Vertiv to Join S&P 500 Amid AI Boom, Outperforming NVIDIA Stock

Vertiv is set to join the S&P 500 on March 23, 2026, fueled by the AI boom and its collaboration with NVIDIA. The company reported a significant increase in Q4 2025 earnings per share to $1.16 and a 22.7% rise in revenue to $2.88 billion, with a backlog of $15 billion indicating strong demand for data center infrastructure. Analysts recommend buying Vertiv, citing its impressive stock performance and efficient revenue conversion.

Published Mar 20, 2026

Vertiv is joining the S&P 500 on March 23, 2026, benefiting from the AI boom and its partnership with NVIDIA in the NVIDIA Partner Network. In Q4 2025, Vertiv reported earnings per share of $1.16, up from $0.39 the previous year, with revenue increasing by 22.7% to $2.88 billion.

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The backlog reached $15 billion, indicating strong demand for data center infrastructure. Year-to-date, Vertiv's stock has risen 66% and 201.86% over the past year, outperforming NVIDIA. Analysts unanimously recommend buying Vertiv, with target prices between $266 and $305, citing the company's ability to convert backlog into revenue efficiently.