Vertiv (VRT) shares have dropped 4.8% following its Q4 2025 results, mainly due to weak market conditions in APAC and EMEA. However, VRT has outperformed the Computer and Technology sector by 78.4% in the last six months, with a book-to-bill ratio of 2.9 in Q4 2025.

Organic orders for VRT surged 252% YoY in Q4 2025, with a backlog of $15.0 billion. The growth is driven by AI adoption and the need for data centers. VRT’s expanding portfolio includes AI-powered managed services like Vertiv Next Predict.

VRT’s strong partnerships with companies like NVIDIA and Caterpillar have enhanced its offerings. The company is focused on delivering end-to-end data center solutions to meet the demand for AI-driven infrastructure. Acquisitions, like the PurgeRite deal, have strengthened VRT’s position in liquid cooling and thermal management.

For Q1 2026, VRT expects revenues between $2.5 billion and $2.7 billion, with organic net sales growing 18% to 26%. Non-GAAP EPS is projected to be between 95 cents and $1.01. These estimates indicate significant growth potential for Vertiv in the coming quarter.

Vertiv is trading at a premium, with a Value Score of D and a Price/Book ratio of 25.77X. Despite the high valuation, VRT’s strong portfolio and rich partner base justify its performance. With a Zacks Rank #2 (Buy) and Growth Score of A, Vertiv presents a compelling investment opportunity.

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Read more at Nasdaq: Should You Buy, Sell, or Hold Vertiv Stock Post Q4 Earnings?