterprises move from AI pilots to production. VERTIV Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure, and Deloitte Center for Integrated Research introduced a collaboration to help enterprises address a critical challenge in moving artificial intelligence from experimentation to production: determining where AI workloads should run and whether the available physical infrastructure can support them. The new Vertiv Designing Infrastructure for Enterprise AI Guide, developed by Vertiv and STL Partners, a digital infrastructure research firm, provides business, IT and facilities leaders with a workload-based framework for making those decisions before committing to an infrastructure plan. Starting with the intended business outcome and AI workload, organizations can evaluate deployment location, infrastructure requirements and facility readiness, then align each workload with an appropriate physical infrastructure model and reference design for further planning and technical validation. The underlying research highlights a critical consideration as enterprises move AI workloads into sustained production: infrastructure readiness can determine where workloads can be deployed and how quickly they can move into production. Available power, cooling, connectivity and operational capacity can determine whether a workload can be supported in an existing facility or requires a different deployment model. The guide translates these considerations into a four-step process: (1) define the intended business outcome and AI workload, (2) evaluate the workload's scale, performance and operating requirements, (3) determine the most appropriate deployment location and (4) match the workload and location to a physical infrastructure model and reference design. "The next phase of enterprise AI will be shaped not only by models and computing, but also by whether organizations can provide the power, cooling, connectivity and operating environment each workload requires," said Giordano Albertazzi, CEO of Vertiv. "By starting with the workload, enterprises can make infrastructure decisions earlier, identify constraints sooner and build a more credible path from AI ambition to production." "The economics and operating requirements of AI change as workloads move into production," said Nicholas Merizzi, principal, Silicon2Service U.S. Lead, Deloitte Consulting LLP. "Organizations need to consider business value, governance, operating ownership and infrastructure together. Bringing those questions into the planning process earlier gives leaders a stronger basis for deciding where AI workloads should run and how they should be supported over time." The process recognizes that enterprise AI is a portfolio of workloads rather than a single infrastructure decision. Exploratory workloads may remain in the cloud, while sustained or business-critical workloads may favor hybrid infrastructure or capacity managed by the enterprise. Workloads requiring faster response times, greater control, data proximity or specific model performance may need to run at the edge or in another controlled environment. The workload-specific approach allows public cloud, colocation, enterprise-owned capacity, hybrid environments and edge infrastructure to each play a role. Rather than advocating broadly for or against the cloud, the guide provides a consistent method for determining the appropriate operating environment for each AI workload. The research categorizes enterprise AI workloads into six archetypes covering model development, retraining and four categories of production use. These archetypes help organizations identify workloads with similar performance, operating and infrastructure requirements, creating a more consistent basis for planning. Each workload can then be aligned with one of four physical infrastructure models: Edge AI Cluster, Small AI Cluster, Large AI Cluster and High-Density AI Cluster. The four models provide a starting point for decisions involving power, cooling, controls, connectivity, resilience, operational support and future growth. Corresponding reference designs can then be adapted based on site assessment, workload requirements and detailed engineering. Facility readiness is critical across all four models. The guide helps enterprises evaluate whether a proposed location has sufficient power, cooling, connectivity, operational capacity and room for growth. Conducting this assessment early can help identify infrastructure constraints before they become barriers to deployment. The full guide, Designing Infrastructure for Enterprise AI, details the six workload archetypes, four physical infrastructure models and a four-phase roadmap for planning, deploying and evolving enterprise AI infrastructure. It is available at Vertiv.com.ant challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com. Forward-looking statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise. For media inquiries, please contact: Ruder Finn for Vertiv E: [email protected]

Vertiv (VRT) has forecast third-quarter 2026 sales of $3.75 billion at the midpoint, up 40% from a year earlier. The quarter has ended, but the company has not yet reported results. The forecast marks a sharp acceleration from 24% growth in the second quarter, when large-project delays pushed some sales out. Executives cite faster project progress, new capacity in Johor, Malaysia, and five plant expansions in the Americas, plus strong backlog coverage. Vertiv also raised its 2026 sales forecast by $250 million, to a $14 billion midpoint. Its stock trades at 52.7 times earnings, against 22.5 for the S&P 500, and has fallen 22% in three months. The key question is whether Vertiv can deliver its large projects on time.

