Vertiv: A Meltdown I've Been Waiting For - Further Upside In 2027

VRT’s end-to-end partnership with Nvidia enables 800VDC monetization, increased content per megawatt, and higher revenue/margin prospects from 2027 onwards. Combined with the raised FY2026/FY2030 guidance amid multi-year data center boom, VRT has proven itself as an AI pick & shovel stock worth buying.

The AI meltdown has contributed to VRT's cheaper P/E of 33.93x and 3Y PEG of 0.85x, while triggering an expanded upside potential to my LTPT of $343.20. Despite lumpiness from supply chain/project timing, the expanding backlog, strong FCF, and healthier balance sheet support robust AI monetization prospects.

VRT has finally been upgraded as a Buy here, aided by the recent bottoming at the $227s and the oversold technical indicators.

I previously rated Vertiv Holdings Co (NYSE: VRT ) as a Hold in June 2026, despite its AI beneficiary status during the multi-year data center capex boom. In this article, I shall discuss why I am upgrading VRT.