Think It's Too Late to Buy Vertiv Stock? Here's the 1 Reason Why There's Still Time.

Core Viewpoint - Vertiv Holdings has demonstrated strong performance in the AI infrastructure sector, reporting significant growth in sales and profits, indicating a robust demand for its services [2][5]. Group 1: Financial Performance - In 2025, Vertiv's sales increased by 28% to $10.2 billion, with operating profit rising 35% to $668 million, and free cash flow growing 66% to $1.8 billion [5]. - The company's backlog surged by 109%, from $7.8 billion at the end of 2024 to $15 billion at the end of 2025, signaling strong ongoing demand [7]. Group 2: Future Outlook - For 2026, management forecasts organic net sales growth of 27% to 29%, supported by the substantial backlog of $15 billion [8]. - The continued demand for Vertiv's critical infrastructure solutions, such as cooling systems and energy storage, positions the company favorably in the AI data center market [5][8].