Vertiv (VRT) Bets on AI Factory Boom With BMarko Structures Acquisition

TLDR

• Vertiv (VRT) has acquired BMarko Structures, a U.S.-based custom-engineered structural fabrication company founded in 2014.
• BMarko specializes in steel and wood frame builds suited to AI factory and data center infrastructure.
• BMarko recently expanded its facility to roughly 560,000 square feet, located near Vertiv’s existing manufacturing operations.
• VRT stock slipped 0.73% in premarket trading to $292.94 following the announcement.
• Citi raised its price target on VRT to $340 from $286, keeping a Buy rating, as part of a broader Q1 industrials preview.

Vertiv Holdings (VRT) kicked off the week with a deal. The power and thermal management company announced it has acquired BMarko Structures, a Georgia-based firm that builds custom steel and wood frame structures designed for demanding infrastructure environments.

Vertiv Holdings Co, VRT

BMarko, founded in 2014, has carved out a niche in the AI factory and data center space. Its builds include the kind of heavy-duty structural components that large-scale compute facilities require. The company recently expanded its engineering and fabrication facility to around 560,000 square feet — and that facility sits close to Vertiv’s own manufacturing operations, which should make integration smoother.

The deal terms were not disclosed.

Market Reaction

VRT stock edged down 0.73% in premarket trading to $292.94 on the morning of the announcement. That’s a modest dip for a stock that has run hard in recent years on the back of data center spending growth.

The company’s current P/E ratio sits at 86.54, reflecting a premium valuation. GuruFocus flags it as significantly overvalued relative to its GF Value estimate of $132.25. Insider selling has also been heavy — roughly $123.4 million in stock sold over the past three months.

Still, Vertiv’s GF Score of 81 out of 100 points to strong long-term potential, according to GuruFocus.

Citi Lifts Price Target to $340

The acquisition wasn’t the only news for VRT on Monday. Citi raised its price target on the stock to $340 from $286, maintaining a Buy rating. The move was part of a broader industrials review ahead of Q1 earnings season.

Citi said it sees “gradually improving” industrial trends that should hold up and support solid Q1 results across the sector. Vertiv was among the names where the bank made upward adjustments.

The new $340 target represents roughly 16% upside from the premarket price of $292.94.

Vertiv has a long history in the data center space — the company traces its roots to 1946, when it developed early air-cooling systems for mainframe data rooms. Today it operates within the industrials sector with a market cap of around $112.91 billion.

The BMarko deal continues Vertiv’s pattern of expanding its capabilities through acquisitions. The company has grown its data center portfolio steadily over the years through a mix of internal development and strategic buys.

With BMarko’s 560,000-square-foot fabrication facility now in the fold, Vertiv adds structural manufacturing capacity at a time when demand for fast, flexible data center builds remains high.

Citi’s revised $340 price target is the most recent analyst update on the stock as of April 13, 2026.

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