Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue \u00bb<\/a><\/p>\n Shares of the company, which sells critical digital infrastructure solutions such as power management, thermal management, and server racks and enclosures used in data centers, have jumped by a whopping 270% over the past year. The increase of almost 4x in Vertiv’s stock price has been driven by improving growth rates and solid prospects.<\/p>\n The good news is that Vertiv’s rally is likely far from over. Its latest results suggest the company’s growth rate should continue accelerating, translating into more upside for investors. Let’s see why this AI stock<\/a> hasn’t run out of steam yet.<\/p>\n Image source: The Motley Fool.<\/p>\n Vertiv’s solutions are in solid demand from AI data centers<\/p>\n AI data centers require much more electricity to run than traditional data centers, driven by the powerful chips they house to handle training and inference workloads. These chips also generate a lot of heat. Vertiv’s products allow AI data centers to run smoothly. It offers uninterruptible power supply (UPS) systems, liquid-cooling solutions, thermal control and monitoring, and server racks, among other solutions.<\/p>\n In fact, Vertiv is a part of the Nvidia Partner Network, collaborating with the chip giant to develop solutions that will help reduce heat generation in Nvidia’s AI factories. Vertiv also claims that its modular prefabricated solutions can help reduce the deployment times of AI data centers by up to 50% compared to traditional solutions.<\/p>\n So, it is easy to see why customers have been flocking toward the company’s offerings. The company released its first-quarter results on April 22. Revenue increased 30% year over year to $2.65 billion, while adjusted earnings increased by an even more impressive 83%. The numbers clearly show that Vertiv isn’t just experiencing healthy product demand but is also seeing solid margin improvement, driven by improved pricing and productivity gains.<\/p>\n What’s more, Vertiv raised its full-year guidance. It now expects to deliver a 51% increase in adjusted earnings per share in 2026 to $6.35 per share. It was earlier anticipating $6.02 in earnings per share at the midpoint. The revenue guidance has also been raised to $13.75 billion, a 34% increase over the prior year.<\/p>\n The improved guidance explains why analysts are now expecting a larger earnings jump going forward.<\/p>\n VRT EPS Estimates for Current Fiscal Year<\/a> data by YCharts<\/a><\/p>\n But is Vertiv stock worth buying anymore?<\/p>\n Investors may be wondering whether it makes sense to invest in this tech stock<\/a> after its multibagger gains over the past year. However, the strong growth potential of the AI data center market suggests that the company may be at the beginning of a terrific growth curve.<\/p>\n The data center cooling market, for instance, is anticipated to grow by almost 5x between 2025 and 2033, generating $128 billion in revenue in 2033. Meanwhile, demand for data center power solutions could increase from $23 billion last year to $72 billion in 2033 at a compound annual growth rate of almost 16%.<\/p>\n Vertiv is growing faster than these markets, suggesting it may be capturing a larger share of this space. As a result, Vertiv can sustain the eye-popping earnings growth it is clocking, making this an ideal bet for investors looking to buy a growth stock.<\/p>\n Of course, Vertiv is trading at an expensive 52 times forward price-to-earnings (P\/E) ratio, but it can justify that valuation by outperforming consensus estimates and maintaining solid earnings growth. Assuming its earnings indeed jump to $10.78 per share in 2028 (as seen in the chart) and it trades at 43 times earnings (in line with the U.S. tech sector’s average earnings multiple, which is lower than its forward P\/E), the stock could jump to $463.<\/p>\n That’s a potential jump of 44% from current levels, which means that it isn’t too late for investors to buy this high-flying stock.<\/p>\n Should you buy stock in Vertiv right now?<\/p>\n Before you buy stock in Vertiv, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Vertiv wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you\u2019d have $496,797!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,282,815!*<\/p>\n Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 979% \u2014 a market-crushing outperformance compared to 200% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of April 30, 2026. <\/p>\n Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom, Nvidia, and Vertiv. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"Key Points The power management and cooling requirements of AI data centers have been a tailwind for Vertiv.…\n","protected":false},"author":2,"featured_media":24019,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,309,148,980,1151,1303,1020,1304,1305,1309,936,1308,1306,1307,1310],"class_list":{"0":"post-24018","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-business","11":"tag-business-news","12":"tag-economy","13":"tag-finance","14":"tag-financial-information","15":"tag-investing","16":"tag-investor","17":"tag-market-news","18":"tag-motley-fool","19":"tag-press-releases","20":"tag-sedar","21":"tag-stock-research","22":"tag-stock-valuation","23":"tag-the-globe-and-mail"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/24018","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=24018"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/24018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/24019"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=24018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=24018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=24018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Vertiv](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/a891347172d261fb682311fa12fee4d4\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f867470%252fvrt_tmf.png%26amp%3Bw%3D700\"\/)
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