VRT

VRT · Vertiv Holdings LLC Class A Common Stock

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AI Market Commentary

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Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 17, 2026

Mizuho cuts Vertiv price target to $280 amid AI sector sell-off. Mizuho maintained its Outperform rating on Vertiv but lowered its price target to $280, a move that aligns with the broader AI infrastructure sell-off seen in recent markets. The stock is currently trading near its 52-week low, reflecting significant pressure on the valuation despite the firm's continued positive outlook. This adjustment highlights the volatility currently affecting high-growth AI-related names.

this person other insiders at VRT

Insiders & Stakes

O' Doherty Philip
Managing Director, E+I
5,097,894
Shares held
Johnson Robert Joseph
Chief Executive Officer
634,928
Shares held
John D. Hewitt
Director
160,111
Shares held
Forcier Jason
COO & EVP, Infra. & Solutions
148,023
Shares held
Johnson Patrick R.
EVP-Integrated Rack Solutions
139,179
Shares held
Niederpruem Gary John
Chief Executive Officer
121,204
Shares held
Joseph J. Deangelo
Director
71,600
Shares held
Giordano Albertazzi
Chief Executive Officer
47,600
Shares held
Anand Sanghi
Pres. Americas
36,373
Shares held
Anders Karlborg
EVP, Man., Logistics and Op Ex
34,615
Shares held
Stephanie L. Gill
Chief Legal Officer & Sec.
34,435
Shares held
Scott Armul
Chief Product and Tech Officer
32,043
Shares held
Roger Fradin
Director
30,000
Shares held
Zhu Robert Jincheng
President, Vertiv North Asia
29,436
Shares held
Kitson Michael J.
Chief Procurement Officer
25,914
Shares held
DOKKUM JAN VAN
Director
25,000
Shares held
Marion John F.
EVP, Quality, VOS and Process
24,742
Shares held
Dowd Erin
Chief Human Resources Officer
22,845
Shares held
David M. Cote
Executive Chairman
22,258
Shares held
Cui Yibin Edward
President - North Asia
19,457
Shares held
Winther Karsten
President, EMEA
18,852
Shares held
Paul Ryan
President EMEA
18,635
Shares held
MONSER EDWARD L
Director
16,500
Shares held
Frank Poncheri
Chief Human Resources Officer
14,311
Shares held
Cheryl H.J. Lim
Chief Human Resources Officer
13,480
Shares held
Haislet Sheryl
Chief Information Officer
8,029
Shares held
Craig Chamberlin
Chief Financial Officer
5,599
Shares held
Robin L. Washington
President and COFO
5,000
Shares held
Jakki L. Haussler
Director
4,631
Shares held
Liang Stephen
Chief Technology Officer
4,050
Shares held
Wei Shen
President, Greater China
3,320
Shares held
Resha Michael
EVP. Man, Logistics and Op Ex
3,193
Shares held
David Joseph Fallon
Chief Financial Officer
3,134
Shares held
Eric M. Johnson
Chief Accounting Officer
1,942
Shares held
Giresi Michael
Chief Information Officer
1,581
Shares held
Steven Reinemund
Director
0
Shares held
Cripps Scott
Chief Accounting Officer
0
Shares held
VPE Holdings, LLC
Director
0
Shares held

