5 Best Data Center GPU-as-a-Service Stocks To Buy

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1. Vertiv Holdings Co. (NYSE:VRT)

Number of Hedge Fund Holders: 112

On April 28, Amit Daryanani of Evercore ISI reaffirmed a Buy rating and set a target price of $350 on Vertiv Holdings Co. (NYSE:VRT). This reflects an upside of 5% from here on.

This followed the company’s announcement of its Q1 2026 earnings report on April 22. It reported revenue of $2.649 billion, slightly missing the Wall Street consensus of $2.653 billion. The earnings per share came in at $1.17, which comfortably beat estimates of $1.01.

Going forward, Vertiv Holdings Co. (NYSE:VRT) expects an EPS of $6.35 at the midpoint on net sales of $13.75 billion for the full year. The free cash flow is expected to be $2.2 billion, exactly as the company previously guided.  By region, VRT expects organic growth rates of the high 30s in the Americas, mid-20s in APAC, and flat in EMEA. Management reiterated the company’s critical role in data centers, noting its involvement in battery energy storage systems and microgrids.

Vertiv Holdings Co. (NYSE:VRT) is an electrical equipment & parts company that specializes in critical digital infrastructure technologies & life cycle services for data centers and communication networks

While we acknowledge the potential of VRT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about the cheapest AI stock.

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