Shares of Modine Manufacturing MOD have been on a tear. The stock is up nearly 63% year to date, outperforming the industry as well as peers, including Vertiv Holdings VRT and Johnson Controls JCI.
For the past two years, the artificial intelligence (AI) investment narrative has focused almost exclusively on silicon. Investors constantly asked, "Who makes the chips?
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Vertiv Holdings Co (VRT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
VRT's orders increase 252% in Q4, lifting backlog to $15B as AI-fueled data center demand powers strong growth momentum.
Vertiv Holdings delivered a record Q4 with 22.7% topline growth and strong margin expansion, driven by robust demand and volume leverage in the Americas. Robust AI-driven demand and a ~$15B backlog driven by strong Q4 order activity provide solid visibility for continued double-digit growth into FY26. Pricing strength and operating leverage should drive further margin expansion as volumes scale.
Vertiv (VRT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Vertiv (VRT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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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