Vertiv (NYSE:VRT – Get Free Report) had its price target lifted by equities research analysts at Barclays from $281.00 to $300.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective points to a potential upside of 15.40% from the company’s current price.
VRT has been the subject of several other reports. Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. Citigroup increased their price objective on shares of Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Royal Bank Of Canada lifted their target price on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Wall Street Zen downgraded shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 14th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $237.45.
Read Our Latest Analysis on Vertiv
Vertiv Stock Performance
Vertiv (NYSE:VRT – Get Free Report) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period last year, the firm 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. Sell-side analysts forecast that Vertiv will post 3.59 earnings per share for the current year.
Insider Buying and Selling at Vertiv
In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the completion of the sale, the director directly owned 68,333 shares of the company’s stock, valued at $17,353,165.35. This trade represents a 48.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of VRT. Empowered Funds LLC increased its stake in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after buying an additional 2,377 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Vertiv in the second quarter valued at $567,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Vertiv by 7.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 49,993 shares of the company’s stock valued at $6,420,000 after purchasing an additional 3,612 shares during the period. Lido Advisors LLC boosted its holdings in Vertiv by 74.2% in the second quarter. Lido Advisors LLC now owns 5,799 shares of the company’s stock valued at $745,000 after purchasing an additional 2,471 shares during the period. Finally, VestGen Advisors LLC acquired a new position in Vertiv during the 2nd quarter worth $316,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.
Vertiv News Summary
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Announced a ~ $50M investment to expand two Ohio facilities (Ironton and Westerville), aimed at boosting liquid‑cooling and chilled‑water capacity for high‑density and AI data centers and creating up to ~730 jobs through 2029 — strengthens U.S. production, supply‑chain resilience, and direct exposure to AI capex. Vertiv to Expand Ohio Manufacturing to Boost U.S. Production of Critical Thermal Management Technologies for AI Data Centers
- Positive Sentiment: Zacks highlights Vertiv’s strong history of earnings beats and says the company has the key ingredients to beat consensus again — supports upside to sentiment around upcoming quarters. Why Vertiv (VRT) Could Beat Earnings Estimates Again
- Positive Sentiment: Zacks also profiles Vertiv as a solid growth stock with above‑average financial growth drivers — reinforces growth narrative and longer‑term multiple justification. Is Vertiv (VRT) a Solid Growth Stock? 3 Reasons to Think “Yes”
- Positive Sentiment: Profiled among “profitable AI stocks” versus cash‑burning data‑center startups — highlights Vertiv’s profitable, cash‑generative position in the AI infrastructure supply chain. Forget CoreWeave. 3 Profitable AI Stocks That Don’t Burn $30B a Year
- Positive Sentiment: Expanded thermal product lineup with a new wall‑mount cooling system for edge and small data rooms in EMEA — product breadth supports cross‑sell into edge and regional data‑center projects. Vertiv expands Thermal Portfolio with New Wall-Mount Cooling System for Edge and Small Data Rooms in EMEA
- Neutral Sentiment: Analysis pieces weighing Wall Street’s bullish views and analyst commentary — useful for context but more informational than immediate catalysts. Is It Worth Investing in Vertiv (VRT) Based on Wall Street’s Bullish Views?
- Negative Sentiment: Jefferies downgraded VRT from Buy to Hold and cut its price target to $260 from $280 — the downgrade trims near‑term upside expectations and likely pressured some investors despite the operational news. Vertiv Downgraded as Wall Street Cites Too Lofty Expectations
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.
Further Reading
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