Financial Trade Freedom - Investing and Stock News
  • Investing
  • News
  • Editor’s Pick
  • Economy
  • Stock
  • Investing
  • News
  • Editor’s Pick
  • Economy
  • Stock
No Result
View All Result
Financial Trade Freedom - Investing and Stock News
No Result
View All Result
Home Stock

Vrt stock crashes 11% today: why investors are concerned about Vertiv’s future

admin by admin
July 10, 2025
in Stock
0
Vrt stock crashes 11% today: why investors are concerned about Vertiv’s future
0
SHARES
0
VIEWS
Share on FacebookShare on Twitter

Vrt stock took a hit on the markets today, with its stock dropping more than 11% after Amazon Web Services rolled out its own custom cooling tech for high-performance AI servers.

The news caught investors off guard and sparked fresh concerns about Vertiv’s position in a fast-evolving data center landscape.

The drop in Vertiv’s stock underscores growing worries that AWS’s latest move could chip away at a key source of revenue.

Liquid cooling makes up roughly 10% of Vertiv’s overall sales, and AWS has long been seen as a crucial customer in that space.

Now, with the cloud giant building its own systems, there’s real concern that others might follow, leaving Vertiv to defend its market share in an industry that’s shifting fast.

Here’s why Vrt stock crashed today?

The drop in Vertiv’s stock came after the Amazon Web Services launched its custom-built In-Row Heat Exchanger (IRHX) cooling system.

For years, AWS has relied on players like Vertiv to supply high-end liquid cooling gear, but this move could change that.

Designed specifically to support Nvidia’s latest AI GPUs, the in-house solution suggests AWS may be looking to reduce its dependence on third-party vendors and that puts Vertiv’s relationship with one of its biggest customers in question.

To be sure, Vertiv is holding up well as its hefty backlog, up 25% from last year and growing ties with AI heavyweights like Nvidia have cemented its spot in the middle of the AI infrastructure surge.

But the race is far from over.

Rivals like Super Micro and Dell are stepping up with their own liquid-cooled, AI-ready systems, putting added pressure on Vertiv to keep pushing the envelope and hold onto its lead.

What analysts say?

Barclays analyst Julian Mitchell recently bumped his price target on Vertiv from $90 to $110, keeping an “Equal-Weight” rating.

But with AWS now developing its own cooling tech, there’s a real chance investors may start rethinking the risk tied to Vertiv’s future growth.

The outlook from Zacks still paints a strong picture with 2025 revenue projected to reach $9.51 billion, up nearly 19% year-over-year, with earnings per share expected to climb 24.6% to $3.55.

Even so, those forecasts could face pressure if AWS’s pivot signals a broader shift toward in-house solutions across the industry.

For now, Wall Street remains bullish. Fifteen analysts rate Vertiv a “Strong Buy,” and the average 12-month price target sits at $134.79 an almost 12% upside from where the stock is today.

Still, with the landscape changing fast, investor sentiment may grow more cautious in the weeks ahead.

Vertiv’s sharp drop today highlights the risks of leaning too heavily on a handful of big customers especially as cloud giants like AWS move toward building more of their tech in-house.

Analysts are still upbeat about Vertiv’s long-term potential, but AWS’s latest announcement serves as a clear reminder: the AI and data center space is shifting fast, and established vendors aren’t guaranteed a front-row seat.

The post Vrt stock crashes 11% today: why investors are concerned about Vertiv’s future appeared first on Invezz


Previous Post

McDonald’s gain 2% after Goldman Sachs upgrades the stock

Next Post

CoreWeave stock price analysis: to get worse before it gets better

Next Post
CoreWeave stock price analysis: to get worse before it gets better

CoreWeave stock price analysis: to get worse before it gets better

  • Trending
  • Comments
  • Latest
U.S. homebuilders raise alarm over tariffs as sentiment falls to 5-month low

U.S. homebuilders raise alarm over tariffs as sentiment falls to 5-month low

February 19, 2025
How Companies Use Derivatives To Hedge Risk

How Companies Use Derivatives To Hedge Risk

February 19, 2025
KFC moves U.S. headquarters from Kentucky to Texas

KFC moves U.S. headquarters from Kentucky to Texas

February 19, 2025
Nvidia shares continue golden run, hit fresh highs: analysts remain firmly bullish

Nvidia shares continue golden run, hit fresh highs: analysts remain firmly bullish

June 27, 2025
Tariff turbulence ahead: can airline stocks stay aloft?

Tariff turbulence ahead: can airline stocks stay aloft?

0
From tariffs to DOGE, what companies are saying about the impact of MAGA policies

From tariffs to DOGE, what companies are saying about the impact of MAGA policies

0
Tesla’s law firm drafts Delaware bill that could salvage Musk pay package

Tesla’s law firm drafts Delaware bill that could salvage Musk pay package

0
Coca-Cola takes on Olipop and Poppi with new prebiotic soda brand, Simply Pop

Coca-Cola takes on Olipop and Poppi with new prebiotic soda brand, Simply Pop

0
Tariff turbulence ahead: can airline stocks stay aloft?

Tariff turbulence ahead: can airline stocks stay aloft?

July 10, 2025
Delta Airlines stock surge 13% after Q2 beat expectations, reinstates outlook

Delta Airlines stock surge 13% after Q2 beat expectations, reinstates outlook

July 10, 2025
PayPal stock price analysis: beware of a major risk

PayPal stock price analysis: beware of a major risk

July 10, 2025
Jensen Huang’s China gambit: Nvidia bets on AI growth amid geopolitical crossfire

Jensen Huang’s China gambit: Nvidia bets on AI growth amid geopolitical crossfire

July 10, 2025

    Get Smarter with Your Money – Sign Up for Free Financial Tips!


    Join our community of savvy savers and investors! By signing up, you'll receive weekly emails packed with personalized financial tips, budgeting hacks, and investment strategies tailored to your income level. Take control of your finances today – it’s free and only takes a minute!

    Recent News

    Tariff turbulence ahead: can airline stocks stay aloft?

    Tariff turbulence ahead: can airline stocks stay aloft?

    July 10, 2025
    Delta Airlines stock surge 13% after Q2 beat expectations, reinstates outlook

    Delta Airlines stock surge 13% after Q2 beat expectations, reinstates outlook

    July 10, 2025
    PayPal stock price analysis: beware of a major risk

    PayPal stock price analysis: beware of a major risk

    July 10, 2025
    Jensen Huang’s China gambit: Nvidia bets on AI growth amid geopolitical crossfire

    Jensen Huang’s China gambit: Nvidia bets on AI growth amid geopolitical crossfire

    July 10, 2025
    • About us
    • Contacts
    • Privacy Policy
    • Terms and Conditions
    • Email Whitelisting
    • About us
    • Contacts
    • Privacy Policy
    • Terms and Conditions
    • Email Whitelisting

    Disclaimer: FinancialTradeFreedom.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 financialtradefreedom.com | All Rights Reserved

    No Result
    View All Result
    • About us
    • Contacts
    • Email Whitelisting
    • Investing and Stock News
    • Privacy Policy
    • Terms and Conditions
    • Thank you

    Disclaimer: FinancialTradeFreedom.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 financialtradefreedom.com | All Rights Reserved