Vertiv: Robust Outlook Predicated On Strong AI Capital Deployment
2026-02-14 08:30:00 ET
Vertiv Holdings ( VRT ) hit the ground running for eFY26, doubling the closing backlog for FY25 with a q4’25 book-to-bill ratio of 2.90x, indicating strong growth is to come. With the data center market expected to grow in 2026 driven by a substantial increase in capital deployed across the hyperscalers, I believe Vertiv is well positioned to both expand its production for data center infrastructure and grow its installed base for recurring revenue. Given the strong market outlook and Vertiv’s expanding serviceable market, I am narrowing my recommendation to a Buy rating with a price target of $279/share at 20.82x eFY28 EV/aEBITDA....
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Vertiv: Robust Outlook Predicated On Strong AI Capital Deployment
NASDAQ: VRT
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