**Vertiv Holdings Co. (VRT) saw its shares rise 28% over the past month**, significantly surpassing the broader Zacks Computer and Technology sector’s increase of 17.7%. The company outperformed peers like Super Micro Computer (SMCI), which increased by 26.7%, and Hewlett-Packard Enterprise (HPE), which gained 16.8%.
**In the first quarter of 2026, Vertiv reported 44% organic sales growth in the Americas**, with a total revenue expectation for Q2 2026 set between $3.25 billion and $3.45 billion, corresponding to a projected year-over-year increase of 28.17%. Additionally, acquisitions, including Strategic Thermal Labs, have strengthened its position, notably in high-density data center environments.
**Vertiv’s revenue guidance for Q2 2026 includes projected non-GAAP earnings per share between $1.37 and $1.43**, with a consensus estimate currently pegged at $1.43 per share, indicating a significant year-over-year increase of 50.53%. The company’s growth reflects successful partnerships, including one with NVIDIA, aimed at improving infrastructure for AI deployments.
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