Is Vertiv Stock a Buy Right Now?

2026-03-03 08:35:00 ET

The artificial intelligence (AI) data center investing theme has been on fire over the last year. That said, valuations still matter, and investors need to consider what they are buying when they invest in data center infrastructure companies like Vertiv (NYSE: VRT) .

I last discussed the data center power and thermal management technology stock in mid-January, and it is up 52% since then, up 62% in 2026, and up 185% over the last year. Its remarkable performance consistently exceeds expectations for revenue and, importantly, order growth.

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