WEBULL

Vertiv Holdings Co (VRT) Is Up 5.8% After AI-Fueled Upgrades And S&P 500 Inclusion Hopes – What’s Changed

Simply Wall St · 5d ago
  • In recent days, Vertiv Holdings Co was upgraded by several major banks, including a move to an "overweight" rating from Barclays, which linked its outlook to AI-focused data center demand and higher earnings estimates.
  • These upgrades, alongside growing expectations that Vertiv could be added to the S&P 500 index in early 2026, highlight how AI infrastructure spending is reshaping perceptions of power and cooling suppliers within major equity benchmarks.
  • Next, we’ll examine how the growing expectation of S&P 500 inclusion could influence Vertiv’s existing investment narrative and risk profile.

Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

Vertiv Holdings Co Investment Narrative Recap

To own Vertiv today, you need to believe that AI-driven, high-density data centers will keep requiring more complex power and liquid cooling systems, and that Vertiv can convert that demand into sustained revenue growth and higher margins. The recent wave of analyst upgrades, tied to AI data center demand and possible S&P 500 inclusion in 2026, reinforces the near term demand catalyst but does not remove key risks around execution, supply chain costs, and potential hyperscale customers internalizing their own solutions.

Among recent developments, Barclays’ move to an “overweight” rating, with earnings estimates above consensus and a higher US$200 price target, is most closely tied to this story. It directly links Vertiv’s outlook to AI data center build outs and margin progress, the same forces that underpin the thesis that rising complexity in integrated power and liquid cooling can support better pricing and improved profitability if operational issues are kept under control.

Yet even as expectations build, investors should be aware that the risk of large cloud customers moving cooling and power solutions in house could...

Read the full narrative on Vertiv Holdings Co (it's free!)

Vertiv Holdings Co's narrative projects $13.9 billion revenue and $2.3 billion earnings by 2028. This requires 15.2% yearly revenue growth and a roughly $1.5 billion earnings increase from $812.3 million today.

Uncover how Vertiv Holdings Co's forecasts yield a $196.83 fair value, a 13% upside to its current price.

Exploring Other Perspectives

VRT 1-Year Stock Price Chart
VRT 1-Year Stock Price Chart

Eighteen fair value estimates from the Simply Wall St Community span roughly US$124 to US$230 per share, showing how far opinions can stretch. Against this backdrop, the focus on AI driven data center demand as a core catalyst gives you one lens on Vertiv’s future performance, but other investors weigh execution and margin risks very differently, so it is worth exploring several of these viewpoints before deciding what you believe.

Explore 18 other fair value estimates on Vertiv Holdings Co - why the stock might be worth as much as 32% more than the current price!

Build Your Own Vertiv Holdings Co Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Vertiv Holdings Co research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Vertiv Holdings Co research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vertiv Holdings Co's overall financial health at a glance.

Seeking Other Investments?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.