Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver

2. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holdings: 102

Vertiv Holdings Co (NYSE:VRT) is an electrical equipment company that caters to the needs of the data center and other industries. The shares are up by 47% over the past year and are flat year to date. 2026 has been relatively muted for the firm when it comes to analyst coverage. However, one take came from banking giant JPMorgan in mid-January. The bank trimmed Vertiv Holdings Co (NYSE:VRT)’s share price target to $225 from $230 and kept an Overweight rating on the shares. The coverage came ahead of the firm’s fourth-quarter earnings report. JPMorgan pointed out that a preference for growth companies was part of the coverage. Cramer has sparingly discussed Vertiv Holdings Co (NYSE:VRT) in 2026. Before JPMorgan’s commentary, Barclays had also discussed the stock. In an optimistic take, it bumped the share price target to $200 from $181 and the rating to Overweight from Equal Weight. As per Barclays, Vertiv Holdings Co (NYSE:VRT) could catch up to GE Vernova and peer firms in 2026. Cramer briefly praised the firm:

“By the way, Vertiv is a stock that we never talk about. Dave Cote, chairman, that thing is just a house of fire. . .”