Here’s Why Vertiv (VRT) is Among the 10 Best Pick and Shovel AI Stocks to Invest In

Vertiv Holdings Co (NYSE:VRT) is one of the 10 Best Pick and Shovel AI Stocks to Invest In.

On July 1, 2026, Vertiv Holdings Co (NYSE:VRT) announced the opening of its manufacturing facility in Johor, Malaysia, expanding its manufacturing footprint to support demand for AI and high-density computing infrastructure across Asia, including Southeast Asia, North Asia, Australia, and New Zealand. The facility strengthens Vertiv's regional manufacturing, engineering, logistics, and deployment capabilities for critical digital infrastructure. It supports end-to-end manufacturing, assembly, and full-scale witness testing for advanced thermal and power infrastructure, helping deliver high-density solutions with validated performance. The facility is expected to bring hundreds of skilled jobs to the region when fully operational in 2027.

On June 10, Bernstein initiated coverage of Vertiv with an Outperform rating and $416 price target. Bernstein said Vertiv makes data center power and cooling equipment and is "arguably the only pure-play with scale." The firm said its fiscal 2028 estimates are materially ahead of the sell-side and cited Vertiv's "robust earnings power" for the Outperform rating.

Earlier, Oppenheimer analyst Noah Kaye raised the firm's price target on Vertiv to $353 from $330 and kept an Outperform rating. Kaye said the company's Investor Conference Day 2 highlighted a differentiated value proposition based on faster innovation cycles, scale, breadth of offerings, and expertise across domains. Oppenheimer said Vertiv's ability to translate that value proposition into a higher wallet share compared with the current mix-weighted $3.25-3.75/MW supports upside versus 2030 targets.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments across the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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