Vertiv (NYSE: VRT) reported a strong earnings report and guidance, highlighting the demand for its cooling systems. Revenue came in slightly below estimates but was up 22.5% year-over-year, with earnings per share beating expectations by 37%. VRT stock surged 18% as investors reacted positively to the news.

The demand for Vertiv’s products, critical for meeting AI requirements, was evident in the company’s earnings report. With significant growth in organic orders and a strong backlog of $15 billion, Vertiv expects orders to increase in 2026. Analysts anticipate a bullish sentiment shift following the positive forecast.

Investors are advised to monitor VRT stock closely for any potential pullback as it currently appears extended. While the stock has broken above resistance levels, it may be overbought, signaling a possible mean reversion. Existing shareholders could consider trimming positions, while prospective buyers may look for a pullback opportunity around $195-$205.

MarketBeat highlights the top stocks recommended by Wall Street analysts, offering insights into potential investment opportunities. Discover the five best companies to buy now, as recommended by top analysts, before the broader market catches on. Stay informed with MarketBeat’s daily updates on top-performing research analysts and their stock recommendations.

Read more at Nasdaq: Vertiv Earnings Prove the AI Infrastructure Boom Is Intact