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Stocks / Technology Hardware

VRTTechnology Hardware

Vertiv Holdings Co
$225.001d -3.0%5d +10.0%settled close · 2026-11-02

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Mkt cap $86B (11/2)β 2.7552w $150–378Shares 382.6M (A)Ind. Electronic Components, NecNYSE since 2018Emp. 34,000HQ Westerville, OHvertiv.com
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Who said what, and what VRT did next

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Who’s talkingIdea Scout · free

Who’s talking about VRT

4 long1 shortlatest 2026-10-26
DateVoiceStanceVenueThesis
2026-10-26Jim Cramer (CNBC)Host, CNBC's Mad MoneyBullishCNBC (uncut)Vertiv is the key infrastructure lynch pin for the AI compute buildout, with strong firm orders and an…
2026-10-23Sue EnnisBullishFox Business (uncut)Vertiv's cooling infrastructure is a non-optional bottleneck for AI chip operation — chips run too hot to…
2026-10-21UnknownBearishCNBC Fast Money Final TradeVertiv should be avoided because its gap was sold near nine-period resistance while the weekly chart remains…
2026-10-19Steve TusaSenior Equity Research Analyst, J.P. MorganBullishCNBC (uncut)AI data center capex demand is very strong with very short supply, and 2028 capex from hyperscalers will come…
2026-07-09Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & WalshBullishYahoo FinanceAI data center build-out requires massive cooling infrastructure and Vertiv is a direct equipment beneficiary…
1 new mention of VRT this week is not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later. Follow VRT free ↑
Earnings

Last reports

No confirmed date for the next report yet.
ReportWhenEPS actual vs est.Reaction
28 Oct 2026before the open2.21 vs 1.85+11.9%
The options tape

Notable options days

Sessions in the last 120 where VRT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-28
2026-10-15
2026-09-14
2026-09-10
2026-09-09
2026-07-29
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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