Vertiv Holdings Co VRT inventory soared to recent highs on February 11 after the behind-the-scenes tech agency as soon as once more supplied sturdy, AI-boosted steerage, this time for 2026.
Vertiv’s 52% YTD run is a part of an Nvidia-crushing 1,400% cost within the final three years. The post-earnings surge helped it get away into a brand new buying and selling vary as Wall Road dives again into best-in-class AI shares.
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The AI infrastructure inventory’s upbeat 2026 outlook and Wall Road’s response spotlight Vertiv’s (which works with Nvidia to resolve AI cooling challenges) more and more vital standing within the AI arms race.
Merely put, VRT’s behind-the-scenes tech portfolio of energy, cooling, and IT infrastructure options permits AI knowledge facilities and different important applied sciences to run easily, 24/7.
VRT is projected to double its income between 2024 and 2027 and almost double its earnings from 2025 to 2027 after rising its EPS by 420% from 2020 to 2025.
The digital infrastructure firm’s upward earnings revisions land Vertiv a Zacks Rank #2 (Purchase).
Its upbeat steerage, coupled with boosted capex outlooks from AI chip producer Taiwan Semi and different AI standouts, highlights why buyers ought to contemplate shopping for Vertiv inventory proper now and holding it for the lengthy haul.
Why VRT is a Should-Purchase AI Inventory in 2026
The Columbus, Ohio-based firm’s portfolio of expertise infrastructure and continuity options, alongside its skill to shortly adapt to the more and more overwhelming calls for from AI, make Vertiv top-of-the-line long-term buys throughout the tech sector.
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Vertiv gives vital digital infrastructure applied sciences, together with energy administration similar to uninterruptible energy provides and distribution. On high of that, VRT’s thermal administration section options cooling programs.
Its liquid cooling choices are rising in recognition due to the extraordinary warmth that cutting-edge AI {hardware} generates. Vertiv’s portfolio additionally contains racks & enclosures, monitoring, and way more.
All in, VRT’s built-in back-end tech portfolio assist make sure that knowledge facilities run as reliably and as effectively as attainable across the clock. The corporate is working immediately with Nvidia NVDA to assist clear up one of the vital behind-the-scenes challenges within the AI knowledge middle world: cooling.
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Vertiv is about to journey the AI arms race and profit immediately from the elevated AI-focused capex in 2026. Taiwan Semi TSM raised its 2026 capex steerage in January to between $52 billion and $56 billion, blowing away 2025’s $40.9 billion. On high of that, AI hyperscalers are projected to spend roughly $530 billion in capex this 12 months, up from round $400 billion in 2025.
Higher nonetheless, Vertiv’s back-end picks-and-shovels enterprise stands to make it a winner regardless of how AI applied sciences evolve past giant language fashions and which AI corporations ultimately dominate.
Vertiv’s AI-Boosted Progress Outlook
Vertiv supplied upbeat AI-boosted steerage for 2026 on February 11. The corporate mentioned the “Americas area and hyperscale/colocation knowledge facilities had been the first drivers of order energy,” whereas declaring that “progress was broad-based throughout areas, applied sciences and clients.”
VRT mentioned its trailing twelve-month natural orders climbed 81%, “reflecting sturdy market demand, notably in AI infrastructure.” The corporate grew its 2025 income by ~28%, with its adjusted earnings hovering roughly 47%. It provided sturdy 2026 steerage boosted by a report backlog.
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The corporate’s FY26 estimate has climbed 15% since its This autumn launch with its FY27 estimate surging 22%. These upward revisions assist VRT earn a Zacks Rank #2 (Purchase) proper now.
The AI infrastructure agency is projected to develop its adjusted EPS by 47% in 2026 and 31% in FY27 to $8.03, almost doubling 2025’s $4.20 and skyrocketing towards 2020’s $0.80 a share. The chart above reveals Vertiv’s long-term earnings progress outlook.
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Vertiv is projected to develop its income by 34% in 2026 and 24% in 2027 to $17.00 billion, simply doubling its 2024 complete ($8.01 billion). The tech firm already virtually doubled its income between 2020 and 2024.
Purchase Vertiv Inventory Now?
VRT has soared 1,400% previously three years, crushing Nvidia’s 770%, with its 50% YTD surge serving to it get away into a brand new buying and selling vary. Vertiv inventory is nealry neck-and-neck with Nvidia over the previous 5 years.
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The inventory is likely to be a bit overheated within the quick run. However market timing is extraordinarily tough, that means buyers may very well be left sitting on their palms in the event that they await the “proper” time to purchase.
Some may wish to begin a place in Vertiv, after which add to it when it pulls again to a stage similar to its 50-day or 200-day shifting common.
Regardless of blowing away Nvidia and the Tech sector, Vertiv trades in step with Tech and 15% under its highs, with a worth/earnings-to-growth (PEG) ratio of 1.2. All in, dividend-play AI infrastructure inventory Vertiv appears like a must-buy picks-and-shovels AI inventory.
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Many of the shares on this report are flying beneath Wall Road radar, which gives an ideal alternative to get in on the bottom flooring.
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NVIDIA Company (NVDA) : Free Inventory Evaluation Report
Taiwan Semiconductor Manufacturing Firm Ltd. (TSM) : Free Inventory Evaluation Report
Vertiv Holdings Co. (VRT) : Free Inventory Evaluation Report
This text initially revealed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
