Vertiv $VRT ( ▲ 22.25% ) shares are soaring after the AI infrastructure company delivered strong fourth quarter results and guidance that blew past Wall Street expectations. Investors are cheering a business that sits right at the center of the data center and AI buildout.
The company’s power and cooling systems have become critical as AI workloads push data centers to their limits.
Solid Quarter, Strong Start Ahead
Vertiv $VRT reported adjusted earnings per share of $1.36 for Q4, beating the $1.29 analysts were expecting. Revenue came in at $2.88 billion, right in line with forecasts.
The outlook for the current quarter also impressed. Management guided for adjusted earnings between $0.95 and $1.01 per share, with even the low end above consensus. Expected Q1 sales of $2.5 billion to $2.7 billion also topped Wall Street estimates.
Full-Year Guidance Turns Heads
The real headline was the 2026 outlook. Vertiv $VRT projected net sales between $13.25 billion and $13.75 billion and adjusted earnings per share between $5.97 and $6.07. Even the low end of both ranges sits above the highest analyst estimates.
That kind of guidance suggests demand for AI related data center infrastructure remains extremely strong.
From SPAC to AI Star
Vertiv $VRT is one of the standout success stories from the SPAC era. After going public through a blank check deal in 2020, the stock traded quietly for years. Once the AI data center boom kicked into gear, shares took off.
Since the end of 2022, Vertiv has climbed more than 1,300%, adding tens of billions of dollars in market value. With this latest report, the company is showing that the AI infrastructure wave still has plenty of momentum.