Vertiv Stock Buy And Hold

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Vertiv Stock Buy And Hold

Vertiv Stock: Buy And Hold It For The Next 5 Years

The ongoing AI buildout is not just benefiting the tech stocks. In fact, many industrial stocks are also growing at a fast pace and benefiting from the AI buildout.

According to research, global data center spending will touch $3 trillion by 2030. With that in mind, Vertiv (VRT) is the one industrial stock that stands to gain a lot from all of that spending.

Vertiv Provides Digital Infrastructure

Vertiv provides digital infrastructure to data centers. It designs the thermal and power systems used in the data centers. The AI data centers generate a lot of heat. They also consume tons of electricity. So, these data centers need reliable power and cooling to keep functioning.

Vertiv was initially only selling individual components. But now, they are also providing system-level designs. This means Vertiv can now capture a bigger share of the market.

Vertiv's share price has been up by 57% over the last 12 months. Net sales during Q2 2026 have increased by 24%. Meanwhile, management thinks it could reach 31%.

The CEO of Vertiv said that the growth momentum remains strong. They are also expecting strong order growth for the next year as well. The company is also collaborating with Nvidia. The idea is to build an AI data center that uses the 800 VDC architecture.

According to Vertiv, it expects the revenue to grow at a rate of 20% to 22% per year. They think this growth rate could be maintained from 2025 till 2030. The margins are also expected to jump to 27% during this period.

Vertiv stock is trading at a forward P/E of 38. However, analysts think its earnings could grow 40% yearly. When we consider this growth, it is clear that the current valuation of Vertiv is reasonably fair.

So, if you are looking for an industrial stock to own for the next 5 years, you can consider Vertiv. The higher spending on AI buildout is one of the strongest catalysts for Vertiv'sgrowth.

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