Vertiv’s (VRT) Expanding Markets Support Barclays’ Equal Weight Rating

Core Insights - Vertiv Holdings Co (NYSE:VRT) is recognized as one of the 14 Best US Stocks to Buy for Long Term [1] - Barclays raised its price target for Vertiv from $170 to $181 while maintaining an Equal Weight rating, reflecting a neutral outlook for the sector in 2026 [2] - The company is expanding its market presence through a partnership with Nvidia to develop power system solutions for upcoming 800V high-voltage direct current data centers, expected to launch in 2027 [3] - Vertiv's stock has surged nearly 60% in 2025, attributed to consistent increases in full-year guidance during earnings calls [4] - The company announced a 66.7% increase in its quarterly dividend, now at $0.0625 per share, boosting investor confidence [5] Company Performance - Vertiv's adjusted diluted EPS guidance for FY25 has been raised to $4.10 from $3.80, and adjusted operating profit guidance increased to $2.06 billion from $1.9 billion, driven by a strong backlog and pipeline [4] - The significant dividend hike reflects the company's commitment to returning value to shareholders and indicates strong financial health [5] Market Position - The partnership with Nvidia positions Vertiv as a key player in the growing data center market, particularly driven by the demand for AI technologies [3] - Barclays' outlook suggests that growth opportunities exist beyond traditional markets such as data centers, electric utilities, and aerospace, indicating a broader market potential for Vertiv [2]