Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Shares of Vertiv Holdings Co rose 1.5% to $163.24 in afternoon trading on Friday, clawing back some ground after a sharp drop in the prior session.

Vertiv Holdings Co’s Class A shares closed sharply higher on Friday after Barclays upgraded the data-center equipment maker, setting up a test of whether the move holds when U.S. markets reopen on Monday. The stock finished at $175.61, up 8.39% from the prior close, after trading as high as $177.25. Vertiv Investors

Vertiv Holdings Co shares ended Friday up 8.4% at $175.61 after Barclays upgraded the data-center power and cooling supplier to Overweight and lifted its price target to $200. Barclays analyst Julian Mitchell said the bank sees “substantial upside potential” to consensus earnings estimates in 2026 and 2027. TipRanks

Vertiv Holdings Co shares jumped 8.39% on Friday after Barclays upgraded the data-center power and cooling supplier. The stock closed at $175.61, up from $162.01 on Dec. 31, while Barclays raised its target to $200 and flagged Vertiv as a laggard versus other AI-linked infrastructure names such as GE Vernova and nVent Electric. Investing

Vertiv Holdings shares jumped 8.4% in after-hours trading on Friday after Barclays upgraded the data center power-and-cooling supplier and raised its price target to $200. Analyst Julian Mitchell called the pullback an “attractive entry point” and said the company’s outlook often leaves room to “beat and raise” — topping forecasts and lifting guidance. TipRanks

Vertiv Holdings Co shares were up 8.2% at $175.33 in afternoon trading on Friday after Barclays upgraded the data-center power and cooling supplier and raised its price target to $200. Barclays analyst Julian Mitchell said the stock had “substantial upside potential” to consensus earnings estimates in 2026 and 2027. TipRanks

Vertiv Holdings Co shares slipped 1.5% in premarket trading on Friday after a fresh bullish call from Barclays on the data-center infrastructure supplier. The stock was at $162.01 at 6:28 a.m. ET, about $2.40 below its previous close.

Vertiv Holdings Co shares ended the final trading session of 2025 down 1.5% at $162.01, as U.S. markets stayed closed on Thursday for New Year’s Day. Reuters