Vertiv Holdings is a critical enabler of AI-driven data center expansion, specializing in cooling and power infrastructure for hyperscalers. VRT delivered 23% organic revenue growth in Q1 2026, guides for 29–31% organic growth in 2026, and boasts a $12.45B backlog—up 80% YoY. Operating margin reached 20.8% in Q1; management targets >27% by 2030, supported by robust demand, new architectures, and recurring revenue streams.
Vertiv Holdings: Investor Conference Solidifies A Buy Rating
Source: Seeking Alpha