Vertiv Draws Fresh Bull Calls as AI Data‑Center Demand Accelerates

Overview

• Barclays, Evercore ISI, and HSBC each reiterated bullish calls on Vertiv with price targets of $300, $280, and $325.
• Recent research highlights a reported near $15 billion backlog and a 252% fourth‑quarter order surge, with management guiding to $13.25–$13.75 billion revenue and about $6 EPS in 2026.
• The company plans about $50 million in Ohio expansions to lift liquid‑cooling and chilled‑water output roughly 45%, with Ironton production slated for Q2 2027 and hundreds of jobs expected.
• Vertiv is listed as a partner in NVIDIA’s Vera Rubin DSX AI Factory program and is developing a prefabricated system called Vertiv OneCore Rubin DSX to speed large‑scale deployments.
• Analysts frame Vertiv as a key supplier for power and thermal gear in AI data centers, though they note near‑term demand uncertainty that could test its expansion plans.