The ongoing artificial intelligence (AI) wave has bolstered the prospects of data center infrastructure companies, such as Vertiv Holdings (VRT). Notably, Vertiv offers power, cooling, and IT infrastructure solutions for data centers. Wall Street is bullish on this AI infrastructure provider, driven by a solid demand backdrop. Interestingly, TipRanks A.I. Analyst’s rating aligns with Wall Street’s optimistic stance, reflecting confidence in Vertiv Holdings’ long-term growth potential.
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For context, TipRanks’ A.I. Stock Analysis provides automated, data-backed evaluations of stocks across key metrics, offering users a clear and concise view of a stock’s potential.
AI Analyst Is Bullish on Vertiv Stock
According to TipRanks A.I. Stock Analysis, Vertiv Holdings stock scores 70 out of 100, resulting in an Outperform rating with a price target of $140 (10% upside potential). The AI Analyst’s rating is based on both positive and negative factors impacting the company.
The AI Analyst highlighted the company’s solid financial performance, upgraded guidance, and positive insights from the earnings call, which reflected strong growth. Aside from VRT’s accelerating organic growth and robust backlog, AI analysis also noted the company’s strong positioning in the AI infrastructure market.
Additionally, AI analysis pointed to channel checks that revealed accelerating hyperscale demand, driven by Oracle (ORCL) and ChatGPT maker OpenAI.
Among the unfavorable factors, AI analysis identified margin pressure due to tariffs and inefficiencies in meeting urgent customer demand, as well as valuation concerns.
Is VRT Stock a Good Buy?
Reacting to the strong Q2 print, Mizuho analyst Brett Linzey raised his price target for Vertiv stock to $165 from $150 and reiterated a Buy rating. The 5-star analyst noted the increase in full-year organic revenue growth guidance to about 24% from 18%, driven by significant outperformance in the Americas, despite some lag in EMEA (Europe, the Middle East, and Africa), as the industry awaits approvals.
Linzey noted the acceleration in organic order growth on a year-over-year basis to 15% in Q2 2025 from 13% in the first quarter. Meanwhile, commenting on pressure on profitability due to tariffs and other headwinds, the analyst stated that he expects margins to improve from here.
Overall, Wall Street has a Strong Buy consensus rating on Vertiv Holdings stock based on 15 Buys, two Holds, and one Sell recommendation. The average VRT stock price target of $152.38 indicates 19.5% upside potential from current levels.
