Vertiv Holdings (VRT) Didn’t Fail To Impress After Jim Cramer Shared When To Buy The Shares

Ramish Cheema

Sun, July 5, 2026 at 4:12 AM PDT 2 min read

We recently published Jim Cramer's Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Vertiv Holdings Co (NYSE:VRT) is one of the stocks discussed by Jim Cramer.

Vertiv Holdings Co (NYSE:VRT) is an electric equipment and products provider that caters to the needs of the data center industry. The shares are up by 138% over the past year and by 71% year-to-date. May 2026 was a key month for the stock as it dropped by 14.9% between May 15th and May 20th. On June 3rd, Vertiv Holdings Co (NYSE:VRT) declared a $0.0625 dividend per share. Its shares closed 24.5% higher on February 11th after the firm posted its fourth quarter earnings. The results saw Vertiv Holdings Co (NYSE:VRT) post $2.88 billion in revenue to meet analyst estimates and $1.14 in earnings per share to miss $1.30 in estimates. However, the firm's $8.2 billion in orders received were more than double the $3.4 billion in estimates. Here's what Cramer said about Vertiv Holdings Co (NYSE:VRT) in January in his morning appearance:

"Do you know that this fundraise is probably the most important thing that's going to happen in the first quarter? Because it means. . .you can buy Vertiv, it means you can buy NVIDIA."

Hardman Johnston Large Cap Equity Strategy discussed Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter:

"The best contributors were led by Vertiv Holdings Co (NYSE:VRT), Advanced Energy Industries, Inc., and Curtiss Wright Corporation. All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid."

While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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