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Vertiv Holdings (NYSE:VRT | VRT Price Prediction) reports Q2 2026 earnings on July 29 with a $15 billion backlog and management forecasting 50% to 52% adjusted EPS growth this year.
In February 2026, Vertiv earned inaugural investment-grade ratings from Moody’s (Baa3) and S&P (BBB-), and in March 2026 it joined the S&P 500. The stock has since pulled back to $290.36, off 8.24% over the past month, giving long-term buyers a discount to the $376.15 average analyst price target.
Three Reasons the Stock Looks Attractive Today Backlog and orders visibility. Q4 2025 organic orders rose 252% YoY with a book-to-bill of ~2.9x. Executive Chairman Dave Cote noted on the Q1 call, “We’re still in the early stage of the infrastructure build out for AI.”
Earnings acceleration. Q1 2026 adjusted EPS came in at $1.17 versus $1.01 consensus, a 15.68% beat, with net income up 137.14% YoY and adjusted operating margin expanding 430 basis points to 20.8%. Management raised full-year EPS guidance to $6.30-$6.40.
Cash generation. Free cash flow reached $652.8M in Q1 alone (+146.81% YoY), with FY2026 guided to $2.10B-$2.30B. Analysts sit at 22 Buy, 3 Hold, 1 Sell.
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Vertiv Is Growing Nearly Twice as Fast as a Top Competitor Eaton (NYSE:ETN) is one of the clearest alternatives for investors seeking data center power exposure, but Vertiv’s growing faster. Eaton grew quarterly revenue 16.8% YoY with quarterly earnings down 9.4%, while Vertiv delivered 30.1% revenue growth and 135.7% quarterly earnings growth. Eaton’s forward P/E of 30 looks cheaper than Vertiv’s 49, but that discount comes with significantly lower growth.
Generac (NYSE:GNRC) offers a more limited comparison because it competes primarily in backup power generation rather than across Vertiv’s broader data-center power and cooling portfolio. Even so, Generac trades at a forward P/E of 22 despite generating quarterly revenue growth of just 12.4%.
Weakness in Europe Is One Risk to Watch on July 29 EMEA revenue fell 20.3% YoY in Q1, which is particularly alarming considering Americas revenue is up 53.1% with 44% organic growth. CEO Giordano Albertazzi confirmed EMEA is “absolutely part of the AI story,” with recovery guided for H2 2026 and restructuring already underway.
If Q2 results on July 29 confirm strong AI demand and an EMEA recovery remains on track for the second half, Vertiv could continue outperforming its slower-growing infrastructure rivals.
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Atika Capital Management LLC grew its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 4.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 666,100 shares of the company’s stock after buying an additional 30,000 shares during the period. Vertiv accounts for 21.0% of Atika Capital Management LLC’s holdings, making the stock its biggest position. Atika Capital Management LLC owned 0.17% of Vertiv worth $166,911,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also made changes to their positions in VRT. SFE Investment Counsel grew its holdings in shares of Vertiv by 1.1% during the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after buying an additional 32 shares during the last quarter. Webster Bank N. A. raised its stake in Vertiv by 6.9% in the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after acquiring an additional 35 shares during the last quarter. Sachetta LLC increased its holdings in Vertiv by 41.4% in the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the period. Onyx Bridge Wealth Group LLC increased its holdings in Vertiv by 2.1% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 1,908 shares of the company’s stock worth $478,000 after buying an additional 40 shares during the period. Finally, Quotient Wealth Partners LLC raised its position in Vertiv by 2.5% during the 1st quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock worth $454,000 after buying an additional 45 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.
Vertiv Price Performance NYSE:VRT opened at $303.91 on Friday. The firm has a market cap of $116.74 billion, a P/E ratio of 76.36, a price-to-earnings-growth ratio of 1.30 and a beta of 2.03. The stock has a 50 day moving average of $314.86 and a two-hundred day moving average of $273.92. Vertiv Holdings Co. has a 12 month low of $118.70 and a 12 month high of $379.93. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69.
Vertiv (NYSE:VRT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the company posted $0.64 earnings per share. The business’s revenue was up 30.1% on a year-over-year basis. On average, analysts expect that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.
Vertiv Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a $0.0625 dividend. The ex-dividend date was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.
Vertiv News Summary Here are the key news stories impacting Vertiv this week:
Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana Campus near Padua, a sign it is investing to meet stronger demand for its critical digital infrastructure products. Positive Sentiment: The company said it is helping deploy NVIDIA DGX GB300 AI computing capability at the Naval Postgraduate School, highlighting continued traction for Vertiv’s power, liquid cooling, rack, and installation services in high-density AI systems. Article Title Positive Sentiment: Several analyst and growth-focused articles reinforced the view that Vertiv has above-average financial growth and could continue benefiting from AI data center demand and rising 2026 guidance. Neutral Sentiment: Recent commentary also noted that VRT’s rally has cooled after a big run earlier this year, suggesting some investors may be pausing to reassess valuation after strong gains. Neutral Sentiment: Articles ahead of next week’s earnings suggested Wall Street expects another solid report, which could keep sentiment constructive but does not by itself confirm a new catalyst. Negative Sentiment: One recent market recap said VRT dipped more than the broader market in the prior session, reflecting short-term volatility even as the longer-term growth story remains intact. Analyst Ratings Changes VRT has been the subject of several research reports. Roth Capital restated a “buy” rating and set a $355.00 price objective on shares of Vertiv in a research note on Thursday, May 21st. TD Cowen increased their price objective on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Robert W. Baird began coverage on Vertiv in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $370.00 target price on the stock. Royal Bank Of Canada dropped their target price on Vertiv from $435.00 to $418.00 and set an “outperform” rating on the stock in a report on Thursday, July 16th. Finally, Evercore reiterated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and a consensus price target of $343.48.
View Our Latest Analysis on Vertiv
About Vertiv (Free Report)
Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.
The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.
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What do an HVAC company and a power-and-cooling equipment supplier have in common? Comfort Systems USA (FIX +3.06%) and Vertiv Holdings (VRT +0.77%) are both riding the artificial intelligence (AI) boom thanks to the data center build-out happening behind the scenes.
The market has noticed. Over the past year, Comfort Systems' stock has risen 214%, while Vertiv's has risen 131%. They're tied to AI infrastructure in very different ways, which matters when you're trying to figure out what's really driving the gains.
Two under-the-radar infrastructure plays have already more than doubled. The question now is whether the fundamentals still support the story. Let's find out.
Image source: Getty Images.
What Comfort Systems and Vertiv actually do for AI data centers Comfort Systems is a specialized construction and building services company focused on the systems that make large facilities function. That includes mechanical, electrical, plumbing, HVAC, piping, controls, modular construction, monitoring, and fire-protection services.
Vertiv, on the other hand, sells critical digital infrastructure for data centers. Its products and services help data centers, communication networks, and industrial facilities stay powered, cooled, connected, and running reliably. That includes power-management equipment, thermal-management systems, racks, enclosures, monitoring software, and services that support the full life cycle of a data center.
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Why the AI data center boom needs cooling, power, and building systems Vertiv is the more obvious AI infrastructure pick at first glance. It supplies much of the equipment a data center needs to operate, especially around power and cooling. Comfort Systems takes a step back from the server floor, but it's still in the flow of the same trend.
Data centers generate enormous amounts of heat, and they need effective cooling and building systems to keep uptime high. As hyperscalers build and expand, they turn to companies that can design, install, and service those systems at scale. Comfort Systems has long been a leader in commercial HVAC, and it appears to be one of the biggest players in that market.
Q1 2026 results: The AI build-out is already showing up in earnings The latest results from both companies suggest the AI data center build-out is showing up in financial performance, not just stock charts.
Comfort Systems reported first-quarter 2026 revenue of about $2.9 billion, up 57% year over year. Net income rose 119% to about $370 million. In its Q1 investor presentation, the company pointed to data centers and chip manufacturing as its strongest end markets, followed by life sciences and pharmaceuticals. It also reported a $12.4 billion backlog, up 81% from $6.9 billion last year.
Vertiv also posted strong growth. Q1 2026 revenue increased 30% to about $2.65 billion, and net income climbed 137% to around $390 million. CEO Giordano Albertazzi said the company's ability to meet evolving AI-related demands is driving the growth.
Taken together, these results suggest AI infrastructure spending is already translating into real business momentum for both companies.
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Comfort Systems vs. Vertiv: Which AI infrastructure stock looks better now? So which stock looks more compelling today? At the moment, Comfort Systems appears cheaper, trading at a price-to-earnings ratio of about 49 compared to Vertiv's multiple of about 73. Those are still high multiples, and it's fair to ask whether enthusiasm for AI infrastructure is pushing prices ahead of fundamentals.
The counterpoint is that this has been a common pattern across many AI-adjacent stocks. The bigger question is whether earnings can keep growing fast enough to catch up. If the AI infrastructure build-out stays strong for years, today's valuations may not look so extreme in hindsight.
Wall Street clearly likes both names. Each carries a "strong buy" consensus rating, and both sets of price targets imply roughly 45% to 50% upside over the next year. If I had to choose, Comfort Systems has the edge. It trades at a lower valuation while posting faster revenue and earnings growth than Vertiv, and that record backlog suggests data center-related demand could stay healthy for a while.
After all, when two "hidden" AI infrastructure stocks are already up triple digits in a year, the next move depends less on hype and more on whether the build-out keeps translating into backlog, revenue, and earnings.
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Our proprietary system currently recommends Vertiv Holdings Co. (VRT - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Vertiv is 64%, investors should actually focus on the projected growth. The company's EPS is expected to grow 51.9% this year, crushing the industry average, which calls for EPS growth of 8%.
Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for Vertiv is 41%, which is higher than many of its peers. In fact, the rate compares to the industry average of 10.2%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 31.5% over the past 3-5 years versus the industry average of 7.1%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Vertiv have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.3% over the past month.
Bottom LineVertiv has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Vertiv well for outperformance, so growth investors may want to bet on it.
Many investors who want exposure to the booming artificial intelligence (AI) market often focus on top-tier chipmakers like Nvidia (NVDA -2.55%). However, investors shouldn't overlook the AI infrastructure leaders, which build the foundations that support those powerful chips.
The global AI infrastructure market could expand at a 26.6% CAGR from 2026 to 2034, according to Fortune Business Insights, as more companies expand and upgrade their data centers to handle the latest AI applications. Here are three stocks that will capitalize on that secular trend: Marvell (MRVL -2.03%), Coherent (COHR -0.27%), and Vertiv (VRT +0.52%).
Image source: Getty Images.
Why are these 3 AI infrastructure stocks long-term winners? Marvell sells high-speed connectivity chips, custom application-specific integrated circuits (ASICs) for hyperscalers, Ethernet switches, and data processing units (DPUs) that combine CPUs, networking interfaces, and programmable data acceleration engines. Data centers need to upgrade their infrastructure with Marvell's products to handle demanding AI workloads.
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Coherent, the world's leading photonics company, produces optical transceivers and components that convert electronic data into light signals, transmit them through fiber-optic cables, and convert them back into accessible data. Its business is booming as more companies replace copper cables in their data centers with fiber-optic cables, which offer greater bandwidth and better thermal resistance to handle the latest AI applications.
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Vertiv produces thermal management, liquid cooling, and uninterruptible power supply (UPS) systems for data centers. The latest AI chips run so hot that data centers need to use Vertiv's products to cool their servers and keep them running smoothly. It's also co-developing its latest physical infrastructure, reference architectures, and liquid cooling systems with Nvidia.
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How fast are these 3 companies growing? Marvell, Coherent, and Vertiv will all grow rapidly as the AI market expands. From fiscal 2026 (which ended this January) to fiscal 2029, analysts expect Marvell's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at a 44% CAGR.
From fiscal 2025 (which ended last June) to fiscal 2028, they expect Coherent's adjusted EBITDA to grow at a 44% CAGR. From 2025 to 2028, they expect Vertiv's adjusted EBITDA to increase at a 38% CAGR. Based on their current enterprise values, Marvell, Coherent, and Vertiv trade at 43, 39, and 34 times their current-year adjusted EBITDA.
These stocks aren't screaming bargains, but they still seem reasonably valued relative to their long-term growth potential. So if you're looking for solid AI infrastructure plays that might deliver multibagger gains over the next few decades, these three stocks check all the right boxes.
Integrated power, liquid cooling, racks and deployment services provide a repeatable physical infrastructure configuration for high-density AI systems
, /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced the deployment of integrated power, liquid cooling, rack infrastructure and installation services supporting the Naval Postgraduate School's (NPS) new NVIDIA DGX™ GB300 system. The project establishes an advanced, locally operated AI environment for education, research, digital engineering, modeling and simulation. It also demonstrates how an existing facility can be transformed to support the electrical, thermal and operational requirements of next-generation accelerated computing.
