Jim Cramer Reveals When You Can Buy Vertiv (VRT)

We recently published 11 Stocks on Jim Cramer’s Radar.  Vertiv Holdings Co (NYSE:VRT) is one of the stocks on Jim Cramer radar.

Throughout 2025, Jim Cramer had been quite optimistic about data center infrastructure company Vertiv Holdings Co (NYSE:VRT). The shares are up by 33% over the past year and analysts have started 2026 on a strong note for the firm. For instance, on January 2nd, Barclays upgraded Vertiv Holdings Co (NYSE:VRT)’s rating to Overweight from Equal Weight and bumped the share price target to $200. The bank pointed out that the data center company had the potential to catch up with other AI firms. Data center demand was also at the heart of TD Cowen’s coverage of Vertiv Holdings Co (NYSE:VRT) in December. The financial firm pointed out that the firm was its “2026 Best Idea” as it kept a Buy rating and increased the share price target to $211 from $210. TD Cowen cited its channel checks to comment that data center demand remained robust. Cramer discussed Vertiv Holdings Co (NYSE:VRT) after a CNBC report shared that Japanese conglomerate Softbank had completed its $40 billion investment commitment to OpenAI. Naturally, the CNBC TV host believes that the development creates a buying opportunity for Vertiv Holdings Co (NYSE:VRT):

“Do you know that this fundraise is probably the most important thing that’s going to happen in the first quarter? Because it means. . .you can buy Vertiv, it means you can buy NVIDIA.”

While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.