Now, listen closely. There’s a company called Vertiv Holdings (VRT 0.36%). A rather peculiar name, don’t you think? This week, its shares did a most astonishing thing – they zoomed upwards, leaping a full 20% by Friday morning. A proper rocket ship, it was! They hit a peak of $255.54 – more than doubled in a year, you see. A truly scrumptious performance, if you happen to be a shareholder, which, naturally, some of us are.
Everyone’s flapping about an “AI bubble,” a frightful notion. But Vertiv? They’re not selling hot air. They’re providing the guts – the proper, solid, dependable bits – that keep all these whizz-bang artificial brains from frying themselves into uselessness. These aren’t flimsy gadgets; these are the very foundations upon which the future is being built, and the demand, my friends, is positively ravenous.
Vertiv’s Numbers: A Most Delightful Surprise
The quarterly numbers, released on February 11th, caused a bit of a stir. A very good stir, naturally. Revenue was up 23%, and operating profit a whopping 27%. A truly magnificent showing. But the real kicker? The orders! They jumped a preposterous 252%! And the backlog? Doubled, reaching a record $15 billion. It’s enough to make a grown trader positively giddy.
You see, Vertiv holds a dominant position in power management and thermal cooling. These aren’t just fancy words. They’re the secrets to keeping these data centers from turning into molten puddles. Servers, you see, are greedy little beasts, demanding endless power and spewing out heat like miniature suns. Vertiv keeps them fed and cool, preventing a most unpleasant meltdown.
Can Vertiv Climb Even Higher?
Vertiv is a cash-flow machine, a veritable money-printing contraption. They generated a billion dollars in cash and promptly spent it on acquiring Purge Rite Intermediate. A clever move, that. Purge Rite’s systems keep the liquid cooling clean, preventing blockages and ensuring everything runs smoothly. It’s like giving these digital brains a constant, refreshing drink.
Management has set a high bar for 2026, and it’s a rather ambitious one. They’re expecting 27% to 29% organic sales growth, net sales of $13.25 to $13.75 billion, and adjusted earnings of $6 per share. Analysts are blinking in disbelief, naturally. But I suspect they’ll be revising their estimates upwards shortly.
As long as these AI chips continue to run hot, and data centers continue to demand power and cooling, Vertiv should continue to grow. And, naturally, so should its stock price. A most satisfying prospect, wouldn’t you agree? It’s a rather splendid little operation, and I, for one, intend to keep a very close eye on it.
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2026-02-13 19:52