The Naval Postgraduate School’s new rack-scale AI deployment features the NVIDIA DGX GB300 AI system and Vertiv SmartIT pre-integrated rack-level AI infrastructure. NVIDIA provided the DGX GB300 system to NPS, while Vertiv provided and deployed the supporting physical infrastructure, engineering expertise and installation services required to bring the high-density, liquid-cooled environment online.
"Advanced AI systems are redefining the physical requirements of the data center," said Gio Albertazzi, CEO of Vertiv. "The NPS deployment demonstrates what is required to turn rack-scale accelerated computing into operational AI capability. By coordinating compute requirements with power, liquid cooling, installation and lifecycle readiness, organizations can deploy AI faster, reduce integration risk and create a repeatable foundation for future growth."
Turning AI compute into operational capability
Rack-scale AI systems are changing how organizations plan and deploy digital infrastructure. Enterprise AI requires a complete physical configuration that coordinates compute, power, liquid cooling, racks, controls, installation, commissioning and lifecycle support.
The NPS project provides a practical example of how an existing facility can be modernized to support advanced AI capability without waiting for an entirely new purpose-built environment. For enterprise, government, research and institutional customers, this approach can reduce deployment complexity, accelerate time to productive AI capacity and establish a scalable foundation for future expansion.
High-density AI systems require substantially more power and cooling capacity than traditional IT environments. Deployments can involve power distribution upgrades, liquid-cooling integration, facility modifications, fluid management and specialized commissioning. Designing these elements as a coordinated system can reduce integration risk and improve operational readiness.
A repeatable physical configuration for Enterprise AI
The Vertiv™ SmartIT pre-integrated, rack-level AI infrastructure portfolio is designed to accelerate AI deployment across a range of physical infrastructure configurations, from standalone enterprise systems to fully integrated whitespace solutions. For larger-scale environments, Vertiv SmartIT can be integrated with Vertiv™ SmartRun to extend the same pre-engineered architecture converging the whitespace, coordinating rack infrastructure, power, cooling, controls and services as one deployable system. This modular approach provides customers with a repeatable path from an initial AI deployment to broader capacity expansion in both existing facilities and new builds.
Working with NVIDIA, NPS, the NPS Foundation and a broad ecosystem of partners, Vertiv designed and delivered a three-rack Vertiv SmartIT integrated AI infrastructure configuration to support the NVIDIA system. The Vertiv SmartIT configuration integrates:
Power protection and distribution AI infrastructure racks Liquid-cooling technologies Fluid management and monitoring Facility and system interfaces Installation sequencing Testing and commissioning support "Deploying an AI factory requires more than accelerated computing — it requires power, cooling and physical infrastructure engineered to work together," said Charlie Boyle, vice president of DGX systems at NVIDIA. "Together with Vertiv, we're bringing the NVIDIA DGX GB300 system online at the Naval Postgraduate School, giving researchers and faculty the infrastructure to advance AI research, digital engineering and education."
To learn more about how Vertiv helps organizations deploy high-density Enterprise AI infrastructure, visit www.vertiv.com.
About Vertiv
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.
Forward-looking statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.
Vertiv Holdings Co. (VRT - Free Report) closed the most recent trading day at $301.16, moving -1.1% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.14% for the day. Elsewhere, the Dow lost 0.01%, while the tech-heavy Nasdaq lost 0.57%.
Coming into today, shares of the company had lost 4.34% in the past month. In that same time, the Computer and Technology sector lost 4.82%, while the S&P 500 gained 0.25%.
The investment community will be closely monitoring the performance of Vertiv Holdings Co. in its forthcoming earnings report. The company is scheduled to release its earnings on July 29, 2026. In that report, analysts expect Vertiv Holdings Co. to post earnings of $1.43 per share. This would mark year-over-year growth of 50.53%. In the meantime, our current consensus estimate forecasts the revenue to be $3.39 billion, indicating a 28.4% growth compared to the corresponding quarter of the prior year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $6.38 per share and a revenue of $13.75 billion, indicating changes of +51.9% and +34.44%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Vertiv Holdings Co. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.26% higher. Vertiv Holdings Co. is holding a Zacks Rank of #2 (Buy) right now.
Looking at its valuation, Vertiv Holdings Co. is holding a Forward P/E ratio of 47.74. This represents a premium compared to its industry average Forward P/E of 13.
It's also important to note that VRT currently trades at a PEG ratio of 1.31. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Computers - IT Services industry currently had an average PEG ratio of 0.96 as of yesterday's close.
The Computers - IT Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 64, this industry ranks in the top 27% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Vertiv Holdings (VRT -0.81%) stock more than doubled in the first half of 2026, surging 106.7% overall according to data provided by S&P Global Market Intelligence. It hit a 52-week high of $379.93 in mid-May.
When hyperscalers committed to spending over $650 billion combined going into 2026, they ran into a massive physical bottleneck. Artificial intelligence (AI) data centers stacked with high-density chips draw insane amounts of power and generate heat that would melt standard air-conditioning and power systems. Multi-billion-dollar AI infrastructures would crumble if you can't cool down those server racks 24X7.
That's where Vertiv stepped in and essentially cornered the market. Between explosive order flows, earnings growth, and acquisitions, the stock skyrocketed in the first six months of the year.
Image source: Getty Images.
A $15 billion backlog Because direct-to-chip liquid cooling has become an absolute necessity for data centers, Vertiv's order book is exploding. Its fourth-quarter organic orders jumped 252% year over year, and backlog more than doubled to a record $15 billion.
Its Q1 numbers again beat estimates, with net sales and operating profit surging 30% and 51%, respectively.
The company didn't disclose first-quarter orders, but expects strong order growth this year. Management immediately raised its full-year outlook, projecting 29% to 31% organic sales growth and 66% earnings-per-share growth at the midpoint.
Those numbers sent the stock into a tizzy, but Vertiv didn't just ride the numbers game.
Aggressive expansion to meet AI demand Vertiv has deepened its partnership with Nvidia this year.
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It adapted its existing OneCore modular infrastructure line into a version built for Nvidia's Vera Rubin DSX AI factory blueprint. Vertiv also added a digital twin of its SmartRun infrastructure system, allowing data center builders to simulate and test their power and cooling setup virtually before construction using Nvidia's software.
Vertiv is positioning itself as a core partner in Nvidia's AI build-out, and that's one of the reasons the stock has drawn investor attention in recent months.
Knowing that liquid-cooling components would be a bottleneck, Vertiv also went on a strategic buying spree, lapping up Strategic Thermal Labs, BMarko Structures, and ThermoKey, all in the first half of 2026.
In between, Vertiv announced a major expansion program, including two new manufacturing facilities in South Carolina that alone could boost regional capacity by nearly 7 times at full capacity. It also announced expansions in Pennsylvania and Mexico.
Should you buy Vertiv stock before July 29? Several analysts lifted their price targets as Vertiv stock outran their models. Loop Capital is among the most bullish, with a $500 per share price target. Analysts from the firm expect AI spending on power and cooling systems to surge through 2028, expanding Vertiv's AI data center revenue opportunity by almost 7x between 2023 and 2028.
Vertiv continues to expand. In July alone, it has opened a manufacturing facility in Malaysia to cater to AI infrastructure demand across Asia, including Southeast Asia, North Asia, Australia, and New Zealand. It has also announced plans to double chiller production near Italy by the end of this year.
Grand View Research's June report predicts that the global data center liquid cooling market will grow at an annualized rate of 20% from 2026 to 2033. Asia-Pacific will be the fastest-growing market, according to the report.
Vertiv is a hyper-growth AI infrastructure play, and remains a solid buy for 2026 and beyond. July 29 is the next big date to watch, when the company announces its second-quarter results before market open.
Key Takeaways Vertiv is expanding AI-ready cooling production in Italy to support rising high-density data center demand. Vertiv raised 2026 sales guidance to $13.5B-$14.0B with 29%-31% organic sales growth vs. 2025. VRT faces growing AI infrastructure competition from Super Micro Computer and Amphenol. Vertiv (VRT - Free Report) is benefiting from the surging global demand for AI-ready data centers, which require advanced cooling and power infrastructure to support increasingly dense and complex compute workloads. The company’s strategic investment in expanding global manufacturing capacity has been a major growth driver.
Building on this momentum, the company recently announced investments at its Tognana campus near Padua, Italy, to expand manufacturing and testing capabilities for AI-ready data center cooling systems.
The expansion is expected to double regional chiller production capacity by the end of 2026 and add a large-scale testing laboratory in early 2027 to validate chillers integrated with liquid cooling systems under high-density AI workloads. The investment strengthens Vertiv's ability to meet growing demand for AI and high-performance computing infrastructure while accelerating product development, testing and customer deployment of advanced thermal management solutions.
Vertiv’s expanding portfolio and acquisitions have been a major growth driver. The company’s acquisitions, such as PurgeRite, ThermoKey and BMarko Structures and Strategic Thermal Labs, are expected to strengthen its capabilities and market reach. In the first quarter of 2026, acquisitions contributed 4% to revenues.
Vertiv’s expanding AI data center footprint and manufacturing capacity signal further upside potential. Management raised 2026 guidance, pointing to sustained market momentum and accelerating capacity expansion. Vertiv now expects net sales of $13.5 billion to $14.0 billion, with organic net sales growth of 29% to 31% compared with 2025.
VRT Suffers From Stiff CompetitionVertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer (SMCI - Free Report) and Amphenol (APH - Free Report) . Both Super Micro Computer and Amphenol are expanding their offerings to support high-density, AI-driven data center deployments.
Super Micro Computer’s expanding portfolio has been noteworthy. The company recently expanded its AI infrastructure portfolio through collaborations with AMD, Arm and NVIDIA, introducing new rack-scale platforms and data center blueprints designed to accelerate the deployment of large-scale agentic AI workloads.
Amphenol is benefiting from the surge in demand for AI infrastructure, which has become a transformative force for the company’s growth and market positioning. In the first quarter of 2026, IT datacom represented about 41% of sales and grew 81% organically year over year. This robust performance was driven by accelerating investments in AI data centers and the company’s ability to capture a significant share of this unique interconnect opportunity.
Vertiv’s Share Price Performance, Valuation, and EstimatesVRT’s shares have surged 88% year to date compared with the broader Zacks Computer & Technology sector’s 12.1% rise. The Zacks Computers - IT Services industry declined 24.8% in the same time frame.
VRT Stock's Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 27.55X compared with the Computer and Technology sector’s 10.24X. VRT has a Value Score of D.
VRT's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.38 per share, which has increased by a couple of pennies over the past 30 days. This indicates a 51.90% increase from the reported figure of 2025.
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Shares of cooling infrastructure play Vertiv (NASDAQ:VRT | VRT Price Prediction) have been that much harder to hang onto since the shares peaked out back in May. Despite the pick-up in turbulence and the plunge into bear market territory, a number of analysts have not soured on the name. The AI data center buildout hasn’t gone anywhere; if anything, things could get even more intense as companies look to get AI compute where it needs to be to roll out the red carpet for that agentic AI blast-off.
While chatbots are getting more efficient over time, the agents we keep hearing about that could run around the clock are going to require worlds more compute. And, with that, there just aren’t enough data centers to feed what could be one of the most transformative shifts we’ve seen in this AI revolution.
Vertiv’s secured its front-row seat to the AI data center buildout. It’s time to sit back and enjoy the show As more data center projects get the green light, a company like Vertiv, which supplies critical cooling solutions, is going to win more business. It seems like such an obvious bull point, but it’s one that numerous analysts seem to think is underpriced in the shares, especially after that latest dip into a bear market.
Baird started its coverage of the $117 billion firm with a buy and a $370.00 price target, which entails a gain of just north of 21% from Tuesday’s close. Indeed, shares of Vertiv bounced back furiously on Tuesday, gaining 4.4% on a day that saw much of the battered semiconductor-tied plays bounce. With a slate of impressive and red-hot AI hardware launching in the second half, the need for cooling solutions could kick things up a few more notches.
What’s most interesting, at least in my view, is how blistering-hot next-generation hardware (think Vera Rubin and beyond) racks stand to be. Liquid cooling is quickly becoming the new default, and, for many, Vertiv is going to be that number-one provider of liquid-cooling infrastructure that flows into the data center and into each rack.
Vertiv’s tailwinds could become even more pronounced It’s not just liquid innovation that makes Vertiv such a stellar firm to hang onto as the AI data center buildout continues on. Heat rejection is another key piece of the puzzle, and with the ThermoKey acquisition in the books, the company can now dissipate the heat in a way that few other firms can.