Vertiv (NYSE:VRT) stock price down 6.2% on Analyst downgrade. Vertiv Holdings Co. (NYSE:VRT - Get Free Report)'s stock price fell 6.2% on Wednesday after Royal Bank Of Canada lowered their price target on the stock from $337.00 to $323.00. Royal Bank Of Canada currently has an outperform rating on the stock. Vertiv traded as low as $220.21 and last traded at $222.5660. 7,294,768 shares changed hands during trading, an increase of 15% from the average daily volume of 6,343,291 shares. The stock had previously closed at $237.29. Several other research firms also recently commented on VRT. KeyCorp dropped their price objective on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft cut their price objective on Vertiv from $331.00 to $323.00 and set a "buy" rating for the company in a research note on Wednesday, September 30th. Robert W. Baird set a $320.00 target price on Vertiv and gave the company an "outperform" rating in a report on Thursday, July 30th. Finally, Jefferies Financial Group decreased their target price on Vertiv from $320.00 to $245.00 and set a "hold" rating on the stock in a research report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $337.15. Insider buying and selling. In other Vertiv news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company's stock, valued at $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock. Vertiv news summary. Here are the key news stories impacting Vertiv this week: * Vertiv and Deloitte's Center for Integrated Research introduced a collaboration and an AI infrastructure guide designed to help enterprises move AI projects from pilots into production. The workload-based framework could support demand for Vertiv's power, cooling and data-center infrastructure as companies scale AI deployments. * Royal Bank of Canada maintained an "outperform" rating, indicating continued confidence in Vertiv's long-term growth prospects despite reducing its price target from $337 to $323. The revised target still implies substantial upside from the referenced share price. * Recent Zacks commentary continues to identify VRT as a long-term growth and momentum stock, supported by strong demand for AI-related infrastructure. Vertiv is also highlighted as a dividend-paying way to gain AI exposure. * Vertiv will release its third-quarter 2026 results before the market opens on October 28, followed by a conference call. The upcoming report is a potential catalyst, particularly as investors assess AI demand and the company's previously issued full-year earnings guidance. * Analyst comparisons acknowledge Vertiv's AI infrastructure opportunity but favor Amphenol because of its stronger recent stock performance and more diversified portfolio. That relative-investment view may be weighing on VRT sentiment. Institutional investors weigh in on Vertiv. Several hedge funds and other institutional investors have recently made changes to their positions in VRT. State Street Corp raised its position in Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company's stock valued at $5,535,087,000 after purchasing an additional 704,970 shares during the last quarter. Wellington Management Group LLP grew its position in Vertiv by 14.1% during the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company's stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in Vertiv by 1.9% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company's stock worth $678,890,000 after purchasing an additional 51,328 shares during the last quarter. Bank of New York Mellon Corp grew its position in Vertiv by 33.7% during the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company's stock worth $604,059,000 after purchasing an additional 608,176 shares during the last quarter. Finally, Legal & General Group Plc increased its stake in Vertiv by 1.1% in the second quarter. Legal & General Group Plc now owns 2,138,967 shares of the company's stock valued at $716,169,000 after purchasing an additional 23,444 shares during the period. Institutional investors and hedge funds own 89.92% of the company's stock. Vertiv trading down 6.2%. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The company has a market capitalization of $85.69 billion, a price-to-earnings ratio of 50.35, a price-to-earnings-growth ratio of 0.89 and a beta of 2.05. The business's 50 day simple moving average is $259.36 and its 200 day simple moving average is $289.79. Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the prior year, the firm earned $0.95 earnings per share. The business's quarterly revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Research analysts anticipate that Vertiv Holdings Co. will post 6.73 EPS for the current year. Vertiv dividend announcement. The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv's dividend payout ratio (DPR) is presently 5.66%. About Vertiv. Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems. Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure. Receive News & Ratings for Vertiv Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vertiv and related companies with MarketBeat.com's FREE daily email newsletter.