Research Alert: CFRA Revises Rating On Shares Of Vertiv Holdings Co. To Buy From Strong Buy
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.