20 stories mentioning VRT
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Vertiv Holdings (VRT) has an average rating of overweight and mean price target of $380.63, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Vertiv's (VRT) new 2030 targets, including a 20% to 22% organic revenue growth, are "impressive," but some conservatism is still "baked in" to the outlook, RBC Capital Markets said in a Thursday note.RBC said it sees an achievable bull case for $21 to $22 EPS in 2030 when including incremental margins of between 30% to 35%, potential acquisitions and stock buybacks. This compares to management's assumption of 30% margins, the RBC analysts said."Given the North America datacenter industry's implied 12-year construction backlog, we expect Vertiv's hyper-growth can continue," RBC said.Additionally, new product investments in pre-fabricated, converged power as well as thermal platforms like OneCore and SmartRun should help deepen Vertiv's competitive moat, according to the note.RBC maintained its outperform rating with a $435 price target on the company's stock.Price: $326.53, Change: $+10.86, Percent Change: +3.44%
NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercycle is not a cyclical trade but a decades-long infrastructure build," Wedbush said in a note Monday.In the grid infrastructure and data center space, Quanta Services (PWR) and Willdan (WLDN) will be direct beneficiaries of the deal, Wedbush said, adding that a combined NextEra and Dominion spanning Florida, Virginia, North Carolina, and South Carolina will need a "sustained acceleration in transmission, substation, and distribution buildout."In the equipment and power management sector, Vertiv (VRT) and Eaton (ETN) are poised to benefit from scale procurement, the note said, adding the combined company's emphasis on "supply chain scale and procurement efficiency points directly to accelerating orders for thermal management, power conversion, and switchgear."In the power generation and fuel supply space, Constellation Energy (CEG), Vistra (VST), and Talen Energy (TLN) will likely also benefit from "demand confirmation," Wedbush said, adding the deal's "explicit framing of surging large-load demand" will support independent power producers serving the same Mid-Atlantic and Southeast regions.Meanwhile, for the materials and enabling technologies sector, the "nuclear infrastructure thesis" will likely be boosted, Wedbush said, as the combined company's position as the second largest in US nuclear generation will back the "long-term investment case for the nuclear supply chain."Cameco (CCJ), BWX Technologies (BWXT), and NuScale Power (SMR) are the companies most directly linked to nuclear fuel, services, and reactor deployment, the note said.Price: $88.37, Change: $-5.00, Percent Change: -5.35%
Vertiv Holdings (VRT) could see upside to its 2030 targets, with investments in new platforms and manufacturing capacity keeping the company in "hyper-growth mode," RBC Capital Markets said in a Thursday note.RBC estimates Vertiv growing its topline by at least 20% to 25% organically through 2030, yielding a compound annual growth rate of over mid-to-high 20s for earnings per share, according to the note.Hyperscalers' capital expenditures are expected to drive the company's potential growth, with 12 years of implied US datacenter construction backlog maintaining the sector's dynamic of demand outstripping supply, RBC said.Vertiv is expected to feature its datacenter power/cooling technology for data center architecture at its upcoming investor meeting, the investment firm added.RBC raised its price target on Vertiv to $435 from $356, with an outperform rating.Price: $365.76, Change: $-10.48, Percent Change: -2.78%
Vertiv (VRT) said Friday it is recommending that its shareholders do not tender their shares in Tutanota's "mini-tender" offer to buy up to 500,000 Vertiv shares at $410 per share.The offer price is conditional on the closing price per share of Vertiv stock exceeding $410 a share on the last trading day before the offer expires, Vertiv said, adding that unless this condition is waived by Tutanota, Vertiv shareholders who tender their shares will get a below-market price.Tutanota plans to extend the offer for successive periods of 45 to 180 days until the price of the shares is above the offer price, Vertiv said.Price: $363.20, Change: $-12.97, Percent Change: -3.45%
Vertiv Holdings (VRT) has an average rating of overweight and mean price target of $372.83, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:While our bullish view on shares of VRT is intact, we moderate our rating following a YTD surge of about 86%. We see less room to run given strong performance, but we still see upside in the shares over the next 12 months and believe that VRT is poised to outperform given improving earnings quality and favorable investment trends in data center infrastructure. Following the Q1 earnings report, we lift our 12-month target to $375 from $325, valuing shares at 42x our 2027 EPS outlook of $8.93 (revised from $8.37; 2026 EPS view updated to $6.50 from $6.18), an above-trend multiple that we see as justified given unprecedented demand for advanced data center thermal and power equipment. VRT raised 2026 revenue guidance revenue ($13.75B at the midpoint) and margins (23.3% at the midpoint) as demand and capacity extensions result in rising shipments. We're encouraged by VRT's pipeline of new offerings, with the launch of the 800-Volt architecture slated for 2H 2026, which should see robust demand.
