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VRTVertiv Holdings Co Class A Common Stock

Options Analysis ReportELECTRONIC COMPONENTS, NEC
Market Cap $95.5B|NYSE
2026-09-11$248.13
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y +82.8%YTD +41.3%7D -11.5%
67,752
30D
±16.7%
9%

VRT Options Overview

IV is elevated with bearish flow and unusual activity. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.3VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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VRT Gamma Walls

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VRT Hedge Radar

No action needed
Full Hedge Radar

Fragility reads low; protection is priced cheap. Neither axis is a forecast — this is where VRT sits on protection cost vs. fragility today.

Protection is priced in the cheap band (1.74) — near-dated vol is priced 10% below far-dated, and implied vol sits in the 2th percentile of its own past year, measured against this name's own rolling 19-trading-day realized moves (485 overlapping windows). Fragility reads resilient (2.17): its realized-vol regime is contracting, and it is trading 8% above its hedge wall on a wall graded MEDIUM for reliability.

Protection cost
1.74/ 10cheap
Basis: cross_sectional
Fragility
2.17/ 10resilient
Basis: per_ticker

Value

Is IV priced right?

5.9
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks6/9 checks passed
≤35%

IV Rank 83.3% — elevated vs history

<1.05x

IV/HV 1.01x — IV ≤ HV

Sector Relative≤50%

Sector percentile 86% — above sector median

<1.1x

Front/Back 1.00x — flat

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 63.6% — normal range

<80%

Effective IV 78.6% (ATM 63.6% + spread 7.5% + bias) — fair

<3.0%

Total drag 11.87% (spread 7.52% + slippage 4.35%) — high friction

≥5.0

Vega efficiency 6.55 (vega 4.925 / spread 7.52%) — acceptable

Sentiment

Bullish or bearish?

3.3
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksBearish - Moderate signal (Conviction: -12%, Raw: -15%)
|net sentiment| ≥25%

Conviction-weighted: -12% (bearish) — Raw: -15%

≥15%

|OI skew| 4.3% — balanced

Same sign, |vol skew| ≥10%

Vol skew -21.1%, OI skew -4.3% — aligned

≥2/3 conditions

0-DTE 25%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: -6%, ATM: +1%, OTM: -20% — neutral (ITM/ATM divergent)

Sector Relative≤40% or ≥60%

Sector P/C percentile 77% — very bearish vs sector

Activity

Unusual activity?

6.5
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks3/8 checks passed
≥1.5x

Volume 2.4x avg — hot

≥15%

Vol/OI 14.3% — normal turnover

≥2 days

2 day(s) elevated — sustained

≥5%

OI change +4.5% (5d) — building

Sector Relative≥60%

Sector activity percentile 95% — very active vs sector

≥30%

Large trade volume 23% — mixed

≥60%

Aggressive execution 24% — patient

≥30

Conviction -12 (bearish) — mixed

Liquidity

Can I trade efficiently?

5.0
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks4/8 checks passed
≤5.0%

Spread 7.5% — wide

≥10,000

OI 473,012 — deep

≥500

Volume 67,752/day — active

≤$0.50

$0.38 to cross — cheap

≥5 strikes

1 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 91% — much wider than sector

≥100 contracts

Depth 108.9 contracts (bid:54.5 ask:54.4) — adequate

<1.0%

Avg slippage 4.35% — poor

Timing

Is now a good time?

6.0
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks5/9 checks passed
|slope| ≥5%

Slope +0.3% — flat/unclear

<30 or >70

IV percentile 83% — seller opportunity

≥10pts kink

IV kink 0.3pts — no clear event

<0.5 or >2.0

θ/ν ratio 2.41 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -12% @ 56% consistency — unclear

≥40 composite score

Score 53 (ITM 20% + inst 23%) — moderate institutional

Directional Strategy Fit

Option Buyers
Long Calls4.9
bullishIV fair, bearish flow
Long Puts6.0
bearishIV fair, bearish flow
Premium Sellers
Cash-Secured Put4.3
bullishIV fair, bearish flow
Covered Call5.5
bearishIV fair, bearish flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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