New York, February 15, 2026, 15:31 EST — The session has ended.
- Vertiv slipped 0.8% to $234.53 on Friday, cooling off after last week’s surge.
- Traders are sizing up if that record order wave actually turns into revenue at the pace the market’s counting on right now.
- U.S. stock markets will be closed Monday for Presidents Day. Trading picks up again Tuesday.
Vertiv Holdings Co ended Friday at $234.53, slipping 0.8%. Investors weighed a choppy week for AI-related infrastructure stocks ahead of the U.S. market holiday.
Why now? Vertiv’s stock has turned into a fast proxy for data-center buildout bets, and after its sharp post-earnings rally, investors aren’t giving much space for disappointment. The next cash session lands on Tuesday—U.S. markets shut Monday for Washington’s Birthday, or Presidents Day. (New York Stock Exchange)
Vertiv’s stellar order numbers are forcing investors to weigh the impressive demand against the nuts-and-bolts reality—delivering hardware, managing teams, and keeping margins intact. Traders are left wondering, as usual, whether the stock already reflects the upside.
Vertiv Holdings Co. reported on Feb. 11 that net sales for the fourth quarter climbed 23% to $2.88 billion. Organic orders soared by about 252%, with backlog surging to $15.0 billion—a 109% increase from the previous year. The company is projecting 2026 net sales between $13.25 billion and $13.75 billion, and sees adjusted diluted EPS landing in a range of $5.97 to $6.07. (Vertiv Holdings Co.)
Vertiv’s fourth-quarter book-to-bill ratio came in around 2.9, putting orders at nearly triple the sales figure – a demand metric that tends to catch investors’ attention. CEO Giordano Albertazzi highlighted a “record backlog” and said the company sees that momentum carrying through 2026. (Vertiv Holdings Co.)
Vertiv disclosed the earnings release through an 8-K, according to a regulatory filing, and said a slide presentation will go up before its earnings call. (SEC)
Oppenheimer’s Noah Kaye described the “orders strength” following the report as “remarkable,” noting management is still looking for order growth through this year. (Barron’s)
Markets are shut Monday, giving investors a breather to dig into what those orders really signal—how fast companies can move backlog to shipments, whether pricing power sticks, and if ramping up capacity can happen without pinching margins.
Risks remain. Order growth can just as easily slow if major clients delay projects—Vertiv has flagged those long sales cycles and unpredictable ordering patterns before. Tariffs and the challenge of delivering on big contracts could also trip things up, even with demand staying strong. (Vertiv Holdings Co.)
Vertiv finds itself vying not just for investor focus, but for its slice of the valuation pie alongside other electrical and thermal management players linked to data centers—a group highly sensitive to shifts in AI spending outlooks that can send sentiment jumping or tumbling in a flash.
Up next, management will address investors on May 19-20 at a two-day conference in Greenville, South Carolina, with updates on strategy and market trends in the spotlight. (Vertiv Holdings Co.)
