Here's Why Vertiv Shares Popped Higher in April
Key takeaways
- The move in April came in a month when Vertiv and a slew of other AI data center infrastructure companies reported strengthening conditions, rather than signs of a slowdown that many bears were looking for.
- The company released its first-quarter earnings on April 22, easily beating its own guidance and raising its full-year guidance.
- Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need.
Lee Samaha, The Motley Fool Thu, May 7, 2026 at 8:34 PM GMT+7 3 min read VRT NVDA Vertiv (NYSE: VRT) stock is up an incredible 121.5% in 2026 as I write, and it rose by 31.1% in April alone, according to data from S&P Global Market Intelligence. The move in April came in a month when Vertiv and a slew of other AI data center infrastructure companies reported strengthening conditions, rather than signs of a slowdown that many bears were looking for. In addition, it builds on the announcement of "its role in advancing converged physical infrastructure designs" for Nvidia s AI architecture.
The company released its first-quarter earnings on April 22, easily beating its own guidance and raising its full-year guidance. The increase in full-year guidance is significant:
Will AI create the world s first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue »