Wall Street analysts expect Vertiv Holdings Co to report first-quarter 2026 revenue of $2.66 billion and adjusted EPS of $0.99, while the stock currently trades at $323.46, approximately 7% below the average price target of $347.00. Investors are primarily focused on the company’s transition from air to liquid cooling technologies, which are essential for high-density AI data center clusters.
This growth is underpinned by the unprecedented demand for AI infrastructure and the successful conversion of Vertiv's record-high order backlog into realized revenue. Recent industry data shows U.S. data center construction spending re-accelerated to a 31% year-over-year pace, providing a strong tailwind for Vertiv’s thermal and power management solutions.