Vertiv Bolsters AI Infrastructure Business with Waylay Acquisition

Vertiv Holdings acquired Waylay NV, a Belgium-based AI software platform, to bolster its AI infrastructure business. The deal is expected to enhance Vertiv's power and cooling systems and offer advanced capabilities to customers. With a strong Q2 revenue growth and a solid backlog, Wall Street has a Strong Buy consensus rating on Vertiv Holdings stock, with an average price target of $152.38.

Vertiv Holdings (VRT), a global leader in critical digital infrastructure, has announced the acquisition of Waylay NV, a Belgium-based leader in hyperautomation and generative artificial intelligence (AI) software platforms. This strategic move is part of Vertiv's ongoing investment in AI-driven monitoring and control technologies for its power and cooling systems. The acquisition aims to enhance the company's capabilities in optimizing energy usage and operational intelligence across its customers' critical digital infrastructure.

Waylay's AI-driven hyperautomation software platform enables workflow-based automation, system integration, and orchestration across a wide range of connected assets, enterprise applications, and cloud services. The software can analyze real-time machine data, identify operational trends, and propose predictive actions that minimize downtime and improve system performance. By integrating Waylay's advanced technology, Vertiv will be able to offer these capabilities at scale, helping customers meet the evolving demands of critical digital operations.

Vertiv's CEO, Giordano Albertazzi, expressed enthusiasm about the acquisition, stating, "With the addition of Waylay's technology and software-focused team, Vertiv will accelerate its vision of intelligent infrastructure — data-driven, proactive, and optimized for the world's most demanding environments."

The acquisition comes on the heels of Vertiv's strong second-quarter (Q2) results, which saw a 35% growth in revenue and a solid backlog of $8.5 billion. Despite these positive indicators, Vertiv's stock experienced a notable decline of 7.16% over the past week. This decline can be attributed to concerns raised by GLJ Research, which issued a Sell rating, arguing that the stock's current valuation already reflects peak cycle economics without accounting for potential competition and capital friction.

Despite the recent stock price drop, Vertiv continues to show promising growth prospects driven by the AI infrastructure demand. Wall Street maintains a Strong Buy consensus rating on Vertiv Holdings stock, with an average price target of $152.38, indicating about 22% upside potential from current levels. Investors are advised to consider the mixed analyst ratings and insider activities when evaluating the stock's potential for future gains.

References:
[1] https://www.tipranks.com/news/ma-news-vertiv-vrt-bolsters-ai-infrastructure-business-with-waylay-acquisition
[2] https://finance.yahoo.com/news/vertiv-acquires-generative-ai-software-103000314.html
[3] https://www.tipranks.com/news/weekend-updates/vertiv-holdings-faces-stock-dip-amid-ai-boom
[4] https://www.morningstar.com/news/pr-newswire/20250826cl58723/vertiv-acquires-generative-ai-software-leader-waylay-nv-to-enhance-critical-digital-infrastructure-operational-intelligence-optimization-and-services