Vertiv (VRT) Price Target Raised as AI Data Center Demand Accelerates

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks in Focus This Week. On December 1, TD Cowen raised its price target on the stock to $211.00 from $210.00 while maintaining a “Buy” rating. The firm is optimistic on the stock driven by accelerating US data center demand, upside in orders, and margin tailwinds.

Vertiv has been named TD Cowen’s “Best Ideas 2026”; anticipating upside orders and margin upside as demand accelerates for AI data centers. Latest checks indicate that US data center demand continues to accelerate, with an estimated 11GW leasing pipeline and solid quarter-to-date leasing.

The firm also had equipment checks which revealed price/cost tailwinds that should support margins in the second half of 2026 and beyond. All in all, Vertiv is a picks and shovels way to invest in the AI Data Center thematic.

"As a derivative of the recent hyperscale data center demand acceleration, we see Vertiv as well positioned to benefit from the ~11.3GW of YTD data center leasing that we have tracked via our channel checks through 3Q25."

Vertiv Holdings Co (NYSE:VRT) is a global provider of digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities.

While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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