Vertiv with 30% Price Potential – Goldman expects twice +38% in power demand from US data centers

BMO Capital sees a 30% price potential for Vertiv and considers it one of the best beneficiaries of AI-driven data center expansion. Goldman Sachs expects that the power demand from US data centers will increase by 38% or 12 GW in 2026 and again by 38% or 17 GW in 2027. Vertiv will double its production capacity for large cooling systems in Italy by the end of 2026 and expand its liquid cooling offerings. Vertiv (VRT) provides critical infrastructure for data centers, including power supply, power management, liquid and air cooling, as...