For the first quarter of 2026, analysts expect Vertiv Holdings Co to report consensus revenue of $2.65 billion and an EPS of $1.01, with the current stock price of $307.34 trading just below the average analyst target of $309.75.
Investors are primarily focused on the company’s total backlog, which is anticipated to reflect the massive demand shift toward high-density AI power and cooling infrastructure.
Vertiv enters the report with significant momentum, having recently partnered with NVIDIA to integrate liquid cooling stacks for upcoming GPU platforms. Management has previously guided for robust organic sales growth between 18% and 26% as hyperscaler capital expenditure continues to accelerate.