New York, Feb 10, 2026, 13:58 (EST) — Regular session
- Vertiv shares dropped roughly 1% in early afternoon trading as investors braced for Wednesday’s earnings report.
- Wall Street is closely tracking orders and the 2026 forecast for data-center power and cooling demand.
- UBS repeated its Buy rating and set a $217 price target, according to a note referenced by Investing.com.
Vertiv Holdings Co shares slipped roughly 1% to $199.92 Tuesday, continuing the retreat from Monday’s $202.00 close. Trading ranged from $197.67 to $205.86, with volume hitting around 3.8 million shares.
This shift is significant since Vertiv now serves as a high-beta indicator for data center spending linked to AI workloads. Given the high expectations, even a subtle shift in management’s tone can send the stock swinging quickly.
Vertiv announced it will release its fourth-quarter and full-year 2025 results before the market opens on Wednesday, followed by a conference call at 11 a.m. Eastern Time. The company also scheduled its investor conference for May 19-20 in Greenville, South Carolina. (Vertiv Investors)
According to consensus estimates referenced by Nasdaq’s Zacks, earnings per share are expected to hit around $1.29, based on revenues near $2.88 billion for the quarter. (Nasdaq)
Investors are focused less on the past and more on what’s ahead. New customer bookings, or orders, along with backlog—the work already contracted but pending shipment—are expected to matter more than the headline figures.
On Tuesday, UBS maintained its Buy rating and stuck with a $217 price target, citing demand trends tied to massive tech spending, according to Investing.com. (Investing)
Elsewhere in the group, the SPDR S&P 500 ETF dipped roughly 0.06%, and the Invesco QQQ ETF lost about 0.15%. Eaton gained close to 0.8%, nVent dropped around 1.6%, and Trane climbed nearly 0.9%.
Vertiv provides AC and DC power gear, thermal management solutions, and related services for data centers, communication networks, and other sectors. (Reuters)
In December, Vertiv wrapped up a roughly $1.0 billion deal to acquire PurgeRite, a company specializing in mechanical flushing, purging, and filtration services for liquid cooling systems. “We are excited to officially welcome PurgeRite to Vertiv,” said CEO Giordano Albertazzi. (Vertiv Investors)
That said, the setup is a double-edged sword. With shares hovering around $200 and the sector valued for robust growth, any weaker 2026 outlook or hint of slowing orders might spark a steeper drop.
Wednesday’s earnings report drops before the bell, followed by an 11 a.m. ET call. Investors will be dissecting guidance closely, especially any remarks about data-center power and cooling demand.
