Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher.
Vertiv's stock price has jumped 270% over the past year, driven by growing demand for its digital infrastructure solutions in AI data centers. The company's latest results and raised full-year guidance suggest its rally is likely far from over.
Vertiv's stock has surged 270% in the past year, outpacing Nvidia and Broadcom. The company sells critical digital infrastructure solutions such as power management and thermal management used in data centers. Vertiv's products are in high demand from AI data centers, which require more electricity and generate more heat than traditional data centers. The company's revenue increased 30% year-over-year to $2.65 billion in its latest quarter, while adjusted earnings rose 83%. Vertiv raised its full-year guidance, now expecting a 51% increase in adjusted earnings per share in 2026. The data center cooling market is anticipated to grow by almost 5x between 2025 and 2033, and Vertiv is growing faster than this market.
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