Of course, liquid cooling solutions might seem unexciting at best, commoditized at worst. But at the same time, there’s a lot of complexity in designing a thermal management system that scales. These data centers are getting bigger and bigger, and firms are going to need the expertise to get the job done well the first time.
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Given the stakes when it comes to thermal management and the costs that accompany thermal downtime, perhaps Vertiv is the essential service provider that deserves its pricing power.
Any way you look at it, Vertiv has way too much business coming in. As the more than $15 billion backlog swells further (order velocity is off the charts, up 252% in the fourth quarter) and the firm looks to really get going, I wouldn’t be so quick to time a peak in the name, as it may very well be a bet against the data center buildout as we know it.
As the DRAM shortage gets corrected in the coming years and other chokepoints are addressed, my guess is that buildouts could accelerate further. For a company like Vertiv, that’s some serious growth that, believe it or not, might not be priced in just yet.
Vertiv looks expensive, but why it might be worth buying anyway With shares going for 47.2 times forward price-to-earnings (P/E), it feels like the premium multiple has already reflected the massive growth. Any way you look at it, Vertiv is the cool leader with a flywheel that looks like it could keep spinning as the AI supercycle looks to extend for who knows how long.
Perhaps Loop Capital’s Ananda Baruah is right on the money when they say Vertiv is a “tech company” that just so happens to sell industrial gear. If the firm can add to its moat in this explosive phase of the buildout, my guess is that shares aren’t yet pricey enough.
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Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Vertiv Holdings Co. (VRT - Free Report) .
Vertiv currently has an average brokerage recommendation (ABR) of 1.46, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.46 approximates between Strong Buy and Buy.
Of the 26 recommendations that derive the current ABR, 19 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 73.1% and 7.7% of all recommendations.
Brokerage Recommendation Trends for VRT
Check price target & stock forecast for Vertiv here>>>
While the ABR calls for buying Vertiv, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is VRT a Good Investment?In terms of earnings estimate revisions for Vertiv, the Zacks Consensus Estimate for the current year has increased 0.3% over the past month to $6.38.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Vertiv. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Vertiv may serve as a useful guide for investors.
Wall Street expects a year-over-year increase in earnings on higher revenues when Vertiv Holdings Co. (VRT - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $1.43 per share in its upcoming report, which represents a year-over-year change of +50.5%.
Revenues are expected to be $3.39 billion, up 28.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Vertiv?For Vertiv, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.28%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Vertiv will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Vertiv would post earnings of $1.02 per share when it actually produced earnings of $1.17, delivering a surprise of +14.71%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Vertiv appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Computers - IT Services industry, Vertiv Holdings Co. (VRT - Free Report) , is soon expected to post earnings of $1.43 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +50.5%. Revenues for the quarter are expected to be $3.39 billion, up 28.4% from the year-ago quarter.
The consensus EPS estimate for Vertiv has been revised 0.3% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.28%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Vertiv will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Baader Bank Aktiengesellschaft bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,105 shares of the company’s stock, valued at approximately $490,000.
Several other hedge funds also recently made changes to their positions in the business. SFE Investment Counsel increased its stake in Vertiv by 1.1% in the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after acquiring an additional 32 shares during the last quarter. Webster Bank N. A. increased its stake in shares of Vertiv by 6.9% in the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after purchasing an additional 35 shares during the last quarter. Sachetta LLC raised its holdings in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares in the last quarter. Onyx Bridge Wealth Group LLC lifted its position in shares of Vertiv by 2.1% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 1,908 shares of the company’s stock worth $478,000 after buying an additional 40 shares during the last quarter. Finally, Quotient Wealth Partners LLC boosted its stake in Vertiv by 2.5% in the first quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock valued at $454,000 after buying an additional 45 shares in the last quarter. 89.92% of the stock is owned by institutional investors.
Vertiv Stock Performance NYSE:VRT opened at $304.73 on Wednesday. The company has a fifty day moving average of $317.64 and a 200-day moving average of $272.03. The firm has a market capitalization of $117.05 billion, a P/E ratio of 76.56, a P/E/G ratio of 1.26 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93.
Vertiv (NYSE:VRT – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the company posted $0.64 EPS. The firm’s revenue was up 30.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.38 EPS for the current year.
Vertiv Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a $0.0625 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.
Wall Street Analysts Forecast Growth A number of equities research analysts have recently weighed in on VRT shares. Bank of America raised their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. BNP Paribas Exane began coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. HSBC began coverage on shares of Vertiv in a research note on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price on the stock. TD Cowen increased their price target on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Finally, Jefferies Financial Group restated a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Three analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $342.73.
Read Our Latest Stock Analysis on VRT
Key Vertiv News Here are the key news stories impacting Vertiv this week:
Positive Sentiment: Vertiv announced a major expansion at its Tognana campus in Italy to increase manufacturing and testing for data center cooling systems, with chiller production capacity expected to double by the end of 2026. The move supports rising demand tied to AI and high-density computing. Vertiv Expands Global Manufacturing Capacity for AI-Ready Data Center Cooling Solutions Positive Sentiment: Vertiv completed the acquisition of Strategic Thermal Labs, adding advanced liquid-cooling and cold-plate expertise that should strengthen its offerings for AI servers and other power-dense computing environments. Vertiv (VRT) Is Buying Strategic Thermal Labs For AI Cooling Growth Positive Sentiment: Separately, Zacks highlighted Vertiv as one of several stocks offering both AI exposure and dividend payouts, keeping the name on investors’ radar as an AI beneficiary with income appeal. These Stocks Offer AI Exposure and Dividend Payouts Neutral Sentiment: Vertiv has also been attracting unusual investor attention and media coverage, which can boost trading activity but does not by itself change the company’s fundamentals. Vertiv Holdings Co. (VRT) is Attracting Investor Attention: Here is What You Should Know Negative Sentiment: Jim Cramer’s “wait before buying the dip” comment is a cautious signal that may temper near-term enthusiasm, though it is more opinion than a direct company-specific warning. Jim Cramer says wait before buying the dip on Vertiv Vertiv Company Profile (Free Report)
Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.
The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.
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Dividends come with many great perks, with the payouts essentially reflecting a form of ‘payday’ in the market. Technology sector stocks are often overlooked by income-focused investors, as these companies commonly use spare cash to fuel further growth.
And several stocks with favorable AI tailwinds – Broadcom (AVGO - Free Report) , Vertiv (VRT - Free Report) , and Caterpillar (CAT - Free Report) – shell out dividend payments. For those interested in getting paid with some AI exposure, let’s take a closer look at each.
Vertiv Benefits from Data Center Buildout Vertiv, a current Zacks Rank #2 (Buy), provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services.
While shares currently yield a modest 0.1% annually, the stock still reflects a strong play for those seeking a combination of growth and yield.
Broadcom Generates Huge CashBroadcom, currently a Zacks Rank #2 (Buy), has quickly entered the AI race, evolving a broad portfolio of technologies to extend its leadership in enabling next-generation AI infrastructure. Shares currently yield 0.7% annually, with the company sporting a shareholder-friendly 13.3% five-year annualized dividend growth rate.
The stock has long been a favorite among those seeking tech exposure paired with paydays, with the company’s strong cash-generating abilities allowing it to consistently reward shareholders over its history.
Caterpillar Powers Data CentersCaterpillar’s products generate the raw power for data centers, with higher demand for power products used in data center applications, primarily large reciprocating engines, reflecting a catalyst. Like those above, the stock sports a favorable Zacks Rank #2 (Buy).
The company deployed $7.9 billion in cash for share repurchases and dividend payouts throughout its FY25. Keep in mind that the company also holds the elite Dividend Aristocrat title, with shares currently yielding 0.8% annually.
Jessica Inskip (@jessicainskip) highlights an AI theme for today's Big 3. She turns to Vertiv (VRT) as a company's AI with a strong power backbone, calls Bloom Energy (BE) a “reliable energy aspect” supporting the tech trade, and promise in Alphabet's (GOOGL) new AI chip.
Expansions at the company's Tognana, Italy, technology campus support growing worldwide demand for advanced thermal infrastructure and strengthen Vertiv's cooling innovation capabilities
, /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced investments at its Tognana campus near Padua, Italy, to expand manufacturing and integrated testing capabilities for data center cooling systems. The company expects the investments to double chiller production capacity in the region by the end of 2026 and plans to complete a new large-scale testing laboratory in early 2027, supporting growing demand for AI and high-density computing infrastructure.
Vertiv expects to double regional chiller manufacturing capacity with the expansion of its Tognana, Italy facility. The new laboratory will enable testing of large-scale chillers and validate their integration with liquid cooling systems under high-density load conditions and extreme temperature ranges. The expanded capability is intended to help customers validate thermal performance under expected site conditions and deploy increasingly complex cooling systems with greater speed and confidence.
"AI is driving thermal demands that didn't exist two years ago, with higher densities, faster deployment demands, and no room to compromise on reliability," said Gio Albertazzi, CEO of Vertiv. "The expansion at Tognana puts us further ahead with more manufacturing capacity, integrated testing, and advanced thermal management systems built for current and future generations of silicon. This investment reinforces our position at the front of the curve."
The campus serves as one of Vertiv's principal centers for cooling technology development, integrating research and development, product management, manufacturing, testing, and customer engagement. The site includes a Customer Experience Center where customers and consultants can participate in witness testing of a broad range of cooling technologies across the thermal chain under real-world operating conditions.
For more information on Vertiv's leading portfolio of power and thermal management, infrastructure solutions, IT systems, and services for critical digital applications, visit Vertiv.com.
About Vertiv
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.
Forward-looking statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.
AI chips are fueling the latest technology. For example, chatbots, autonomous vehicles, and humanoid robots all need powerful parallel processors that can process massive amounts of data rapidly so they can respond to questions or what's happening in the environment around them in real-time.
However, when they're working, those AI chips get extremely hot, which can result in reduced performance, component damage, shortened chip lifespans, and even fires. That's why liquid cooling systems are a part of every data center. They prevent the chips from overheating, and those systems are as vital to the AI boom as the chips themselves.
Vertiv (VRT +0.75%) is among the leaders in data center liquid cooling. Its stock is up by more than 60% year to date, soundly outperforming the S&P 500 over that period. Its key role in AI infrastructure suggests that its momentum could be sustainable.
Image source: Getty Images.
More data centers increase the demand for liquid cooling solutions Vertiv's revenue growth will depend on the success of Nvidia and the continuation of the data center build-out. The leading chipmaker's 85% year-over-year revenue growth in its fiscal 2027 first quarter shows that chips are still in high demand. Each of those chips will need liquid cooling to actually function.
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The data center narrative is even more compelling. Market intelligence company Cleanview asserts that there are 1,214 large-scale data centers operating in the U.S., with another 1,714 data centers planned. The site also lists 55,509 megawatts in operating capacity, compared to 369,555 megawatts in planned capacity.
Iren's Childress site tops the list as the largest operating data center in the U.S., at 750 megawatts. Meanwhile, the nine largest data centers in development will all exceed 5 gigawatts. That indicates just how huge the market is for liquid cooling solutions of the type that Vertiv provides.
Vertiv's pricing power is growing Naturally, all of the upcoming data centers have boosted demand for Vertiv's services, which has given it strong pricing power. The company reported 30% year-over-year revenue growth in the first quarter while more than doubling its net income.
Vertiv's net profit margins comfortably sit in the double digits and may continue to inch higher if current growth rate trends prevail. Given the soaring demand for new data center capacity, that's likely. However, Vertiv also benefits since its services are required to maintain the liquid cooling systems it installs. Every new data center site represents a potential customer and a potential recurring revenue source.
In its Q1 report, management did not mention the company's backlog, but Vertiv wrapped up 2025 with a book-to-bill backlog of $15 billion, which was a 109% year-over-year increase. And Vertiv recently opened a new manufacturing facility in Malaysia so it can serve more customers, evidence that it expects AI demand to keep growing.
Strategic Thermal Labs delivers advanced liquid cooling and thermal engineering solutions for high-performance computing
, /PRNewswire/ -- Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the sale of Strategic Thermal Labs (STL), a specialist in advanced liquid-cooling technologies, to a wholly owned subsidiary of Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure.
Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the sale of Strategic Thermal Labs (STL), a specialist in advanced liquid-cooling technologies, to a wholly owned subsidiary of Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure. BGL's Digital Infrastructure investment banking team served as the exclusive financial advisor to Strategic Thermal Labs. Learn more here: https://www.bglco.com/industry-coverage/infrastructure-investment-banking/digital-infrastructure-investment-banking/
Headquartered in Georgetown, Texas, STL is a thermal engineering firm specializing in direct-to-chip liquid cooling, including the design and development of high-performance cold plate solutions. The company provides deep expertise and proven capability in addressing some of the industry's most demanding chip-level density and thermal challenges across data centers, high-performance computing, and AI-driven infrastructure.
