Arabic version: صفقة خيارات على «فيرتيف» تستهدف مكاسب إضافية في مراكز البيانات

According to Cnbc, Vertiv Holdings shares have gained 1,043% over the past five years, as demand for data-center power and cooling equipment has supported the electrical power equipment manufacturer.

Westerville, Ohio-based Vertiv makes DC power systems, heat-rejection equipment and data-center cooling solutions. On its second-quarter 2026 earnings call, the company raised guidance and reported 24% growth in net sales as well as a 410-basis-point expansion in adjusted operating margins. Chief Executive Giordano Albertazzi said the company had raised full-year 2026 guidance across key metrics and that momentum was strong, broad-based and accelerating.

The stock sold off after the report because of concerns that supply-chain-related delays had pushed some sales into the second half, rather than because of the company’s outlook. It has since recovered and was sitting just below its 150-day moving average. Vertiv is scheduled to report earnings on October 22.

Trader Mike Khouw said that, if there are no further delays and Vertiv meets or exceeds the higher full-year guidance from the last reported quarter, the shares could regain more ground lost since mid-May highs. He recommended a longer-dated January 240/290/340 call-spread risk reversal, priced close to even with no net options-premium debit or credit. In the stated worst case, the position would require buying the stock at $240, more than 14% below its then-current trading level. The maximum gain is $50, more than 20% of the $240 short-put strike.

Khouw said the early-2027 expiration provides more flexibility for timing gains or losses past year-end, though the options are not long-term and would still produce short-term capital gains or losses. Tidal owns or holds all securities mentioned in the article. The source said the material is informational and not investment, tax or legal advice.