This data center stock is up over 1000% in the last five years. Trader Mike Khouw sees more gains
Vertiv Holdings, a manufacturer of data center power and cooling equipment, has seen significant stock growth over the last five years. Despite recent supply-chain delays, analysts remain optimistic about the company's trajectory and suggest a strategic options play ahead of the October earnings report.
Why it matters
As data center infrastructure becomes critical for AI and cloud computing, Vertiv's performance serves as a bellwether for the broader hardware sector supporting the digital economy.
The great Jim Cramer is often found of saying, "It doesn't matter where a stock has been, only where it's going." It's fantastic advice, and worth remembering when looking at shares of Vertiv Holdings .
Vertiv, headquartered in Westerville, Ohio, is an electrical power equipment manufacturer, and many of the DC power systems, heat rejection and data center cooling solutions and other equipment it makes are critical in data centers. Given the enormous capex in that area it is unsurprising that Vertiv CEO Giordano Albertazzi said on the Q2 '26 earnings call, where they raised guidance and reported a 24% growth in net sales and a 410 bps expansion in adjusted operating margins, "We raised our full-year 26 guidance across all key metrics; the momentum is strong, it is broad-based, and it is accelerating." adding "I am more confident in our trajectory today than I have ever been."
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