Vertiv (VRT) Stock Rises 42.6% in 2025 Amid $9.5 Billion Backlog
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: Fool
- Strong Order Growth: Vertiv's backlog reached $9.5 billion by the end of 2025, with Wall Street projecting sales of $12.4 billion in 2026, indicating robust growth potential amid the AI boom.
- Strategic Partnerships: Collaborations with Nvidia, Oklo, and Caterpillar are set to enhance Vertiv's growth, particularly the upcoming launch of a power system compatible with Nvidia's 800V high-voltage direct current data center architecture expected in 2027.
- Optimistic Financial Outlook: Despite facing higher costs due to tariffs, Vertiv anticipates revenue growth in the high teens and a nearly 25% annual increase in free cash flow over the next few years, reflecting strong financial health.
- Ongoing Revenue Guidance Increases: Vertiv raised its revenue guidance at every earnings presentation in 2025, and if this momentum continues, supported by key partnerships, the company is poised for another successful year in 2026.
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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: 193.760
Low
195.00
Averages
206.07
High
230.00
Current: 193.760
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.
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