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Vertiv Gains From Expanding Client Base: Will the Momentum Continue?
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Key Takeaways
Vertiv saw Q4 2025 organic orders jump 252% and backlog hit $15B, up sharply year over year.
VRT is expanding via partnerships like NVIDIA to deliver AI-ready power and cooling systems.
Competition from SMCI and HPE is intensifying in the AI infrastructure.
Vertiv (VRT - Free Report) is benefiting from a rapidly expanding client base, driven by strong demand for data center infrastructure and AI-related solutions. In the fourth quarter of 2025, organic orders rose approximately 252% year over year, with the backlog increasing to $15.0 billion, up 109% year over year and 57% sequentially. The book-to-bill ratio for the fourth quarter was approximately 2.9x, and trailing 12-month organic orders growth was 81% compared with the prior-year period.
Vertiv’s rich partner base, which includes NVIDIA, Generate Capital, Caterpillar, Ballard Power Systems, Compass Datacenters, Oklo, Intel, ZincFive and Tecogen, has been noteworthy.
In March 2026, Vertiv announced its partnership with NVIDIA to provide DSX SimReady digital power and cooling systems for AI factory designs. This collaboration aims to enable faster, safer deployment using scalable, simulation-validated building blocks. The initiative brings together physical infrastructure through the Vertiv OneCore Rubin DSX architecture. It integrates power, cooling and controls into standardized 12.5MW modules. This setup boosts performance, speeds up deployment and supports the growth of next-generation AI factories.
Vertiv is benefiting from its strong portfolio and rich partner base, which will continue to benefit the company’s top-line 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.
VRT Suffers From Stiff Competition
Vertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer (SMCI - Free Report) and Hewlett-Packard Enterprise (HPE - Free Report) , both of which are expanding their capabilities to serve hyperscale and enterprise AI data center deployments.
Super Micro Computer is well-positioned to benefit from the growing demand for AI infrastructure. In March 2026, Super Micro Computer expanded its enterprise portfolio with new systems featuring NVIDIA RTX PRO Blackwell GPUs to support AI workloads across data centers, cloud, and edge environments.
Hewlett-Packard Enterprises’ partnership with NVIDIA has been noteworthy. Hewlett Packard Enterprise recently expanded its AI portfolio with NVIDIA at the GPU Technology Conference 2026, introducing new AI servers, storage, supercomputing, and AI factory solutions to help enterprises scale and deploy AI workloads more efficiently.
Vertiv’s Share Price Performance, Valuation, and Estimates
VRT’s shares have gained 55.4% in the past six-month period against the broader Zacks Computer & Technology sector and the Zacks Computers - IT Services industry’s decline of 7.9% and 24%, respectively.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 24.37X compared with the Computer and Technology sector’s 8.78X. 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
Vertiv Gains From Expanding Client Base: Will the Momentum Continue?
Key Takeaways
Vertiv (VRT - Free Report) is benefiting from a rapidly expanding client base, driven by strong demand for data center infrastructure and AI-related solutions. In the fourth quarter of 2025, organic orders rose approximately 252% year over year, with the backlog increasing to $15.0 billion, up 109% year over year and 57% sequentially. The book-to-bill ratio for the fourth quarter was approximately 2.9x, and trailing 12-month organic orders growth was 81% compared with the prior-year period.
Vertiv’s rich partner base, which includes NVIDIA, Generate Capital, Caterpillar, Ballard Power Systems, Compass Datacenters, Oklo, Intel, ZincFive and Tecogen, has been noteworthy.
In March 2026, Vertiv announced its partnership with NVIDIA to provide DSX SimReady digital power and cooling systems for AI factory designs. This collaboration aims to enable faster, safer deployment using scalable, simulation-validated building blocks. The initiative brings together physical infrastructure through the Vertiv OneCore Rubin DSX architecture. It integrates power, cooling and controls into standardized 12.5MW modules. This setup boosts performance, speeds up deployment and supports the growth of next-generation AI factories.
Vertiv is benefiting from its strong portfolio and rich partner base, which will continue to benefit the company’s top-line 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.
VRT Suffers From Stiff Competition
Vertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer (SMCI - Free Report) and Hewlett-Packard Enterprise (HPE - Free Report) , both of which are expanding their capabilities to serve hyperscale and enterprise AI data center deployments.
Super Micro Computer is well-positioned to benefit from the growing demand for AI infrastructure. In March 2026, Super Micro Computer expanded its enterprise portfolio with new systems featuring NVIDIA RTX PRO Blackwell GPUs to support AI workloads across data centers, cloud, and edge environments.
Hewlett-Packard Enterprises’ partnership with NVIDIA has been noteworthy. Hewlett Packard Enterprise recently expanded its AI portfolio with NVIDIA at the GPU Technology Conference 2026, introducing new AI servers, storage, supercomputing, and AI factory solutions to help enterprises scale and deploy AI workloads more efficiently.
Vertiv’s Share Price Performance, Valuation, and Estimates
VRT’s shares have gained 55.4% in the past six-month period against the broader Zacks Computer & Technology sector and the Zacks Computers - IT Services industry’s decline of 7.9% and 24%, respectively.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 24.37X compared with the Computer and Technology sector’s 8.78X. 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.