We just covered the 12 Best AI Data Center Stocks to Buy Right Now and Vertiv Holdings Co (NYSE:VRT) ranks 2nd on this list.
Vertiv Holdings Co (NYSE:VRT) stock has emerged as the primary beneficiary of the transition from air cooling to liquid cooling. High-density AI chips, like NVIDIA’s Blackwell and beyond, generate so much heat that traditional fans are no longer sufficient. Vertiv’s liquid cooling solutions are now embedded across global hyperscale data center designs. Management recently noted at the JPMorgan Industrials Conference that AI infrastructure value has increased to roughly $3 million to $3.5 million per megawatt, as complex cooling systems carry higher price tags and better margins than legacy hardware.
Photo from PBF Energy LinkedIn
Another catalyst for Vertiv Holdings Co (NYSE:VRT) stock is that the backlog for the firm reached record levels in early 2026. The company reported a $15 billion backlog in its Q4 2025 earnings report, a 109% increase year-over-year. Organic orders in late 2025 were up a staggering 252% compared to the prior year, driven by mega-orders from cloud titans racing to build AI clusters. Vertiv’s acquisition of BMarko Structures is viewed as a major event as well. This move allows Vertiv to build modular, pre-fabricated data centers in-house, reducing dependency on external contractors and speeding up the deployment of AI power systems. Following this acquisition, Citigroup and BNP Paribas raised their price targets to the $340–$345 range, citing improved scale and business resilience.
While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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