Vertiv Holdings LLC's stock surged 21.76% during pre-market trading on Wednesday. The digital infrastructure company reported robust fourth-quarter financial results and issued guidance for 2026 that significantly exceeded analyst expectations, driving investor optimism.

The company announced adjusted earnings per share of $1.36 for Q4, beating the consensus estimate of $1.28-$1.29. Revenue of $2.88 billion was roughly in line with forecasts. More notably, Vertiv reported organic orders growth of 252% year-over-year, indicating strong demand in the Americas and hyperscale data center markets.

For the full year 2026, Vertiv projected adjusted earnings per share of $5.97 to $6.07, well above the previous Wall Street estimate of $4.85 to $5.33. The company also forecast net sales of $13.25 billion to $13.75 billion, surpassing the prior consensus of $11.7 billion to $12.45 billion. The strong outlook helped alleviate concerns that the artificial intelligence and data center infrastructure trade was losing momentum.