Core Viewpoint - BofA Securities analyst Andrew Obin maintains a Buy rating on Vertiv Holdings (VRT) with a price target of $150, reflecting optimism about the company's growth prospects and margin improvements [1]. Group 1: Revenue Growth and Forecasts - Vertiv's management has revised its organic revenue growth forecast to a 12%-14% CAGR from 2024 to 2029, an increase from the previous range of 8%-11% [1]. - This revised forecast is compared to BofA and consensus estimates of a 14% CAGR from 2024-2027, indicating a potential industry-wide constraint due to electricity availability and skilled labor shortages [2]. Group 2: Capital Expenditure and Capacity Expansion - Vertiv's capital expenditure is projected to rise to approximately 3.0% of revenue in 2025, up from 2.6% in 2024, signaling continued capacity expansion [2]. - The company is expected to increase its R&D and capacity investment to $150-200 million per year, up from the previous range of $75-125 million [4]. Group 3: Financial Performance and Margins - As of Q3 2024, Vertiv's gross equipment assets have grown by 25% year-over-year [3]. - Management has guided for an adjusted operating margin of over 25% by 2029, an improvement from the previous target of over 20% by 2028 [3]. - The adjusted EPS estimate for 2025 has been raised by $0.10 to $3.60, reflecting a 33% year-over-year increase, primarily driven by faster revenue growth [4]. - The adjusted EPS estimate for 2026 has also been increased by $0.15 to $4.40, representing a 22% year-over-year growth [5]. Group 4: Dividend Forecast - The dividend forecast has been raised to reflect a 50% increase to an annualized rate of $0.15 per share, coinciding with the Investor Day [5]. Group 5: Stock Performance - VRT shares are currently trading higher by 10.9% at $136.49 [6].

Ansys intelligent engineering project will accelerate the development and delivery of customized data center cooling systems/ Key Highlights Ansys technology enables Vertiv to develop products and respond to customer requests with more agility, speeding up their go-to-market time Ansys optiSLang™ automation and optimization framework accelerates the design of cooling technology, paving the path for Vertiv to design and manufacture data center critical digital infrastructure that can efficiently and reliabl ...

Vertiv TodayVRTVertiv$123.81 -2.99 (-2.36%) 52-Week Range$41.01▼$130.30Dividend Yield0.08%P/E Ratio82.54Price Target$122.11Add to WatchlistVertiv Holdings Co. NYSE: VRT has become a standout player in the industrial sector this year, with its stock up over 160% year-to-date and more than 200% over the past year. This under-the-radar industrial company recently surpassed Q3 expectations and raised its Q4 guidance, bolstering momentum in a market increasingly focused on AI-driven infrastructure. Given its re ...

UKRAINE - 2021/08/23: In this photo illustration, Vertiv Holdings Co logo is seen displayed on a ... [+] smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Shares of Vertiv, a data center hardware and services provider, have risen 175% as of November 11. Last month, Vertiv exceeded investor expectations for the third quarter and raised guidance.Here are three reasons Vertiv stock could rise further: Artificial in ...

Vertiv (VRT) shares have surged 12.5% in a month, outperforming the broader Zacks Computer & Technology sector’s return of 3.6% and the Zacks IT Services industry’s rise of 2.5%.Vertiv, a cooling and power management infrastructure provider, predominantly serves data center providers and has been capitalizing on robust AI-driven order growth. The growing focus on thermal management by data center operators aligns well with Vertiv’s strengths, and the company is poised to meet the increasing demand with adva ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Vertiv Holdings Co. (VRT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Vertiv currently has an ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Early signs indicate that Nvidia's Blackwell GPUs are going to be a big winner for the company.Believe it or not, Nvidia was once a company primarily focused on the gaming market. But over the last two years, the company has emerged as the world's preeminent AI operation. How did that happen?Well, one of Nvidia's core products is an advanced chipset known as a graphics processing unit (GPU). GPUs are a critical piece of infrastructure in developing generative AI, and they've become a business worth tens of ...

I believe Vertiv Holdings (NYSE: VRT ) represents a compelling investment opportunity in the rapidly expanding digital infrastructure sector. In my opinion, Vertiv is exceptionally well positioned to capitalize on three major tailwinds: the explosive growth in AI-driven data centerWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, ...

A discounted cash flow valuation reveals my intrinsic value for Vertiv stock. Vertiv Holdings (VRT -1.21%) is reporting increases in revenue, profits, and customer activity as the boom in artificial intelligence persists. *Stock prices used were the afternoon prices of Oct. 28, 2024. The video was published on Oct. 30, 2024. ...