Transaction History

Resha Michael▲ Buy$635K
Resha Michael▲ Buy$175K
Stephanie L. Gill▲ Buy$0
Eric M. Johnson▲ Buy$0
Giordano Albertazzi▲ Buy$0
Wei Shen▲ Buy$0
Frank Poncheri▲ Buy$0
Scott Armul▲ Buy$0
Craig Chamberlin▲ Buy$0
Anand Sanghi▲ Buy$0
Paul Ryan▲ Buy$0
Anders Karlborg▲ Buy$0
Frank Poncheri▼ Sell$552K
Giordano Albertazzi▼ Sell$0
MONSER EDWARD L▼ Sell$774K
MONSER EDWARD L▼ Sell$900K
MONSER EDWARD L▼ Sell$535K
MONSER EDWARD L▲ Buy$176K
MONSER EDWARD L▼ Sell$219K
MONSER EDWARD L▼ Sell$261K
MONSER EDWARD L▼ Sell$362K
MONSER EDWARD L▼ Sell$576K
MONSER EDWARD L▼ Sell$253K
Anders Karlborg▲ Buy$0
Scott Armul▲ Buy$0
Anand Sanghi▲ Buy$0
Eric M. Johnson▲ Buy$0
Wei Shen▲ Buy$0
Giordano Albertazzi▲ Buy$0
Paul Ryan▲ Buy$0
Stephanie L. Gill▲ Buy$0
Craig Chamberlin▲ Buy$0
Frank Poncheri▲ Buy$0
Anders Karlborg▼ Sell$48K
Scott Armul▼ Sell$169K
Paul Ryan▼ Sell$243K
Craig Chamberlin▲ Buy$0
Anand Sanghi▲ Buy$0
Wei Shen▲ Buy$0
Paul Ryan▲ Buy$0
Anders Karlborg▲ Buy$0
Frank Poncheri▲ Buy$0
Scott Armul▲ Buy$0
Eric M. Johnson▲ Buy$0
Stephanie L. Gill▲ Buy$0
Giordano Albertazzi▲ Buy$0
Wei Shen▼ Sell$241K
MONSER EDWARD L▲ Buy$795K
Eric M. Johnson▲ Buy$0
MONSER EDWARD L▼ Sell$1.1M
MONSER EDWARD L▼ Sell$2.9M
MONSER EDWARD L▼ Sell$536K
MONSER EDWARD L▲ Buy$466K
MONSER EDWARD L▼ Sell$866K
MONSER EDWARD L▼ Sell$407K
MONSER EDWARD L▼ Sell$506K
MONSER EDWARD L▼ Sell$2.5M
MONSER EDWARD L▼ Sell$3.3M
MONSER EDWARD L▼ Sell$2.5M
MONSER EDWARD L▼ Sell$3.2M
MONSER EDWARD L▼ Sell$622K
MONSER EDWARD L▼ Sell$476K
Roger Fradin▼ Sell$4.1M
Roger Fradin▼ Sell$51K
Roger Fradin▼ Sell$2.4M
Roger Fradin▼ Sell$134K
Roger Fradin▼ Sell$5.2M
Roger Fradin▼ Sell$5.3M
Roger Fradin▼ Sell$4.4M
Roger Fradin▼ Sell$4.1M
Steven Reinemund▼ Sell$2.0M
Steven Reinemund▼ Sell$186K
Steven Reinemund▼ Sell$1.5M
Steven Reinemund▼ Sell$1.1M
Steven Reinemund▼ Sell$56K
Steven Reinemund▼ Sell$296K
Steven Reinemund▼ Sell$894K
Steven Reinemund▼ Sell$954K
Anders Karlborg▲ Buy$69K
Anders Karlborg▲ Buy$111K
Anders Karlborg▲ Buy$96K
Anders Karlborg▲ Buy$101K
Anders Karlborg▲ Buy$415K
Anders Karlborg▼ Sell$2.3M
Roger Fradin▼ Sell$2.3M
Roger Fradin▼ Sell$319K
Roger Fradin▼ Sell$6.9M
Roger Fradin▼ Sell$1.3M
Roger Fradin▼ Sell$621K
Roger Fradin▼ Sell$563K
Roger Fradin▼ Sell$87K
David M. Cote▼ Sell$1.3M
David M. Cote▼ Sell$840K
Steven Reinemund▼ Sell$2.6M
Roger Fradin▼ Sell$2.1M
DOKKUM JAN VAN▲ Buy$795K
David M. Cote▼ Sell$2.2M
Anders Karlborg▼ Sell$830K
Steven Reinemund▼ Sell$550K
