Vertiv (VRT) Price Target Raised as AI Data Center Demand Accelerates

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks in Focus This Week. On December 1, TD Cowen raised its price target on the stock to $211.00 from $210.00 while maintaining a “Buy” rating. The firm is optimistic on the stock driven by accelerating US data center demand, upside in orders, and margin tailwinds.

Vertiv has been named TD Cowen’s “Best Ideas 2026”; anticipating upside orders and margin upside as demand accelerates for AI data centers. Latest checks indicate that US data center demand continues to accelerate, with an estimated 11GW leasing pipeline and solid quarter-to-date leasing.

The firm also had equipment checks which revealed price/cost tailwinds that should support margins in the second half of 2026 and beyond. All in all, Vertiv is a picks and shovels way to invest in the AI Data Center thematic.

“As a derivative of the recent hyperscale data center demand acceleration, we see Vertiv as well positioned to benefit from the ~11.3GW of YTD data center leasing that we have tracked via our channel checks through 3Q25.”

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.

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