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Vertiv rides AI infrastructure boom with $15B backlog and strong growth outlook through 2026.

Market News
27 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Vertiv Holdings is transforming from a low-margin industrial supplier into a high-margin AI infrastructure leader, driven by a $15 billion backlog and 252% order growth. The company serves AI data center customers with integrated systems like OneCore and SmartRun, and expects 28% organic sales growth by 2026. Despite a premium price-to-earnings ratio, Vertiv's 2026 PEG ratio of 1.05 and over 17% upside potential make it attractive for investors betting on AI-driven data center expansion. Demand for AI infrastructure shows no signs of slowing, positioning Vertiv well for future growth.

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