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VRT Rides on Accelerating Data Center Growth: A Sign for More Upside?
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Key Takeaways
Vertiv benefits from AI-driven data center demand, boosting orders and expanding its market share.
VRT saw Q4 2025 organic orders jump 252% and backlog hit $15B, up sharply year over year.
Vertiv is expanding manufacturing capacity to meet rising AI infrastructure demand and speed deployments.
Vertiv (VRT - Free Report) is benefiting from the accelerating growth of data centers, driven by the rapid adoption of AI and the increasing demand for digital infrastructure. The company’s ability to deliver integrated solutions, such as its OneCore and SmartRun systems, has enabled it to capture significant market share and meet the evolving needs of data center operators.
Vertiv’s expanding portfolio has been noteworthy. In the fourth quarter of 2025, organic orders rose approximately 252% year over year, with the backlog increasing to $15.0 billion, up 109% compared with the fourth quarter of 2024 and up 57% sequentially. This growth is primarily driven by the rapid adoption of AI and the increasing need for data centers to support the digital transformation.
Further expanding its portfolio, Vertiv recently increased its manufacturing presence across the Americas with upgraded facilities in South Carolina, Pennsylvania and Mexico. This expansion significantly boosts capacity for AI-ready data center infrastructure. These investments improve its ability to provide faster, integrated power, cooling and modular solutions that accelerate deployment and meet the rising demands of AI-driven digital infrastructure.
Vertiv’s efforts to strengthen support for rapidly growing AI and high-density data center demand have been a major driver of growth. For first-quarter 2026, revenues are expected to be between $2.5 billion and $2.7 billion. Organic net sales are expected to increase in the 18% to 26% range.
Vertiv Faces Stiff Competition
Vertiv is facing increasing competition from Super Micro Computer (SMCI - Free Report) and Hewlett Packard Enterprise (HPE - Free Report) , both of which are expanding their capabilities in the data center market.
Super Micro Computer is strengthening its position with end-to-end AI rack-scale systems that integrate compute, networking, storage and liquid cooling. Hewlett Packard is expanding its footprint through HPE Cray and ProLiant servers, bundled with liquid-cooled solutions and high-speed interconnects.
Both Super Micro Computer and Hewlett-Packard are strengthening their positions in the hyperscale and enterprise AI data center market, directly challenging Vertiv’s role as a key enabler of power, cooling and infrastructure management.
Vertiv’s Share Price Performance, Valuation and Estimates
VRT’s shares have gained 99.2% in the past six-month period against the broader Zacks Computer & Technology sector and the Zacks Computers - IT Services industry’s decline of 2.8% and 22.7%, respectively.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 26.81X compared with the Computer and Technology sector’s 9.17X. VRT has a Value Score of F.
VRT Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.15 per share, unchanged over the past 30 days. This indicates a 46.43% increase from the reported figure of 2025.
View the Zacks #1 Rank List
Image: Bigstock
VRT Rides on Accelerating Data Center Growth: A Sign for More Upside?
Key Takeaways
Vertiv (VRT - Free Report) is benefiting from the accelerating growth of data centers, driven by the rapid adoption of AI and the increasing demand for digital infrastructure. The company’s ability to deliver integrated solutions, such as its OneCore and SmartRun systems, has enabled it to capture significant market share and meet the evolving needs of data center operators.
Vertiv’s expanding portfolio has been noteworthy. In the fourth quarter of 2025, organic orders rose approximately 252% year over year, with the backlog increasing to $15.0 billion, up 109% compared with the fourth quarter of 2024 and up 57% sequentially. This growth is primarily driven by the rapid adoption of AI and the increasing need for data centers to support the digital transformation.
Further expanding its portfolio, Vertiv recently increased its manufacturing presence across the Americas with upgraded facilities in South Carolina, Pennsylvania and Mexico. This expansion significantly boosts capacity for AI-ready data center infrastructure. These investments improve its ability to provide faster, integrated power, cooling and modular solutions that accelerate deployment and meet the rising demands of AI-driven digital infrastructure.
Vertiv’s efforts to strengthen support for rapidly growing AI and high-density data center demand have been a major driver of growth. For first-quarter 2026, revenues are expected to be between $2.5 billion and $2.7 billion. Organic net sales are expected to increase in the 18% to 26% range.
Vertiv Faces Stiff Competition
Vertiv is facing increasing competition from Super Micro Computer (SMCI - Free Report) and Hewlett Packard Enterprise (HPE - Free Report) , both of which are expanding their capabilities in the data center market.
Super Micro Computer is strengthening its position with end-to-end AI rack-scale systems that integrate compute, networking, storage and liquid cooling. Hewlett Packard is expanding its footprint through HPE Cray and ProLiant servers, bundled with liquid-cooled solutions and high-speed interconnects.
Both Super Micro Computer and Hewlett-Packard are strengthening their positions in the hyperscale and enterprise AI data center market, directly challenging Vertiv’s role as a key enabler of power, cooling and infrastructure management.
Vertiv’s Share Price Performance, Valuation and Estimates
VRT’s shares have gained 99.2% in the past six-month period against the broader Zacks Computer & Technology sector and the Zacks Computers - IT Services industry’s decline of 2.8% and 22.7%, respectively.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 26.81X compared with the Computer and Technology sector’s 9.17X. VRT has a Value Score of F.
VRT Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.15 per share, unchanged over the past 30 days. This indicates a 46.43% increase from the reported figure of 2025.
Vertiv Holdings Co. Price and Consensus
Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. Quote
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.