Vertiv Holdings (VRT) posted strong Q1 results and raised its full-year earnings outlook, signaling continued margin expansion and solid growth momentum, UBS Securities said Wednesday in a note.The company lifted its full-year adjusted earnings per share guidance to about $6.35 at the midpoint, 4% above consensus estimates, helped by 2% higher organic sales and an 80-basis-point improvement in adjusted operating margin, UBS said. The updated outlook implies incremental margins of 32%, up from 28% previously, the note said.Q1 operating results came in 10% ahead of expectations, driven largely by stronger margins, while revenue was slightly above estimates, UBS said. Organic sales growth was modestly below elevated expectations, attributed to timing rather than softer demand, the note said.The midpoint of Vertiv's Q2 EPS outlook at $1.40 is below the $1.43 consensus estimate, which may reflect initial conservatism from management, the note said.UBS has a buy rating on Vertiv stock with a price target of $370.Price: $315.79, Change: $+10.65, Percent Change: +3.49%
Vertiv's (VRT) long-term growth story continues as it posted a "high-quality" Q1 earnings beat and raised guidance, RBC Capital Markets said in a Wednesday note.AI infrastructure demand from hyperscalers, colocation data centers, and new cloud players continue to fuel Vertiv's growth, as shown with US sales up 44% organically and a growing project pipeline, RBC analysts said.Even amid tariffs and headwinds related to capacity growth, the company surprisingly lifted its full-year earnings before interest and taxes margin guidance, the analysts said. They said they appreciated Vertiv's pricing power, driven by strong demand and pre-built integrated data center white space and construction services.The analysts believe that the company has the ample flexibility to invest in capacity expansions, new products such as 800V technology, and bolt-on acquisitions.RBC increased its 2026 EPS estimates for Vertiv to $6.40 from $6.15, and 2027 EPS estimates to $8.60 from $8.30.RBC reiterated the company's stock rating at outperform and raised the price target to $356 from $344.Price: $321.99, Change: $+16.85, Percent Change: +5.52%
Vertiv Holdings Co (VRT) has an average rating of overweight and mean price target of $335.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $315.97, Change: $+10.83, Percent Change: +3.55%
Vertiv Holdings (VRT) has an average rating of overweight and mean price target of $335.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
All three major US stock indexes were up in late-morning trading Wednesday following reports of Iranian attacks on vessels in the Strait of Hormuz and President Donald Trump's extension of the ceasefire between the warring nations.In company news, GE Vernova (GEV) reported Q1 earnings Wednesday of $17.44 per share, up from $0.91 a year earlier. Total Q1 revenue was $9.34 billion, up from $8.03 billion a year ago and above the FactSet consensus analyst estimate of $9.25 billion. For 2026, the company said it expects revenue of about $44.5 billion to $45.5 billion, up from its previous outlook of $44 billion to $45 billion and compared to the FactSet consensus of $44.66 billion. GE Vernova shares were up 12.4% around midday.Vertiv (VRT) reported Q1 adjusted earnings Wednesday of $1.17 per diluted share, up from $0.64 a year earlier and above the FactSet consensus of $1.00. First-quarter revenue was $2.65 billion, up from $2.04 billion a year ago and above the FactSet consensus of $2.64 billion. For Q2, the company said it expects adjusted EPS of $1.37 to $1.43 on revenue of $3.25 billion to $3.45 billion. Analysts polled by FactSet expect $1.43 and $3.40 billion, respectively. For full-year 2026, Vertiv said it expects adjusted EPS of $6.30 to $6.40, up from its previous outlook of $5.97 to $6.07 and above the FactSet consensus of $6.12. Vertiv expects full-year revenue to be $13.50 billion to $14.00 billion, up from its previous guidance of $13.25 billion to $13.75 billion and compared to the FactSet consensus of $13.63 billion. Vertiv shares were down 2.6%.Merck (MRK), Germany's Merck KGaA and Japan's Ono Pharmaceutical have expressed interest in Inhibrx Biosciences' (INBX) experimental cancer medicine that could be valued at over $8 billion, Reuters reported Wednesday, citing people familiar with the matter. Merck shares were down 0.2%, while Inhibrx shares were up 31.9%.Boeing (BA) reported a Q1 core loss Wednesday of $0.20 per share, narrowing from a loss of $0.49 a year earlier and compared to the FactSet consensus estimate of a loss of $0.68. First-quarter revenue was $22.22 billion, up from $19.50 billion a year ago and above the FactSet consensus of $21.85 billion. Cash outflow for the quarter was $1.45 billion, narrowing from $2.29 billion a year ago, and the company said Q1 deliveries increased 10% to 143 planes. Boeing shares were up 5.4%.Alphabet's (GOOG, GOOGL) Google Cloud is launching a $750 million fund to help consulting firms like Accenture (ACN), McKinsey and Deloitte get their clients to use agentic AI software, Bloomberg reported Wednesday, citing an emailed statement and an interview with a company