10 Hot AI Stocks to Buy Now

5. Vertiv Holdings Co (NYSE:VRT)

Magnitude of revision in street 2026 EPS estimates: +33%

Number of Hedge Fund Holders: 91

Vertiv Holdings Co (NYSE:VRT) is a major provider of critical infrastructure solutions with a portfolio encompassing power management systems, cooling solutions, and sophisticated monitoring and control tools that help ensure that mission-critical operations within data centers, telecom networks, and industrial facilities remain uninterrupted, thereby enabling organizations to cope with the ever-growing demand for digital services. By focusing on energy efficiency, reliability, and scalability, VRT has carved out a unique niche in the market, becoming an essential partner for enterprises that depend on robust infrastructure to support everything from cloud computing and big data applications to real-time communications and automated industrial processes. It is among the hot stocks in the AI sector.

Recent market shifts pose no threat for Vertiv Holdings Co (NYSE:VRT) – the rise of cost-effective, efficient AI technologies will stimulate the commoditization of both training and inferencing. While this is likely to pressure the differentiation potential of big tech companies developing and attempting to monetize AI applications, providers of support hardware will still benefit from data center expansion and the need for cooling and connectivity. The company continues to surprise to the upside and analysts’ expectations have been revised upwards by a massive +33% in just the last twelve months alone. Management has recently outlined a 5-year vision plan targeting 12-14% top-line growth and an ambitious 25% adjusted operating margin by 2029. This growth is supported by strong market dynamics, particularly in data center and AI infrastructure, with the company projecting the data center market to grow between 10-13% CAGR. All in all, the expected double-digit top-line growth, coupled with potential margin expansion and strong momentum in the valuation multiple could position Vertiv Holdings Co (NYSE:VRT) to deliver compelling stock price returns over the next couple of years.