Vertiv Holdings Co (NYSE:VRT) delivered a 20% surge this week, closing at $234.63 on Friday while the S&P 500 slipped 1.29% and the industrial sector gained just 0.57%.
Vertiv Holdings is rated buy, with a $279/share price target, reflecting strong data center demand and robust backlog growth. VRT posted a Q4 '25 book-to-bill ratio of 2.9x and doubled its FY25 backlog to $15b, signaling accelerating order momentum. The Americas led with 50% top-line growth and 452 bps margin expansion; APAC and EMEA are expected to rebound in 2H26.
VRT stock dips after Q4, but explosive AI-driven order growth, a record $15B backlog, and upbeat 1Q26 outlook keep investors watching closely.
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Shares of Vertiv, the Westerville, Ohio-based provider of power and thermal management equipment for data centers, have popped 35% this year while the S&P 500 has fallen 0.4%.
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
VRT beats Q4 earnings, lifts 2025 outlook as backlog jumps 109% and sales rise 23%, yet shares slip despite strong order momentum.
Vertiv (VRT) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Vertiv Holdings is upgraded to a buy, driven by robust demand, strong cash flows, and leadership in data center infrastructure. Q4 saw organic orders surge 252% YoY, backlog double to $15B, and adjusted operating margin expand 170 bps to 23.2%. Vertiv's 2026 guidance calls for 28% organic sales growth and 210 bps margin expansion. They're also set for continued leadership in liquid cooling and predictive maintenance.
Vertiv Holdings Co (VRT) Q4 2025 Earnings Call Transcript
If there's an AI bubble, the memo never got to Vertiv NYSE: VRT or the companies with which it does business. The company delivered an earnings report and guidance that shows demand for its cooling systems is strong.
While the top- and bottom-line numbers for Vertiv (VRT) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.