Cramer Backs Vertiv Ahead of February 11 Earnings

Edgen Stock·Jan 22 2026, 19:18

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Key Takeaways

Financial commentator Jim Cramer reaffirmed his bullish outlook on Vertiv Holdings (VRT), arguing its critical data center cooling technology remains indispensable despite advancements in Nvidia's chipsets. This endorsement comes as investors look toward the company's upcoming earnings report for fundamental validation.

Cramer's Thesis: He believes Vertiv's cooling systems are essential infrastructure for data centers, a need that will persist with newer, more powerful chips.
Market vs. Fundamentals: Cramer noted that while Vertiv's order book is reportedly full, the broader market sentiment for data center stocks is currently weak.
Upcoming Catalyst: Vertiv is scheduled to report its fourth-quarter and full-year 2025 financial results on February 11, 2026, providing a key test for Cramer's bullish position.

Cramer: Vertiv Cooling Essential Despite New Nvidia Chips

On January 22, 2026, financial analyst Jim Cramer endorsed Vertiv Holdings (VRT), stating his belief that its data center infrastructure will remain critical despite the evolution of NVIDIA's chip technology. Cramer specifically dismissed concerns that newer chips would reduce the need for Vertiv's products, highlighting the company's proprietary Liebert cooling systems as a key competitive advantage. He also noted that competitor Eaton (ETN) stands to benefit from the same trend of powering and cooling high-density computing.

No, my understanding is you’re still going to need Vertiv... and we also think that Eaton’s going to be used. These are all part of this process of getting electricity… and cooling them. So I’m not backing away from any of those.

Market Headwinds Contrast Strong Order Book

Cramer's bullishness is set against a challenging market backdrop. He acknowledged that sentiment has turned negative for the data center sector, stating, "this market does not like the data center at this very moment." This contrasts with his previous commentary on December 1, 2025, when he recommended buying the stock. During that segment, he claimed Vertiv's "order book is really full" and praised the Liebert system as the "highest, best form of air conditioning," reinforcing his view of the company's strong underlying fundamentals despite current market perception.

Investors Await Feb. 11 Earnings for Confirmation

Investors will soon have an opportunity to measure Cramer's assertions against hard data. On January 21, Vertiv announced it will report its fourth-quarter and full-year 2025 financial results before the market opens on Wednesday, February 11, 2026. A management conference call is scheduled to follow at 11:00 UTC-5. The results will provide critical insight into the company's order flow and growth trajectory. Looking further ahead, Vertiv also scheduled its 2026 Investor Conference for May 19-20, where it will offer updates on strategic initiatives and market trends.