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Prediction Markets Give This AI Stock 71% Odds Of Joining The S&P 500 Next Quarter

MarketDash Editorial Team
5 hours ago
Data center infrastructure provider Vertiv Holdings is the betting favorite to join the S&P 500 in Q1 2026, according to prediction markets, with shares up over 1,000% in three years on AI-driven demand.

If you're wondering which company might be the next to crack into America's most exclusive stock club, prediction markets have an answer: Vertiv Holdings Co. (VRT), the Ohio-based provider of critical power and cooling systems for data centers.

According to Polymarket, Vertiv currently has a 71% chance of joining the S&P 500 during the first quarter of 2026. That's a pretty strong vote of confidence from people willing to put money behind their predictions.

The Competition For S&P 500 Entry

Vertiv isn't the only contender, of course. The prediction market also tracks several other candidates vying for S&P 500 inclusion. Fintech platform SoFi Technologies Inc. (SOFI) sits at 37% odds, while Alnylam Pharmaceuticals Inc. (ALNY) comes in at 30%. Data storage company Pure Storage Inc. (PSTG) has 22% odds, and networking equipment maker Ciena Corp. (CIEN) registers 27%.

But Vertiv holds a commanding lead over all of them, which makes sense when you look at the numbers.

What It Takes To Join The S&P 500

Getting into the SPDR S&P 500 ETF Trust (SPY), which tracks the index of 500 major U.S. companies listed on the NYSE, Nasdaq and CBOE, isn't exactly easy. You need a minimum market capitalization of $22.7 billion as of July 1, 2025, plus serious trading activity.

Specifically, companies must trade at least 250,000 shares monthly for six consecutive months before evaluation. Over the course of a full year, investors need to trade an amount of stock equivalent to at least 75% of the company's market value. This liquidity requirement ensures that massive institutional funds can buy and sell shares without causing wild price swings.

Why does inclusion matter? When a company gets added to the S&P 500, every index fund tracking that benchmark has to buy shares. This forced buying often creates what traders call an "inclusion bounce," driving the stock price higher.

Vertiv's Explosive Growth Story

Vertiv has been riding the AI wave hard. The company's shares have exploded by over 1,047% in less than three years, pushing its market capitalization to just under $62 billion. That's well above the threshold for S&P 500 consideration.

The financial performance backs up the stock price momentum. In its most recent third-quarter results, Vertiv reported revenues of $2.68 billion, representing 29% year-over-year growth. Earnings came in at $1.24 per share, compared to $0.76 in the prior year period.

Management clearly sees strength continuing. The company raised its full-year sales outlook to between $10.16 billion and $10.24 billion, up from previous guidance of $9.93 billion to $10.08 billion. The backlog tells an even more compelling story, sitting at $9.5 billion and growing 30% year-over-year.

Wall Street's Take

Analysts at Citigroup recently bumped their price target on Vertiv to $220 per share, which represents potential upside of 35.72% from current levels. That's a pretty bullish call on a stock that's already had a monster run.

Shares closed Wednesday down 1.38% at $162.01 but gained 3.68% in overnight trading. The stock scores high on momentum, growth and quality metrics, with favorable price trends over medium and long-term periods.

For a company providing the essential plumbing of the AI revolution—the cooling systems and power infrastructure that keep data centers running—Vertiv seems to have positioned itself perfectly for this moment. Whether prediction markets are right about Q1 2026 inclusion remains to be seen, but the fundamentals certainly support the case.

Back to Stock Market News

Prediction Markets Give This AI Stock 71% Odds Of Joining The S&P 500 Next Quarter

MarketDash Editorial Team
5 hours ago
Data center infrastructure provider Vertiv Holdings is the betting favorite to join the S&P 500 in Q1 2026, according to prediction markets, with shares up over 1,000% in three years on AI-driven demand.

If you're wondering which company might be the next to crack into America's most exclusive stock club, prediction markets have an answer: Vertiv Holdings Co. (VRT), the Ohio-based provider of critical power and cooling systems for data centers.

According to Polymarket, Vertiv currently has a 71% chance of joining the S&P 500 during the first quarter of 2026. That's a pretty strong vote of confidence from people willing to put money behind their predictions.

The Competition For S&P 500 Entry

Vertiv isn't the only contender, of course. The prediction market also tracks several other candidates vying for S&P 500 inclusion. Fintech platform SoFi Technologies Inc. (SOFI) sits at 37% odds, while Alnylam Pharmaceuticals Inc. (ALNY) comes in at 30%. Data storage company Pure Storage Inc. (PSTG) has 22% odds, and networking equipment maker Ciena Corp. (CIEN) registers 27%.

But Vertiv holds a commanding lead over all of them, which makes sense when you look at the numbers.

What It Takes To Join The S&P 500

Getting into the SPDR S&P 500 ETF Trust (SPY), which tracks the index of 500 major U.S. companies listed on the NYSE, Nasdaq and CBOE, isn't exactly easy. You need a minimum market capitalization of $22.7 billion as of July 1, 2025, plus serious trading activity.

Specifically, companies must trade at least 250,000 shares monthly for six consecutive months before evaluation. Over the course of a full year, investors need to trade an amount of stock equivalent to at least 75% of the company's market value. This liquidity requirement ensures that massive institutional funds can buy and sell shares without causing wild price swings.

Why does inclusion matter? When a company gets added to the S&P 500, every index fund tracking that benchmark has to buy shares. This forced buying often creates what traders call an "inclusion bounce," driving the stock price higher.

Vertiv's Explosive Growth Story

Vertiv has been riding the AI wave hard. The company's shares have exploded by over 1,047% in less than three years, pushing its market capitalization to just under $62 billion. That's well above the threshold for S&P 500 consideration.

The financial performance backs up the stock price momentum. In its most recent third-quarter results, Vertiv reported revenues of $2.68 billion, representing 29% year-over-year growth. Earnings came in at $1.24 per share, compared to $0.76 in the prior year period.

Management clearly sees strength continuing. The company raised its full-year sales outlook to between $10.16 billion and $10.24 billion, up from previous guidance of $9.93 billion to $10.08 billion. The backlog tells an even more compelling story, sitting at $9.5 billion and growing 30% year-over-year.

Wall Street's Take

Analysts at Citigroup recently bumped their price target on Vertiv to $220 per share, which represents potential upside of 35.72% from current levels. That's a pretty bullish call on a stock that's already had a monster run.

Shares closed Wednesday down 1.38% at $162.01 but gained 3.68% in overnight trading. The stock scores high on momentum, growth and quality metrics, with favorable price trends over medium and long-term periods.

For a company providing the essential plumbing of the AI revolution—the cooling systems and power infrastructure that keep data centers running—Vertiv seems to have positioned itself perfectly for this moment. Whether prediction markets are right about Q1 2026 inclusion remains to be seen, but the fundamentals certainly support the case.