Steven Reinemund▼ Sell$1.7M
Steven Reinemund▼ Sell$2.6M
David M. Cote▼ Sell$1.5M
Anders Karlborg▼ Sell$2.5M
Roger Fradin▼ Sell$4.7M
Steven Reinemund▼ Sell$2.7M
Steven Reinemund▼ Sell$103K
Steven Reinemund▼ Sell$1.4M
David M. Cote▼ Sell$1.3M
DOKKUM JAN VAN▼ Sell$4.0M
DOKKUM JAN VAN▼ Sell$5.9M
David M. Cote▼ Sell$531K
Anders Karlborg▼ Sell$1.8M
David M. Cote▼ Sell$1.9M
Steven Reinemund▼ Sell$1.8M
David M. Cote▼ Sell$723K
Steven Reinemund▼ Sell$4.8M
Steven Reinemund▼ Sell$346K
Roger Fradin▼ Sell$3.4M
Roger Fradin▼ Sell$3.1M
Roger Fradin▼ Sell$471K
Scott Armul▲ Buy$0
Stephanie L. Gill▲ Buy$0
Anders Karlborg▲ Buy$0
Frank Poncheri▲ Buy$0
Giordano Albertazzi▲ Buy$0
Paul Ryan▲ Buy$0
Anand Sanghi▲ Buy$0
Giresi Michael▼ Sell$235K
Stephanie L. Gill▼ Sell$859K
Scott Armul▲ Buy$2.0M
Roger Fradin▼ Sell$0
Roger Fradin▼ Sell$0
Roger Fradin▼ Sell$0
Roger Fradin▼ Sell$0
Eric M. Johnson▲ Buy$0
Anders Karlborg▲ Buy$0
Craig Chamberlin▲ Buy$0
Winther Karsten▲ Buy$0
Paul Ryan▲ Buy$0
Stephanie L. Gill▲ Buy$0
Wei Shen▲ Buy$0
Frank Poncheri▲ Buy$0
Giresi Michael▲ Buy$0
Scott Armul▲ Buy$0
David M. Cote▼ Sell$0
MONSER EDWARD L▼ Sell$0
Liang Stephen▼ Sell$938K
Craig Chamberlin▲ Buy$1.1M
Frank Poncheri▲ Buy$0
Paul Ryan▲ Buy$0
Stephanie L. Gill▲ Buy$0
Giresi Michael▲ Buy$0
Winther Karsten▲ Buy$0
Wei Shen▲ Buy$0
Eric M. Johnson▲ Buy$0
Scott Armul▲ Buy$0
Anders Karlborg▲ Buy$0
Frank Poncheri▼ Sell$330K
Jakki L. Haussler▲ Buy$119K
Jakki L. Haussler▲ Buy$270K
Jakki L. Haussler▲ Buy$18K
Jakki L. Haussler▼ Sell$18K
Jakki L. Haussler▲ Buy$56K
Jakki L. Haussler▼ Sell$1.9M
Paul Ryan▲ Buy$44K
Paul Ryan▲ Buy$81K
Paul Ryan▲ Buy$102K
Paul Ryan▲ Buy$62K
Paul Ryan▲ Buy$235K
Steven Reinemund▼ Sell$12.8M
Paul Ryan▼ Sell$2.8M
Paul Ryan▲ Buy$25K
Paul Ryan▼ Sell$176K
Winther Karsten▲ Buy$1K
Winther Karsten▲ Buy$86K
Winther Karsten▲ Buy$471K
Winther Karsten▲ Buy$346K
Winther Karsten▼ Sell$5.6M
Wei Shen▲ Buy$532K
Scott Armul▼ Sell$81K
Giresi Michael▲ Buy$378K
Anders Karlborg▲ Buy$0
Eric M. Johnson▲ Buy$0
Scott Armul▲ Buy$0
Frank Poncheri▲ Buy$0
Stephanie L. Gill▲ Buy$0
Cui Yibin Edward▲ Buy$0
Paul Ryan▲ Buy$0
Winther Karsten▲ Buy$0
Liang Stephen▲ Buy$705K
Liang Stephen▼ Sell$3.9M
Liang Stephen▼ Sell$1.2M
Winther Karsten▲ Buy$66K
Winther Karsten▼ Sell$519K
Winther Karsten▲ Buy$653K
Winther Karsten▼ Sell$5.1M
Winther Karsten▲ Buy$114K
Winther Karsten▼ Sell$116K
Anders Karlborg▲ Buy$0
Stephanie L. Gill▲ Buy$0

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