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Vertiv Holdings (NYSE: VRT) simply confirmed that following the pick-and-shovel method to investing in information facilities and synthetic intelligence (AI) is alive and properly. On Wednesday morning, it reported sturdy outcomes for the fourth quarter of 2025 and even stronger steerage for the yr forward, and shares have been up 22% by noon. As of the shut of buying and selling Thursday, they have been nonetheless holding onto most of that achieve, up by 17% from the place they sat earlier than the report.
Even after that sharp rise, nonetheless, there’s nonetheless one key motive to consider the inventory worth can proceed to climb.
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Vertiv has benefited from the tech sector’s speedy AI information middle buildout, because it gives vital infrastructure akin to cooling options, power storage, and monitoring methods. It simply reiterated how vital these choices are, reporting that in 2025, its gross sales rose 28% to $10.2 billion. Working revenue for the yr climbed 35% to $668 million, and free money circulate rose 66% to $1.8 billion.
The clearest sign that is nonetheless a inventory to purchase and maintain onto got here from one quantity within the report: Vertiv’s backlog climbed 109% from $7.8 billion as of the tip of 2024 to $15 billion on the finish of 2025.
That is a robust sign of ongoing demand for the corporate’s wares, which is much more vital as traders develop extra frightened that the AI sector’s progress could also be dropping steam. Not less than for Vertiv’s function, although, it seems prefer it’s full steam forward.
For 2026, administration forecasts natural web gross sales progress of 27% to 29%, and a $15 billion backlog helps that outlook. That stage of demand exhibits that traders nonetheless have time to purchase in and make the most of what’s forward for this AI infrastructure firm.
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The Motley Idiot Inventory Advisor analyst group simply recognized what they consider are the 10 greatest shares for traders to purchase now… and Vertiv wasn’t considered one of them. The ten shares that made the minimize might produce monster returns within the coming years.
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