Prediction: This AI Power Stock Will Double Revenue Before 2030. Here's the Math.
Manali Pradhan, CFA, The Motley Fool
Wed, September 9, 2026 at 12:25 AM GMT+3 3 min read
Vertiv Holdings (NYSE: VRT), a provider of critical digital infrastructure, including power and cooling systems, for artificial intelligence (AI) build-out, generated $10.2 billion in net sales in 2025. To reach an annual revenue of about $20.4 billion by 2029, the company will need to grow revenue at about 18.9% annually.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
However, Vertiv expects 2026 sales of $13.8 billion to $14.2 billion. Using the $14 billion midpoint, Vertiv would need revenue growth of only about 13.5% annually from 2026 through 2029 to double its 2025 sales.
Hence, the real question is whether it can double its revenue as the AI infrastructure build-out matures.
Expected growth rate is below management's target
The strongest support for that forecast comes from Vertiv itself. Management is targeting 20% to 22% organic annual sales growth from 2025 through 2030 and roughly $26 billion of revenue in 2030. Hence, Vertiv seems well-positioned to cross the $20.4 billion threshold before then, even if growth slows meaningfully from current levels.
Vertiv also enjoys high demand visibility. The company exited 2025 with $15 billion of backlog, more than its entire 2025 revenue. However, that backlog should not be treated as guaranteed 2029 sales. Management says orders can be canceled or rescheduled, and much of the backlog is expected to convert within 12 to 18 months. Vertiv will therefore need to keep replacing completed projects with new orders.
Execution risk
AI data centers are also becoming harder to power and cool as computing density rises. This increases demand for Vertiv's power, cooling, and integrated infrastructure products, giving the company another way to grow even if the number of data centers expands more slowly.
However, strong demand does not always turn into revenue immediately. Vertiv's second-quarter revenue (ending June 30, 2026) rose 24% year over year, but temporary supply chain congestion and the timing of larger, more complex projects delayed some sales. The company is expanding manufacturing capacity across power systems, integrated infrastructure, and cooling to keep up with demand.
Hence, investors should assess whether Vertiv can keep winning enough new orders and expanding capacity fast enough to sustain low-teens growth after 2026.
Should you buy stock in Vertiv right now?
Before you buy stock in Vertiv, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vertiv wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $421,997!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,413,876!*
That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul.
*Stock Advisor returns as of September 8, 2026.
Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Vertiv. The Motley Fool has a disclosure policy.
Prediction: This AI Power Stock Will Double Revenue Before 2030. Here's the Math. was originally published by The Motley Fool
Yorumlar (0)
Giriş yaparak yorum yazabilirsin.
İlk yorumu sen yaz.