VRT
Another analyst gets the AI memo
Vertiv is having one of those moments where Wall Street can’t stop changing its mind — except the new opinion is basically the same: “We like it, just maybe a little more now.” Roth/MKM raised its price target on the data-center gear maker to $335 from $275 and left the stock at Buy.
Why the bulls are still rolling
The thesis is pretty simple: AI needs power, cooling, and a lot of heavy-duty infrastructure, and Vertiv sells the picks and shovels for that race. Roth/MKM pointed to a stronger backlog after Q4 and sees the order momentum carrying into 2026, so it nudged up its 2027 estimates too.
The analyst pile-on gets messy
This wasn’t a solo standing ovation. The same story also noted:
- BofA Securities lifted its target to $330 and stayed Buy
- Evercore ISI reiterated Outperform with a $280 target
- Jefferies cut its rating to Hold and trimmed its target to $260, citing valuation worries
So yes, the Street is still bullish — just not in a neat, synchronized-cheerleader kind of way.
The real-world kicker: more factories, more jobs
Vertiv also plans to spend $50 million expanding its headquarters in Westerville and its manufacturing facility in Ironton, Ohio. The project could create up to 730 jobs by 2029, which is the kind of capital spend that says, “We expect demand to keep showing up.”
Big picture: Vertiv is looking more and more like an AI infrastructure toll booth. If the buildout keeps going, investors will keep watching whether this stock’s massive run is still running on fumes — or on something a lot more durable.