Vertiv's (VRT) Expanding Markets Support Barclays' Equal Weight Rating

Vertiv Holdings Co (NYSE:VRT) is included among the 14 Best US Stocks to Buy for Long Term.

On December 4, Barclays raised its price target on Vertiv Holdings Co (NYSE:VRT) from $170 to $181 and maintained an Equal Weight rating on the stock. The update came as part of the firm’s 2026 outlook for the company. Barclays supported the neutral view of the sector for the next year, as growth is expected in markets beyond data centers, electric utilities, and aerospace.

In 2024, Vertiv Holdings Co (NYSE:VRT) announced its partnership with Nvidia for creating a range of power system solutions for the upcoming 800V high-voltage direct current (HVDC) data centers, which are expected to launch in 2027. This establishes the company as a major player in the already growing data center market, driven by AI demand.

Vertiv Holdings Co (NYSE:VRT) is performing exceptionally well in 2025, surging by nearly 60% since the start of the year. The main reason for this could be the company’s practice of raising its full-year guidance in every earnings call this year. In fact, due to the strong backlog and pipelines, Vertive has raised its FY25 guidance and now expects adjusted diluted EPS of $4.10, up from $3.80, and adjusted operating profit of $2.06 billion, up from $1.9 billion.

In addition, Vertiv Holdings Co (NYSE:VRT) also boosted investors’ confidence by announcing a 66.7% hike in its quarterly dividend on November 14. The company’s quarterly dividend now sits at $0.0625 per share.

Vertiv Holdings Co (NYSE:VRT) is an American multinational company that provides critical infrastructure and services for data centers and communication networks.

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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Disclosure: None.