Vertiv (VRT) Stock Gains 23% on Strong 2026 Revenue Guidance

Vertiv Holdings Co, VRT

CEO Giordano Albertazzi said the results demonstrate Vertiv‘s leadership position in an increasingly complex data center market. He pointed to strong demand for AI infrastructure as the key driver behind the company’s ability to raise guidance.

Record Guidance Tops Estimates

The 2026 outlook became the focal point of Tuesdays report. Vertiv expects revenue between $13.25 billion and $13.75 billion for the full year. Analysts were modeling $12.39 billion, creating a gap of roughly $1.4 billion.

Thats one of the larger guidance beats seen in recent earnings seasons. It suggests pricing power and market share gains in critical infrastructure.

On earnings, Vertiv projects $5.97 to $6.07 per share for 2026. The Street was expecting $5.33, making this a 12% beat at the midpoint.

Q1 guidance came in mostly in line with expectations. The company sees revenue of $2.50 billion to $2.70 billion versus the $2.56 billion consensus. Q1 EPS is expected between $0.95 and $1.01 compared to the $0.96 estimate.

Vertiv has now beaten EPS estimates for four straight quarters. It has also exceeded revenue projections in each of those periods, building credibility with institutional investors.

Analyst Outlook Remains Strong

Wall Street continues to back VRT stock. The company holds a Strong Buy consensus rating with 15 Buy recommendations, two Hold ratings, and zero Sell ratings.

The average analyst price target sits at $208.89. Thats slightly below where shares traded following the earnings surge, suggesting price targets may need updating.

Vertiv recorded 17 upward EPS revisions and zero downward revisions over the past 90 days. That momentum in estimate changes typically precedes continued stock outperformance.

The stock closed at $199.62 on Monday before todays rally. Shares have climbed 16.76% over the past three months and 79% over the past year.

Year-to-date performance now exceeds 23% following Tuesday‘s post-earnings jump. That compares favorably to the S&P 500’s 1.4% gain over the same timeframe.

InvestingPro rates Vertivs financial health as “great performance” based on balance sheet strength and operational metrics.

Vertivs Q1 2026 guidance targets revenue of $2.50 billion to $2.70 billion with EPS between $0.95 and $1.01.

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