Vertiv Holdings Analysts Boost Their Forecasts After Better-Than-Expected Q3 Earnings

Core Insights - Vertiv Holdings Co reported better-than-expected third-quarter fiscal 2025 results, with net sales rising 29% year-over-year to $2.68 billion, surpassing the consensus of $2.56 billion. Adjusted EPS was $1.24, exceeding the consensus of $0.99 [1] Financial Performance - For fiscal 2025, Vertiv raised its adjusted EPS guidance to $4.07–$4.13, up from $3.75–$3.85, and above the $3.81 consensus estimate. The company also increased its 2025 sales outlook to $10.16 billion–$10.24 billion, compared to the previous range of $9.93 billion–$10.08 billion and estimates of $10.04 billion [2] - For the fourth quarter, Vertiv expects adjusted EPS of $1.23–$1.29, slightly above the street view of $1.24, and revenue of $2.81–$2.89 billion, ahead of the $2.78 billion forecast [2] Strategic Initiatives - Giordano Albertazzi, Vertiv's CEO, mentioned an accelerated restructuring program in EMEA to optimize operations and strengthen the company's ability to capitalize on improving market conditions expected in the second half of 2026 [3] Analyst Ratings - Following the earnings announcement, Morgan Stanley analyst Chris Snyder maintained an Overweight rating on Vertiv and raised the price target from $165 to $200. Barclays analyst Julian Mitchell maintained an Equal-Weight rating and raised the price target from $145 to $170 [5]