Think It's Too Late to Buy Vertiv Stock? Here's the 1 Reason Why There's Still Time.

There's still time to own this play on AI infrastructure.Vertiv Holdings (VRT 0.84%) just showed that following the pick-and-shovel approach to investing in data centers and artificial intelligence (AI) is alive and well. On Wednesday morning, it reported strong results for the fourth quarter of 2025 and even stronger guidance for the year ahead, and shares were up 22% by midday. As of the close of trading Thursday, they were still holding onto most of that gain, up by 17% from where they sat before the report. Even after that sharp rise, however, there's still one key reason to believe the stock price can continue to climb. Image source: Getty Images. Demand keeps growing Vertiv has benefited from the tech sector's rapid AI data center buildout, as it provides critical infrastructure such as cooling solutions, energy storage, and monitoring systems. It just reiterated how important those offerings are, reporting that in 2025, its sales rose 28% to $10.2 billion. Operating profit for the year climbed 35% to $668 million, and free cash flow rose 66% to $1.8 billion. ExpandNYSE: VRTVertivToday's Change(-0.84%) $-1.98Current Price$234.53Key Data PointsMarket Cap$90BDay's Range$227.05 - $239.5152wk Range$53.60 - $255.54Volume6.8MAvg Vol6.4MGross Margin34.29%Dividend Yield0.07% The clearest signal this is still a stock to buy and hold onto came from one number in the report: Vertiv's backlog climbed 109% from $7.8 billion as of the end of 2024 to $15 billion at the end of 2025. That's a strong signal of ongoing demand for the company's wares, which is even more critical as investors grow more worried that the AI sector's growth may be losing steam. At least for Vertiv's role, though, it looks like it's full steam ahead. For 2026, management forecasts organic net sales growth of 27% to 29%, and a $15 billion backlog supports that outlook. That level of demand shows that investors still have time to buy in and take advantage of what's ahead for this AI infrastructure company.Read NextFeb 13, 2026 •By Neha ChamariaWhy AI Stock Vertiv Zoomed to a 52-Week High This WeekFeb 5, 2026 •By Manali Pradhan, CFAThe Secret AI Infrastructure Stock That Could Turn $1,000 Into a FortuneJan 26, 2026 •By Marc Guberti3 Reasons to Buy Vertiv Stock Like There's No Tomorrow​Jan 15, 2026 •By Lee SamahaVertiv Stock Skyrocketed Last Year: Is It Still a Buy for 2026?Jan 10, 2026 •By Manali Pradhan, CFAAI's Next Bottleneck Isn't Hardware -- It's Efficiency. Here's the Stock to Watch.Jan 6, 2026 •By Marc GubertiForget Vertiv Stock and Look at This AI Stock InsteadAbout the AuthorJack is a seasoned content strategist with over a decade of experience in financial publishing. He's directed technology, emerging opportunities, and alternative asset publications to deliver actionable insights to investors. He has a B.A. in Communication Studies.TMFJackDelaneyStocks MentionedVertivNYSE: VRT$234.53 (0.84%) $1.98*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.