Headquartered in Westerville, Ohio, Vertiv provides power, cooling, and IT infrastructure solutions and services that support critical applications across data centers, communication networks, and commercial and industrial environments.
Transaction Details
The acquisition extends Vertiv's thermal-chain strategy by strengthening engineering capability at the interface between server-side liquid cooling and supporting infrastructure—an increasingly critical factor in high-density, liquid-cooled environments supporting AI and high-performance computing workloads. The addition of Strategic Thermal Labs supports Vertiv's broader strategy of helping customers address increasing infrastructure complexity through integrated power, thermal, controls, and lifecycle services capabilities. Strategic Thermal Labs adds proven cold-plate design, server-side liquid cooling, and high-density thermal validation expertise and engineering capability that is expected to strengthen Vertiv's ability to simulate and emulate real high-density compute conditions, optimize the interaction between the thermal chain and power train, and support customers across design, integration, commissioning, and lifecycle operations. About BGL's Digital Infrastructure Investment Banking Team
BGL's Digital Infrastructure investment banking team helps clients both create and maximize value across various sectors, including broadband, wireless, data centers & managed services, towers & wireless infrastructure, and digital infrastructure services.
To learn more about BGL's recent transactions in digital infrastructure investment, visit our Transaction page.
About Brown Gibbons Lang & Company
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, capital markets, financial restructurings, business valuations and opinions, and other strategic matters. BGL has offices in Boston, Chicago, Cleveland, Los Angeles, and New York. The firm is also a founding member of REACH Cross-Border Mergers & Acquisitions, enabling BGL to service clients in 30 countries around the world. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC. For more information, please visit www.bglco.com.
On a recent Mad Money segment, a caller who identified herself as Sunshine from Florida asked Jim Cramer about Vertiv (NYSE:VRT | VRT Price Prediction). Her framing: “Vertiv took a bigger hit today than my air conditioner does in a Florida summer.“ The stock is down 11.88% in the past month, and she was wondering whether she should buy the dip.
Jim Cramer’s answer was to wait. He acknowledged that Vertiv’s fundamentals remained intact, but sellers might still have more to unload.
“You’ll Get a Better Price”: Why Cramer Says to Wait Before Buying the Dip Cramer’s read on the tape: “Vertiv is in speculative hands right now. The speculative hands are being margined out.” His follow-up was equally direct: “They’re going to get rid of them, and you’ll get a better price if you want to buy.“ On timing, he suggested the bottom was close but not in, telling the caller, “We’re not far from it, but we’re not there yet.”
Vertiv opened the week on July 20, 2026, at $289.56, a 9.19% decline over the prior five sessions and roughly 8.82% below its June 17 level. Year to date, the stock is still up 78.81%, and one-year performance sits at 121.07%. The stock’s pullback after a parabolic run might be causing levered longs to sell into weakness regardless of the story.
Vertiv’s Business Is Booming Even as the Stock Drops Vertiv’s most recent numbers look strong. First-quarter 2026 results, reported April 22, 2026, delivered adjusted diluted EPS of $1.17 against a $1.01 consensus on revenue of $2.649 billion, up 30.1% year over year. Adjusted operating margin expanded 430 basis points to 20.8%, and operating cash flow soared 152.82%. Management raised full-year 2026 guidance to $13.50B to $14.00B in net sales and $6.30 to $6.40 in adjusted EPS. Americas revenue was $1.814 billion at 53.1% growth, offset by EMEA down 20.3%.
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The Q4 2025 backlog stood at $15.0 billion, up 109% year over year, with a book-to-bill near 2.9x. Vertiv was added to the S&P 500 in March 2026 and picked up inaugural investment-grade ratings from Moody’s (Baa3) and S&P (BBB-). CEO Giordano Albertazzi framed the setup: “As infrastructure density increases and deployment timelines compress, we’re positioned to be the partner customers need to bring their most ambitious projects to life, at scale.“
Cramer Sees the Same Forced Selling Hammering Microchip Cramer extended the same “wait out the forced sellers” diagnosis in the segment to Microchip Technology (NASDAQ:MCHP), arguing margin unwinds were distorting prices across semis and data center infrastructure names alike.
Microchip opened July 20 at $80.96, down 8.61% on the week and 13.97% over one month, even as the operational turnaround under CEO Steve Sanghi keeps producing. Q4 fiscal 2026 revenue was $1.311 billion, up 35.1% year over year; non-GAAP EPS came in at $0.57, and June-quarter guidance calls for $1.442 billion to $1.469 billion in sales with distributor inventory now at 26 days.
What to Watch Next Cramer’s message is simple: Vertiv’s decline may reflect forced selling rather than weakness in the underlying business. The company reports Q2 earnings next, with guidance calling for $3.25 billion to $3.45 billion in sales and adjusted EPS of $1.37 to $1.43. Investors should watch whether the selling pressure fades and whether Vertiv reports improving conditions in Europe, the Middle East, and Africa.
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Vertiv Holdings Co. (VRT - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned -13.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Computers - IT Services industry, to which Vertiv belongs, has lost 2.6% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Vertiv is expected to post earnings of $1.43 per share, indicating a change of +50.5% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.3% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $6.38 points to a change of +51.9% from the prior year. Over the last 30 days, this estimate has changed +0.3%.
For the next fiscal year, the consensus earnings estimate of $8.55 indicates a change of +34.1% from what Vertiv is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Vertiv.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Vertiv, the consensus sales estimate of $3.39 billion for the current quarter points to a year-over-year change of +28.4%. The $13.75 billion and $17.64 billion estimates for the current and next fiscal years indicate changes of +34.4% and +28.3%, respectively.
Last Reported Results and Surprise HistoryVertiv reported revenues of $2.65 billion in the last reported quarter, representing a year-over-year change of +30.1%. EPS of $1.17 for the same period compares with $0.64 a year ago.
Compared to the Zacks Consensus Estimate of $2.66 billion, the reported revenues represent a surprise of -0.27%. The EPS surprise was +14.71%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Vertiv is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Vertiv. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Boston Common Asset Management LLC decreased its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 21.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 99,730 shares of the company’s stock after selling 26,806 shares during the period. Vertiv comprises approximately 1.6% of Boston Common Asset Management LLC’s portfolio, making the stock its 12th biggest holding. Boston Common Asset Management LLC’s holdings in Vertiv were worth $24,990,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also bought and sold shares of the company. Sachetta LLC increased its position in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the last quarter. Cornerstone Planning Group LLC lifted its position in shares of Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after buying an additional 49 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in shares of Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after acquiring an additional 56 shares during the period. Center for Financial Planning Inc. grew its stake in shares of Vertiv by 554.2% during the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after acquiring an additional 133 shares during the period. Finally, Bartlett & CO. Wealth Management LLC purchased a new stake in Vertiv in the 1st quarter worth about $41,000. 89.92% of the stock is owned by institutional investors.
Vertiv Price Performance NYSE:VRT opened at $288.79 on Monday. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The stock has a fifty day moving average of $320.41 and a 200 day moving average of $270.13. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm has a market capitalization of $110.93 billion, a price-to-earnings ratio of 72.56, a P/E/G ratio of 1.25 and a beta of 2.03.
Vertiv (NYSE:VRT – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter last year, the firm posted $0.64 EPS. The company’s revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.
Vertiv Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a $0.0625 dividend. The ex-dividend date was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is presently 6.28%.
Key Stories Impacting Vertiv Here are the key news stories impacting Vertiv this week:
Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold Analyst Ratings Changes A number of brokerages recently issued reports on VRT. Royal Bank Of Canada lowered their price objective on Vertiv from $435.00 to $418.00 and set an “outperform” rating on the stock in a research note on Thursday. Sanford C. Bernstein initiated coverage on shares of Vertiv in a research note on Tuesday, June 9th. They issued an “outperform” rating and a $416.00 target price for the company. Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Barclays upped their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Finally, BNP Paribas Exane started coverage on shares of Vertiv in a report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $342.73.
View Our Latest Analysis on Vertiv
About Vertiv (Free Report)
Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.
The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.
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Vertiv Holdings Co. (NYSE:VRT – Get Free Report) shares were down 1.8% during trading on Friday after Royal Bank Of Canada lowered their price target on the stock from $435.00 to $418.00. Royal Bank Of Canada currently has an outperform rating on the stock. Vertiv traded as low as $272.93 and last traded at $288.7910. 5,962,248 shares traded hands during mid-day trading, a decline of 13% from the average session volume of 6,820,236 shares. The stock had previously closed at $294.11.
VRT has been the subject of several other research reports. Oppenheimer increased their price objective on Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. TD Cowen boosted their target price on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Mizuho set a $380.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Weiss Ratings cut shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. Finally, Glj Research upgraded shares of Vertiv from a “sell” rating to a “hold” rating in a report on Thursday, June 18th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $342.73.
View Our Latest Stock Report on VRT
More Vertiv News Here are the key news stories impacting Vertiv this week:
Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold Hedge Funds Weigh In On Vertiv Hedge funds and other institutional investors have recently bought and sold shares of the company. SFE Investment Counsel increased its holdings in shares of Vertiv by 1.1% in the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after acquiring an additional 32 shares during the last quarter. Versant Capital Management Inc boosted its holdings in Vertiv by 3.0% in the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock worth $387,000 after purchasing an additional 34 shares during the period. Webster Bank N. A. boosted its holdings in Vertiv by 6.9% in the first quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after purchasing an additional 35 shares during the period. Sachetta LLC increased its stake in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after purchasing an additional 36 shares during the last quarter. Finally, Pincus Capital Management LP increased its stake in Vertiv by 0.8% during the first quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock valued at $1,181,000 after purchasing an additional 38 shares during the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.
Vertiv Stock Down 1.8% The company has a market capitalization of $110.93 billion, a price-to-earnings ratio of 72.56, a PEG ratio of 1.27 and a beta of 2.03. The stock’s fifty day simple moving average is $320.41 and its two-hundred day simple moving average is $269.39. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.
Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the business posted $0.64 EPS. The company’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, sell-side analysts predict that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.
Vertiv Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s payout ratio is presently 6.28%.
Vertiv Company Profile (Get Free Report)
Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.
The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.
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Pre-Market Stock Futures: Futures are trading mixed after a solid mid-week session that saw all of the major indices finish the day higher. Another positive inflation print helped stocks along, as the Producer Price Index (PPI), which tracks wholesale costs, plummeted 0.3% in June, largely due to falling gasoline prices. While that was encouraging, it’s a good bet the number moves back higher in July, as energy prices have spiked amid the escalation of attacks between the United States and Iran. It’s important to remember the trailing and forward price-to-earnings ratios for the S&P 500; both are well above historical averages. The Nasdaq once again led the way on Wednesday, closing up 0.62% at 26,269, while the S&P 500 finished the session at 7,527, up 0.38%. The small-cap Russell 2000 closed at 2,975, up 0.37%, while the Dow Jones Industrials closed at 52,658, higher by 0.29%.
Treasury Bonds: After the positive PPI number, bond buyers returned once again to grab rich coupons on U.S. debt, and yields across the curve were lower for all of the maturities. When the closing bell rang, the 30-year-long bond was last seen at 5.09%, while the benchmark 10-year note was quoted at 4.55%.
Oil and Gas: As expected, despite the positive inflation print, energy prices traded higher again amid the escalation in hostilities, which is once again hindering traffic through the Strait of Hormuz. With Iranian ports near the Strait blockaded and missile strikes increasing, it’s a solid bet prices will continue to climb and likely erode the positive inflation numbers we saw this week when the July data is revealed next month. Brent Crude finished the day at $85.78, up 1.24%, while West Texas Intermediate was last seen at $80.31, up 1.22%. Natural gas followed suit, closing up 0.93% at $2.93.
Gold: The precious metal closed mixed on Wednesday, as the uptick in military activity drew some buyers. When trading ended, Gold was quoted at $4,056, up 0.13%. Silver continued its losing ways, finishing the day lower by 0.98% at $57.84.
Crypto: Cryptocurrencies traded higher on Wednesday, extending a broad rally sparked by cooler-than-expected U.S. inflation data. During the day, Bitcoin climbed around 0.5% to $64,900, while Ethereum added 2.9% to $1,929. At 8 AM EDT, Bitcoin was trading at $ 64,145, while Ethereum was quoted at $1,883.
24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, July 16, 2026.
