Vertiv Forecast for 46.9% 2026 Earnings Growth on $650B AI Capex Surge
Vertiv Holdings is forecast to deliver 46.9% earnings growth in 2026 as AI hyperscaler capex surges towards $650 billion, driving demand for data-center cooling and power systems. Meanwhile, peer Modine Manufacturing has surged 63% year-to-date, underscoring potential upside for infrastructure specialists.
1. AI-driven Demand for Cooling and Power Systems
Hyperscale technology companies are set to spend $650 billion on AI infrastructure this year, driving record demand for data-center cooling and power equipment, the core offerings of Vertiv Holdings.
2. 46.9% Earnings Growth Projection for 2026
Vertiv is forecast to deliver 46.9% earnings growth in 2026 as expansion in AI workloads increases its sales of high-density cooling and power solutions, underpinning its strong-buy ranking.
3. Comparison with Peer Modine’s Rally
Modine Manufacturing has delivered a 63% year-to-date stock gain, showcasing robust market momentum that underscores the sector’s rally and highlights Vertiv’s potential upside in the power and cooling market.