Vertiv Holdings LLC stock traded up by 7.28 percent on Friday, July 31, 2026, amid strong AI data-center demand. The company posted a standout Q2 2026 with 24% revenue growth, over 400 bps of margin expansion, EPS up more than 50%, and a 234% surge in free cash flow. Management raised full-year 2026 guidance, targeting adjusted EPS of $6.65–$6.75, above the $6.49 Street estimate. Q3 guidance calls for adjusted EPS of $1.77–$1.83 and revenue of $3.65B–$3.85B, implying strong 24%–25% operating margins. Vertiv is doubling cooling capacity at its Tognana, Italy campus by 2026 and adding a major testing lab by 2027. Quarterly revenue was about $3.27B, with net income of $497.8M, diluted EPS of $1.27, and adjusted EPS of $1.52. Margins were roughly 37.2% gross and low-20s EBITDA, with a current ratio of 1.5. Valuation remains rich, with a P/E above 50 and price-to-sales near 7.9. While Goldman Sachs, Mizuho, and Daiwa trimmed price targets, KeyBanc set a fresh $360 target, and Wall Street remains broadly bullish with multiple Buy/