Name: Vertiv Is Looking Decades Ahead as the Stock Surges
Uploaded: 2026-08-24T15:48:00Z
Duration: 5 min 5 s
Description: As more companies try to move into the AI and data center space, Vertiv CEO Gio Albertazzi discusses his long-term vision for the company.

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As more companies try to move into the AI and data center space, Vertiv CEO Gio Albertazzi discusses his long-term vision for the company.

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Vertiv Is Looking Decades Ahead as the Stock Surges

Let's talk about the stock a little bit. I mean, a year ago, this baby was what, $70, got down to 70, then recently it got up to 370, then now down to 270, fallen below that a little bit, all over the place, $100 billion market cap. What do you think is the equilibrium here?

Well, as we went back almost 80 years, let me go back to early 2020 when we're first listed at around $10. So of course, a lot of growth since there. I wouldn't talk about equilibrium. I mean, if you go back to what we shared with investors in May, we see long-term growth. We see an average, let's say, growth in the five years out between 20 and 22%, and we see a lot of margin and profits coming alongside that. And oh, by the way, we're going faster than that as we speak, so I'm really optimistic and encouraged by the direction of Vertiv, the direction of the business, and certainly, what we are proving right now in terms of our financial performance. And our role in the industry and the speed at which the industry is growing is something that encourages me very much for the long term. We are creating as, an industry, an infrastructure for the next multiple decades. So we see this as as a long-term, definitely a long-term trend.

All right, fair enough, but I got to follow up with one more question about the stock. And you were talking about since the 2020, I did a calculation. The stock is up, what, around 1,000% over the past five years, for instance? We can do the math. I mean, it's mind boggling. But for instance, my question is, how do you plan something like compensation, stock-based compensation when you're on a rocket ship like that? It's a head scratcher, isn't it?

Well, clearly, it is a head scratcher if you just stop, if you, all of a sudden, plateau, we have no intention to plateau. So if you don't plateau, as we believe we are far from doing, you continue to create value for your people, and that's what we have demonstrated so far and will continue on this trajectory.

From an investor's standpoint, Gio, there are a number of data center plays now. In fact, everyone's sort of glomming onto it. You get this situation where everyone's involved in the data center visits, whether they really are or are not. Clearly, you guys truly are and have been, but there are other ways to get involved as an investor. Why should an investor focus on Vertiv as opposed to other ways of playing this data-center ride?

Well, let me say why Vertiv and not comment on the as opposed to. I think that our trajectory is certainly very strong and that is a testament to focus, ability to execute, and also vision in terms of expanding our role and our moat, a role in the industry and our moat through technology. We have made acquisitions that have corroborated that. So it's not just organic innovation, it is organic and inorganic innovation. We know the space extremely well, and we believe we have competitive advantages that are here to stay. One is our services capabilities, and our services capabilities not only corroborate the value that, today, we bring to the customers as they deploy their very complex infrastructures, but also, during the life cycle of that infrastructure, it generates confidence and uptime and efficiency for our customers and recurring revenue for Vertiv, and certainly for Vertiv's investors. So it's really multidimensional. We know the space, we're growing, we have the technology and we'll continue to have the technology. We have three strong services and we have a longevity in the business model.