Vertiv Holdings (NYSE: VRT) just proved that following the pick-and-shovel approach to investing in data centers and artificial intelligence (AI) is alive and well. On Wednesday morning, it reported strong results for the fourth quarter of 2025 and even stronger guidance for next year, and the stock was up 22% by midday. At the close of trading on Thursday, they still held onto most of that gain, up 17% from before the report.
However, even after that sharp rise, there is still a key reason to believe the share price can continue to rise.
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Vertiv has benefited from the technology sector’s rapid buildout of AI data centers, providing critical infrastructure such as cooling solutions, energy storage, and monitoring systems. It simply reiterated how important those deals are, reporting that in 2025, its sales are up 28% to $10.2 billion. Operating profit for the year increased 35% to $668 million, and free cash flow increased 66% to $1.8 billion.
The clearest sign that it’s still a buy-and-hold stock came from one number in the report: Vertiv’s order book rose 109%, from $7.8 billion at the end of 2024 to $15 billion at the end of 2025.
That’s a strong sign of continued demand for the company’s products, which is even more critical as investors become more concerned that the growth of the AI ​​sector may be losing steam. However, at least for Vertiv’s role, it appears to be going full steam ahead.
By 2026, management expects organic net sales growth of 27% to 29%, and a $15 billion order book supports that outlook. That level of demand shows that investors still have time to buy in and take advantage of what lies ahead for this AI infrastructure company.
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