Vertiv acquires Strategic Thermal Labs to boost liquid cooling tech

COLUMBUS, Ohio - Vertiv Holdings Co (NYSE:VRT) announced Monday it has acquired Strategic Thermal Labs LLC, a company specializing in advanced liquid-cooling technologies.

The acquisition adds cold-plate design, server-side liquid cooling, and high-density thermal validation capabilities to Vertiv’s operations, according to a press release statement. Strategic Thermal Labs focuses on the interface between server-side liquid cooling and supporting infrastructure in high-density computing environments.

The deal aims to strengthen Vertiv’s ability to simulate high-density compute conditions and optimize interactions between thermal management and power systems. The expertise is intended to support customers across design, integration, commissioning, and lifecycle operations.

"As AI and high-performance computing push power densities to unprecedented levels, understanding and solving heat challenges at the chip level becomes critical to system design, performance and reliability," said Scott Armul, chief product and technology officer at Vertiv.The acquisition comes as Vertiv shares trade near their 52-week high of $330, reflecting investor confidence in the company’s AI infrastructure positioning. The stock has delivered a remarkable 272% return over the past year, significantly outpacing broader market indices.

Vertiv stated the acquisition does not alter its approach to supporting interoperable, server- and silicon-agnostic infrastructure solutions. The company said it will continue working across diverse compute environments.

Financial terms of the transaction were not disclosed. The acquisition supports Vertiv’s strategy of addressing infrastructure complexity through integrated power, thermal, controls, and lifecycle services capabilities.With a market capitalization of $124 billion and revenue growth of 29% over the last twelve months, Vertiv has emerged as a major beneficiary of AI-driven data center expansion. According to InvestingPro analysis, which rates the company’s financial health as "GREAT," analysts project 35% revenue growth for the current year. However, the platform’s Fair Value analysis suggests the stock may be overvalued at current levels. Investors can access detailed valuation metrics and over 20 additional InvestingPro Tips for VRT, along with comprehensive Pro Research Reports covering 1,400+ US stocks.

Vertiv provides critical digital infrastructure and continuity solutions, including power and cooling systems for data centers, communication networks, and commercial and industrial facilities. The company operates in more than 130 countries and is headquartered in Westerville, Ohio.

In other recent news, Vertiv Holdings Co. reported strong first-quarter earnings, surpassing expectations and prompting several analysts to adjust their projections. BNP Paribas Exane raised its price target for Vertiv to $370, maintaining an Outperform rating, following the company’s decision to increase its 2026 earnings per share guidance. UBS also reiterated a Buy rating with a $370 price target, noting the company’s raised full-year earnings per share guidance to $6.35, which is 4% above consensus estimates. Mizuho increased its price target to $340, highlighting a 5.5% boost in fiscal 2026 guidance and expected revenue growth from capacity expansion. Morgan Stanley adjusted its price target to $350, based on its blended 2027/28 earnings per share estimate, while maintaining an Overweight rating. Barclays raised its price target to $345, citing expectations for significant earnings growth and performance above industry averages. These developments reflect a positive outlook from analysts on Vertiv’s future performance.

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