“Jim Cramer, the longtime CNBC host and market commentator, recently declared Vertiv Holdings Co (NYSE: VRT) as the standout in its space, emphatically stating ‘Vertiv’s the best’ and ‘I love Vertiv’ during a lightning round segment. This enthusiastic endorsement highlights the company’s dominant position in data center infrastructure amid the explosive growth of AI demand. Vertiv’s shares have delivered massive gains, fueled by record orders, backlog expansion, and strong financial performance, though recent market volatility has introduced some pullback pressure.”
Cramer’s Bullish Stance on Vertiv Amid AI Boom
Jim Cramer’s latest praise for Vertiv Holdings Co comes as no surprise to longtime followers of his commentary. In a recent appearance, responding to a viewer inquiry during a rapid-fire segment, Cramer doubled down on his affection for the stock: “Well, Vertiv’s the best one. No, Vertiv’s the best. I love Vertiv.” He tied this view to the company’s leadership under Chairman Dave Cote, noting the stock’s recent sharp upward move but suggesting it could see a temporary pullback before resuming its trajectory.
This comment caps a series of positive remarks from Cramer throughout the past year, where he has consistently positioned Vertiv as a key beneficiary of the artificial intelligence infrastructure surge. He has previously described the company as a “house of fire,” predicted potential “monster” quarters, and highlighted its “incredible” order flow. Cramer has emphasized Vertiv’s critical role in providing essential power and cooling solutions—particularly through its legacy Liebert brand, which he has favored since the 1980s—for high-density data centers powering AI workloads.
Vertiv’s momentum stems directly from the unrelenting demand for AI-ready facilities. Hyperscalers and cloud providers continue to expand at a breakneck pace to support generative AI training and inference, driving needs for advanced thermal management and power distribution. Vertiv specializes in these areas, offering uninterruptible power supplies (UPS), precision cooling systems, and integrated modular solutions that address the extreme heat and energy requirements of next-generation GPUs.
Recent financial results underscore why Cramer remains so enthusiastic. In its latest quarterly report covering the full year 2025, Vertiv posted revenue of approximately $10.2 billion, with net profit reaching $1.3 billion—a staggering 169% increase year-over-year. The fourth quarter alone saw profit jump to $446 million from $147 million in the prior year. Even more telling was the backlog explosion: it swelled to $15 billion, up 109% from the previous period and reflecting massive forward commitments from customers racing to build out AI infrastructure.
Guidance for the current year points to continued acceleration, with projected net sales in the range of $13.25 billion to $13.75 billion and expectations for substantial profit growth. This outlook has supported analyst upgrades, including a notable price target increase to $266 from $200 by one major firm, maintaining an Outperform rating based on backlog strength and AI tailwinds.
Market Performance and Valuation Context
Vertiv’s stock has been one of the standout performers in the industrial and technology sectors. Over the past year, shares have surged around 170%, with significant year-to-date gains as well. The rally intensified following the strong earnings release, where the stock gapped higher by over 24% in a single session. At recent levels around $255–$262, the market capitalization exceeds $97 billion, reflecting investor confidence in its AI exposure.
However, the path has not been entirely smooth. Shares have experienced volatility, including a recent dip of around 7% in a single session amid broader reassessments in the AI infrastructure space. Factors such as potential shifts in cooling technologies, competition risks, and profit-taking after extended runs have contributed to periodic pullbacks. Cramer has acknowledged these dynamics, noting that after big jumps, temporary consolidation is possible—but he views the fundamental setup as intact.
Key Business Drivers and Strategic Moves
Vertiv’s edge lies in its ability to deliver scalable, high-reliability solutions for the most demanding environments. The company’s portfolio includes:
Power Management : UPS systems and distribution that ensure zero downtime for mission-critical AI operations.
Thermal Management : Precision air and liquid cooling, including adaptive technologies that handle rack densities far beyond traditional limits.
Integrated Solutions : Prefabricated modular data centers like Vertiv OneCore, which reduce deployment time and complexity through factory-integrated, digitally validated designs.
Recent announcements highlight ongoing innovation. Vertiv has advanced its digital twin platform for higher-fidelity modeling, enabling faster and more precise AI factory builds. Collaborations, such as with partners for liquid-cooled racks and energy optimization, position it to capture share in emerging markets like India and beyond. The company has also introduced AI-powered predictive maintenance services to enhance operational efficiency for modern data centers.
Additionally, Vertiv bolstered its balance sheet with a significant bond issuance totaling about $2.1 billion in long-dated notes (maturities extending to 2066), locking in funding at favorable rates to support multi-year investments in AI infrastructure capacity.
Investment Considerations in the AI Infrastructure Trade
For investors eyeing the AI theme beyond semiconductors, Vertiv stands out as a pure-play enabler. Its products are indispensable—data centers cannot scale without robust power and cooling—and the order book suggests sustained demand. While valuation metrics, including a forward P/E in the mid-70s range, appear elevated, they reflect expectations for explosive earnings growth as AI adoption accelerates.
Cramer’s repeated endorsements, from calling orders “incredible” to labeling Vertiv essential (“You still need Vertiv”), reinforce the narrative that this is a core holding in the data center buildout story. Paired with peers in the ecosystem, Vertiv offers leveraged exposure to the multi-year capex cycle in AI facilities.