Should I Buy Vertiv (VRT)? Finance YouTuber Analysis

The analyst recommends Verdive Holdings due to its strong revenue growth (29% over the last year, 30% forecasted), solid profitability (20% EBITDA margin), and a lower price-to-earnings ratio compared to competitors when adjusted for growth. He emphasizes evaluating all three factors together for the best deal.

“Here, I'm going to have to go with Verdive Holdings, VRT, for its lower price to earnings ratio along with that solid revenue growth and profitability.”

The analyst recommends Vertiv Holdings as a pure-play in data center cooling and power management, critical for AI workloads. The company is a key partner with Nvidia, showing accelerating revenue growth (18% expected) and strong earnings, with its valuation becoming more reasonable at 4.5 times this year's revenue.

“Verve is a critical partner with Nvidia co-developing its cooling platform using up to 40% less space and a 20% reduction in cost”

The YouTuber sees Vertiv Holdings as a pure-play in power and thermal management solutions, which are critical for cooling and powering data centers. The company is expanding its capabilities through acquisitions and also specializes in uninterruptible power supply systems.

“Verve holding sticker VRT is as close to a pure play here for its power and thermal Management Solutions and is expanding its capabilities through Acquisitions but I also like smci here designing its systems to run more efficiently and be cooled easier.”

The YouTuber argues that Verdive is essential for AI data centers due to increasing power and cooling demands. They co-developed the 800V DC power standard with Nvidia and offer a unique end-to-end power and cooling architecture, including direct-to-chip liquid cooling. Their backlog is growing rapidly, indicating strong demand for their integrated solutions.

“Every gigawatt scale AI factory being built right now needs what Vertive is selling and their backlog shows it. With orders growing by 250% year-over-year, which is the fastest growth in Vertive's history.”

The YouTuber recommends Vertive (VRT) as a key player in the 'cooling and electrical infrastructure' layer, noting that more compute generates more heat. He argues that companies solving this heat problem have growing leverage, and the market has not yet fully priced in the importance of this infrastructure work.

“Bottleneck six is cooling. Verv ticker VRT, Schneider Electric, and Eden are doing real infrastructure work here that most investors haven't started pricing correctly.”

The YouTuber recommends Verivv (VRT) as a key player in thermal management and power infrastructure for AI. He argues that every massive GPU cluster requires serious power systems, and VRT is building this essential backbone with a locked-in tailwind for years.

“And Verivv, this is the thermal management and power infrastructure play that most people sleep on completely. Every one of those massive GPU clusters needs serious power systems to keep it running. VRT is building that backbone and the tailwind is locked in for years.”

The YouTuber argues that Veritive is a primary anchor for investing in the AI power bottleneck theme. It sits close to the point where AI demand translates into live deployment by supporting the power and thermal environment for data center equipment, making it highly relevant as data centers become denser and more power-hungry.

“My anchor hierarchy is simple. Veritive first, eaten second, Bloom Energy only as an optional higher risk extension. Veritiff ticker VRT matters because it sits close to the point where AI demand turns into live deployment.”

The YouTuber recommends Vertiv due to its essential role in providing power management and liquid cooling infrastructure for high-density AI server racks, which traditional air cooling cannot handle. Vertiv is the only major player offering an integrated system and is NVIDIA's preferred infrastructure provider. The company has shown exceptional EPS growth, strong revenue guidance, and a significant committed backlog.

“Vertiv makes the power management and the liquid cooling infrastructure that goes inside a data center once electricity arrives. So UPS systems, power distribution units, and liquid cooling as one integrated system.”

The YouTuber recommends Vertiv, a leader in data center cooling systems, due to massive investment in AI infrastructure. The company has a backlog three times its revenue capacity, with new orders up 250%, and expects 30% annual growth in 2026, significantly higher than market expectations.

“Bertie, que es una de las compañías líderes en instalación de eh sistemas de refrigeración para estos adaptacentes, porque consume, genera muchísimo calor y hay que refrigerar eso para que funcione correctamente. Publicó el toía resultados y dijo, 'Oye, los inversores están pensando que vamos a crecer un 20%, pero que no, no, que va a ser un 50% más, va a ser un 30% este anual eh este año 2026 y puede que a medida que recibamos estos pedidos eh sea incluso superior.”

The YouTuber identifies Vertiv as a company similar to Linbatch, specializing in cooling systems for data centers. It's growing at 15% annually and trades at 30 times earnings, having seen significant returns due to its previously low valuation.

“Y Bertip es una compañía de sistemas también de refrigeración. Es muy parecida al Imbatch en este sentido. Está creciendo al 15% anual, cotiza 30 veces beneficios.”

The YouTuber highlights Vertiv's position as the 'gold standard' in the data center industry. The total addressable market for data centers is expected to grow to $70-90 billion by 2030, significantly larger than Vertiv's current $9 billion revenue, suggesting a 3 to 4x increase in operating income in the coming years.

“the TAM the total addressable market by 2030 is expected to be somewhere in the vicinity of 70 to90 billion dollar per year currently VR is making about 9 billion per year that increase in the TAM will certainly spill over into VR RT being the gold standard of the industry.”

The YouTuber recommends Verive Holdings as a long-term play, stating that its current foundational work aligns with future global trends and will lead to success years down the road. They encourage investors to familiarize themselves with it now for future wealth compounding.

“So, say for example, guys, I remember Pelaton was popping during CO because everybody was at home and you couldn't go to the gym. But if you caught that, you did well. But listen to this. coming out of COVID and everybody got back outside and start moving around again. Pelaton stock crashed because all that at home workout now we can go back to the gym and we got the Pelaton at the gym. We no longer needed that. That stock the sales and everything associated with that stock fell. I'm trying to put you on to plays now that you guys can get yourself familiar with so they're not brand new to you in 2030.”

The YouTuber recommends Verive Holdings as a long-term play, stating that its current foundational work aligns with future global trends, positioning it for success years down the road.

“And once again, in terms of where the world is headed, the things that are coming down the pipe now, meaning the things that are the foundation that is being laid will plate into what will be successful years down the road.”