official. Alphabet's Class C and Class A shares were up 1.5% and 1.6%, respectively. Accenture shares were down 1.9%.Philip Morris International (PM) reported Q1 adjusted earnings Wednesday of $1.96 per diluted share, up from $1.69 a year earlier and above the FactSet consensus of $1.83. Net Q1 revenue was $10.15 billion, up from $9.30 billion ay ear ago and above the FactSet consensus of $9.91 billion. For Q2, Philip Morris said it expects adjusted EPS of $2.02 to $2.07, below the FactSet consensus of $2.12. For full-year 2026, the company said it expects adjusted EPS of $8.36 to $8.51, compared to the FactSet consensus of $8.38. Philip Morris shares were up 7%.Boston Scientific (BSX) reported Q1 adjusted earnings Wednesday of $0.80 per share, up from $0.75 a year earlier and above the FactSet consensus of $0.79. First-quarter net sales were $5.20 billion, up from $4.66 billion a year ago and above the FactSet consensus of $5.17 billion. For Q2, Boston Scientific said it expects adjusted EPS of $0.82 to $0.84 and net sales growth of 5.5% to 7.5%. Analysts polled by FactSet expect adjusted EPS of $0.86. For full-year 2026, the company said it expects adjusted EPS of $3.34 to $3.41, down from its prior outlook of $3.43 to $3.49 and below the FactSet consensus of $3.45. Full-year net sales are now expected to grow about 7.0% to 8.5%, down from the company's previous guidance of 10.5% to 11.5% growth. Shares of the company were up 8.4%.AT&T (T) reported Q1 earnings Wednesday of $0.54 per diluted share, down from $0.61 a year earlier and below the FactSet consensus of $0.55. First-quarter operating revenue was $31.51 billion, up from $30.63 billion a year ago and above the FactSet consensus of $31.25 billion. AT&T shares were down 1.8%.Price: $1119.35, Change: $+128.05, Percent Change: +12.92%
US equity futures were rising pre-bell Wednesday after President Donald Trump extended the ceasefire with Iran while maintaining the US blockade of Iranian ports.Dow Jones Industrial Average futures were 0.7% higher, S&P 500 futures were up 0.6%, and Nasdaq futures were 0.9% higher.Trump said that Iran's government is "seriously fractured" and that he is extending the ceasefire "until such time as their leaders and representatives can come up with a unified proposal," according to his post on Truth Social.Amir-Saeid Iravani, Iran's permanent representative to the UN, said that Iran is ready to restart peace talks once the US lifts its naval blockade, Iranian state news outlet Tasnim reported early Wednesday, citing media outlet Rudaw.Traders digested the latest round of earnings, with Philip Morris International (PM) and Vertiv (VRT) reporting higher Q1 adjusted earnings and revenue. GE Vernova (GEV) posted higher Q1 earnings and revenue, while AT&T (T) reported lower Q1 earnings amid higher operating revenue. Tesla (TSLA) and IBM (IBM) are set to report their results after-market.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 1.5% at $99.93 per barrel and US West Texas Intermediate crude 1.5% higher at $91.01 per barrel.The Atlanta Fed Business Inflation Expectations survey for April is scheduled for release at 10 am ET.In other world markets, Japan's Nikkei closed 0.4% higher, Hong Kong's Hang Seng ended 1.2% lower, and China's Shanghai Composite finished 0.5% higher. Meanwhile, the UK's FTSE 100 was up 0.1%, and Germany's DAX index was 0.1% lower in Europe's early afternoon session.In equities, shares of Philip Morris and GE Vernova were up 3.3% and 7.%, respectively, after the companies posted their Q1 financial results. Adobe (ADBE) stock was 3% higher after the company said its board approved a new share buyback authorization, allowing the company to repurchase up to $25 billion in shares through April 30, 2030. The digital media software firm also expanded its partnership with Omnicom Group (OMC) to co-develop an enterprise-grade, industry-specialized AI agentic operating model solution, according to Omnicom.On the losing side, Vertiv shares were down 1.1% despite its Q1 adjusted earnings and revenue surpassing analyst expectations. AT&T stock was down 2% after its Q1 earnings release.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:VRT delivered robust Q1 results with EPS of $1.17 vs. consensus of $1.01 and net sales of $2.7B (+30% Y/Y), led by 23% organic growth as AI infrastructure demand accelerated. Adjusted operating margin expanded 430 bps Y/Y to 20.8%, reflecting VRT's central positioning in AI infrastructure markets with pricing power enabling improved margin quality. The Americas region (68% of sales) was the primary growth engine with 44% organic growth, supporting our Strong Buy thesis as data center infrastructure demand remains robust. Management raised full-year 2026 guidance with net sales expected at $13.5B-$14B (29%-31% organic growth) and adjusted EPS of $6.30-$6.40 (+50%-52% growth). Operating cash flow surged 153% Y/Y to $767M, supported by working capital efficiency and deferred revenue growth of $651M. We view VRT's strategic investments in technology and manufacturing capacity as helping to differentiate the company as customers prioritize deployment speed and operational efficiency in the AI buildout.
