VRTVertiv Holdings Co
This is the year VRT has to prove it can sustain its growth trajectory, and the next catalyst is the Q3 2026 earnings release on 2026-10-23, which will anchor the stock at $278.50 with a bull target of $306.35 and a bear fallback of $251.07. The company is set to report on the progress of its data center and AI cooling solutions, which are now its most important revenue drivers. If the earnings beat expectations, the bull path will take it to $306.35, and if it underperforms, the bear path will drop to $251.07. The market is leaning 50% toward the bull, but the outcome will depend on how well the company can show it’s not just growing, but also scaling profitably.
The Read
VRT's stock historically showed a median absolute move of ~9%.
The schedule
- Tue8Sep
Vertiv Holdings is set to participate in a major industry event focused on data center infrastructure. This participation is expected to highlight the company's involvement in key industry developments and could generate positive market attention. The event may provide an opportunity for the company to showcase its innovations and strengthen its position in the market.
- Fri23Oct
The company is set to release its quarterly earnings report, which will include guidance on the growth of revenue from data center and AI cooling solutions. This event is expected to provide insight into the company's performance and future outlook, which can significantly influence investor sentiment and stock price movement. The earnings release is a key moment for the stock, as it can offer clarity on the company's financial health and strategic direction.
- Tue9Feb
- Wed28Apr
- Wed28Jul
Past
- Wed29Jul
Actual outcome: Bear · $241.57 at outcome
Vertiv reported Q2 2026 earnings that met EPS estimates but missed on top-line revenue. Despite management raising full-year guidance across key metrics and highlighting a $15 billion backlog driven by AI data center demand, the stock declined. The market reacted negatively to the immediate revenue shortfall, overshadowing the company's strong margin expansion and upgraded forward outlook.
- Wed10Jun
Actual outcome: Bull · $325.57 at outcome
Stock rose 15.9% from event to outcome date, aligning with the bull trajectory.
- Sat25Apr
Actual outcome: Mixed · $319.78 at outcome
Price at outcome date was between bear floor ($245.00) and bull target ($340.00).
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