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AnalystConsensusTarget updated the narrative for VRT

Update shared on 22 Oct 2025

Fair value Increased 8.80%
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AnalystConsensusTarget's Fair Value
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1Y
28.6%
7D
-4.3%

Analysts have raised their price target for Vertiv Holdings Co. from $159.11 to $173.11 per share. This change reflects updated forecasts for stronger revenue growth and higher future valuation multiples.

What's in the News

  • Vertiv announced the appointment of Craig Chamberlin as Chief Financial Officer, effective November 10, 2025, following the retirement of current CFO David Fallon. Mr. Fallon will consult through December 2026 to ensure a smooth transition. (Executive Changes)
  • The company reported a major milestone with NVIDIA to accelerate AI factory development, including advancing 800 VDC power architectures and planning for platform releases aligned with next-generation NVIDIA compute rollouts. (Client Announcements)
  • Global launch of Vertiv OneCore, an integrated, prefabricated solution designed to simplify and accelerate deployment of high-density data centers for a range of clients and environments. (Product-Related Announcements)
  • Vertiv raised earnings guidance for full year 2025, now expecting net sales of $9,925 million to $10,075 million with organic sales growth of 23% to 25%, up from an earlier estimate of 18%. (Corporate Guidance)
  • Company completed previously announced share buybacks, having repurchased 9,076,444 shares for $599.84 million, representing 2.38% of shares. (Buyback Tranche Update)

Valuation Changes

  • Consensus Analyst Price Target has risen from $159.11 to $173.11 per share, reflecting greater confidence in future performance.
  • Discount Rate has increased slightly from 8.99% to 9.06%, which indicates modestly higher perceived risk or required return.
  • Revenue Growth projections have improved, moving from 15.58% to 15.68%.
  • Net Profit Margin is virtually unchanged and has edged down from 16.31% to 16.29%.
  • Future P/E ratio is higher, rising from 36.16x to 39.36x, signifying higher expected valuation multiples.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.