Data Center Cooling Market Poised for Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Market Growth Potential: According to Precedence Research, the global data center cooling market is projected to grow at over 10% annually, significantly boosting demand for Vertiv's liquid cooling solutions and reinforcing its market position through 2034.
- Significant Revenue Growth: Vertiv's revenue surged nearly 30% in the first three quarters of 2025, with profits more than doubling, indicating strong performance in the AI data center cooling sector and suggesting ongoing business expansion potential.
- Stable Dividend Yield: Digital Realty Trust, as a real estate investment trust, operates over 300 facilities generating nearly $1.6 billion in annual revenue, with a stable dividend yield of 3.1%, providing investors with a reliable income source amidst industry volatility.
- Risks and Opportunities: Nebius Group achieved a remarkable 355% year-over-year revenue growth to $146 million in Q3, yet its losses expanded to nearly $120 million, highlighting high-risk characteristics in the AI infrastructure space, although a multibillion-dollar contract with Microsoft offers promising future growth prospects.
Analyst Views on VRT
Wall Street analysts forecast VRT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRT is 206.07 USD with a low forecast of 195.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 182.490
Low
195.00
Averages
206.07
High
230.00
Current: 182.490
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. is a global provider of critical digital infrastructure. It provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. Its offerings include alternate current (AC) and direct current (DC) power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, management systems for monitoring and controlling digital infrastructure, and services. Its business segments include Americas, Asia Pacific, and Europe, Middle East & Africa. The Americas segment includes products which include AC and DC power management, thermal management, low/medium voltage switchgear, busbar, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software for managing I.T. equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
