Why Vertiv Stock Was Wilting This Week

By Eric Volkman – Dec 12, 2025 at 11:58AMKey PointsAn analyst's downgrade made some investors downbeat.That pundit was previously a long-time Vertiv bull.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: VRTVertivMarket Cap$68BToday's Changeangle-down(-8.12%) $14.51Current Price$164.15Price as of December 12, 2025 at 12:42 PM ETOne market professional following the stock feels that it's no longer a buy.Investor sentiment in data center infrastructure specialist Vertiv (VRT 8.12%) was affected mid-week by an analyst's recommendation downgrade. With that tailwind, Vertiv's shares were slumping by almost 15% week-to-date in mid-session action on Friday, according to data compiled by S&P Global Market Intelligence. Fairly priced now, says prognosticator That change in recommendation came from Wolfe Research's Nigel Coe, who, on Wednesday, retagged Vertiv as a peerperform (i.e., hold) from his previous outperform (buy). Coe's price target wasn't immediately available. Image source: Getty Images. According to reports, Coe now believes that the recent, significant run-up in the share price has left Vertiv fairly valued. Despite the analyst's clear bullishness on the company -- he noted Wolfe has recommended it continuously since December 2022 -- it has vastly outperformed peers in the electric equipment/multi-industry segments of the industrial sector. The downgrade comes several days after Vertiv bulked up its business. It did so by closing its roughly $1 billion acquisition of cooling technology specialist Purge Rite Intermediate. ExpandNYSE: VRTVertivToday's Change(-8.12%) $-14.51Current Price$164.15Key Data PointsMarket Cap$68BDay's Range$159.86 - $174.1552wk Range$53.60 - $202.45Volume7.1MAvg Vol7.4MGross Margin33.73%Dividend Yield0.10% A niche player in a booming business Whenever a stock skyrockets, it's worth revisiting its fundamentals and valuations to determine whether it has reached (or is approaching) a share price peak.Advertisement So Coe's reevaluation is understandable; however, the data center space is a white-hot area of interest now, particularly given the need for build-outs to accommodate the growing demands of artificial intelligence (AI) technology. Given that, an effective niche player in the segment, such as Vertiv, probably still has significant upside potential. About the AuthorEric Volkman is a contributing Motley Fool finance and stock market analyst. Previously, Eric was an equities analyst at European investment bank Raiffeisen Capital and Investment. He’s also been a freelance finance writer since 1995. He studied at Susquehanna University.TMFVolkmanRead NextDec 5, 2025 •By James BrumleyThis AI Cloud Specialist Is Poised for a Decade of Explosive GrowthOct 28, 2025 •By Lee SamahaWhy Is Wall Street So Bullish on Vertiv? There's 1 Key ReasonOct 16, 2025 •By Harsh ChauhanMeet the Monster Artificial Intelligence (AI) Stock That's Crushing Both Nvidia and PalantirOct 1, 2025 •By Parkev Tatevosian, CFAVertiv Stock Outperformance Explained!Sep 30, 2025 •By Parkev Tatevosian, CFAHuge News for Vertiv Stock Investors as Management Elaborates on the Impacts of TariffsAug 19, 2025 •By Lee SamahaThink It's Too Late to Buy This Leading Industrials Stock? Here's the Biggest Reason Why There's Still Time