Vertiv Holdings Co. (VRT) continues to receive strong analyst support despite a recent selloff triggered by Amazon Web Services' (AWS) announcement of a new liquid cooling system for its P6e-GB200 UltraServers. Analysts from Evercore ISI, Deutsche Bank, Barclays, Citi, RBC Capital, JPMorgan, UBS, and Bank of America have largely dismissed concerns that AWS's in-house cooling technology would negatively impact Vertiv or its peer nVent Electric (NVT). They emphasize that AWS designs but does not manufacture the cooling systems, and is expected to continue outsourcing components, preserving demand for Vertiv's products. Vertiv's status as a critical hyperscale partner for AWS and its competitive advantages remain intact, with price targets ranging from $127 to $150. Bank of America forecasts a 21% year-over-year organic revenue growth for Vertiv in the second quarter. In a strategic move to expand its AI-ready infrastructure offerings, Vertiv announced its acquisition of Great Lakes Data Racks & Cabinets for $200 million, valued at approximately 11.5 times the projected 2026 EBITDA. The deal is expected to close in the third quarter of 2025.