-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。VRT株に対する強気の見方は維持していますが、年初来約86%の急騰を受け、レーティングをやや下方修正します。好調な業績を踏まえると、これ以上の上昇余地は少ないと見ていますが、今後12ヶ月間では依然として株価の上昇余地があると見ており、収益の質の向上とデータセンターインフラへの投資動向の好調さを考慮すると、VRTは市場平均を上回るパフォーマンスを発揮する態勢にあると考えています。第1四半期決算発表を受け、12ヶ月目標株価を325ドルから375ドルに引き上げます。これは、2027年のEPS見通し8.93ドル（従来8.37ドルから修正、2026年のEPS見通しは6.18ドルから6.50ドルに修正）の42倍に相当します。この高い株価倍率は、高度なデータセンター向け熱・電力機器に対する前例のない需要を考慮すると、妥当であると考えています。 VRTは、需要と生産能力の拡大による出荷量の増加を受け、2026年の売上高見通し（中間値で137億5000万ドル）と利益率（中間値で23.3%）を引き上げました。当社は、VRTの新たな製品開発計画に期待を寄せており、2026年下半期に発売予定の800ボルトアーキテクチャは、堅調な需要が見込まれると考えています。
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