Vertiv (NYSE:VRT) Price Target Raised to $311.00 at The Goldman Sachs Group

Key Points

• The Goldman Sachs Group raised its price target for Vertiv to $311 (from $277) and maintained a Buy rating, a target that implies almost no downside from the recent close.
• Shares surged to about $311.42, trading near their one‑year high and giving Vertiv a market cap of roughly $119.2 billion, but the stock carries a lofty valuation with a P/E around 91, increasing sensitivity to any slowdown.
• Vertiv beat quarterly EPS estimates ($1.36 vs. $1.29) with revenue up 22.7% year‑over‑year and issued FY2026 EPS guidance of 5.97–6.07, while insiders sold a large volume (~489,761 shares, ~$123M) in the last three months.

Vertiv (NYSE:VRT - Get Free Report) had its price objective boosted by investment analysts at The Goldman Sachs Group from $277.00 to $311.00 in a report released on Tuesday,Benzinga reports. The firm presently has a "buy" rating on the stock. The Goldman Sachs Group's price objective would indicate a potential downside of 0.13% from the company's previous close.

VRT has been the topic of several other reports. Weiss Ratings raised Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, February 13th. Wall Street Zen cut Vertiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday, March 14th. TD Cowen reissued a "buy" rating on shares of Vertiv in a report on Thursday, February 12th. HSBC assumed coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $325.00 target price for the company. Finally, Roth Mkm reaffirmed a "buy" rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $246.76.

Vertiv Trading Up 3.8%

Shares of NYSE VRT traded up $11.46 during mid-day trading on Tuesday, hitting $311.42. The company's stock had a trading volume of 2,724,031 shares, compared to its average volume of 7,424,247. Vertiv has a one year low of $65.93 and a one year high of $312.46. The company's fifty day simple moving average is $250.01 and its 200-day simple moving average is $200.43. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The stock has a market cap of $119.15 billion, a price-to-earnings ratio of 91.39, a price-to-earnings-growth ratio of 1.49 and a beta of 2.04.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm's revenue was up 22.7% on a year-over-year basis. During the same period last year, the company earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts anticipate that Vertiv will post 3.59 earnings per share for the current fiscal year.

Insider Buying and Selling at Vertiv

In other news, Director Jan Van Dokkum sold 38,647 shares of the firm's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the sale, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 in the last three months. Company insiders own 2.63% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Financial Management Professionals Inc. increased its stake in Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company's stock valued at $25,000 after purchasing an additional 156 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company's stock valued at $25,000 after buying an additional 56 shares during the period. Pacer Advisors Inc. increased its position in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock valued at $26,000 after buying an additional 69 shares in the last quarter. Sankala Group LLC bought a new stake in Vertiv in the 4th quarter valued at about $27,000. Finally, Meeder Asset Management Inc. raised its stake in Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company's stock worth $27,000 after buying an additional 112 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Acquisition of BMarko Structures to boost in‑house structural fabrication and speed capacity for manufactured and converged infrastructure — strengthens Vertiv’s ability to serve accelerating AI/data‑center builds. Vertiv Acquires BMarko Structures
• Positive Sentiment: Citi raised its price target to $340 (Buy), citing persistent AI-driven industrial trends — external validation that can support further upside and investor confidence. Citi Raises Vertiv Price Target to $340
• Positive Sentiment: Collaboration with CPower to integrate Vertiv’s EnergyCore Grid BESS into a Virtual Power Plant — enables data centers to monetize behind‑the‑meter storage (demand response/grid services) while improving interconnection and resilience. This broadens revenue/use‑case opportunities for Vertiv’s energy systems. CPower and Vertiv Collaborate
• Positive Sentiment: Market commentary and coverage note outperformance and renewed investor interest as Vertiv strengthens its position in the NYSE Composite and hits new highs — momentum can attract flows and support a higher trading multiple. Vertiv Reaches New Heights
• Neutral Sentiment: Sector/peer review places Vertiv in the context of electrical systems and data‑center suppliers — useful for relative valuation and demand trends but not an immediate catalyst. Electrical Systems Stocks Q4 In Review
• Negative Sentiment: Valuation and risk: the stock trades at a high PE (~90.9) and elevated multiples vs. history — while guidance and revenue growth support the story, multiples increase sensitivity to any slowdown or execution miss. Analyst Coverage Summary

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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