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Is Vertiv Holdings (VRT) Still a Top AI Stock to Buy for Long Term?

We recently published 10 Stocks Moving On Key Analyst Calls. Vertiv Holdings Co (NYSE:VRT) is one of the stocks analysts were recently talking about.

Todd Gordon, Founder of Inside Edge Capital, talked about Vertiv Holdings Co (NYSE:VRT) is a CNBC program last month and highlighted the company’s importance in the AI boom. He believes the stock is fairly valued.

“Vertiv Holdings Co (NYSE:VRT) is the name I want to focus on. It’s only up 25%. I’m laughing at what you just said about Intel up 19% for the year. Vertiv Holdings Co (NYSE:VRT) was up significantly, almost 200% in 2024, and has gone quiet relatively speaking in 2025, looking to break higher. They are a critical power and cooling infrastructure company that keeps AI data centers running cool and online. They are part of Nvidia’s partner network and work directly with Nvidia on customized liquid cooling and power designs for the big GPUs that run really hot. They have a few competitors, Eaton and Emerson, but those companies don’t have the customized solution to work as closely with Nvidia. Technically, the stock has been quiet relatively speaking in 2025. It’s formed a technical inverse head-and-shoulders pattern, which is a continuation pattern. If it breaks up through 157, we could reemerge and maybe see a little of what happened in 2024. The company is an earnings powerhouse, beating estimates 14 of 17 times. It’s fairly valued, trading at about 30–32 times forward earnings, which relatively speaking is not terrible. I just increased the exposure in Vertiv Holdings Co (NYSE:VRT) from 1.5% in our growth portfolio to 2.5%, so I think we go higher.”

ClearBridge Select Strategy stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its second quarter 2025 investor letter:

“Vertiv Holdings Co (NYSE:VRT) and Comfort Systems continue to benefit from the growing focus on AI and the underlying infrastructure investments required to support it. Vertiv delivers power and thermal management systems critical for data center operations, while Comfort Systems provides HVAC and electrical systems installation and maintenance. These names helped offset weakness across our more cyclical industrial positions that have yet to see a meaningful upturn in economic activity.”

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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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

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

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

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  • 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.

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