New York, Feb 14, 2026, 15:33 EST — The market has closed.
Vertiv Holdings Co closed out Friday at $234.53, slipping 0.84% and paring back some of its steep rally earlier in the week. The stock still notched a 19.92% gain over the past five sessions and is up 44.76% for the year, MarketScreener data show. (MarketScreener)
U.S. markets are closed for the weekend, leaving traders looking ahead to see if fresh buyers step in at the open or let the post-earnings action settle down. Vertiv, which makes power and cooling equipment for data centers and other essential sites, has quickly turned into a volatile stand-in for bets on AI-fueled infrastructure spending.
S&P Global Ratings bumped Vertiv Group Corp up to investment-grade BBB- from BB+ on Thursday, pointing to strong EBITDA, better margins and low leverage. That BBB- tag moves Vertiv out of “junk” territory, a shift that can open its bonds to new buyers—especially handy with growth spending still running high. (Investing.com)
Vertiv on Feb. 11 reported net sales for the fourth quarter up 23% to $2.88 billion, with adjusted diluted earnings per share at $1.36. The company projects 2026 net sales between $13.25 billion and $13.75 billion, and sees adjusted diluted EPS ranging from $5.97 to $6.07. Organic orders skyrocketed about 252% year-over-year and pushed backlog to $15.0 billion. Book-to-bill landed around 2.9. “Our record backlog provides clear visibility into what we expect to be another year of significant growth,” Chief Executive Giordano Albertazzi said. (Vertiv)
The company submitted its earnings release via Form 8-K, according to a regulatory filing, and noted plans to upload a slide deck to its investor relations website before the earnings call. (SEC)
Mizuho’s Brett Linzey bumped his Vertiv price target up to $290 from $198 while maintaining his Outperform call, TheFly reported. The analyst’s note flagged a “252% orders growth in Q4” for the company, with the backlog also doubling. (TipRanks)
Still, after such a rapid run-up, there’s risk on the downside too. If orders show signs of cooling off, projects hit delays, or margins begin to narrow, a stock that’s rallied this fast could easily get knocked back.
With U.S. markets closed Monday in observance of Washington’s Birthday, traders will have to wait until Tuesday for the next move. (New York Stock Exchange)
Vertiv is pointing to a couple of investor conference stops coming up soon. Scott Armul and Lynne Maxeiner are set to speak at Citi’s Global Industrial Tech and Mobility Conference on Feb. 17, then at Barclays’ Industrial Select Conference on Feb. 18—both taking place in Miami, and both with webcasts lined up. (Nasdaq)
Traders have their eyes on Tuesday’s reopening after the holiday break, waiting to hear if Vertiv gives any new guidance on how quickly its record orders might convert to shipments as 2026 approaches.
