Vertiv’s AI Growth Justifies High Price | Durham News

Vertiv Holdings (VRT) is powering the AI revolution with critical data center infrastructure, posting 24% YoY revenue growth and a boosted full-year earnings forecast—despite trading at a lofty 63x earnings. Its PEG ratio below one suggests valuation aligns with strong growth, and its S&P 500 inclusion adds institutional support. Veteran trader Mike Khouw remains bullish, betting on sustained demand for cooling and power systems through early 2027—even as the stock has surged over 1,000%. He urges investors to enter cautiously, balancing positions and monitoring AI capital spending, since high valuations leave little room for error.

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