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Barclays Turns Bullish on Vertiv (VRT), Raises Price Target to $200

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks Making Waves on Wall Street. On January 2nd, Barclays upgraded the stock to “Overweight” from “Equal Weight” and raised the price target to $200. Firm analysts believe that VRT is poised to benefit from the AI theme, noting how improved EPS outlook and AI alignment is improving its risk/reward.

According to the firm, the rating change is a reflection of revised earnings expectations for years 2026 and 2027. For 2026, its earnings share estimates are 8% above consensus, and for 2027, 12% above consensus. These are driven largely by revenue assumptions.

The firm notes how VRT’s revenue exposure comes from data centers, noting how 80% of company sales are derived from the end market. Its organic sales growth has tracked closely with U.S. data center physical infrastructure trends, noted the firm, exceeding multi-industry average in recent years.

“We upgrade our rating on VRT to OW from EW. We raise our EPS estimates, and our Price Target moves to $200 from $181. While we have not been among the Datacenter capex theme’s biggest cheerleaders (they are legion), we think the recent volatility in the stock has created an attractive entry point (down from an ATH of ~$200).”

Analyst Julian Mitchell further noted that the company is poised to rake in gains in 2026, catching up with other Overweight-rated AI names like GE Vernova and nVent Electric in the new year despite previous underperformance.

“With VRT having underperformed our OW-rated AI names such as GEV and NVT YTD, we think the time is ripe for some catch-up in VRT’s performance in 2026, as its PEG ratio now is at parity with them.”

Vertiv Holdings Co (NYSE:VRT) is a global provider of digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities.

While we acknowledge the risk and potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VRT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 AI Stocks Investors Are Watching and 10 Best AI Stocks to Buy Under $50

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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