Upgrades: Blackrock (NYSE: BLK | BLK Price Prediction) was upgraded to Overweight from Neutral at JPMorgan, which pushed the price target to $1,364 from $1,165. Flex (NASDAQ: FLEX) was raised to Buy from Hold at Freedom Capital, which bumped the target price for the shares to $150 from $144. Okta (NASDAQ: OKTA) was raised to Overweight from Equal Weight at Capital One, which boosted the target price to $171 from $126. Palo Alto Networks (NASDAQ: PANW) was raised to Overweight from Equal Weight at Capital One, which lifted the target price to $421 from $307. Rocket Companies (NYSE: RKT) was upgraded to Overweight from Equal Weight at Morgan Stanley, which nudged the price target to $19 from $18. Downgrades: American Electric Power Company (NYSE: AEP) was downgraded to Neutral from Buy at Goldman Sachs, with a $147 target price. Cinemark Holdings (NYSE: CNK) was cut to Equal Weight from Overweight at Wells Fargo, which trimmed the target price for the stock to $31 from $36. Etsy (NYSE: ETSY) was downgraded to Neutral from Buy at BTIG, without a price target. Lululemon Athletica (NASDAQ: LULU) was downgraded to Sell from Hold at Truist Financial, and dropped the target price for the yoga fashion retailer to $94 from $115. Pentair (NYSE: PNR) was downgraded to Hold from Buy at Stifel, which slashed the target price for the shares to $65 from $103. Initiations: Alphabet (NASDAQ: GOOGL) was assumed with an Outperform rating at Wedbush, with a $445 target price objective. Meta Platforms (NASDAQ: META) was assumed with a Neutral rating at Wedbush, with a $671 target price for the shares. Rambus (NASDAQ: RMBS) was initiated with a Buy rating at Benchmark, which has set a $165 target price. Space Exploration Technologies (NASDAQ: SPCX) was started with a Neutral rating at Piper Sandler with a $156 target price. Vertiv Holdings (NYSE: VRT) was initiated with an Outperform rating at Baird, with a $370 target price. Meet America's Newest $1b Unicorn (Sponsor) A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; but only until July 16.
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, /PRNewswire/ -- Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure, today announced it will report its second quarter 2026 results before market open on Wednesday, July 29, 2026. The press release will contain a link to the presentation materials providing a second quarter 2026 update, which will be available on Vertiv's website at investors.vertiv.com. Vertiv's management team will discuss the results during a conference call the same day, starting at 11 a.m. Eastern Time.
About Vertiv Holdings Co
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit vertiv.com.
Category: Financial News
For investor inquiries, please contact:
Lynne Maxeiner
Vice President, Global Treasury & Investor Relations
Vertiv
E: [email protected]
For media inquiries, please contact:
Ruder Finn for Vertiv
E: [email protected]
Vertiv (VRT 0.74%) is getting renewed investor attention as artificial intelligence spending shifts from hype to real-world build-outs. That's because every new data center uses huge amounts of electricity and produces huge amounts of heat.
Without reliable power supplies, robust backup systems, and advanced cooling, the world's most powerful AI chips are basically expensive paperweights. Vertiv sells power and cooling gear that data centers can't run without. That helps explain the 1,070% surge in Vertiv's stock over the past five years as investors chased the infrastructure side of the AI story.
The question for investors today, though, is whether the fundamentals can support more upside from here.
Image source: Getty Images.
The data center boom is already showing up in Vertiv's numbers In the first quarter of 2026, Vertiv's revenue increased 30% year over year to $2.65 billion. Adjusted diluted earnings per share (EPS) jumped 83% to $1.17.
Management also raised its 2026 guidance, projecting revenue of $13.5 billion to $14 billion for the year, and adjusted EPS of $6.30 to $6.40.
Step back a bit further, and the trend is hard to miss. Over the last three years, Vertiv's revenue and net income have improved significantly. Together, it suggests Vertiv's push into AI-related data center demand is already translating into results. That's impressive for a company that has only been public for six years.
So what could keep the momentum going?
Artificial intelligence could reach $2 trillion by 2034 Vertiv's biggest catalyst is its position serving the AI build-out. There are forecasts that the artificial intelligence industry will grow to a value of $2 trillion by 2034. It's hard to imagine that happening without a lot more data centers.
That's where the spending wave comes in. The four major hyperscalers -- Microsoft, Meta Platforms, Amazon, and Alphabet -- have all been vocal about their plans to increase capital expenditures tied to AI and infrastructure. Some portion of that money will inevitably flow into the less-glamorous parts of the stack, like power, cooling, and the hardware needed to keep data centers running reliably.
Vertiv hasn't publicly disclosed major contracts with AWS, Microsoft, Google, or Meta. Still, it has announced an engineering partnership with Nvidia to develop power and liquid-cooling architectures that hyperscalers may use when deploying next-generation AI systems. That kind of partnership can provide a company with enhanced credibility and help open doors to additional deals over time.
Its P/E of 80 could be a cause for concern The catch is that Vertiv's stock has moved much faster than most "normal" valuation models would expect.
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Shares are up about 150% over the last 52 weeks and more than 3,000% since it went public in 2020 via a reverse merger with a special purpose acquisition company (SPAC). The stock also trades at roughly 80 times earnings. At today's price, investors are paying about $80 for every $1 of profit the company generates.
On a traditional basis, that's a steep premium. It's also not unique in the AI trade, where investors are often willing to pay up now for growth they expect to show up later.
Even so, Vertiv's valuation stands out compared with some of the biggest names in tech. Nvidia trades around 32 times earnings, Meta around 24, Microsoft around 23, and Amazon and Alphabet are both below 30.
Does that mean investors should avoid Vertiv simply because the price-to-earnings ratio is high? Not necessarily. Such a premium could be justified if growth remains strong and demand for data center infrastructure continues to accelerate. If AI spending is still in its early innings and hyperscalers continue to build out capacity, Vertiv's business could grow enough to match today's optimistic valuation.
Is Vertiv a buy? For long-term investors with a higher tolerance for volatility, Vertiv could be a compelling buy. The stock isn't cheap, but the company's leadership in power and cooling, plus AI's shift from hype to real-world infrastructure spending, gives the thesis room to keep working.
If the "real economy" phase of AI is just getting started, Vertiv may remain one of the clearer ways to ride it, even if the path is bumpy.
Vertiv Holdings Co. (VRT - Free Report) ended the recent trading session at $305.87, demonstrating a -4.07% change from the preceding day's closing price. This change lagged the S&P 500's 0.79% loss on the day. Meanwhile, the Dow experienced a drop of 0.26%, and the technology-dominated Nasdaq saw a decrease of 1.55%.
The company's shares have seen an increase of 5.28% over the last month, surpassing the Computer and Technology sector's gain of 3.44% and the S&P 500's gain of 4.28%.
Investors will be eagerly watching for the performance of Vertiv Holdings Co. in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be $1.43, reflecting a 50.53% increase from the same quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $3.38 billion, indicating a 28.07% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $6.38 per share and a revenue of $13.75 billion, signifying shifts of +51.9% and +34.44%, respectively, from the last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Vertiv Holdings Co. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.26% upward. Right now, Vertiv Holdings Co. possesses a Zacks Rank of #2 (Buy).
Looking at valuation, Vertiv Holdings Co. is presently trading at a Forward P/E ratio of 49.99. This indicates a premium in contrast to its industry's Forward P/E of 13.18.
It's also important to note that VRT currently trades at a PEG ratio of 1.38. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. VRT's industry had an average PEG ratio of 1.01 as of yesterday's close.
The Computers - IT Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 83, putting it in the top 34% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Investors interested in Computers - IT Services stocks are likely familiar with ExlService Holdings (EXLS) and Vertiv Holdings Co. (VRT). But which of these two stocks offers value investors a better bang for their buck right now?
Key Takeaways nVent Electric is benefiting from robust AI data center demand, driving record orders and backlog.NVT trades at a lower forward sales multiple than Vertiv, offering a more attractive valuation.VRT continues to see strong AI infrastructure demand but faces weaker near-term growth in the EMEA region. nVent Electric (NVT - Free Report) and Vertiv (VRT - Free Report) are major players in the data center market, particularly in the rapidly growing area of AI data center infrastructure and liquid cooling solutions. While nVent Electric mainly sells electrical enclosures, connections and protection products used across industrial, commercial and infrastructure markets, including data centers, Vertiv focuses on power and cooling infrastructure for data centers.
Both NVT and VRT are positioned to benefit from long-term infrastructure and data-center investment trends. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.
The Case for nVent Electric StocknVent Electric is benefiting from strong demand for data center infrastructure, which is becoming a major driver of its revenue growth. In the first quarter of 2026, the company reported organic sales growth of 34%, with infrastructure sales rising nearly 80% year over year. Management said data centers were the biggest contributor to growth, helping the company deliver record sales, orders and backlog.
The company is seeing demand across both gray-space and white-space data center applications. In the gray space, growth was driven by engineered buildings, enclosures and power connections. In the white space, liquid cooling, power distribution units and cable management solutions performed well. Management noted that growth was broad-based across the portfolio and supported by demand from hyperscalers, neocloud providers, multitenant operators and distribution partners.
nVent Electric's order trends also remain strong. Organic orders increased about 40% in the first quarter, largely driven by AI data center projects. Backlog reached a record $2.6 billion, rising in the low double digits sequentially. The company stated that most of its backlog extends beyond 12 months and into 2027, providing visibility into future revenues. In the first quarter, new products added more than 20 percentage points to sales growth, with many of those products tied to data center applications.
To support demand, nVent Electric is increasing capacity across its operations, which should help the company generate more revenue once fully ramped up. The company recently opened its new Blaine, MN, facility and expects production to ramp up through 2026. It is also investing in additional capacity for liquid cooling and other data center products. Overall, the above-mentioned factors show that data center demand is likely to remain an important revenue growth driver for the company.
The Case for Vertiv StockVertiv continues to benefit from strong spending on AI data centers. During the first-quarter 2026 earnings call, management stated that customers are moving ahead with larger AI projects and demand remains strong across its key markets. The company's pipeline continues to grow, and orders are expected to increase in 2026. The Americas remained the strongest market, while demand remains healthy across India, the rest of Asia and China. Management stated that the AI infrastructure build-out is still in its early stages, which should support demand over the long term.
To meet this demand, Vertiv is increasing investments across its business. The company is expanding manufacturing capacity for power management, cooling products, infrastructure solutions and IT systems. During the first quarter, Vertiv completed the acquisition of PurgeRite, which strengthens its liquid cooling services. Further, VRT is also adding more engineers, increasing service capacity and expanding testing facilities. These investments should support higher customer demand and increase production capacity.
Vertiv is also expanding its product portfolio to address changing AI data center requirements. The company said customers are increasingly adopting integrated solutions such as OneCore and SmartRun, which combine power, cooling and infrastructure into a single system to speed up deployment. Management expects demand for liquid cooling and next-generation power technologies, including 800-volt architecture, to increase as AI workloads become more power-intensive.
However, EMEA remained Vertiv's weakest region in the first quarter. Organic revenues in the EMEA region fell 29% year over year because the company received fewer orders in the second and third quarters of 2025. Management expects sales to improve in the second half of 2026 as order activity and customer demand recover. If orders remain weak or projects are delayed, EMEA's recovery could take longer than expected and could weigh on Vertiv's overall growth.
How Do Earnings Estimates Compare for NVT & VRT?The Zacks Consensus Estimate for NVT’s 2026 and 2027 EPS is pegged at $4.56 and $5.64, respectively. The estimates for 2026 and 2027 have been revised upward by a penny and 7 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for VRT’s fiscal 2026 and 2027 EPS is pinned at $6.38 and $8.55, respectively. The estimates for fiscal 2026 and 2027 have both been revised upward by 2 cents over the past 30 days.
Image Source: Zacks Investment Research
NVT vs. VRT: Price Performance and ValuationYear to date, shares of nVent Electric and Vertiv have surged 57.6% and 96.8%, respectively.
NVT vs. VRT: YTD Price Return Performance
Image Source: Zacks Investment Research
Currently, nVent Electric is trading at a forward sales multiple of 4.83X, lower than Vertiv’s forward sales multiple of 7.75X. VRT does seem pricey compared with NVT. In contrast, NVT’s reasonable valuation makes it more attractive for investors looking for value and stability.
NVT vs. VRT: Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
Conclusion: NVT Has an Edge Over VRTBoth nVent Electric and Vertic are benefiting from higher spending on AI data centers and infrastructure. However, VRT’s near-term prospects suffer from weaker demand in the EMEA region, where the recovery depends on stronger order activity in the second half of 2026.
In contrast, nVent Electric is experiencing strong demand for data center infrastructure, which is helping drive strong orders and a growing backlog. Further, NVT’s reasonable valuation offers some downside protection as well, making the stock an attractive buy.
