Vertiv (VRT), a supplier of cooling and power systems for data centers, hit a record $376.06 on May 14 on AI-driven demand, but now trades near $211. Its revenue rose from $5.0 billion in 2021 to $10.2 billion in 2025, and adjusted EPS from $0.76 to $4.20, with a $15 billion backlog at the end of Q2 2026. For 2026, it expects revenue to grow 37% to $14 billion and adjusted EPS to rise 60%, and the stock trades at 31 times that estimate. The pullback reflects a slight miss on Q2 revenue estimates, a $1.45 billion cash acquisition of UtilityInnovation Group that may pressure near-term margins, and rising interest rates that compressed valuations of high-growth AI stocks. If Vertiv meets analyst expectations and trades at 30 times earnings by next October, the article estimates its stock could rise about 30% to $276, still below its record high.
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- Where Will Vertiv Stock Be in 1 Year?
Vertiv, which makes cooling and UPS systems for data centers, trades at about $211, down 44% from its record close of $376.06 on May 14. Its revenue more than doubled from $5.0 billion in 2021 to $10.2 billion in 2025, and it expects 2026 revenue of $14 billion and 60% adjusted EPS growth. The pullback followed a slight miss on second-quarter revenue estimates, a $1.45 billion acquisition of UtilityInnovation Group that could weigh on near-term margins, and rising interest rates that compressed valuations of AI stocks. The article's scenario: if Vertiv meets EPS forecasts and trades at 30 times earnings by next October, its stock could rise about 30% to $276, still short of its all-time high.
- Where Will Vertiv Stock Be in 1 Year?
Vertiv, a maker of thermal management, liquid cooling and UPS systems for data centers, surged on AI-driven demand and closed at a record $376.06 on May 14, before trading near $211 today. Its revenue more than doubled from $5.0 billion in 2021 to $10.2 billion in 2025, adjusted EPS rose to $4.20, and its backlog reached $15 billion at the end of the second quarter of 2026. For 2026, Vertiv expects revenue of $14 billion, up 37%, and adjusted EPS growth of 60%, a forecast that puts the stock at 31 times that earnings estimate. The pullback followed a slight miss on second-quarter revenue estimates, a $1.45 billion acquisition of UtilityInnovation Group that could weigh on near-term margins, and rising interest rates that hit high-growth AI stocks. If Vertiv meets analyst EPS expectations and trades at 30 times current-year earnings by next October, the article estimates the stock could rise about 30% to $276 over 12 months, still below its record high.
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