US equity futures were higher pre-bell Wednesday after President Donald Trump extended the ceasefire with Iran while maintaining the US blockade of Iranian ports.Dow Jones Industrial Average futures were 0.6% higher, S&P 500 futures were up 0.5%, and Nasdaq futures were 0.7% higher.Trump said that Iran's government is "seriously fractured" and that he is extending the ceasefire "until such time as their leaders and representatives can come up with a unified proposal," according to his post on Truth Social.Amir-Saeid Iravani, Iran's permanent representative to the UN, said that Iran is ready to restart peace talks once the US lifts its naval blockade, Iranian state news outlet Tasnim reported early Wednesday, citing media outlet Rudaw.Traders digested the latest round of earnings, with Philip Morris International (PM) and Vertiv (VRT) reporting higher Q1 adjusted earnings and revenue. Meanwhile, AT&T (T) posted lower Q1 earnings amid higher operating revenue. Tesla (TSLA) and IBM (IBM) are set to report their results after-market.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 1% at $99.46 per barrel and US West Texas Intermediate crude 0.9% higher at $90.47 per barrel.The Atlanta Fed Business Inflation Expectations survey for April is scheduled for release at 10 am ET.
Vertiv Holdings (VRT) has an average rating of overweight and mean price target of $297.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $308.70, Change: $+8.74, Percent Change: +2.91%
Vertiv (VRT) and CPower Energy said Tuesday they are collaborating to help US data centers accelerate "speed-to-power" and boost grid capacity by converting battery energy storage systems and other "behind-the-meter" assets into grid resources.Financial details weren't disclosed.Vertiv has integrated its EnergyCore Grid battery energy storage system with CPower's virtual power plant platform, enabling data centers to use on-site energy assets for demand response and other grid services while enhancing resilience and improving the economic value of infrastructure, the companies said.Price: $301.95, Change: $+1.99, Percent Change: +0.66%
Vertiv Holdings Co (VRT) has an average rating of overweight and mean price target of $292.75, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
GE Vernova (GEV), Parker-Hannifin (PH), and Ametek (AME) are among companies expected to benefit from improving short-cycle industrial demand as order trends strengthen and defense-related exposure provides an additional boost, BofA Securities said Monday in a report.BofA expects GE Vernova's orders to rise 44% this year, supported by data-center demand and potential upside from the US-Japan trade deal's Ohio power-generation project. Defense revenue accounts for 11% of Parker-Hannifin's sales and 10% at both Ametek and ITT (ITT), the report said.3M (MMM) and Forgent Power Solutions (FPS) have lagged behind the S&P 500's recent 1% decline, while Vertiv (VRT), GE Vernova, and Fastenal (FAST) have outperformed, the report said.Companies tied more closely to consumer spending may face greater pressure, while industrial component suppliers are likely to see the strongest improvement in revenue growth as orders picked up in Q4, the report said. Supply-chain disruptions tied to the Middle East conflict may affect Q2 shipment timing, BofA said.Price: $990.82, Change: $-0.50, Percent Change: -0.05%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Data center spend remains in an uptrend in 2026, with recent U.S. census bureau data indicating that data center construction spending has now eclipsed investments in commercial office buildings. We revise our EPS growth assumptions higher ahead of VRT's Q1 print in late April, updating our 12-month target to $325 from $285, valuing shares at 38.8x our 2027 EPS outlook of $8.37 (up from $8.15; 2026 EPS view changed to $6.18 from $6.04), an above-trend multiple that we see as warranted given VRT's multi-pronged approach to capitalizing on unprecedented demand for electrical management and thermal cooling technologies. In our view, VRT has done a commendable job of positioning itself as a leading manufacturer and service provider of data center infrastructure, developing a "systems" approach to their offerings that helps to deepen the company's competitive positioning. VRT continues to successfully leverage partnerships, accelerating product development and further embedding the company in the AI ecosystem.