Barclays Turns Bullish on Vertiv (VRT), Raises Price Target to $200

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks Making Waves on Wall Street. On January 2^nd, Barclays upgraded the stock to “Overweight” from “Equal Weight” and raised the price target to $200. Firm analysts believe that VRT is poised to benefit from the AI theme, noting how improved EPS outlook and AI alignment is improving its risk/reward.

According to the firm, the rating change is a reflection of revised earnings expectations for years 2026 and 2027. For 2026, its earnings share estimates are 8% above consensus, and for 2027, 12% above consensus. These are driven largely by revenue assumptions.

The firm notes how VRT’s revenue exposure comes from data centers, noting how 80% of company sales are derived from the end market. Its organic sales growth has tracked closely with U.S. data center physical infrastructure trends, noted the firm, exceeding multi-industry average in recent years.

“We upgrade our rating on VRT to OW from EW. We raise our EPS estimates, and our Price Target moves to $200 from $181. While we have not been among the Datacenter capex theme’s biggest cheerleaders (they are legion), we think the recent volatility in the stock has created an attractive entry point (down from an ATH of ~$200).”

Analyst Julian Mitchell further noted that the company is poised to rake in gains in 2026, catching up with other Overweight-rated AI names like GE Vernova and nVent Electric in the new year despite previous underperformance.

“With VRT having underperformed our OW-rated AI names such as GEV and NVT YTD, we think the time is ripe for some catch-up in VRT’s performance in 2026, as its PEG ratio now is at parity with them.”

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.

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