Vertiv (NYSE:VRT) Upgraded at Wells Fargo & Company

Key Points

• Wells Fargo upgraded Vertiv to “strong buy,” adding to broadly bullish analyst sentiment. The stock has an average “moderate buy” rating and a consensus price target of $357.08.
• Vertiv’s latest quarterly results exceeded expectations, with adjusted EPS of $1.52 versus the $1.43 consensus estimate and year-over-year revenue growth of 24.1%, although revenue fell short of forecasts.
• Shares opened at $253.22, while valuation remains elevated at roughly 57 times earnings. The company also faces execution and legal risks tied to major AI-infrastructure acquisitions and an investigation into supply-chain disclosures.

Vertiv (NYSE:VRT - Get Free Report) was upgraded by equities researchers at Wells Fargo & Company to a "strong-buy" rating in a report released on Thursday, Zacks reports.

Other equities research analysts have also recently issued reports about the company. Piper Sandler set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. Evercore set a $375.00 price target on Vertiv in a research note on Wednesday, July 29th. KeyCorp lowered their price target on Vertiv from $360.00 to $325.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. UBS Group restated a "buy" rating and set a $370.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $325.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $357.08.

Vertiv Price Performance

VRT stock opened at $253.22 on Thursday. The company's 50-day moving average price is $265.87 and its two-hundred day moving average price is $291.28. The firm has a market cap of $97.49 billion, a P/E ratio of 57.29, a P/E/G ratio of 1.00 and a beta of 2.07. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. Vertiv has a 12 month low of $137.08 and a 12 month high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm's quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, analysts anticipate that Vertiv will post 6.72 earnings per share for the current fiscal year.

Insider Activity at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director owned 16,500 shares of the company's stock, valued at $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock.

Hedge Funds Weigh In On Vertiv

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Sachetta LLC grew its holdings in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock valued at $33,000 after buying an additional 49 shares during the last quarter. GoalVest Advisory LLC raised its holdings in Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company's stock valued at $50,000 after buying an additional 69 shares during the last quarter. Center for Financial Planning Inc. boosted its position in Vertiv by 554.2% during the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock worth $39,000 after buying an additional 133 shares during the period. Finally, Ravenstone Capital Management Inc. acquired a new stake in Vertiv during the 1st quarter worth approximately $40,000. Institutional investors and hedge funds own 89.92% of the company's stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was named a qualified cooling supplier for Nvidia’s DSX Ready program, strengthening its connection to Nvidia’s AI-data-center infrastructure ecosystem. The designation could support demand for Vertiv’s thermal-management products as high-density computing deployments expand. Why Vertiv Holdings Co Is Back In The Spotlight
• Positive Sentiment: Vertiv agreed to acquire King Environmental Services, a Europe-based provider of fluid management, commissioning, and load-testing services for liquid-cooled data centers. The deal should broaden Vertiv’s thermal-services capabilities across Europe, the Middle East, and Africa, where AI infrastructure demand is growing. Vertiv Announces Agreement to Acquire King Environmental Services
• Positive Sentiment: Vertiv continues to receive favorable Wall Street attention. Barron’s highlighted the company as a leading AI-related industrial stock, while the average brokerage recommendation remains bullish. These views may support sentiment, although analyst ratings are not always reliable standalone buy signals. Vertiv and 6 More AI Industrial Stocks to Buy Now
• Neutral Sentiment: Vertiv’s planned $1.45 billion acquisition of Utility Innovation Group, plus as much as $1.15 billion in performance-based earnouts, could accelerate its AI-infrastructure growth. However, the size of the cash commitment and dependence on EBITDA targets introduce integration and execution risk. Will Vertiv’s UIG Deal Accelerate Its AI Infrastructure Growth?
• Negative Sentiment: Hagens Berman is investigating whether Vertiv or its executives failed to disclose supply-chain and project-execution risks related to the company’s disappointing second-quarter results. The investigation does not establish wrongdoing, but it adds legal and reputational uncertainty after the earnings-related selloff. Vertiv Shares Drop Into Securities Probe After Q2 Miss
• Negative Sentiment: Valuation remains a major concern: Vertiv trades at roughly 56–57 times earnings, above peers, even though it does not lead the group in revenue growth or operating margin. Investors therefore need strong second-half growth to justify the premium. Why Does Vertiv Cost the Most in a Group It Does Not Out-Grow?

About Vertiv

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company's products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.

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