Core Insights - Vertiv Holdings Co (NYSE:VRT) has experienced a significant increase in its stock price, rising 215% over the past year and 186% since Jim Cramer recommended it on Squawk on the Street [1] - The stock surged by 7% in early October following a new deal with Hitachi and OpenAI [1] - The most notable increase occurred in February 2026, when the stock closed 25% higher after the company reported fourth-quarter earnings that exceeded analyst expectations [1] Financial Performance - Vertiv Holdings Co reported fourth-quarter revenue of $2.88 billion, reflecting a 22.7% annual growth [1] - The company's operating profit grew by 33% annually [1] - For the first quarter earnings guidance, Vertiv projected earnings between $0.95 and $1.01, surpassing analyst expectations of $0.85 [1] Market Commentary - Jim Cramer emphasized the importance of Vertiv as a data center investment, advising viewers to either stick with Vertiv or exit their positions [1] - There is a recognition that while Vertiv is a strong investment, certain AI stocks may offer greater upside potential with less downside risk [3]