Top Three AI Infrastructure Stocks for 2026
The AI data center infrastructure build-out is ongoing and strong. In fact, it looks like a multi-year opportunity.
Fiscal Year: January - December
Vertiv Holdings Co (VRT), listed on the NYSE, has a market capitalization of $124.22B. As of May 22, 2026, the stock is trading at $323.40 per share@else an unavailable price , offering investors a clear view of its current market value. Vertiv Holdings Co is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 81.27, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Vertiv Holdings Co also offers a dividend yield of 0.08%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Vertiv Holdings Co (VRT) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Vertiv Holdings Co is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Vertiv Holdings Co, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Vertiv Holdings Co is 54.45, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Vertiv Holdings Co (VRT) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Vertiv Holdings Co (VRT) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Vertiv Holdings Co (VRT) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Vertiv Holdings Co. To access the full SS Score, consider upgrading your subscription.
Vertiv Holdings Co is a significant player in the industry sector, with a market capitalization of $124.22B and a competitive P/E ratio of 81.27. Investors should compare these metrics with industry peers to gauge whether Vertiv Holdings Co is outperforming or underperforming within its sector.
The AI data center infrastructure build-out is ongoing and strong. In fact, it looks like a multi-year opportunity.
Roth Capital analyst Justin Clare raised the firm’s price target on Vertiv (VRT) to $355 from $335 and keeps a Buy rating on the shares. Following the company’s Analyst Day,…
Oppenheimer analyst Noah Kaye raised the firm’s price target on Vertiv (VRT) to $353 from $330 and keeps an Outperform rating on the shares. The firm notes the company’s Investor…
TD Cowen analyst Lance Vitanza raised the firm’s price target on Vertiv (VRT) to $387 from $347 and keeps a Buy rating on the shares. The firm said the company…
COLUMBUS, Ohio, May 19, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, will host its previously announced Investor Conference today in Greenvi...
Vertiv (VRT) sold off Monday following a steady rise in shares. Kevin Green sees the pullback to the 20-day SMA as a bullish setup for higher highs. Kevin Hincks says Vertiv remains a leader in infras...
Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters over...
Vertiv (VRT) Holdings announced that it has received notice of an unsolicited “mini-tender” offer made by Tutanota to purchase up to 500,000 shares of Vertiv common stock at $410.00 per…
COLUMBUS, Ohio, May 15, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, announced today that it has received notice of an unsolicited "mini-ten...
RBC Capital analyst Deane Dray raised the firm’s price target on Vertiv (VRT) to $435 from $356 and keeps an Outperform rating on the shares. The firm notes that the…
BofA raised the firm’s price target on Vertiv (VRT) to $440 from $370 and keeps a Buy rating on the shares. The firm argues that a premium is warranted given…
Barclays raised the firm’s price target on Vertiv (VRT) to $412 from $345 and keeps an Overweight rating on the shares. The firm says the company’s earnings “bull case” of…
Loop Capital analyst Ananda Baruah initiated coverage of Vertiv (VRT) with a Buy rating and $500 price target The firm says the company has a “fly-wheel” just as the “industry…
Loop Capital initiated coverage of Vertiv (VRT) with a Buy rating and $500 price target
Vertiv Holdings ($VRT) stock has rallied about 127% year-to-date, driven by strong demand for the company’s power and cooling solutions needed to run artificial intelligence (AI) data centers. The AI…
Evercore ISI analyst Amit Daryanani raised the firm’s price target on Vertiv (VRT) to $425 from $350 and keeps an Outperform rating on the shares.
COLUMBUS, Ohio, May 12, 2026 /PRNewswire/ -- Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, today announced that it will host a two-day Investor Conference, from M...
Citi raised the firm’s price target on Vertiv (VRT) to $414 from $353 and keeps a Buy rating on the shares following the investor day. The company has multi-year visibility…
CNBC's Jim Cramer said the data center and artificial intelligence boom is spreading to every corner of the market. Cramer referenced Nvidia CEO Jensen Huang's framework that describes the AI economy ...
COLUMBUS, Ohio, May 5, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced Frieda He has joined the company as Chief Procurement Officer (CPO)....
The artificial intelligence supercycle has transitioned from a speculative phase led by chipmakers to an industrial execution phase governed by physical constraints. As the market digests the massive ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 2.24B | Analyst x8 | |
| 2027 | 3.03B | 35.43% | Analyst x7 |
| 2028 | 3.76B | 24.17% | Analyst x7 |
| 2029 | 5.23B | 38.90% | Analyst x2 |
| 2030 | 6.98B | 33.57% | Analyst x1 |
| 2031 | 8.01B | 14.69% | Est @14.7% |
| 2032 | 8.89B | 11.08% | Est @11.1% |
| 2033 | 9.66B | 8.55% | Est @8.6% |
| 2034 | 10.27B | 6.33% | Est @6.3% |
| 2035 | 10.80B | 5.17% | Est @5.2% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 1.15B | 1.00 | 1.15B |
| 2025A | 1.89B | 1.00 | 1.89B |
| 2026E | 2.24B | 1.11 | 2.02B |
| 2027E | 3.03B | 1.23 | 2.47B |
| 2028E | 3.76B | 1.36 | 2.77B |
| 2029E | 5.23B | 1.51 | 3.47B |
| 2030E | 6.98B | 1.67 | 4.18B |
| 2031E | 8.01B | 1.85 | 4.33B |
| 2032E | 8.89B | 2.05 | 4.34B |
| 2033E | 9.66B | 2.27 | 4.25B |
| 2034E | 10.27B | 2.52 | 4.08B |
| 2035E | 10.80B | 2.79 | 3.87B |
| Terminal | 133.18B | 2.79 | 47.72B |
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