Currently, nVent Electric sports a Zacks Rank #1 (Strong Buy), giving a clear edge over Vertiv, which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price Prediction) did none of those things on June 30, yet its shares climbed 9.1%, adding nearly $11 billion in market value in a single trading session. The catalyst originated more than 6,000 miles away in Seoul, where the South Korean government unveiled one of the world’s most ambitious semiconductor and AI infrastructure investment programs. That reaction illustrates how investors increasingly view AI infrastructure companies as global beneficiaries of AI investment, regardless of where those investments originate.
That’s an unusual way for an industrial company to gain nearly $11 billion in market value, but it says a great deal about how Wall Street now views AI infrastructure. Investors are increasingly reacting not just to company-specific news, but to any development that suggests the global AI buildout will continue accelerating.
That disconnect between where the news occurred and where investors directed their money explains much about how Wall Street is beginning to value the next phase of the AI infrastructure cycle. Increasingly, investors are reacting not simply to company-specific developments but to any indication that global AI spending will continue expanding. Vertiv has become one of the clearest beneficiaries of that trend because its products sit at the heart of virtually every modern AI data center.
The question investors now face is whether Vertiv has become the best way to invest in the global AI infrastructure buildout, or whether its shares have become a high-beta proxy for AI enthusiasm that could swing sharply whenever sentiment changes. That distinction may determine whether June 30 marks the start of another leg higher, or just another volatile day in one of the market’s fastest-growing infrastructure names.
The $576 Billion Catalyst: South Korea’s AI Ambition The news that ignited the rally came from South Korea, where President Lee Jae Myung announced a sweeping national initiative to strengthen the country’s leadership in semiconductors and artificial intelligence.
According to Table 1, South Korea’s announcement represents one of the largest government-supported AI infrastructure initiatives announced anywhere in the world. Although much of the investment will be directed toward semiconductor manufacturing, every new AI data center also requires extensive electrical distribution, power management, thermal management, and cooling infrastructure before computing hardware can be deployed. That is why investors immediately connected the announcement to companies such as Vertiv.
Vertiv was never mentioned during the announcement. It did not need to be. Every large AI data center requires electrical distribution equipment, power conversion systems, backup power, liquid cooling, thermal management, and monitoring software before a single AI accelerator is ever installed — regardless of whether the chips inside come from Nvidia, AMD, custom ASIC programs, or future architectures.
Markets make these connections long before company press releases do. Investors recognized immediately that a program of this magnitude would require far more than semiconductors—it would require the electrical and thermal infrastructure that allows AI data centers to operate.
Why Vertiv Wins Regardless of Which Chip Wins That reality increasingly explains why investors have begun viewing Vertiv as a direct beneficiary of global AI investment rather than merely another industrial equipment company. When governments or hyperscale cloud providers announce multi-billion-dollar AI infrastructure programs, investors immediately ask which companies will supply the essential systems that make those facilities operable — and Vertiv consistently appears near the top of that list.
The June 30 rally illustrates just how tightly Vertiv’s stock is now tied to AI infrastructure sentiment. The company issued no press release, offered no updated guidance, and announced no new customer wins. Investors simply interpreted Seoul’s announcement as fresh confirmation that global AI infrastructure spending remains in its early stages — a read that lines up with hyperscaler capex programs in the U.S., sovereign AI strategies across Europe, the Middle East, and Asia, and gradually rising enterprise adoption of generative AI workloads.
Unlike semiconductor manufacturers, whose growth depends partly on which AI accelerator wins market share, Vertiv benefits regardless of which computing platform customers choose. That broad exposure lets the company participate across the entire AI ecosystem rather than betting on a single chip architecture.
The Real Bottleneck: Power, Not Processors Management has been expanding Vertiv’s technological reach to address one of the industry’s fastest-growing challenges: delivering enough electrical power to increasingly dense AI computing environments. At Vertiv’s May 2026 Investor Conference, Chief Product and Technology Officer Scott Armul laid out just how quickly rack power requirements are escalating. According to Table 2, AI computing density is increasing at an extraordinary pace. Rack power requirements that only recently averaged approximately 140 kilowatts are already approaching 300 kilowatts, with 600-kilowatt systems under development and one-megawatt racks appearing on long-term technology roadmaps. This dramatic increase explains why electrical infrastructure and thermal management are becoming the primary constraints on future AI data center expansion.
That trajectory is reshaping data center design. Historically, attention centered on processors and networking gear. Today, electrical distribution, battery storage, cooling architecture, and grid integration increasingly determine whether an AI facility can be built and run efficiently at all — the bottleneck is shifting from compute hardware to the infrastructure needed to deliver that much reliable power.
Vertiv has responded with integrated products that combine medium-voltage switchgear, battery energy storage, and uninterruptible power systems into unified platforms built for multi-megawatt AI installations — designed not just as backup equipment, but to help AI campuses act as active participants within increasingly constrained electrical grids. Industry commentary increasingly backs this integration thesis: as rack densities rise, power management, liquid cooling, and thermal control stop being separate engineering disciplines and start being one interconnected system, favoring suppliers who can deliver the whole stack rather than individual components.
Vertiv’s Own Numbers: Growth With Visibility According to Table 3, Vertiv participates across nearly every major infrastructure layer required to operate a modern AI data center. Unlike semiconductor manufacturers, whose revenues depend partly on which AI accelerator customers adopt, Vertiv benefits regardless of the processor architecture because every AI installation requires reliable power delivery, thermal management, backup power, and increasingly sophisticated liquid-cooling systems.
Demand is supported by a substantial order backlog that gives Vertiv unusually strong revenue visibility for an industrial company. While many manufacturers rely on short-term orders that swing with economic conditions, Vertiv enters each quarter with a significant share of future revenue already committed by customers.
The confidence reflected in that backlog is also evident in Vertiv’s manufacturing expansion strategy. Earlier this year, the company opened a new manufacturing facility in Johor, Malaysia, its first in Southeast Asia. The facility will produce power systems, liquid-cooling equipment, and integrated infrastructure for customers across Southeast Asia, North Asia, Australia, and New Zealand. By adding manufacturing capacity well before AI infrastructure demand is expected to peak, management is signaling confidence that hyperscaler and sovereign AI investments will continue driving orders for years rather than quarters.
That confidence also shows up in capital allocation: earlier this year, Vertiv announced a new manufacturing facility in Johor, Malaysia, built to serve fast-growing demand across Southeast Asia, North Asia, Australia, and New Zealand. Expanding production capacity years ahead of anticipated demand peaks suggests management expects AI infrastructure investment to stay strong well beyond the current product cycle.
The Valuation Question: Bull Case vs. Bear Case According to Table 4, the investment debate surrounding Vertiv is straightforward. Supporters believe the company’s exceptional growth rate, expanding margins, and broad exposure to AI infrastructure justify a premium valuation. Skeptics counter that much of that future success has already been reflected in the share price, leaving little room for execution missteps should AI capital spending moderate.
The valuation debate is straightforward. Investors aren’t questioning whether Vertiv is benefiting from AI infrastructure spending—they’re debating how much of that future growth is already reflected in today’s share price.
What to Watch: Q2 Earnings The South Korean announcement demonstrated that AI infrastructure investment is no longer driven exclusively by U.S. hyperscale cloud providers. Governments increasingly treat artificial intelligence as strategic national infrastructure, requiring domestic investment in computing capacity, semiconductor manufacturing, and the electrical systems underneath it all. Every new sovereign AI initiative expands the addressable market for companies supplying that infrastructure — arguably more consequential for Vertiv’s long-term story than any single quarter.
The next real test arrives when Vertiv reports second-quarter results later this month. Investors will be watching revenue growth, order trends, operating margins, backlog conversion, and management’s outlook for the rest of 2026 — the figures that will determine whether the business keeps validating the optimism already priced into the stock.
Bottom Line June 30 answered one question while leaving another open. It confirmed that Wall Street increasingly views Vertiv as one of the purest publicly traded beneficiaries of the global AI infrastructure buildout. What’s still uncertain is whether the growth investors are now pricing in can continue long enough to justify the expectations already baked into the share price. In today’s market, sentiment can move a stock 9% in a matter of hours — sustained earnings growth is what determines whether those gains hold.
One additional factor investors should keep in mind is that AI infrastructure spending is becoming increasingly global rather than concentrated in a handful of U.S. technology companies. South Korea’s announcement illustrates how governments now view artificial intelligence as a strategic national asset requiring long-term investment in computing capacity, electrical infrastructure, and advanced semiconductor manufacturing. If similar initiatives continue to emerge in Europe, the Middle East, and other parts of Asia, companies such as Vertiv could benefit from multiple independent sources of demand rather than relying solely on the capital spending plans of a few hyperscale cloud providers. That broader geographic diversification could become an important driver of long-term growth, even as investors continue debating the company’s premium valuation.
Contact [email protected] for any questions or corrections.
Key Takeaways VRT expanded in Johor to boost AI and high-density computing infrastructure capacity across APAC. The site will make power, cooling and integrated infrastructure solutions, including liquid cooling systems. VRT shares have surged 88.6% year to date, while its Price/Book valuation stands above the sector. Vertiv (VRT - Free Report) is benefiting from the accelerating global demand for artificial intelligence (AI) infrastructure and its expansion in Malaysia is a strategic move to capture growth in the Asia-Pacific (APAC) region. In the first quarter of 2026, Vertiv reported robust organic sales growth across multiple regions, with the Americas leading at 44% organic growth and APAC up 12%. In 2026, the company expects high-30s organic growth in the Americas, mid-20s in APAC and a return to growth in EMEA in the second half of the year.
The expansion in Malaysia is part of VRT’s broader strategy to increase its manufacturing and service footprint across APAC. The company recently opened a new manufacturing facility in Johor, Malaysia, expanding its production capacity to meet rising demand for AI and high-density computing infrastructure across Asia. The site strengthens Vertiv’s regional manufacturing, engineering, logistics and deployment capabilities while enhancing supply-chain resilience.
It will manufacture advanced power, cooling and integrated infrastructure solutions, including liquid cooling systems and prefabricated power modules, supported by full-scale testing. The expansion is expected to accelerate the deployment of AI-ready data centers, reduce implementation risks and improve customer responsiveness across Southeast Asia, North Asia, Australia and New Zealand.
This expansion is part of a larger strategy at Vertiv to increase manufacturing capacity to meet rising demand in AI infrastructure. Its strong portfolio will continue to benefit the company’s top-line growth. For the second quarter of 2026, revenues are expected to be between $3.25 billion and $3.45 billion, reflecting confidence in sustained AI infrastructure spending.
VRT Faces Stiff CompetitionVertiv faces intense competition from Super Micro Computer (SMCI - Free Report) and Amphenol (APH - Free Report) . Both Super Micro Computer and Amphenol are expanding their AI infrastructure portfolios.
Super Micro Computer continues to broaden its AI infrastructure offerings through collaborations with AMD, Arm and NVIDIA. The company has introduced new rack-scale AI platforms and data center building blocks designed to accelerate the deployment of large-scale AI and agentic AI workloads, intensifying competition in AI-ready infrastructure.
Amphenol is also benefiting from rising AI infrastructure investments. In the first quarter of 2026, IT datacom accounted for approximately 41% of sales and grew 81% organically year over year, driven by accelerating investments in AI data centers and strong demand for high-speed connectivity and interconnect solutions.
Vertiv’s Share Price Performance, Valuation & EstimatesVRT’s shares have surged 94.4% in the year-to-date (YTD) period compared with the broader Zacks Computer & Technology sector's 14.7% growth. The Zacks Computers - IT Services industry declined 23.3% in the same time frame.
VRT's YTD Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 27.65X compared with the sector’s 10.63X. VRT has a Value Score of D.
VRT Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.38 per share, which has increased 3.73% over the past 30 days. This indicates a 51.90% increase from the reported figure of 2025.
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the latest close session, Vertiv Holdings Co. (VRT - Free Report) was down 4.05% at $305.58. This change lagged the S&P 500's 0.45% loss on the day. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.16%.
The stock of company has risen by 5.96% in the past month, leading the Computer and Technology sector's gain of 0.38% and the S&P 500's gain of 2.14%.
Market participants will be closely following the financial results of Vertiv Holdings Co. in its upcoming release. The company's earnings per share (EPS) are projected to be $1.43, reflecting a 50.53% increase from the same quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $3.38 billion, up 27.94% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.38 per share and a revenue of $13.73 billion, representing changes of +51.9% and +34.24%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Vertiv Holdings Co. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.23% higher. Vertiv Holdings Co. is holding a Zacks Rank of #2 (Buy) right now.
