-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下： 儘管我們依然看好VRT的股票，但鑑於其年初至今約86%的漲幅，我們調整了評級。鑑於其強勁的業績，我們認為上漲空間有限，但我們仍然看好該股未來12個月的上漲潛力，並相信VRT有望憑藉不斷改善的盈利質量和數據中心基礎設施的有利投資趨勢，取得優異表現。在第一季財報發布後，我們將12個月目標價從325美元上調至375美元，市盈率為42倍，基於我們2027年每股收益預期8.93美元（此前預期為8.37美元；2026年每股收益預期從6.18美元上調至6.50美元）。考慮到市場對先進資料中心熱力及電力設備的空前需求，我們認為這一高於趨勢水準的本益比是合理的。由於需求和產能擴張推動出貨量成長，VRT上調了2026年營收預期（中位數為137.5億美元）和利潤率預期（中位數為23.3%）。我們對VRT的新產品線充滿信心，其中計劃於2026年下半年推出的800伏特架構預計將迎來強勁的需求。
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