Vertiv Stock (VRT) Surges: Why Wall Street Is Betting Big Before Q3 Earnings Drop

Wall Street's latest infatuation? Vertiv (VRT). The stock's pre-earnings rally has traders buzzing—and skeptics rolling their eyes.

Here's why the smart money's piling in...

The AI Infrastructure Play

Data center demand is exploding. Vertiv's cooling solutions sit at the heart of the AI revolution—making them the silent beneficiaries of every GPU cluster fire sale.

Short Squeeze Fuel

With 15% of float sold short, this could be another 'buy the rumor, sell the news' circus. Because nothing says 'efficient markets' like hedge funds chasing momentum into an earnings black box.

The Bottom Line

Whether it's genuine conviction or just FOMO-fueled gambling, Vertiv's become the latest Wall Street dopamine hit. Place your bets—the house always wins.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

Over the last few days, VRT stock’s price targets have been raised by analysts from Mizuho, RBC Capital (RY), JPMorgan (JPM), Deutsche Bank (DB), and Oppenheimer (OPY), among others. Why is Vertiv attracting these boosts and what does Wall Street expect in terms of the company’s third quarter performance?

Vertiv Enjoys Exposure to AI Infrastructure Boom

According to RBC Capital analyst Deane Dray — who raised his price target by approximately 18% to $191 per share and maintained his Outperform rating on VRT stock — Vertiv’s industrials sector is poised to benefit from several long-term growth drivers. These include Trump’s campaign to bring tech manufacturing back to the U.S. and the surge in demand for AI-powered data centers.

Dray also sees companies in the industrial sector benefiting from a possible lower interest rate regime from the Federal Reserve. He expects such environment to continue to fuel steady growth and make it easier for companies to stabilize their future earnings.

Similarly, Deutsche Bank analyst Nicole Deblase, who stuck to her Buy rating and raised her price target by 16% to $216 per share, up from $186, argued that Vertiv has “moved considerably higher” in its share of the AI data center market. In the same vein, Oppenheimer analyst Noah Kaye emphasized that stocks exposed to investments in AI infrastructure have delivered stronger performances compared to other sectors.​

Analysts See Revenue, EPS Growth in Q3

In contrast, while JPMorgan analyst Stephen Tusa raised his price target even higher — by 37% from $150 to $206 — the firm is a “bit more cautious” about its short-term outlook on the electrical equipment industry. Nonetheless, Tusa believes that the valuations of companies in the sector are “at least more attractive.”

Heading into Q3, Wall Street expects Vertiv to report earnings per share of 98 cents compared to 76 cents in the same period last year. Analysts also anticipate revenue to jump by about 25% to $2.58 billion, up from $2.07 billion raked in during the same period last year.

Is Vertiv Stock a Good Buy?

Across the larger Wall Street, Vertiv’s shares currently enjoy a Strong Buy consensus rating. This is based on 16 Buys, two Holds, and One Sell recommendation issued by 19 Wall Street analysts over the past three months.

Moreover, at $173 per share, the average VRT price target indicates a downside risk of about 2% from the current level.