Vertiv (NYSE:VRT) Price Target Raised to $350.00 at JPMorgan Chase & Co.

Key Points

• JPMorgan raised its price target on Vertiv to $350 and kept an "overweight" rating, implying roughly a 7.2% upside from the prior close.
• Vertiv beat Q1 estimates (EPS $1.17 vs. $1.00; revenue $2.65B, +30% YoY) and raised FY guidance, spurring multiple analyst target/rating increases.
• Despite analyst optimism, insiders sold about $123 million of stock recently and some coverage warns of valuation and peak‑growth risks after large YTD gains.

Vertiv (NYSE:VRT - Get Free Report) had its price target increased by JPMorgan Chase & Co. from $305.00 to $350.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an "overweight" rating on the stock. JPMorgan Chase & Co.'s price objective would indicate a potential upside of 7.16% from the company's previous close.

A number of other analysts also recently issued reports on the stock. Citigroup increased their price target on shares of Vertiv from $340.00 to $353.00 and gave the stock a "buy" rating in a report on Thursday. TD Cowen increased their price objective on shares of Vertiv from $269.00 to $347.00 and gave the company a "buy" rating in a report on Thursday. Oppenheimer reaffirmed an "outperform" rating and set a $330.00 price objective on shares of Vertiv in a report on Thursday. The Goldman Sachs Group increased their price objective on shares of Vertiv from $277.00 to $311.00 and gave the company a "buy" rating in a report on Tuesday, April 14th. Finally, Morgan Stanley increased their price objective on shares of Vertiv from $285.00 to $350.00 and gave the company an "overweight" rating in a report on Thursday. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $278.38.

Vertiv Stock Performance

NYSE VRT traded up $4.88 during mid-day trading on Friday, reaching $326.63. 2,992,915 shares of the stock were exchanged, compared to its average volume of 7,306,422. The business's 50 day moving average is $266.67 and its 200-day moving average is $208.41. Vertiv has a 1 year low of $80.51 and a 1 year high of $330.30. The company has a market capitalization of $124.97 billion, a P/E ratio of 82.08, a P/E/G ratio of 1.49 and a beta of 2.04. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 52.45%. The firm had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the prior year, the firm posted $0.64 earnings per share. The firm's quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities research analysts forecast that Vertiv will post 6.35 EPS for the current fiscal year.

Insider Transactions at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Steven Reinemund sold 65,000 shares of the firm's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the sale, the director owned 68,333 shares of the company's stock, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. Company insiders own 2.63% of the company's stock.

Institutional Investors Weigh In On Vertiv

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

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance raise — Vertiv reported better‑than‑expected Q1 results (EPS $1.17, sales $2.65B, ~30% YoY growth), wider margins and raised full‑year outlook, supporting the thesis of continued AI/data‑center demand. Vertiv Q1 Earnings Beat
• Positive Sentiment: Analysts lifting targets — Multiple firms bumped price targets and ratings after the quarter (Morgan Stanley raised its target to $350 and maintained overweight), providing additional buy‑side momentum. Analyst Price Target Moves
• Positive Sentiment: Market narrative: AI/data‑center tailwinds — Coverage highlights sustained rack‑density and pricing power driving outsized revenue and margin expansion, underpinning a longer‑term growth story. Vertiv Keeps Chugging
• Neutral Sentiment: Options and trading flows — The stock was the subject of unusually large options activity (notably increased put volume and a separate report of large options trades), which can reflect hedging, volatility bets or directional speculation. Monitor volumes/IV for short‑term swings. Unusual Options Trading
• Negative Sentiment: Insider selling — Reports show insiders sold roughly US$102m of stock over the past year, a signal some investors interpret as a caution on near‑term valuation or personal liquidity moves. Insider Sales
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary warns that rapid share gains (300%+ YTD in some coverage) and the potential for near‑term international softness introduce risk of peak growth/valuation re‑rating. Peak Growth Concerns

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.