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Vertiv Holdings Co
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Lasers that can shoot down drones. Data center infrastructure powering artificial intelligence.
Increasing power demands stemming from the data center buildout have led to record-breaking quarterly results from Caterpillar, with shares benefiting in a big way.
Vertiv stock is rebounding from its 50-day moving average. The IBD Sector Leader has been front-running the AI trade.
Vertiv stock surges 195% in a year as AI-driven data center demand, acquisitions and NVIDIA ties fuel growth despite a premium valuation.
The Zacks Computers - IT Services Industry participants like VRT, ROP and JKHY are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.
VRT stock outpaces peers as AI-driven data center demand, NVIDIA partnerships and margin gains fuel growth despite a premium valuation.
The Vertiv™ PurgeRite™ NearZero™ service combines engineered mechanical flushing, water recycling, treatment, and continuous monitoring to support cleaner closed-loop hydronic systems COLUMBUS, Ohio, June 3, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today introduced the Vertiv™ PurgeRite™ NearZero™, a fluid management service designed to reduce the water, wastewater, and hauling requirements associated with commissioning closed-loop hydronic systems in data centers and other mission-critical environments in North America. As AI and high-density deployments increase the complexity of primary and secondary fluid networks, data center operators face growing challenges related to water sourcing, discharge restrictions, system cleanliness, and commissioning predictability.
COLUMBUS, Ohio, June 3, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, today announced that its Board of Directors has declared a quarterly cash dividend of $0.0625 per share of the company's Class A common stock. The cash dividend will be payable on June 25, 2026, to shareholders of record of Class A common stock at the close of business on June 15, 2026.
Everyone wants to own NVIDIA (NASDAQ:NVDA | NVDA Price Prediction).
Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.
VRT lifts its 2026 margin outlook after a strong Q1, driven by AI data center demand, acquisitions, and pricing actions despite tariff pressures.
Model-based digital twin capability of Vertiv ™ SmartRun helps accelerate AI factory design, simulation, and deployment workflows COLUMBUS, Ohio, June 1, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced progress on a production-grade digital twin capability for Vertiv™ SmartRun integrated in the NVIDIA Omniverse DSX Blueprint, advancing the company's roadmap to make AI factory infrastructure more configurable, repeatable, and simulation-ready. As AI deployments scale to higher densities and larger capacities, data centers need a faster, more reliable way to turn each generation of computing into real-world infrastructure.
Vertiv Holdings is a critical enabler of AI-driven data center expansion, specializing in cooling and power infrastructure for hyperscalers. VRT delivered 23% organic revenue growth in Q1 2026, guides for 29–31% organic growth in 2026, and boasts a $12.45B backlog—up 80% YoY. Operating margin reached 20.8% in Q1; management targets >27% by 2030, supported by robust demand, new architectures, and recurring revenue streams.
Artificial intelligence (AI) is the trade of the decade. It turned NVIDIA NASDAQ: NVDA into a household name.
At quarter end, Invesco Summit Fund's largest overweights were in industrials, energy and communication services. Within industrials and energy, AI related energy demand has continued to drive spending on electrical infrastructure and power generation. The largest underweight was consumer discretionary, reflecting higher inflation from the US/Israel war with Iran and potential AI related employment pressure.
Vertiv Holdings delivered robust Q1 2026 results, with 30.1% YoY topline growth to $2.65B, led by 53% Americas growth. Strong momentum across the Americas regions with accelerating AI infrastructure investments likely to support healthy topline expansion over the coming quarters. Operating leverage with higher sales and a focus on efficiency should drive margin expansion in FY26 and beyond.
For much of the AI boom, investors had a simple playbook: buy Nvidia Corporation (NASDAQ:NVDA). Then came the second wave.
Vertiv remains a buy as AI infrastructure demand drives robust fundamentals, with Q1 2026 showing 83% EPS growth and 430 bps margin expansion. VRT's forward thesis shifts from hypergrowth and rerating to sustained operational execution, margin durability, and earnings compounding as valuation multiples have already expanded. Full-year 2026 guidance implies significant revenue ramp and strong margin maintenance, underpinned by favorable pricing and backlog conversion.
Vertiv continues to deliver robust growth, with Q1 net sales up 30% YoY and expanding operating margin. The company is aggressively expanding capacity and acquiring firms in liquid cooling and fabrication, reinforcing its technological leadership and supply chain. Full-year guidance was raised, with expected organic growth of ~30% and adjusted EPS growth of 51%, indicating strengthening momentum.
Booming AI infrastructure spending should serve as a powerful tailwind for these two growth stocks.
Once a sleepy sector, industrial stocks are heating up thanks to AI.
The market consistently misprices the physical infrastructure required to sustain exponential technological growth. Right now, the structural bottleneck for artificial intelligence (AI) is not silicon availability.
Vertiv's international growth and AI data center wins are fueling strong sales momentum, but rising competition from HPE and SMCI remains a challenge.
