11 Stocks on Jim Cramer’s Radar

5. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holdings: 102

Throughout 2025, Jim Cramer had been quite optimistic about data center infrastructure company Vertiv Holdings Co (NYSE:VRT). The shares are up by 33% over the past year and analysts have started 2026 on a strong note for the firm. For instance, on January 2nd, Barclays upgraded Vertiv Holdings Co (NYSE:VRT)’s rating to Overweight from Equal Weight and bumped the share price target to $200. The bank pointed out that the data center company had the potential to catch up with other AI firms. Data center demand was also at the heart of TD Cowen’s coverage of Vertiv Holdings Co (NYSE:VRT) in December. The financial firm pointed out that the firm was its “2026 Best Idea” as it kept a Buy rating and increased the share price target to $211 from $210. TD Cowen cited its channel checks to comment that data center demand remained robust. Cramer discussed Vertiv Holdings Co (NYSE:VRT) after a CNBC report shared that Japanese conglomerate Softbank had completed its $40 billion investment commitment to OpenAI. Naturally, the CNBC TV host believes that the development creates a buying opportunity for Vertiv Holdings Co (NYSE:VRT):

“Do you know that this fundraise is probably the most important thing that’s going to happen in the first quarter? Because it means. . .you can buy Vertiv, it means you can buy NVIDIA.”