Vertiv: A No-Brainer AI Gold Rush Buy

Oct. 24, 2025 10:42 PM ETVertiv Holdings Co (VRT) Stock
The Asian Investor
31.12K Followers

Summary

  • Vertiv shares have surged 1,200% in the last three years, driven by the AI-fueled Data Center boom.
  • VRT is positioned at the heart of AI infrastructure, benefiting from rising Data Center CapEx and swelling order books, with 29% Y/Y top line  growth in Q3'25.
  • Vertiv is seeing strong growth in its order backlog, highlighting pent-up demand for critical hardware products needed in Data Centers.
  • The AI infrastructure company raised its operating income and EPS guidance for FY 2025, reflecting robust demand and strong upside potential.
  • Vertiv is well-placed for ongoing AI-driven growth, and I initiate VRT as a buy, given positive long term business trends.

Machine Learning. AI Neural Network Concepts

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The share price of Vertiv Holdings (VRT) has soared more than 1,200% in the last three years amid an accelerating AI gold rush in the Data Center industry. Vertiv, which makes money providing liquid-cooling and other hardware solutions to

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About VRT Stock

SymbolLast Price% Chg
VRT
160.66-0.67%
Pre164.272.25%
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2025-06-16 00:00:00 to 2025-12-16 00:00:00.
The chart has 1 Y axis displaying values. Data ranges from 116.45 to 199.27.
End of interactive chart.
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Related Stocks

SymbolLast Price% Chg
VRT
160.66-0.67%
Pre:164.272.25%
Chart
Chart with 160 data points.
The chart has 1 X axis displaying Time. Data ranges from 2025-12-11 09:30:00 to 2025-12-16 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 156.73 to 178.6.
End of interactive chart.

Earnings Call Insights

Here's what you need to know about VRT's earnings callView Insights
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Reference ID: e5e2a4e0-db39-11f0-9667-7153808ac21b