Keith Kaplan, CEO of TradeSmith, has spent recent months mapping what he calls the "choke points" of the AI build-out—the physical bottlenecks where trillion-dollar demand is running into a world that can't supply fast enough. His argument: the largest fortunes of this AI cycle won't go to the visible players.
Large-cap laggards last week were pressured by weak guidance, regulatory concerns, rising bond yields and competitive threats, with technology, EV, healthcare and data center-linked stocks leading the declines.
MU, MUSA and VRT made a momentum screen inspired by Richard Driehaus, combining trend strength, earnings growth and upside signals.
Companies solving the heat and power problem behind dense GPU clusters -- especially Vertiv -- could be the long-term winners of the AI build-out.
Vertiv (VRT) reported earnings 30 days ago. What's next for the stock?
Zacks.com users have recently been watching Vertiv (VRT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Vertiv Holdings Co (VRT) Discusses Strategic Direction, Innovation, and Financial Performance at Investor Conference Transcript
Vertiv Holdings Co (VRT) Discusses Technology Innovation and Industry Evolution Driven by AI and Data Center Transformation Transcript
The AI infrastructure stocks have been the story of 2026, delivering massive gains on the back of their bright outlooks thanks to the massive amounts of capital being poured out for the buildout.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Everyone's talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.
COLUMBUS, Ohio, May 19, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, will host its previously announced Investor Conference today in Greenville, South Carolina, beginning today at 2:30 p.m. Eastern Time.
I am reiterating Vertiv (VRT) as a Strong Buy because AI-Infrastructure growth is increasingly constrained by power availability, cooling density and grid access. VRT has the solution to those bottlenecks. The main growth drivers are high-density AI power systems, Vertiv OneCore modular infrastructure, 800 VDC architecture, EnergyCore Grid BESS and expanding service and thermal management business. I estimate these growth drivers can help grow adjusted EBITDA from about $3.55Bn in 2026 to about $4.9Bn in 2027 adjusted EBITDA.
Vertiv (VRT) sold off Monday following a steady rise in shares. Kevin Green sees the pullback to the 20-day SMA as a bullish setup for higher highs. Kevin Hincks says Vertiv remains a leader in infrastructure technology with strong fundamentals. KG offers a bullish example options trade while Kevin Hincks turns to a bearish trade.
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout.
U.S. equities opened the new trading week on a split footing on Monday as a sharp unwind in AI-infrastructure names dragged the Nasdaq 100 down by over 1%, while energy, communications and insurance shares cushioned the broader market.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever.
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.
Vertiv's AI-driven data center growth, liquid-cooling expansion, and strong earnings momentum may give it an edge over Amphenol.
Vertiv Holdings Recommends Shareholders Reject the Mini-Tender Offer by Tutanota LLC PR Newswire COLUMBUS, Ohio,
COLUMBUS, Ohio, May 15, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, announced today that it has received notice of an unsolicited "mini-tender" offer made by Tutanota LLC (Tutanota) to purchase up to 500,000 shares of Vertiv common stock at $410.00 per share in cash. The offer price of $410.00 per share is conditioned on, among other things, the closing price per share of Vertiv common stock exceeding $410.00 per share on the last trading day before the offer expires, meaning that unless this condition is waived by Tutanota, Vertiv shareholders who tender their shares in the offer will receive a below-market price.
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and... Here Are Friday's Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage.
Vertiv (VRT) possesses solid growth attributes, which could help it handily outperform the market.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The Allspring Premier Large Company Growth Fund outperformed the Russell 1000 Growth Index during the first quarter that ended March 31, 2026. Comfort Systems has benefited from increased adoption of its modular solutions, which are manufactured offsite and well suited for labor-constrained, rural markets. Vertiv benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space.
COLUMBUS, Ohio, May 12, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, today announced that it will host a two-day Investor Conference, from May 19 - 20, 2026, in Greenville, South Carolina. On Tuesday, May 19, beginning at 2:30 p.m.
The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.
On May 11, 2026, Vertiv Holdings Co (VRT) shares rose 8.2%, bringing the current price to $367.92. Over the past year, VRT has experienced an impressive price i
Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.
Artificial intelligence has already reshaped the stock market.
Quanta Services, Inc. stock performed well during the quarter following a strong earnings beat, record backlog, and growing recognition that power infrastructure has become a critical bottleneck in the build-out of AI. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. During the quarter, EMCOR Group, Inc. reported record results that underscored strong execution and demand across core end markets.
VRT expands its AI data center portfolio with acquisitions spanning liquid cooling and modular infrastructure as revenue growth remains strong.
Nvidia Corp (NASDAQ:NVDA) may still be the center of the AI trade. But Wall Street is increasingly starting to chase the layer underneath it.
Upgraded guidance signals robust demand and growth in AI data center infrastructure. Vertiv's partnership with Nvidia positions it for future AI-driven expansion.
Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and Vertiv Holdings Co. (VRT).
Geopolitical risks linger, but FDX, TPR, CLS and VRT stand out for strong interest coverage ratios, signaling debt-paying strength.
