Update shared on 05 Nov 2025
Fair value Increased 11%Analysts have raised their price target for Vertiv Holdings Co. from $173.11 to $192.66. They cite improved revenue growth expectations and slight adjustments to profit margins and discount rates as key factors in their updated outlook.
What's in the News
- Vertiv unveiled gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, aiming to accelerate generative AI deployment and offer flexible infrastructure options for large-scale AI factories. (Product Related Announcements)
- The company raised full-year 2025 earnings guidance, now expecting net sales of $10.16 to $10.24 billion and organic net sales growth of 26% to 28%. (Corporate Guidance Raised)
- Vertiv announced a major milestone in its collaboration with NVIDIA, advancing its 800 VDC power architectures to support megawatt-scale AI computing needs and planning a portfolio release in the second half of 2026. (Client Announcements)
- Craig Chamberlin was appointed as the next Chief Financial Officer, with a transition from current CFO David Fallon to occur in November 2025. (Executive Changes CFO)
- Vertiv continues to seek both smaller technology and larger strategic acquisitions, leveraging a strong balance sheet to accelerate growth in the evolving data center market. (Seeking Acquisitions/Investments)
Valuation Changes
- Consensus Analyst Price Target: Increased from $173.11 to $192.66, reflecting a higher expected fair value per share.
- Discount Rate: Increased slightly from 9.06% to 9.10% in new forecasts.
- Revenue Growth: Projected growth has risen from 15.68% to 17.40%.
- Net Profit Margin: Narrowed marginally from 16.29% to 16.22% in updated estimates.
- Future P/E: Rose slightly from 39.36x to 39.71x, indicating a marginally higher expected earnings multiple.
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.