Vertiv

VRT

Market cap $114B

Vertiv (VRT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Vertiv Holdings is uniquely positioned as the critical infrastructure enabler for AI-driven data center growth, with a $15B backlog and 252% Q4 order surge. Management targets $13.25–$13.75B revenue and $5.97–$6.07 EPS by 2026, with operating margins expanding to 25% by 2029, outpacing consensus estimates. VRT's 46x forward P/E is justified by 43% EPS growth, yielding a PEG of 1.07—cheaper than peers and the S&P 500 on a growth-adjusted basis.

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Collaboration enables grid-interactive use of BESS and other on-site energy assets to improve speed-to-power, resilience, and asset productivity in grid-constrained markets SAN FRANCISCO, April 14, 2026 /PRNewswire/ -- Today at Transition-AI 2026, Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, and CPower Energy ("CPower"), a leading Virtual Power Plant (VPP) platform, announced a new collaboration to help data centers in the United States accelerate speed-to-power and improve grid capacity by turning battery energy storage systems (BESS) and other behind-the-meter energy assets into grid resources. Vertiv has integrated its Vertiv™ EnergyCore Grid BESS with CPower's VPP platform to help data centers use behind-the-meter storage and other energy assets for demand response and other grid services, while improving facility resilience, supporting interconnection strategies, and increasing the economic value of installed infrastructure.

In the latest trading session, Vertiv Holdings Co. (VRT) closed at $299.96, marking a +1.64% move from the previous day.

Vertiv (NYSE:VRT | VRT Price Prediction) stock is trading higher Monday morning after Citi raised its price target on the data center infrastructure giant to $340 from $286, while maintaining its Buy rating.

Acquisition strengthens in-house structural fabrication, engineering control, and customization capabilities COLUMBUS, Ohio, April 13, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today announced the acquisition of BMarko Structures LLC ("BMarko"), a U.S.-based provider of custom-engineered structural fabrication. As AI data center deployments accelerate, the infrastructure layer is under growing pressure to deliver faster and at scale.

Vertiv will likely profit from the AI build-out for a long time via its software. Vertiv is posting strong growth thanks to AI spending.

I believe Vertiv may be one of the best players in the industrial sector to benefit from the hyperscaler CapEx supercycle. The demand backdrop remains strong, with Microsoft, Amazon, Alphabet, and Meta planning about $635 billion of 2026 AI infrastructure spending, up 66% yoy. The inflection point happened earlier this year. Organic orders jumped about 252%, backlog reached $15 billion, up 109%, and book to bill was roughly 2.9x.

Vertiv (VRT) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.