Schwab Network on $VRT

Channel profile →Sources cited by the channel: BFA and JP Morgan, Baird, Bank of America, Barclays, Berenberg, Bernstein, with a Jefferies target cut noted, Bird (analyst firm), CEO, CEO Joe Dominguez, Caner, Citi, Citigroup, Citizens, Daiwa, Dan Deming and Michael Monahan, Dan Ives, Deutsche Bank, Erit Research, Evercore ISI, Evercore ISI; Dan Ives, Goldman Sachs, JP Morgan Chase, JPMorgan, JPMorgan Chase, Jefferies, Jefferies, UBS and Citigroup, Jensen Huang; Dan Ives, Loop Capital, Mattie Natsson, Michael Saylor, Milius (analyst), Morgan Stanley, Northrop, Oppenheimer, Oppenheimer, Freedom Broker, Oracle, Reddit CEO, Rothschild Redburn, SK Hynix, Seth, Tim Bigham, Tim and KG, Truist, UBS, Wall Street Journal, Wedbush, Wells Fargo, analysts2 entries

Schwab Network has discussed $VRT in 2 videos since 2026-10-19. The latest, on 2026-10-26, was bullish.

2026-10-26Bullish

“The Big 3: VRT, NBIS, RKLB”

AI summary · Vertiv is the perfect AI power play: it supplies the power distribution and cooling AI data centers need, including Nvidia's Vera Rubin systems above 170 kilowatts, and energy remains the scarce resource the AI selloff ignores, making Vertiv its biggest beneficiary. It has outperformed the market this year with gains under 25%; just above $200, ~$190 is support, failure risks $160-165, $170 weekly support, $250 first resistance.

You chose Vertiv as your first choice today with the market generally rising. How do you view Vertiv? Yes, I mean, when Jensen Huang, Elon Musk, and now Anthropic are saying the same thing, Vertiv, in my opinion, is the perfect choice to take advantage of the AI power theme , because it's clear that GPUs are no longer a supply problem .

I think it's becoming increasingly known that graphics processing units are practically useless unless you can provide electricity to run them, and Vertief is the perfect name for that because it provides the power distribution and cooling systems that keep these AI data centers running.

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2026-10-19Bearish

“The Big 3: VRT, CME, SMCI”

AI summary · VRT could bounce a little this week on a green hammer, channel support and RSI trying to lift from oversold, but the daily downtrend is expected to continue after any gap fill; it has lower highs, is below the 200-day moving average, and has lost the 20- and 50-week moving averages with weekly MACD bearish.

You chose Vertiv as your first stock today. I mean, they are involved in building AI data centers. So there is a lot of discussion about its sustainability. However, it has maintained a profit of about 30% since the beginning of the year.

Yes, I'm planning on this very short term because their earnings report will be released next week. But if you look at the beginning of the year , February, you will see that there is a large technical gap around $199 to $200.

So I'm not taking any action right now as the stock is now trading at $208 or $209. But if the stock drops into that area soon , I'm thinking of selling a put spread that expires this week.

That is, this is before their earnings report is released. I plan to raise about $1.75 by selling the 197.5 and 192.5 put spreads.

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