In terms of valuation, Vertiv Holdings Co. is currently trading at a Forward P/E ratio of 49.93. This indicates a premium in contrast to its industry's Forward P/E of 12.65.
Also, we should mention that VRT has a PEG ratio of 1.37. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As of the close of trade yesterday, the Computers - IT Services industry held an average PEG ratio of 1.02.
The Computers - IT Services industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 105, finds itself in the top 43% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Key Takeaways Vertiv is benefiting from AI data center demand, higher 2026 guidance and the ThermoKey acquisition.QUBT boosted first-quarter revenues through acquisitions and strengthened its quantum technology roadmap.VRT and QUBT are positioned to benefit from AI infrastructure spending and quantum commercialization efforts. Artificial intelligence and quantum computing have taken center stage in 2026. AI-driven infrastructure spending has reached record levels, while growing government support and enterprise adoption have accelerated the commercialization of quantum technologies.
Against this backdrop, we have picked two stocks, Vertiv Holdings (VRT - Free Report) and Quantum Computing Inc. (QUBT - Free Report) , which offer compelling exposure to two of the fastest-growing technology trends of 2026 — AI infrastructure and quantum computing commercialization.
Let’s get into more detail.
AI Spending Boom Remains IntactThese trends are expected to remain intact in the second half of 2026. Leading cloud providers continue to increase investments in AI infrastructure to support rapidly growing demand for generative AI workloads. Microsoft (MSFT - Free Report) has reiterated its plans to invest about $80 billion in AI-enabled data centers in fiscal 2025, while Alphabet (GOOGL - Free Report) raised its 2025 capital expenditure guidance to approximately $85 billion, citing strong demand for AI infrastructure and cloud services. Meta Platforms (META - Free Report) has also increased its 2025 capital expenditure outlook to $64-$72 billion to expand its AI infrastructure.
Government Support Strengthens Quantum OutlookThe sustained wave of hyperscale spending is expected to support demand for advanced computing, power and cooling infrastructure well into the second half of 2026. Meanwhile, the outlook for quantum computing has received a meaningful boost from U.S. policy initiatives.
On June 22, President Donald Trump signed executive orders directing federal agencies to accelerate the commercialization and deployment of quantum computing, sensing and networking technologies, update the National Quantum Strategy, strengthen domestic quantum supply chains, expand public-private partnerships and speed up the transition to post-quantum cybersecurity. These initiatives are expected to encourage additional government and enterprise investment in the quantum ecosystem over the coming months, creating a favorable backdrop for companies developing quantum technologies.
Stocks to Buy NowVertiv: The company continues to benefit from the AI infrastructure spending boom. In first-quarter 2026, the company’s revenues rose 30% year over year, while adjusted operating margin expanded to 20.8%. Management also raised its 2026 guidance, reflecting continued strength in AI-driven data center demand. In June, Vertiv completed the acquisition of ThermoKey, expanding its liquid cooling and heat rejection capabilities for AI applications. With hyperscalers such as Microsoft, Alphabet and Meta maintaining elevated AI infrastructure investments, Vertiv is well positioned to benefit from sustained demand for power, thermal management and digital infrastructure solutions through the second half of 2026.
This Zacks Rank #2 (Buy) stock is expected to report earnings growth of 51.7% on revenue growth of 34.2% in 2026. Based on short-term price targets offered by 22 analysts, the average price target of $362.45 for Vertiv represents an increase of 20.6% from the last closing price.
Image Source: Zacks Investment Research
Quantum Computing or QCi: The company is gaining traction as demand for photonics-based quantum and sensing technologies increases. In first-quarter 2026, revenues jumped to $3.7 million from $39,000 a year ago, aided by the acquisitions of Luminar Semiconductor and NuCrypt. The company ended the quarter with approximately $1.4 billion in cash, cash equivalents and investments. Management said the acquisitions strengthen QCi's roadmap for commercial quantum computing, quantum cybersecurity and photonic technologies.
The June 22 executive orders aimed at accelerating quantum commercialization and strengthening domestic quantum capabilities could provide an additional tailwind for companies like QCi in the second half of 2026 as government and enterprise adoption continues to expand.
This stock, too, is a compelling buy right now with a Zacks Rank #2. Based on short-term price targets offered by six analysts, the average price target of $18.33 for QCi represents an increase of 95.62% from the last closing price.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Vertiv Holdings Co. (VRT - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Vertiv is 64%, investors should actually focus on the projected growth. The company's EPS is expected to grow 51.9% this year, crushing the industry average, which calls for EPS growth of 8.9%.
Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for Vertiv is 41%, which is higher than many of its peers. In fact, the rate compares to the industry average of 9.7%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 31.5% over the past 3-5 years versus the industry average of 8.5%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Vertiv have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.2% over the past month.
Bottom LineVertiv has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Vertiv well for outperformance, so growth investors may want to bet on it.
Vertiv Holdings Co. (VRT - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned +6%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Computers - IT Services industry, which Vertiv falls in, has lost 6.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Vertiv is expected to post earnings of $1.43 per share for the current quarter, representing a year-over-year change of +50.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.3%.
For the current fiscal year, the consensus earnings estimate of $6.38 points to a change of +51.9% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $8.55 indicates a change of +34.1% from what Vertiv is expected to report a year ago. Over the past month, the estimate has changed +1.5%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Vertiv.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Vertiv, the consensus sales estimate of $3.38 billion for the current quarter points to a year-over-year change of +27.9%. The $13.73 billion and $17.62 billion estimates for the current and next fiscal years indicate changes of +34.2% and +28.3%, respectively.
Last Reported Results and Surprise HistoryVertiv reported revenues of $2.65 billion in the last reported quarter, representing a year-over-year change of +30.1%. EPS of $1.17 for the same period compares with $0.64 a year ago.
Compared to the Zacks Consensus Estimate of $2.66 billion, the reported revenues represent a surprise of -0.27%. The EPS surprise was +14.71%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Vertiv is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Vertiv. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Americké akciové indexy se po prodlouženém víkendu, kdy ještě doznívají sváteční konfety, pohybují v kladném teritoriu v čele s technologickým Nasdaqem, který přidává bezmála 1,3 %, širší index S&P500 pak posiluje o 0,7 %. Kosmetický zisk 0,05 % si připisuje též tradiční index Dow Jones.
K růstu se po korekci v minulém týdnu vrátily polovodiče. Referenční Philadelphia SE Semiconductor index zpevňuje téměř o 4 % a sektor informačních technologií jednoznačně dominuje dnešnímu odvětvovému růstu v rámci S&P500 se ziskem 2 %. Jim sekundují komunikační služby (+0,9 %). Naopak sektor zbytných statků, zdravotnictví a utilit vykazuje více než 1% ztrátu.
Po sérii nových historických maxim z prvního pololetí přijde již brzy další test robustnosti trhu v podobě výsledkové sezony. Zejména volatilní polovodičový sektor v poslední době ukazuje, že prostor pro zklamání je omezený. Reportovací období pomyslně odstartují příští úterý přední americké banky.
Smíšeným vývojem dnes prochází dluhopisy. Zatímco kratší maturity lehce zpevňují, delší splatnosti naopak mírně ztrácí. Výnos 10letého vládního bondu se drží těsně nad hladinou 4,48 %. Drahé kovy vykazují ztráty. Zlato odepisuje 0,6 % na 4152 USD/oz, stříbro oslabuje o 1 % na 61,8 USD/oz.
V energetickém sektoru se nedaří ropě, která se obchoduje slabší o 0,6 % na 68,3 USD/barel, zemní plyn naopak přidává 0,9 % na 3,23 USD/mmbtu.
Na korporátní úrovni S&P500 konstituentů si nejlepší výsledek připisují akcie výrobce procesorů a AI akcelerátorů, spol. AMD (AMD +7,9 %) po zvýšeném cíli od Goldman Sachs na 640 z předchozích 450 USD při trvajícím poptávkovém momentu v oblasti AI. Nejhorší výsledek pak registruje prodejce náhradních autodílů, spol. O’Reilly (ORLY -7,2 %) po zprávách o akvizičním zájmu převzít konkurenta NAPA Auto Parts, divize spol. Genuine Parts (GPC), při hotovostní nabídce za více než 10 mld. USD. Nedaří se ani dalšímu z prodejců auto komponent, spol. Autozone (AZO -6,1 %).
Z dalších zajímavých korporátních zpráv pak doplňme oznámení Microsoftu (MSFT -1,2 %) o propuštění 4800 zaměstnanců (2,1 % pracovníků). V polovodičovém segmentu potěšil investory Broadcom (AVGO +4,2 %) po prodloužení obchodní spolupráce s Applem (AAPL) do roku 2031.
Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +1,9 % Zbytná spotřeba -1,5 % Sektor komunikací +1 % Zdravotní péče -1,3 % Nezbytná spotřeba +0,8 % Utility -1,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Advanced Micro Devices (AMD) +7,9 % O'Reilly Automotive (ORLY) -7,2 % Arista Networks (ANET) +7,7 % AutoZone (AZO) -6,1 % VERTIV HLD A O (VRT) +6,7 % Constellation Brands (STZ) -5,7 % Tesla (TSLA) +6,3 % Tractor Supply (TSCO) -4,9 % QUALCOMM (QCOM) +6,3 % BUILDR FIRST O (BLDR) -4,4 % Zdroj: Reuters
While software providers and chipmakers grab the biggest headlines, the artificial intelligence (AI) revolution is fundamentally a hardware story. The massive computing clusters required for artificial intelligence cannot run without two critical elements: staggering amounts of electrical power and highly sophisticated cooling systems.
Industrial companies Vertiv (VRT +8.32%) and Eaton (ETN +3.79%) help provide the essential infrastructure that keeps these artificial intelligence-focused data centers running.
Image source: Getty Images.
Vertiv, based in Westerville, Ohio, produces power and thermal solutions for data centers, mainly direct-to-chip liquid cooling, and has recurring revenue from its global services network.
Eaton, based in Ireland, is a power management company that designs and manufactures heavy-duty electrical infrastructure, including transformers, switchgear, uninterruptible power supplies (UPS), and advanced liquid-cooling systems, essential for powering and protecting data centers, utility grids, and industrial facilities.
Here are three reasons why these two companies have compelling stocks to own right now:
1. Hyperscale backlogs are growing The massive capital expenditures committed by big tech hyperscalers are showing no signs of slowing, translating directly into a massive multiyear visibility window for both companies.
Vertiv, at the end of 2025, said its project backlog had skyrocketed to more than $15 billion, driven by a massive surge in data center orders. In the first quarter, Vertiv reported revenue of $2.65 billion, up 30% year over year, and earnings per share (EPS) of $0.99, up 136% over the same quarter a year ago. The company said it expects full-year revenue of $13.5 billion to $14 billion, compared with $10.2 billion in 2025. It also gave yearly EPS guidance of $6.30 to $6.40, up 87.6% from the same period last year.
Eaton is seeing a parallel boom with a backlog of $14.5 billion through Q1. The backlog grew by 48% in its electrical segment and by 28% in its aerospace segment in Q1.
Eaton is also seeing double-digit revenue growth. It set a Q1 record with $7.5 billion in revenue, up 17% year over year, while adjusted EPS rose 3% over the same period last year to $2.81.
Because building a data center takes years, these backlogs guarantee a long, highly visible revenue runway that insulates both companies from short-term tech market volatility.
2. Vertiv dominates the liquid cooling market Traditional data centers use air conditioning to stay cool. However, the next-generation chips powering AI generate intense heat densities that air alone cannot manage. The industry is rapidly pivoting to liquid cooling, and Vertiv is uniquely positioned to dominate this space.
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Vertiv has rapidly expanded its footprint, including opening high-capacity facilities, such as its new Johor, Malaysia site, to manufacture specialized liquid-cooling equipment, including its CoolChip coolant distribution units.
Through strategic partnerships with chip design leaders and tactical acquisitions such as its purchase of Strategic Thermal Labs, Vertiv provides end-to-end solutions from chip-level cold plates to facility-scale heat rejection, making it the absolute go-to partner for high-density AI clusters.
3. Eaton rules the in-demand gray space power market If Vertiv rules the thermal environment inside the server room (the white space), Eaton rules the massive electrical infrastructure that brings power from the utility grid into the building (the gray space). AI chips require immense amounts of power, and Eaton's technical moat is solving this bottleneck.
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Eaton provides heavy-duty transformers, switchgear, and uninterruptible power supply (UPS) systems to handle megawatt-class server racks.
Its next-generation 800-volt DC power distribution architecture streamlines power delivery directly to the server, eliminating multiple conversion steps and significantly reducing energy loss. Eaton's $9.5 billion acquisition in March of Boyd Performance Materials significantly expands its own advanced thermal capabilities, making it a more complete infrastructure powerhouse. The move is expected to be accretive to Eaton's adjusted EPS within two years, it said.
