Vertiv price target raised to $335 from $275 at Roth Capital

Roth Capital raised the firm’s price target on Vertiv (VRT) to $335 from $275 and keeps a Buy rating on the shares. The firm expect Vertiv’s central role in the AI infrastructure buildout to drive continued order momentum in 2026, supported by a robust pipeline and increasing adoption of prefab solutions and liquid cooling, which Roth expects to support higher content per MW, the analyst tells investors in a research note. Margin expansion may be tempered by capacity ramp, but Q1 guidance appears conservative, the firm added.