Vertiv Q3: Orders Surge 60% YoY, 20% QoQ, FY25 Guidance Raised

Vertiv will not win any hypergrowth stock awards, especially as management has previously offered CAGR guidance of 15% to 17% through 2029. Rather, it’s where Vertiv is positioned as an AI infrastructure partner especially as the trend turns toward modular infrastructure that makes this a stock to watch. Essentially, all roads point toward Vertiv’s power and thermal solutions becoming increasingly important for future generations of rack scale solutions, with the company already preparing 800V DC solutions for Nvidia’s Rubin Ultra platform due in 2027.

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