10 Best Performing Data Center Stocks So Far in 2026

7. Vertiv Holdings Co (NYSE:VRT)

On May 20, 2026, TD Cowen analyst Lance Vitanza raised the firm’s price target on Vertiv Holdings Co (NYSE:VRT) to $387 from $347 and maintained a Buy rating on the shares. The firm noted that Vertiv left its 2026 guidance unchanged while updating its long-term outlook to include 20%-22% five-year organic revenue CAGR and adjusted operating margins above 27% by 2030. TD Cowen said it views both the long-term revenue and margin targets as conservative.

RBC Capital analyst Deane Dray also raised the firm’s price target on Vertiv Holdings Co (NYSE:VRT) to $435 from $356 and maintained an Outperform rating on the shares. RBC said Vertiv’s May 19-20 investor event is expected to highlight the company’s positioning in data center power and cooling technologies. The firm added that it expects Vertiv to grow revenue organically by at least 20%-25% annually through 2030 while generating 25%-30% incremental margins, supporting what RBC views as sector-leading EPS growth potential.

Last month, Vertiv Holdings Co (NYSE:VRT) reported Q1 adjusted EPS of $1.17, versus the consensus estimate of $1.01. Revenue totaled $2.65B, in line with the consensus estimate. CEO Giordano Albertazzi said data center infrastructure requirements continue to evolve rapidly as customers prioritize deployment speed, efficiency, and optimized infrastructure design. Management added that Vertiv’s investments in manufacturing capacity, technology, and acquisitions are contributing to market share gains as customers increasingly demand faster deployment timelines, higher reliability, and integrated infrastructure services. Albertazzi also said the company believes it is well-positioned to support increasingly dense and large-scale AI infrastructure deployments.

Vertiv Holdings Co (NYSE:VRT) designs and manufactures critical infrastructure technologies and services for data centers, communication networks, and industrial environments globally.