Vertiv (NYSE:VRT – Get Free Report) had its price objective lifted by research analysts at Barclays from $281.00 to $300.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Barclays‘s price target would suggest a potential upside of 15.40% from the stock’s previous close.
Other research analysts have also recently issued reports about the company. Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday. TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. Royal Bank Of Canada increased their price target on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $237.45.
Get Our Latest Stock Analysis on Vertiv
Vertiv Stock Up 3.7%
Vertiv (NYSE:VRT – Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same period in the previous year, the company 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 anticipate that Vertiv will post 3.59 EPS for the current fiscal year.
Insiders Place Their Bets
In other news, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the completion of the transaction, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. 5.01% of the stock is owned by insiders.
Institutional Investors Weigh In On Vertiv
Hedge funds have recently made changes to their positions in the business. Financial Management Professionals Inc. increased its holdings in shares of Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Vermillion & White Wealth Management Group LLC lifted its holdings 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 worth $25,000 after purchasing an additional 56 shares during the period. Promus Capital LLC purchased a new position in Vertiv in the 2nd quarter valued at $26,000. Pacer Advisors Inc. increased its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares during the period. Finally, Sankala Group LLC acquired a new position in Vertiv in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 89.92% of the company’s stock.
Key Vertiv News
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
About Vertiv
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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