VRT expands its AI data center portfolio with acquisitions spanning liquid cooling and modular infrastructure as revenue growth remains strong.
Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and Vertiv Holdings Co. (VRT).
VRT rides on the AI data center boom with strong gains, acquisitions, and global growth momentum, signaling continued upside potential for the stock.
Does Vertiv Holdings Co. (VRT) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 (VRT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Vertiv Holdings is positioned as a digital infrastructure leader, serving AI data center customers. The company is riding a massive AI infrastructure wave, with a $15B backlog, 252% order growth, and 28% organic sales guidance for 2026—demand shows no signs of slowing. It is shifting from a low-margin industrial supplier to a high-margin AI powerhouse, driven by integrated systems like OneCore and SmartRun and Day-1 recurring service revenue.
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
Vertiv (VRT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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.
Heading into the Q1 2026 print, I was bullish on Vertiv Holdings Co. I remain bullish, although my conviction is now lower due to the backlog opacity. Missing the Q1 backlog disclosure is the main near-term risk, especially with the May investor conference approaching and VRT investors still focused on demand visibility. That said, VRT management said the pipeline remains strong and expects orders to rise year over year in 2026, despite not giving a concrete backlog figure.
Over the past several years, data center power and thermal management stock Vertiv NYSE: VRT one of the hottest names in the market. Since the beginning of 2024, Vertiv shares are up more than 500%, and this stock is continuing its remarkable performance in 2026.