Can Stargate send Vertiv (VRT) Stock to the Moon?

Over the last two years, artificial intelligence has been the dominant narrative in the financial markets. You don’t have to look particularly far (or hard) to find an AI success story at any part of this new technological frontier’s supply chain.

On January 21, Project Stargate was announced in the White House. The $500 billion venture aimed at AI infrastructure is the largest of its kind to date. Although deemed a positive on the whole, the project is contentious. Issues, ranging from accusations of favoritism toward OpenAI, which stands to benefit the most from the investments, to controversial billionaire Elon Musk’s open questioning on whether the project will be successfully funded have immediately arisen.

However, one way or another, an undertaking of this level has huge implications for the broader industry, and data center company Vertiv Holdings Co. (NYSE: VRT) is in a great position to benefit. Let’s dive into why this latest development could benefit VRT stock more than some industry rivals and peers.

Infrastructure is right up the company’s alley. Vertiv does everything from installation, maintenance, and repair. In other words, the entire lifecycle, to monitoring and management for data centers. The business also provides power management and, most importantly, cooling solutions.

Oh, and there’s this: A $500 billion project aimed at AI infrastructure will require an immense number of data centers.

Vertiv stock also happens to have a Zen Rating of A or Strong Buy. It belongs to a class of stocks that have, historically, overperformed the market since 2000, and provide an average annual return of 32.52%. 

A message from our sponsors...

Here's precisely how to capitalize on a booming copper market in 2025

Copper is booming with copper stocks setting up to be this year's big winner. Particularly the small-caps with high-grade projects in safe mining jurisdictions. This small-cap mining firm has around a billion pounds of copper already confirmed in mining-friendly Canada. It doesn't get any safer than that. Plus, shares are currently trading undiscovered around 10-cents.

Don't miss the free report.

Thanks to our sponsors for keeping this content free.

Over the course of 2024, the price of VRT stock increased by 154.51%. As impressive as it is, the rally isn’t showing any signs of slowing down yet.

Since the start of 2025, Vertiv stock has rallied by 24.17% — which is quite the auspicious start, especially once you factor in that the company’s Growth Component Grade rating is an A. 

Need more assurance? The business is also hiding a strong balance sheet — as it carries a Financials rating of A. In fact, in both categories, Vertiv ranks in the top 5% of all the stocks we track.

Last year, the company’s profit margins more than doubled from 3.8% to 7.7%. Debt is shrinking as well, with the debt-to-equity (DE) ratio going down from 5.08 to 3.9 over the past five years.

For 2025, analysts are expecting to see revenues increase by 17.79% and earning growth at 70.54%. For reference, the wider market forecasts are 11.79% and 25.49%. The expected rate of earnings growth also exceeds the industry average forecast of 51.18%.

Vertiv is also generating roughly 2.6 times the return on assets at 7.1% than the electrical equipment and parts industry is at 2.73%. 

Over the past five years, the company’s earnings have grown by 135.72% per year — outpacing the industry’s 61.01% and the wider market’s 25.36% rate of growth.

Lastly, several renowned market commentators, like Wedbush analyst Dan Ives, anticipate that Project Stargate, as wide-reaching as it is, is just the beginning of a wider AI initiative. While these catalysts are certainly bullish, investors looking for something a bit more immediate and concrete would do well to add the stock to their watchlists and keep their ear to the ground on February 12 — when the company will release its next quarterly report.

—> Click here to research VRT 

What to Do Next?

• Watch “Zen Ratings Revolution” to Unlock +32.52% Annual Gains >
• Upgrade Your Investing - Start Your Premium Trial Now! >
• Discover Zen Investor portfolio to Find More 100%+ Stock Winners>

Want to get in touch? Email us at news@wallstreetzen.com.