Vertiv shares surge after strong earnings and AI data center growth outlook

Vertiv stock jumped more than 14% before the market opened on Wednesday after the company reported strong fourth-quarter results. The company is an AI data-center infrastructure firm and also a partner of Nvidia. Vertiv said its strong growth is helped by “deep collaborations with semiconductor industry leaders.”

In the fourth quarter, Vertiv’s earnings per share rose 37.4% to $1.36, as per Investors Business Daily. Its revenue increased 22.6% to $2.88 billion in the same quarter. Analysts had expected $1.29 EPS and $2.875 billion revenue, so the results beat expectations. Earlier, Vertiv had guided revenue between $2.81–$2.89 billion and EPS between $1.23–$1.29, which it also beat. At the end of Q4, the company’s order backlog reached $15 billion, up 109% from last year.

Strong future growth

The backlog also rose strongly from $9.5 billion in Q3. For 2026, Vertiv expects sales between $13.25–$13.75 billion. It also expects 27%–29% organic sales growth compared to 2025. Vertiv predicts 2026 earnings of about $5.97–$6.07 per share, around 43% higher at midpoint. Analysts expect slightly lower estimates — about $5.33 EPS on $12.45 billion revenue.


CEO Giordano Albertazzi said the strong results show Vertiv’s leadership in the growing data-center market. He also said partnerships with chip companies help Vertiv predict customer needs early. The CEO added that the huge backlog gives clear visibility for more growth in 2026, as cited by Investors Business Daily.

VRT stock performance

The stock had closed Tuesday down 1.2% at 199.62 before the big jump. If the jump holds, the stock will move above a 200.40 buy point. Vertiv shares are already up over 23% in 2026 so far. The stock had gained 42.6% during 2025. The electrical-equipment industry group has risen 25.54% in 2026, ranking 12th among industries. Vertiv stock holds a perfect 99 Composite Rating, showing very strong performance. It also has 91 Relative Strength and 98 EPS ratings.

Nvidia partnership plans

Vertiv is based in Columbus, Ohio and has steady sales and earnings growth. The company sells cooling systems, power supply units, and server racks for data centers. It also provides services for communication networks and industries like healthcare, finance, and manufacturing. In October 2025, Vertiv confirmed it is working closely with Nvidia, as noted by Investors Business Daily.

Vertiv plans to launch 800-volt DC power systems in late 2026 to support Nvidia AI platforms. These systems will support Nvidia’s future Rubin Ultra GPUs and AI racks launching in 2027. Nvidia said data centers are moving toward 800-volt DC power instead of traditional AC power.

Vertiv has shown steady growth for the past eight quarters. In Q3, earnings grew 63% to $1.24 per share. Q3 revenue also rose 29% to $2.7 billion, as mentioned by Investors Business Daily. Vertiv stock jumped because the company beat earnings expectations, has a huge order backlog, strong AI demand, and a big partnership with Nvidia — all pointing to strong future growth.

FAQs

Q1. Why did Vertiv stock go up?

Vertiv stock went up because the company reported strong earnings, big sales growth, and a large order backlog showing strong future demand.

Q2. What does Vertiv do in the AI market?

Vertiv makes cooling, power, and equipment systems that help run AI data centers and works closely with Nvidia.