The pick-and-shovel plays are the safest ones in AI Chip architectures will evolve, and competing software models will come and go, but every single iteration of advanced AI will require massive power distribution and extreme heat management. Eaton and Vertiv effectively tax the entire ecosystem's growth, regardless of which tech giant wins the software race.
There are risks, however. Both stocks are now viewed as AI stocks, and with that come higher valuations and greater volatility.
Vertiv's shares have risen by more than 25% so far this year, and Eaton's are up an astronomically high 85%. With that, their price-to-earnings ratios (P/E) have climbed. Eaton trades at more than 38 times trailing earnings, while Vertiv trades at 75 times trailing earnings. That's a lot to live up to, and any type of AI slowdown could send either stock slumping.
Still, both companies are beneficiaries of rising AI spending, and that trend doesn't seem to be slowing down anytime soon.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Vertiv Holdings Co. (VRT - Free Report) Vertiv is a leading global provider of critical digital infrastructure and services for data centers, communication networks, and commercial and industrial environments. Vertiv serves essential industries, including cloud computing, financial services, healthcare, transportation, manufacturing, energy, government, education, retail and social media.
VRT is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. VRT has a Momentum Style Score of A, and shares are up 0% over the past four weeks.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.14 to $6.37 per share. VRT boasts an average earnings surprise of +14.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, VRT should be on investors' short list.
Index Dow Jones -0,1 % na 52848,66 b. S&P 500 +0,44 % na 7516,13 b. Nasdaq Composite +0,91 % na 26067,65 b.
Obchodní den po prodlouženém víkendu začíná smíšeně. Index Dow Jones kosmeticky ztrácí, povedlo se mu ale po otevření poprvé překonat 53000 b. Tahounem indexu s růstem nad 2 % je Caterpillar (2,55 %) a Goldmman Sachs Group (2,41 %).
Z indexu S&P 500 posilují zejména informační technologie, kterých růst se propisuje i do indexu Nasdaq. Nejslabším sektorem je zdravotnictví. Pfizer ztrácí 2,06 %, Eli Lilly odepisuje 1,16 % a Johnson & Johnson klesá o 1,81 %.
Z technologií dnes opět rostou čipové společnosti. Broadcom a AMD posilují o víc, než 6 %, Nvidia se obchoduje na kladné nule.
Microsoft (-1,65 %) se chystá na další vlnu propouštění, která tentokrát zasáhne divize prodeje a Xbox. Celkem se má společnost zeštíhlit o přibližně 2 % pracovní síly, tedy 4 800 míst. Společnost se snaží o zefektivnění nákladů a tlačí na zvyšování efektivity všech divizí. Microsoft zvažuje i změnu struktury herní divize s možným prodejem několika studií.
OPEC o víkendu oznámil záměr zvýšit těžbu černého zlata. V srpnu by se měl objem navýšit o 188 tis barelů denně. Futures kontrakty na WTI reagují mírným poklesem. Aktuálně se barel obchoduje pod USD 69.
Index S&P 500 +0,44 % na 7516,13 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +1,6 % Zdravotní péče -1,8 % Průmysl +1,2 % Nezbytná spotřeba -0,8 % Finanční sektor +0,2 % Reality -0,6 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Western Digital Corp (WDC) +9,0 % O'Reilly Automotive (ORLY) -5,2 % Advanced Micro Devices (AMD) +7,5 % AutoZone (AZO) -4,7 % Vertiv Holdings (VRT) +7,4 % Constellation Brands (STZ) -3,8 % Teradyne (TER) +7,1 % SBA Communications Corp (SBAC) -3,7 % GE Vernova (GEV) +6,5 % Genuine Parts (GPC) -3,6 %
Marek Kameništiak
Fio banka, a.s.
Prohlášení
Vertiv Holdings Co. (VRT - Free Report) ended the recent trading session at $311.42, demonstrating a -6.99% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.22%. Elsewhere, the Dow lost 0.03%, while the tech-heavy Nasdaq lost 0.66%.
The stock of company has risen by 0.1% in the past month, leading the Computer and Technology sector's loss of 2.58% and the S&P 500's loss of 1.21%.
The upcoming earnings release of Vertiv Holdings Co. will be of great interest to investors. It is anticipated that the company will report an EPS of $1.42, marking a 49.47% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $3.37 billion, showing a 27.69% escalation compared to the year-ago quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.37 per share and a revenue of $13.73 billion, representing changes of +51.67% and +34.2%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Vertiv Holdings Co. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.02% higher. At present, Vertiv Holdings Co. boasts a Zacks Rank of #2 (Buy).
In the context of valuation, Vertiv Holdings Co. is at present trading with a Forward P/E ratio of 52.6. Its industry sports an average Forward P/E of 13.09, so one might conclude that Vertiv Holdings Co. is trading at a premium comparatively.
It's also important to note that VRT currently trades at a PEG ratio of 1.45. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Computers - IT Services was holding an average PEG ratio of 0.93 at yesterday's closing price.
The Computers - IT Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 106, this industry ranks in the top 44% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Vertiv Holdings Co. (VRT - Free Report) , which belongs to the Zacks Computers - IT Services industry.
This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.07%.
For the most recent quarter, Vertiv was expected to post earnings of $1.02 per share, but it reported $1.17 per share instead, representing a surprise of 14.71%. For the previous quarter, the consensus estimate was $1.29 per share, while it actually produced $1.36 per share, a surprise of 5.43%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Vertiv. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Vertiv has an Earnings ESP of +4.43% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Let's take a look at what these Wall Street heavyweights have to say about Vertiv Holdings Co. (VRT - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Vertiv currently has an average brokerage recommendation (ABR) of 1.46, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.46 approximates between Strong Buy and Buy.
Of the 26 recommendations that derive the current ABR, 19 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 73.1% and 7.7% of all recommendations.
Brokerage Recommendation Trends for VRT
Check price target & stock forecast for Vertiv here>>>
The ABR suggests buying Vertiv, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Should You Invest in VRT?Looking at the earnings estimate revisions for Vertiv, the Zacks Consensus Estimate for the current year has increased 0% over the past month to $6.37.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Vertiv. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Vertiv may serve as a useful guide for investors.
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The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Vertiv Holdings Co. (VRT - Free Report) Vertiv is a leading global provider of critical digital infrastructure and services for data centers, communication networks, and commercial and industrial environments. Vertiv serves essential industries, including cloud computing, financial services, healthcare, transportation, manufacturing, energy, government, education, retail and social media.
VRT is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. VRT has a Growth Style Score of A, forecasting year-over-year earnings growth of 51.7% for the current fiscal year.
For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $6.37 per share. VRT boasts an average earnings surprise of +14.7%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, VRT should be on investors' short list.
New facility strengthens regional manufacturing, supply chain resilience, and deployment capabilities for power, cooling, and integrated infrastructure solutions.
, /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced the opening of its manufacturing facility in Johor, Malaysia, expanding the company's manufacturing footprint to support growing demand for AI and high-density computing infrastructure across Asia, including Southeast Asia, North Asia, Australia, and New Zealand.
Vertiv opens new Malaysia facility to strengthen regional manufacturing, supply chain resilience, and support deployment capabilities for critical digital infrastructure. Strategically located in one of Southeast Asia's fastest-growing industrial markets, the facility strengthens Vertiv's ability to support customers with regional manufacturing, engineering, logistics, and deployment capabilities. The site benefits from strong regional connectivity and proximity to key technology and customer hubs across the region.
"Asia continues to be one of the fastest-growing regions for AI and digital infrastructure investment, and expanding our manufacturing footprint in Malaysia aims to further enhance our ability to support customers with quality, speed, scale, and resilience," said Giordano (Gio) Albertazzi, CEO of Vertiv. "This facility represents another important step in our continuous capacity planning and deployment strategy as we further expand our regional and global manufacturing capabilities."
Albertazzi added: "As compute requirements evolve across multiple generations of AI infrastructure, customers need partners to provide power, cooling, and infrastructure solutions at scale. The Johor facility enhances our ability to help customers deploy critical digital infrastructure more efficiently while supporting long-term growth across Asia."
Manufacturing and test facilities
The Johor facility supports end-to-end manufacturing, assembly, and full-scale witness testing for advanced thermal and power infrastructure, enabling Vertiv to deliver high-density solutions with validated performance to help reduce deployment risk and accelerate time to capacity for customers across enterprise, cloud, and colocation environments.
The facility is expected to bring hundreds of skilled jobs to the region, when fully operationalized in 2027. Manufacturing capabilities for large-scale thermal management, power, and infrastructure solutions for AI and traditional applications: Vertiv™ CoolChip coolant distribution units (CDUs) support liquid cooling applications, including direct-to-chip and rear door heat exchangers for high density racks; Vertiv™ Power Module and Vertiv™ Power Skid are prefabricated power solutions with integrated modular infrastructure that can speed deployment of power systems by up to 50% over traditional builds; and Vertiv™ SmartRun integrated prefabricated overhead infrastructure system, is white space fit-out delivered as a unified system, with high-density busway, liquid cooling piping networking, and containment, providing on-site deployment time up to 85% faster than traditional methods. A dedicated testing environment designed to validate liquid cooling and integrated power solutions under customer site conditions before deployment, including CDU testing for the full range of capacities; and simultaneous testing of multiple power modules and skids. For more information about Vertiv's leading portfolio of power and thermal management, infrastructure solutions, IT systems and services for critical digital applications, visit Vertiv.com.
About Vertiv
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.
Forward-looking statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.
On June 30, 2026, Vertiv Holdings Co (VRT) shares rose 9.1% to a current price of $334.82, reflecting a strong performance in the market. Over the past year, th
Key Takeaways Vertiv's acquisitions added 4% to first-quarter 2026 revenues and broadened its data center offerings. VRT expects second-quarter 2026 revenues of $3.25B-$3.45B and 20-24% organic net sales growth. Vertiv faces stronger AI infrastructure competition from Super Micro Computer and Amphenol. Vertiv (VRT - Free Report) is benefiting from the strategic expansion of its portfolio through recent acquisitions, positioning the company for continued growth in the rapidly evolving data center infrastructure market. In the first quarter of 2026, acquisitions contributed 4% to revenues.
The company’s acquisitions, such as PurgeRite, ThermoKey, and BMarko Structures and Strategic Thermal Labs, are expected to strengthen Vertiv’s capabilities and market reach. The company recently announced the completion of its acquisition of ThermoKey S.p.A., a move that enhances Vertiv’s thermal management portfolio, expands its heat rejection and heat-exchange capabilities and strengthens its long-standing relationships with OEMs and system integrators serving data centers and other critical infrastructure markets worldwide.
The PurgeRite acquisition remains noteworthy. The acquisition is being scaled to deepen fluid management services, which management described as a technically demanding aspect of modern liquid-cooled deployments. In the first quarter of 2026, Vertiv completed the acquisition of BMarko, enhancing its structural fabrication specialization and expanding its engineering and manufacturing capacity. These moves broaden the company’s end-to-end offering and support a higher attach rate for services as the installed base grows.
The acquisitions are expected to contribute to Vertiv’s robust growth trajectory. For the second quarter of 2026, revenues are expected to be between $3.25 billion and $3.45 billion. Organic net sales are expected to increase in the 20-24% range.
VRT Suffers From Stiff CompetitionVertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer (SMCI - Free Report) and Amphenol (APH - Free Report) . Both Super Micro Computer and Amphenol are expanding their offerings to support high-density, AI-driven data center deployments.
Super Micro Computer’s expanding portfolio has been noteworthy. The company recently expanded its AI infrastructure portfolio through collaborations with AMD, Arm, and NVIDIA, introducing new rack-scale platforms and data center blueprints designed to accelerate the deployment of large-scale agentic AI workloads.
Amphenol is benefiting from the surge in demand for AI infrastructure, which has become a transformative force for the company’s growth and market positioning. In the first quarter of 2026, IT datacom represented about 41% of sales and grew 81% organically year over year. This robust performance was driven by accelerating investments in AI data centers and the company’s ability to capture a significant share of this unique interconnect opportunity.
Vertiv’s Share Price Performance, Valuation, and EstimatesVRT’s shares have surged 89.5% in the year-to-date period compared with the broader Zacks Computer & Technology sector's rise of 12.9%. The Zacks Computers - IT Services industry declined 26.8% in the same time frame.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 27.78X compared with the Computer and Technology sector’s 9.82X. VRT has a Value Score of D.
VRT's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.36 per share, which has increased 3.41% over the past 30 days. This indicates a 51.43% increase from the reported figure of 2025.
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
