Vertiv Holdings Rose 6% Last Week. Here’s Where the Stock Could Be Headed in 2026

Nikko Henson3 minute read
Reviewed by: Thomas Richmond
Last updated Feb 3, 2026

Key Stats for Vertiv Holdings Co Stock

  • Past-Week Performance: 6%
  • 52-Week Range: $54 to $202
  • Valuation Model Target Price: $216
  • Implied Upside: 16% over 1.9 years

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What Happened?

Vertiv Holdings Co stock rose about 6% over the past week, finishing near the upper end of its recent trading range as buying interest strengthened through the week.

Shares moved higher as investors focused on Vertiv’s AI-driven data center exposure, where demand for power management and thermal cooling systems continues to support strong order activity.

Confidence around backlog conversion and margin stability heading into upcoming earnings reinforced expectations for continued earnings momentum.

Analyst updates reinforced that view. JPMorgan Chase & Co. cut its price target from $230 to $225 while maintaining an Overweight rating, signaling confidence in Vertiv’s fundamentals even after more conservative assumptions.

Other firms have maintained or raised targets in recent months, including Oppenheimer at $195, TD Cowen at $211, Mizuho at $198, and Royal Bank of Canada at $200, keeping analyst expectations clustered near current levels.

Company-specific news also supported sentiment. Vertiv announced the global launch of Vertiv™ SmartRun, a prefabricated overhead infrastructure system that can deploy up to 85% faster than traditional builds and support data center installations above 1MW per day, alongside Vertiv™ Next Predict, an AI-powered service designed to anticipate equipment issues across power and cooling systems.

Together, the launches reinforced Vertiv’s focus on faster deployments, higher-density AI workloads, and improved uptime.

Vertiv Holdings Co stock
Vertiv Holdings Co Guided Valuation Model

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Is Vertiv Holdings Undervalued?

Under valuation model assumptions, the stock is modeled using:

  • Revenue Growth (CAGR): 21.5%
  • Operating Margins: 22.7%
  • Exit P/E Multiple: 28.1x

Based on these inputs, the model estimates a target price of $216, implying 16% total upside from recent levels over the next 1.9 years.

Over the next year, results are likely shaped by Vertiv’s ability to convert its elevated data center backlog into revenue as AI-related deployments expand across hyperscale and enterprise customers.

Earnings growth remains closely tied to mix improvements toward integrated power and cooling systems, where standardized deployments and higher utilization rates can support operating leverage.

Capacity expansion in North America and disciplined capital spending support free cash flow generation, reinforcing earnings durability as demand scales.

Vertiv appears undervalued at current levels, with future performance likely driven by continued AI infrastructure demand and execution on backlog conversion rather than a broad valuation re-rating.

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  2. Operating Margins
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