Loading...
Both companies sell equipment and services that help keep large buildings and data centers running and cool. Vertiv focuses on power and cooling gear for digital infrastructure, while Johnson Controls sells HVAC, controls, fire, and security systems for commercial buildings and data centers, so they can end up in the same projects and compete for the same customer budgets.
As of May 4, 2026
For informational purposes only.
Vertiv nudged up again today, closing around $331, up a bit less than 1%, and basically sitting at its recent high. That move came on slightly lighter-than-usual trading volume, and it happened on a day when industrial stocks as a group were down, so buyers were clearly more eager here than in the sector overall.
Over the last month or so, the stock has sprinted: roughly 30% higher in about 20 trading days and more than 80% over roughly three months. It’s also one of the most-watched names on stock sites right now. Put simply: the crowd is paying attention, and most of the recent pressure has been from buyers, not sellers.
Today doesn’t change the basic story: Vertiv is trading like a “hot AI infrastructure play” where expectations are very high. For someone watching or already in the stock, this setup means two things at once:
If the AI data center boom stays strong and Vertiv keeps executing, the current uptrend can continue. If AI spending slows, big customers pause, or credit markets get rocky, a stock that’s run this hard can fall quickly back toward its earlier price “floor,” which is still quite a bit lower than today’s level.
