Vertiv (NYSE:VRT – Get Free Report) had its price objective upped by investment analysts at Bank of America from $370.00 to $440.00 in a research report issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Bank of America‘s price objective indicates a potential upside of 18.54% from the company’s previous close.
Several other brokerages have also commented on VRT. JPMorgan Chase & Co. boosted their price target on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, April 24th. Royal Bank Of Canada boosted their price target on shares of Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday. BNP Paribas Exane began coverage on shares of Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price on the stock. Barclays upped their target price on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Twenty-two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus price target of $314.45.
Read Our Latest Stock Analysis on Vertiv
Vertiv Stock Performance
Vertiv (NYSE:VRT – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the firm earned $0.64 EPS. The business’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, research analysts predict that Vertiv will post 6.42 earnings per share for the current fiscal year.
Insider Buying and Selling
In other Vertiv news, Director Roger Fradin sold 101,667 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares in the company, valued at $10,136,800. This represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock valued at $123,356,815 over the last three months. 1.10% of the stock is currently owned by insiders.
Institutional Trading of Vertiv
Large investors have recently bought and sold shares of the business. Bradley Foster & Sargent Inc. CT boosted its stake in shares of Vertiv by 7.6% during the first quarter. Bradley Foster & Sargent Inc. CT now owns 37,394 shares of the company’s stock worth $9,370,000 after buying an additional 2,626 shares during the period. Lombard Odier Asset Management Switzerland SA boosted its stake in shares of Vertiv by 8.3% during the first quarter. Lombard Odier Asset Management Switzerland SA now owns 14,592 shares of the company’s stock worth $3,656,000 after buying an additional 1,117 shares during the period. Waverly Advisors LLC boosted its stake in shares of Vertiv by 1.6% during the first quarter. Waverly Advisors LLC now owns 41,234 shares of the company’s stock worth $10,332,000 after buying an additional 630 shares during the period. Wealth Alliance LLC acquired a new stake in shares of Vertiv during the first quarter worth about $233,000. Finally, Bridgewater Advisors Inc. acquired a new stake in shares of Vertiv during the first quarter worth about $255,000. Institutional investors and hedge funds own 89.92% of the company’s stock.
Trending Headlines about Vertiv
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Royal Bank of Canada raised its price target on Vertiv to $435 from $356 and kept an outperform rating, signaling confidence that the stock still has room to run. Benzinga
- Positive Sentiment: Vertiv’s recent acquisition of Strategic Thermal Labs and its role in major AI cooling and data-center projects are strengthening its position in the “grid-to-chip” infrastructure chain, supporting the premium valuation debate. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
- Positive Sentiment: Coverage highlighting Vertiv as an “incredible growth stock” and a key AI infrastructure beneficiary continues to draw attention to its strong revenue and earnings momentum. Vertiv (VRT) is an Incredible Growth Stock: 3 Reasons Why
- Neutral Sentiment: Vertiv warned shareholders to reject Tutanota’s unsolicited mini-tender offer, saying the $410-per-share bid comes with conditions that could leave investors worse off than selling in the market. Vertiv Holdings Recommends Shareholders Reject the Mini-Tender Offer by Tutanota LLC
- Neutral Sentiment: Commentary from Jim Cramer suggested investors could buy Vertiv in stages and wait for pullbacks, reflecting respect for the story but also caution after the stock’s sharp rally. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”
- Negative Sentiment: A recent article questioned whether the stock’s huge AI-driven run has already priced in much of the good news, highlighting valuation risk after an outsized move. Is It Too Late To Consider Vertiv Holdings Co (VRT) After Its Huge AI Driven Rally?
Vertiv Company Profile
Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.
The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.
Featured Stories
- Five stocks we like better than Vertiv
- Viking Sails to All-Time Highs—Fundamentals Signal More to Come
- Datavalut Gains Traction: 5 Reasons to Sell Now
- TMC Stock: Why This Pre-Revenue Miner Is Worth Watching
- The Power Grid Is Dying—Is It Time to Buy Its Replacement?
Receive News & Ratings for Vertiv Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vertiv and related companies with MarketBeat.com's FREE daily email newsletter.
