Vertiv Holdings Co has rolled out its SmartIT platform, expanded its NVIDIA-aligned AI factory offerings and closed power and cooling acquisitions ahead of its Q3 2026 earnings release. The article argues that integrated capabilities from rack to data hall could matter as much as hardware for full-stack AI data center projects. Bullish analysts model revenue of $24.0 billion and earnings of $4.7 billion by 2029, up from $1.7 billion today, based on 28.0% annual revenue growth and margins rising from 15.1% to 19.7%. A more cautious scenario projects $23.0 billion in revenue and $4.6 billion in earnings, with a P/E of 28.1x. The article also cites a fair value implying 69% potential upside to the current price.
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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.
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